Dhunseri Investments Limited (DHUNINV)
₹907.05 -1.07% last close, 16 Oct
Latest quarterly results (Q1 FY27)
In its latest reported quarter, Q1 FY27, Dhunseri Investments' net interest income was ₹255 Cr (+61.2% year on year, +564.0% on the previous quarter), and net profit ₹194 Cr (+150.7% year on year).
| Q1 FY27 (₹ Cr) | Value | YoY vs Q1 FY26 | QoQ |
|---|---|---|---|
| Net interest income | ₹255 | +61.2% | +564.0% |
| Operating profit | ₹251 | — | — |
| Net profit | ₹194 | +150.7% | — |
DHUNINV delivery percentage
NSE end-of-day data for
On Fri, 16 Oct 2026, 69.81% of the DHUNINV shares traded on NSE were taken to delivery, against the stock's own 20-session average of 76.35%. That is close to its usual level. Turnover was only ₹4 lakh, so a handful of trades can move this figure.
Delivery in the last 5 sessions: 79.2% · 77.6% · 75.6% · 73.0% · 69.8%
A description of what the exchange published, not a recommendation. Names such as "accumulation" or "long buildup" label a pattern in the numbers. How delivery is analysed
📢 Recent Corporate Announcements
Dhunseri Investments Limited has issued a Postal Ballot notice seeking shareholder approval via a special resolution for appointing Mrs. Aditi Kanodia as a Non-Executive Independent Director. The appointment is proposed for a five-year term starting from September 23, 2026. Remote e-voting commences on September 30, 2026, and closes on October 29, 2026, with the cut-off date fixed at September 25, 2026. The filing is a procedural governance step and carries no direct financial implications.
- Seeking shareholder approval for appointment of Mrs. Aditi Kanodia as Independent Director for a 5-year term from 23rd September, 2026
- Cut-off date for eligibility to vote via remote e-voting is 25th September, 2026
- Remote e-voting window runs from 30th September, 2026 (9:00 AM IST) to 29th October, 2026 (5:00 PM IST)
- Voting results will be announced within two working days of the e-voting closure
Dhunseri Investments Limited has appointed Mrs. Aditi Kanodia as an Additional Non-Executive Independent Director with immediate effect from September 23, 2026. Her appointment is for a tenure of five years, subject to shareholder approval via postal ballot. Mrs. Kanodia holds a Master's degree in Commerce and has over 10 years of professional experience. The board meeting approving the appointment was conducted between 3:10 PM and 3:30 PM on September 23, 2026.
- Appointment of Mrs. Aditi Kanodia as Additional Non-Executive Independent Director effective September 23, 2026
- Appointed for a tenure of 5 years, subject to shareholder approval via postal ballot
- Candidate holds a Master's in Commerce with over 10 years of relevant professional experience
- Board meeting approving the appointment was held from 3:10 PM to 3:30 PM on September 23, 2026
Dhunseri Investments Limited announced the appointment of Mrs. Aditi Kanodia as an Additional Director in the category of Non-Executive Independent Director, effective September 23, 2026. The appointment is for a period of 5 years and is subject to shareholder approval via postal ballot. Mrs. Kanodia brings over 10 years of professional experience with a Masters in Commerce and has professional affiliations including writing for HT Mint and working in the insurance sector. This appointment serves as a routine board-level corporate governance enhancement with no direct impact on financial performance.
- Appointment of Mrs. Aditi Kanodia as Non-Executive Independent Director effective September 23, 2026
- Appointed for a tenure of 5 years, subject to shareholder approval
- Shareholder approval to be sought through a postal ballot process
- Director brings over 10 years of professional experience
Dhunseri Investments Limited announced that shareholders approved key board appointments at its 29th Annual General Meeting held on August 20, 2026. Mrs. Aruna Dhanuka has been re-appointed as Managing Director and Chief Executive Officer for a term of 5 consecutive years effective May 27, 2026. Additionally, Mrs. Rusha Mitra was appointed as an Independent Director for a 5-year term starting from May 27, 2026. These approvals ensure leadership stability across the company's investment and treasury operations.
- Shareholders approved resolutions at the 29th Annual General Meeting held on August 20, 2026
- Mrs. Aruna Dhanuka re-appointed as MD & CEO for a 5-year term w.e.f. May 27, 2026
- Mrs. Rusha Mitra appointed as Independent Director for a 5-year term w.e.f. May 27, 2026
Dhunseri Investments Limited has submitted the Scrutinizer's Report and voting results for its 29th Annual General Meeting held on August 20, 2026. All five ordinary and special resolutions were approved by shareholders with overwhelming majorities (>99.8%). Key resolutions passed include the adoption of FY26 financial statements, declaration of a dividend of Rs 3.00 per equity share, and the re-appointment of Mrs. Aruna Dhanuka as Managing Director & CEO. Total voter turnout stood at 75.31% of the total 60,97,178 equity shares.
- Dividend of Rs 3.00 per equity share approved with 99.9996% votes in favor
- Overall voting participation reached 75.31% (45,91,797 votes polled out of 60,97,178 total shares)
- Re-appointment of Mrs. Aruna Dhanuka as MD & CEO passed with 99.9978% votes in favor
- Appointment of Mrs. Rusha Mitra as Independent Director approved with 99.8708% votes in favor
Dhunseri Investments Limited conducted its 29th Annual General Meeting on August 20, 2026. Shareholders considered the adoption of FY26 audited financial statements and the declaration of a ₹3.00 per share dividend for FY26. Key management resolutions included the re-appointment of Mrs. Aruna Dhanuka as Managing Director and CEO, along with the appointment of Mrs. Rusha Mitra as an Independent Director. Consolidated e-voting results are scheduled to be declared within two working days.
- 29th AGM held on August 20, 2026, commencing at 11:30 AM and concluding at 11:49 AM IST
- Tabled dividend declaration of ₹3.00 per equity share for FY26
- Proposed re-appointment of Mrs. Aruna Dhanuka as Managing Director & CEO
- Remote e-voting held between August 17, 2026, and August 19, 2026; voting results expected within 2 working days
Dhunseri Investments reported a strong turnaround in Q1 FY27, with consolidated Profit Before Tax (PBT) reaching Rs 250.50 Cr, a 144% increase from Rs 102.49 Cr in the year-ago quarter. The performance was bolstered by a massive jump in the share of profit from equity-accounted investees, which rose to Rs 123.27 Cr from Rs 27.36 Cr YoY. On a standalone basis, the company posted a net profit of Rs 16.82 Cr, driven by unrealised fair value gains of Rs 21.24 Cr on its investment portfolio, reversing the losses seen in the previous two quarters.
- Consolidated Profit Before Tax from continued operations surged to Rs 250.50 Cr from Rs 102.49 Cr YoY.
- Share of profit from equity-accounted investees increased by 350% YoY to Rs 123.27 Cr.
- Standalone unrealised fair value gains of Rs 21.24 Cr compared to a loss of Rs 5.02 Cr in the base quarter.
- Consolidated Treasury segment revenue reached Rs 140.97 Cr, while Flexible Packaging Film revenue stood at Rs 137.91 Cr.
- Standalone EPS for the quarter stood at Rs 27.59, a significant recovery from the negative EPS of Rs 21.30 in the preceding March quarter.
Dhunseri Investments Limited has announced the cessation of Mr. Raj Vardhan Kejriwal as a Non-Executive Independent Director, effective August 09, 2026. This departure is due to the completion of his second and final term, a standard regulatory requirement under SEBI listing rules. The company, an NBFC with a market cap of Rs 1,467 Cr and TTM revenue of Rs 614 Cr, is undergoing a routine board rotation. No immediate impact on the company's treasury or tea operations is anticipated.
- Cessation of Mr. Raj Vardhan Kejriwal effective from close of business hours on August 09, 2026
- Completion of the 2nd and final term as an Independent Director as per SEBI regulations
- Company market capitalization stands at Rs 1,467 Cr
- Promoter holding remains stable at 74.95% as of June 2026
Dhunseri Investments has scheduled its 29th Annual General Meeting (AGM) for August 20, 2026, at 11:30 A.M. IST via video conferencing. The company has released its full Annual Report for FY 2025-26, which is now available on its website and stock exchange platforms. For shareholders with unregistered email addresses, the company has dispatched physical letters providing the specific web-link to access the report. This is a standard regulatory filing and does not contain new financial results beyond what was previously reported for the fiscal year.
- 29th Annual General Meeting scheduled for August 20, 2026, at 11:30 A.M. IST
- Annual Report for the financial year 2025-26 made available via a dedicated web-link
- Physical intimation letters dispatched to shareholders on July 24, 2026
- Compliance filing under Regulation 30 and 36(1)(b) of SEBI Listing Regulations
- Company maintains a market capitalization of Rs 1,363 Cr as of the announcement date
Dhunseri Investments Limited has scheduled its 29th Annual General Meeting (AGM) for August 20, 2026. The Board has recommended a dividend of ₹3 per equity share for FY 2025-26, which represents a yield of approximately 0.35% based on the current price of ₹860. Key agenda items include the re-appointment of Mrs. Aruna Dhanuka as MD & CEO for a five-year term and the appointment of Mrs. Rusha Mitra as an Independent Director. The company continues to navigate a volatile environment, with TTM PAT standing at ₹47 Cr.
- Proposed dividend of ₹3 per equity share for the financial year ended March 31, 2026
- AGM scheduled for August 20, 2026, at 11:30 A.M. via Video Conferencing
- Record date for dividend eligibility set as August 13, 2026
- Re-appointment of Mrs. Aruna Dhanuka as MD & CEO for a 5-year term effective May 27, 2026
- Appointment of Mrs. Rusha Mitra as an Independent Director for a 5-year term
Dhunseri Investments Limited has filed its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The document confirms that for the quarter ended June 30, 2026, all physical securities received for dematerialization were processed and cancelled by the Registrar, Maheshwari Datamatics Private Limited. This is a standard procedural filing required by all listed entities to verify the transition of physical shares to electronic format. There are no material financial implications or changes to the company's business model.
- Quarterly compliance certificate submitted for the period ending June 30, 2026
- Confirmation of security destruction/mutilation within stipulated SEBI timeframes
- Verification conducted by Registrar and Share Transfer Agent, Maheshwari Datamatics Private Limited
- Substitution of depository names as registered owners in company records confirmed
Dhunseri Investments Limited has announced the closure of its trading window starting July 1, 2026, in compliance with SEBI insider trading regulations. This closure is ahead of the announcement of the company's unaudited financial results for the quarter ending June 30, 2026. The restriction applies to all designated persons and their immediate relatives. The window will remain closed until 48 hours after the financial results are officially declared to the exchanges.
- Trading window closure effective from July 1, 2026
- Closure is related to the financial results for the quarter ending June 30, 2026
- Restriction applies to all Designated Persons and their immediate relatives
- Window will reopen 48 hours after the board meeting results are announced
Dhunseri Investments Limited has issued a notice to shareholders holding securities in physical form regarding the mandatory furnishing of PAN, KYC, and nomination details. This action follows SEBI circulars from March 2023 and June 2024 aimed at streamlining investor records. Shareholders must update their mobile number, email ID, bank account details, and specimen signatures with the Registrar and Share Transfer Agent (RTA). Failure to comply will restrict the receipt of dividends and other payments to electronic mode only, effective from April 1, 2024, once the details are furnished.
- Mandatory submission of PAN, KYC, and Nomination details for all physical security holders.
- Compliance is required as per SEBI circulars dated March 16, 2023, and June 10, 2024.
- Dividends and redemptions will be processed only through electronic mode post-compliance.
- Specific forms (ISR 1, ISR 2, ISR 3, SH 13, SH 14) must be submitted to the RTA, Maheshwari Datamatics Pvt. Ltd.
- KYC compliance inclusive of PAN is mandatory, while providing a choice of nomination remains optional for dividend receipt.
Dhunseri Investments Limited has recommended a final dividend of ₹3.00 per equity share (30% of face value) for the financial year ended March 31, 2026. The dividend is subject to shareholder approval at the Annual General Meeting scheduled for August 20, 2026. The company has fixed August 13, 2026, as the record date to determine eligibility for the payment. Detailed tax deduction at source (TDS) norms have been outlined, with a standard 10% rate for resident shareholders with valid PAN and 20% for those without.
- Recommended final dividend of ₹3.00 per equity share of ₹10 face value for FY 2025-26.
- Record date for determining dividend eligibility is set for August 13, 2026.
- Dividend payment will be completed within 30 days of the AGM approval on August 20, 2026.
- TDS of 10% applies to resident individuals if the aggregate dividend exceeds ₹10,000, provided PAN is linked with Aadhaar.
- Non-resident shareholders may claim beneficial DTAA rates by submitting required documents by August 13, 2026.
Dhunseri Investments Limited has declared a dividend of Rs. 3.00 per equity share for the financial year 2025-26, representing a 30% payout on the face value of Rs. 10. The company has fixed August 13, 2026, as the record date to determine the eligibility of shareholders for this payment. The share transfer books and register of members will remain closed from August 14 to August 20, 2026. The dividend is subject to shareholder approval at the upcoming 29th Annual General Meeting scheduled for August 20, 2026.
- Dividend of Rs. 3.00 per equity share (30% of face value) for FY 2025-26
- Record date for dividend eligibility is fixed as Thursday, August 13, 2026
- Book closure period scheduled from August 14, 2026, to August 20, 2026
- 29th Annual General Meeting (AGM) to be held on August 20, 2026
Financial Performance
Revenue Growth by Segment
Total consolidated revenue from operations for H1 FY26 was INR 264.10 Cr, representing a 22% decrease from INR 338.58 Cr in H1 FY25. The 'Sale of Products' (Tea segment) contributed INR 188.87 Cr (71.5% of total revenue), down 15% from INR 222.40 Cr YoY. Treasury operations (Interest + Dividend) contributed INR 13.82 Cr, a 22.5% decline from INR 17.84 Cr YoY.
Profitability Margins
The company experienced a significant shift in profitability due to fair value changes. H1 FY26 recorded a net loss on fair value changes of INR 59.52 Cr compared to a gain of INR 97.68 Cr in H1 FY25. Finance costs as a percentage of total income rose to 14% (INR 41.58 Cr) in H1 FY26 from 6% (INR 22.06 Cr) in H1 FY25.
EBITDA Margin
Not explicitly disclosed; however, finance costs for H1 FY26 were INR 41.58 Cr, an 88.5% increase YoY, impacting core profitability.
Operational Drivers
Raw Materials
Specific raw materials include green leaf and tea processing inputs. Cost of materials consumed for Q2 FY26 was INR 62.46 Cr, representing 79% of total quarterly revenue from operations.
Raw Material Costs
Cost of materials consumed for H1 FY26 was not fully aggregated, but Q2 FY26 costs were INR 62.46 Cr. Management monitors market volatility to manage procurement.
Strategic Growth
Growth Strategy
The company aims to achieve growth by monitoring market conditions to use opportunities at the 'right moment' for capital appreciation in treasury assets and maintaining harmonious industrial relations in its tea operations. It focuses on long-term investment holdings to insulate against market volatility.
Products & Services
Tea products, Treasury investment services (holding equity and debt instruments for capital appreciation).
Brand Portfolio
Dhunseri.
Market Expansion
Management is exploring new opportunities for expansion as the Indian economy becomes more insulated globally, though specific regions are not named.
Strategic Alliances
The company has investments in various subsidiaries and associates, though specific new JV partners were not named in the current period.
External Factors
Industry Trends
The Indian economy is creating a mark on a global level, but the NBFC sector faces hindrances due to small size and market unpredictability. The company is positioning itself to monitor these trends and act on opportunities.
Competitive Landscape
Operates as a small-size NBFC in a volatile market with plenty of hindrances that may hamper growth.
Competitive Moat
The company's moat is built on its long-term investment holding strategy and its established presence in the tea segment. This strategy is designed to withstand temporary market fluctuations, though its sustainability is tied to management's ability to monitor market shifts.
Macro Economic Sensitivity
Highly sensitive to financial market volatility and Indian economic growth trends. Slowdowns in economic growth adversely affect the company's predictable performance.
Geopolitical Risks
Global industry downtrends and significant changes in the political environment in India are cited as important development risks.
Regulatory & Governance
Industry Regulations
Subject to NBFC regulations and Companies Act 2013 provisions. Compliance with SEBI (LODR) and Insider Trading regulations is maintained.
Legal Contingencies
The company reported no pending litigations as of March 31, 2025, that would impact its financial position. No material foreseeable losses on long-term or derivative contracts were identified.
Risk Analysis
Key Uncertainties
Fluctuation in share prices poses a risk to the Treasury segment (fair value changes). Economic slowdowns could impact the tea segment's revenue.
Geographic Concentration Risk
Operations are primarily based in Kolkata, India, with a focus on the domestic market.
Credit & Counterparty Risk
Receivables quality is monitored through internal financial controls; no reportable material weaknesses were observed in the audit for FY 2024-25.