Sameera Agro And Infra Limited (SAIFL)
SAIFL delivery percentage
NSE end-of-day data for
On Fri, 23 Oct 2026, 66.67% of the SAIFL shares traded on NSE were taken to delivery, against the stock's own 20-session average of 71.24%. That is close to its usual level. Turnover was only ₹6 lakh, so a handful of trades can move this figure.
Delivery in the last 5 sessions: 76.2% · 71.4% · 75.0% · 60.0% · 66.7%
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
Sameera Agro And Infra Limited has submitted its compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended September 30, 2026. The certificate was issued by the company's Registrar and Share Transfer Agent, KFin Technologies Limited, dated October 1, 2026. It confirms that securities dematerialized or rematerialized during the quarter were processed and intimated to the stock exchanges as required. This is a standard quarterly regulatory compliance submission with no operational impact.
- Compliance submission under Regulation 74(5) of SEBI Regulations, 2018.
- Covers the quarter ended September 30, 2026.
- Certificate received from Registrar and Share Transfer Agent KFin Technologies Limited on October 1, 2026.
- Formally submitted to the National Stock Exchange of India Ltd on October 17, 2026.
Sameera Agro and Infra Limited declared the voting results and Scrutinizer's Report for its 25th Annual General Meeting held on September 30, 2026. Shareholders approved the adoption of FY26 financial statements and passed a special resolution approving a variation/deviation in the utilization of SME IPO proceeds, both with 99.99% voting in favour. Resolution 2 regarding the re-appointment of Director Mrs. Kameswari Sivalenka became redundant due to her demise on September 22, 2026, leaving a casual vacancy on the board.
- Special resolution approving variation in SME IPO proceeds utilization passed with 99.99% votes in favour (19,158,001 votes)
- Adoption of FY26 Audited Financial Statements approved with 99.99% votes in favour (191,820,001 votes reported in favour)
- Resolution No. 2 dropped and votes rendered redundant following the death of Director Mrs. Kameswari Sivalenka on September 22, 2026
- Only 12,000 votes (0.01%) cast against both approved resolutions
Sameera Agro And Infra Limited has reported the sudden demise of Director Mrs. Kameswari Sivalenka (DIN: 00412669) on September 22, 2026. The company formally intimated the exchange on September 28, 2026, under Regulation 30 of SEBI LODR. The late director was related to the promoter group as the wife of Managing Director and CEO Satya Murthy Sivalenka. The filing does not disclose any immediate board reconstitution plans or operational disruption.
- Demise of Director Mrs. Kameswari Sivalenka occurred on September 22, 2026
- SEBI LODR Regulation 30 notification filed on September 28, 2026
- Director DIN: 00412669
- Relationship disclosed as wife of Managing Director and CEO Satya Murthy Sivalenka (DIN: 00412609)
Sameera Agro And Infra Limited has approved convening its 25th Annual General Meeting (AGM) on September 30, 2026, via VC/OAVM. The e-voting cut-off date is set for September 18, 2026, with the register of members closed from September 22 to September 29, 2026. In addition to administrative AGM business, the Board deliberated on the operations of its subsidiary, Globe Continent Distilleries Pvt. Ltd., and directed management to submit a detailed report on its operational issues and growth plans for the next board meeting.
- 25th Annual General Meeting convened for September 30, 2026, at 2:00 PM via VC/OAVM
- E-voting cut-off date fixed for September 18, 2026
- Book closure scheduled from September 22, 2026, to September 29, 2026
- Board commissioned a detailed report on operational issues and growth plans for subsidiary Globe Continent Distilleries Pvt. Ltd.
Financial Performance
Revenue Growth by Segment
Revenue from Agri Commodities grew 10.97% YoY in H1 FY26, reaching INR 111.17 Cr compared to INR 100.18 Cr in H1 FY25. Standalone revenue for Q2 FY26 grew 29.88% YoY to INR 59.35 Cr.
Profitability Margins
Net Profit Margin for H1 FY26 was 6.06% (INR 6.74 Cr), a slight decrease from 6.17% (INR 6.18 Cr) in H1 FY25. Gross margins are tight as raw material costs represent 93.96% of revenue.
EBITDA Margin
EBITDA margin for H1 FY26 was 8.66% (INR 9.63 Cr), improving from 8.41% (INR 8.43 Cr) in H1 FY25.
Capital Expenditure
Purchase of Fixed Assets in FY25 was INR 4.14 Cr. Investing activities in H1 FY26 were minimal at INR 0.30 Cr.
Credit Rating & Borrowing
Short-term borrowings stood at INR 4.50 Cr as of September 30, 2025. Finance costs increased significantly by 2,610% YoY to INR 0.1057 Cr in H1 FY26 from INR 0.0039 Cr in H1 FY25.
Operational Drivers
Raw Materials
Agri Commodities (primary raw material) accounting for 93.96% of total revenue costs in H1 FY26.
Import Sources
Primarily sourced from India (local procurement for agri-commodities).
Raw Material Costs
Raw material costs were INR 104.46 Cr in H1 FY26, representing 93.96% of revenue, up from 81.65% (INR 81.80 Cr) in H1 FY25.
Strategic Growth
Expected Growth Rate
11%
Growth Strategy
Expansion of agri-commodity trading volumes and integration of distillery operations through the subsidiary Globe Continental Distilleries Private Limited. The company is also focusing on infrastructure projects to diversify revenue streams.
Products & Services
Agri Commodities (trading), Distillery products (via subsidiary), and Infrastructure projects.
Brand Portfolio
Sameera Agro and Infra Limited, Globe Continental Distilleries.
New Products/Services
Distillery products through the subsidiary Globe Continental Distilleries Private Limited are expected to contribute to consolidated revenue.
Strategic Alliances
Subsidiary relationship with Globe Continental Distilleries Private Limited.
External Factors
Industry Trends
Modernization of agri-infrastructure and shift towards organized commodity trading and value-added processing in the distillery sector.
Competitive Landscape
Operates in a highly fragmented agri-commodity market with competition from both organized and unorganized players.
Competitive Moat
Moat is based on an integrated model of agri-trading and infrastructure, though sustainability is challenged by low margins and high commodity price sensitivity.
Macro Economic Sensitivity
High sensitivity to agricultural output cycles and monsoon patterns affecting commodity availability and pricing.
Regulatory & Governance
Industry Regulations
Compliance with Companies Act 2013, SEBI Listing Regulations, and Accounting Standards (AS 20, Ind AS 34). Implementation of audit trail facility as per Rule 3(1) of Companies (Accounts) Rules.
Taxation Policy Impact
Effective tax rate for H1 FY26 was approximately 29% (INR 2.77 Cr tax on INR 9.51 Cr PBT).
Risk Analysis
Key Uncertainties
Commodity price volatility (94% cost base), regulatory compliance risks (NSE queries on XBRL and filing formats), and high working capital requirements.
Geographic Concentration Risk
Operations primarily centered in Hyderabad, Telangana.
Third Party Dependencies
High dependency on third-party agri-suppliers for 94% of revenue inputs.
Technology Obsolescence Risk
Transitioning to accounting software with mandatory audit trail features to meet regulatory standards.
Credit & Counterparty Risk
Trade receivables change of INR 42.81 Cr in H1 FY26 indicates significant credit exposure to buyers.