KMSUGARNSEK.M.Sugar Mills Limited· SugarMediumNeutral
Announced Fri, 27 Mar · 18:15 IST

K.M.Sugar Mills Limited has informed the Exchange about Scheme of Arrangement

Demerger Ratio AnnouncedNclt Scheme FiledStrategic Transactions View source PDF

KMSUGAR · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+1.8%1-day move
₹25.39
prior close
₹25.05
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.2+3.2+5.7+7.0+1.8+2.4+5.4+5.6+7.1+8.7+17.6+21.9+5.9+2.4
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AI summary

K.M. Sugar Mills has received the NCLT Allahabad Bench order dated March 24, 2026, allowing its First Motion Application for the proposed demerger of its Distillery Division into wholly-owned subsidiary KM Spirits and Allied Industries Limited. Under the scheme, shareholders of K.M. Sugar Mills will get 1 equity share of Rs. 10 face value in the resulting company for every 5 equity shares of Rs. 2 face value held in K.M. Sugar Mills. NSE and BSE had already issued no-objection letters in January 2026, and the appointed date for the demerger is April 1, 2026. The NCLT has directed that meetings of equity shareholders and unsecured creditors of K.M. Sugar Mills be held on May 30, 2026, while dispensing with the secured creditors' meeting (96.23% consent already received) and all meetings of the resulting company (100% consents obtained). The resulting company is proposed to be listed on the stock exchanges, giving shareholders a separate, focused pure-play distillery entity.

Likely market impact

If approved, shareholders of K.M. Sugar Mills will receive shares in the new listed entity KM Spirits, allowing them to hold separate pure-play exposures to the sugar/power business and the higher-growth distillery/ethanol business. This is a corporate restructuring milestone, not a cash event, and the stock may see re-rating based on independent valuation of the two businesses once the scheme is fully implemented.