MADHAVBSEMadhav Marbles & Granites LtdMediumNeutral
Announced Fri, 29 May · 22:29 IST

OUTCOME OF BOARD MEETING

Board & Shareholder Meetings View source PDF

MADHAV · price

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₹36.51
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AI summary

The board approved audited FY2026 results showing standalone net profit of Rs. 2.39 crore (vs Rs. 0.75 crore last year) and consolidated net profit of Rs. 0.39 crore (vs loss of Rs. 0.68 crore last year). However, auditors issued a modified opinion citing concerns about Rs. 3 crore in investments and Rs. 40 lakh loans to Madhav Ashok Ventures where net worth is fully eroded. The company also approved acquiring an additional 40% stake in Madhav Ashok Ventures to make it a wholly-owned subsidiary, investing up to Rs. 10 crore in overseas associate Madhav Surfaces FZC LLC, and extending loan repayment timelines for two subsidiaries (Rs. 6 crore to Madhav Natural Stone for 1 year, Rs. 23.80 crore to Madhav Ashok Ventures for 2 years). The Granite & Stone segment reported a loss of Rs. 2.20 crore for FY2026 due to geopolitical disruptions affecting its overseas joint venture operations.

Likely market impact

The modified audit opinion and Rs. 30+ crore in loans to struggling subsidiaries with eroded net worth raise concerns about potential impairment charges. The company's core granite business is loss-making while power generation drives most profits. Shareholders should monitor the Rs. 10 crore overseas investment and subsidiary consolidation closely.