MCLEODRUSSBSEMcleod Russel India LtdMediumNeutral
Announced Fri, 15 May · 16:03 IST

As per the attached letter dated 15.05.2026.

Debt RestructuredCredit & Debt View source PDF

MCLEODRUSS · 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
+10.3%1-day move
₹62.60
prior close
₹65.77
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.0+0.0+0.0+0.0+10.3+15.8+13.5+15.8+18.1+22.8+8.8+3.4-14.2
Up moveDown movePending
AI summary

McLeod Russel India Ltd's Board approved three key items on May 15, 2026. First, the company accepted a One-Time Settlement (OTS) with J.C. Flowers ARC (JCF YES Trust) to settle Rs. 749.80 crore in outstanding dues for Rs. 150 crore — representing roughly 80% debt reduction — payable by June 30, 2027. This covers about 20.58% of total institutional loans. Separately, the company also has NARCL restructuring ~75% of its debt. Second, the board approved selling Mathura Tea Estates for Rs. 34.20 crore to a third party (Mr. Jayanta Kumar Sanyal) by July 31, 2026, as partial debt repayment to NARCL. The estate contributed Rs. 27 crore (3% of turnover) in FY25. Third, Mr. Aditya Khaitan was re-appointed as Managing Director for 3 years effective May 17, 2026, subject to shareholder approval.

Likely market impact

Debt reduction via OTS and asset sale should ease McLeod Russel's financial burden significantly, though the company remains heavily leveraged with ongoing NARCL restructuring. The 80% haircut on JCF ARC debt is positive for balance sheet cleanup.