MCLEODRUSSBSEMcleod Russel India LtdHighNeutral
Announced Fri, 15 May · 15:55 IST

As per the attached letter dated 15.05.2026.

Loan NpaDebt 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 meeting on May 15, 2026 approved three key items. First, the company accepted a One-Time Settlement (OTS) from J.C. Flowers Asset Reconstruction Private Limited (JCF ARC) to settle Rs. 749.80 crore in outstanding dues for just Rs. 150 crore, payable in tranches by June 30, 2027. JCF ARC holds approximately 20.58% of the company's total institutional loans. Separately, the company already has a debt restructuring sanction from National Asset Reconstruction Company Ltd (NARCL) covering ~75.02% of institutional loans dated April 9, 2026. Second, the board approved disposal of Mathura Tea Estates via an MoU for Rs. 34.20 crore as part-payment of debt to NARCL, with expected completion by July 31, 2026. Third, Mr Aditya Khaitan was re-appointed as Managing Director for 3 years from May 17, 2026, subject to shareholder approval.

Likely market impact

The OTS at roughly 20 cents on the rupee significantly reduces the company's debt burden. The asset sale and ongoing NARCL restructuring indicate the company is actively working to address its distressed debt situation, which could be positive for creditors but may signal underlying financial stress.