REFEXBSERefex Industries LtdMediumNegative
Announced Thu, 7 May · 16:50 IST

Intimation of Lapse & forfeiture of Convertible Warrants Issued under SEBI (Issue of Capital and Disclosure Requirements) Regulations, 2018

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REFEX · 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
-3.8%1-day move
₹265.00
prior close
₹264.60
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.1+1.8+1.6+0.3-3.8-3.0-3.4+0.7+5.7+3.8+16.4+12.5+27.5
Up moveDown movePending
AI summary

Refex Industries Ltd has announced that all 1,11,70,000 convertible warrants allotted on November 7, 2024 have lapsed as warrant holders failed to pay the balance 75% consideration by the May 6, 2026 deadline. The warrants were issued at ₹468 per warrant (total issue value ₹905.44 Crore) under a preferential allotment. Since the upfront 25% subscription amount was non-refundable, the company forfeited ₹130.69 Crore. None of the 10 warrant holders (including Ms. Ugamdevi Jain, Ms. Dimple Jain, Mr. Yash Jain, and several others) exercised their conversion rights. The company's paid-up share capital remains unchanged as no equity shares were issued upon conversion.

Likely market impact

Neutral impact for existing shareholders as the share capital structure is unchanged. The forfeited amount of ₹130.69 Crore will be retained by the company as other equity, providing some capital cushion despite the failed warrant conversion.