Announced Fri, 8 Aug · 18:39 IST

S H Kelkar and Company Limited has informed the Exchange regarding Board meeting held on August 08, 2025 for Q1 FY 26 Financial Results

Revenue Growth 20pctEbitda Margin ExpansionExceptional ItemRelated Party TransactionsResults View source PDF

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Awaiting price reaction for this filing.

AI summary

S H Kelkar and Company approved its unaudited consolidated and standalone financial results for Q1 FY26 (quarter ended June 30, 2025), with an unmodified limited review report from Deloitte Haskins & Sells LLP. Consolidated revenue from operations rose about 23.5% year-on-year to Rs. 580.63 crores (from Rs. 470.31 crores), driven by strong growth in both Fragrances (~20%) and Flavours (~65%) segments. The company swung back to a consolidated profit after tax of Rs. 25.55 crores, compared with a loss of Rs. 65.75 crores in the same quarter last year. Results included a small Rs. 2.11 crore exceptional gain from sale of scrap related to the April 2024 Vashivali plant fire. The Board also approved internal restructuring — selling 100% stakes in Keva UK Ltd (for ~Rs. 20.48 crores) and Keva USA Inc. (for ~Rs. 17.54 crores) to wholly owned Keva Fragrances Pvt Ltd, and incorporating a new UAE subsidiary, Keva Middle East FZE.

Likely market impact

Strong revenue growth, a clean swing to profitability, and a structurally clean auditor review are positive for shareholders. The subsidiary stake sales are intra-group (related-party) transactions at arm's length, so they will not change consolidated earnings but will streamline the group's structure ahead of the planned Middle East expansion.