Announced Fri, 15 May · 20:14 IST

S H Kelkar and Company Limited has informed the Exchange about Outcome of Board Meeting held on May 15, 2026.

Auditor Mid Year ChangePat NegativeRevenue Growth 20pctNegative Operating CashflowExceptional ItemResults View source PDF

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AI summary

S H Kelkar and Company Limited (Keva) reported consolidated revenue of Rs 2,368.26 crore for FY26, up 11.5% from Rs 2,123.40 crore in FY25. However, profit after tax declined to Rs 69.15 crore from Rs 73.01 crore in the prior year, indicating margin compression despite higher sales. The company operates in two segments: Fragrances (revenue Rs 2,118.54 crore) and Flavours (revenue Rs 240.11 crore). An exceptional gain of Rs 35.92 crore was recorded from insurance claims related to the April 2024 Vashivali plant fire. The Board also approved appointing B S R & Co. LLP as new Statutory Auditors for 5 years, replacing Deloitte Haskins & Sells LLP. The auditors issued an unmodified (clean) opinion on both standalone and consolidated results.

Likely market impact

Revenue growth of 11.5% is positive, but the PAT decline despite higher revenues signals margin pressure. The change in auditors from Deloitte to B S R & Co. LLP may raise questions among investors. Negative operating cashflow of Rs 263.13 crore versus positive net profit of Rs 69.15 crore indicates cash conversion concerns.