Announced Fri, 16 May · 20:40 IST

S H Kelkar and Company Limited has informed the Exchange about 69th Annual General Meeting of the Company on Tuesday, August 12, 2025.

Exceptional ItemEbitda Margin CompressionRelated Party TransactionsResults View source PDF

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Awaiting price reaction for this filing.

AI summary

S H Kelkar and Company (Keva) announced audited consolidated FY25 results with total income rising to ₹2,147.25 cr from ₹1,846.69 cr (up ~16%) and revenue from operations at ₹2,123.40 cr versus ₹1,840.83 cr (up ~15%). However, profit from continuing operations fell sharply to ₹74.08 cr from ₹123.80 cr, and PAT dropped to ₹73.01 cr from ₹123.55 cr (down ~41%), with EPS at ₹5.37 vs ₹8.95. The decline was driven by an exceptional item of ₹605.55 cr tied to the April 2024 fire at the Vasivali plant, partially offset by a ₹95 cr interim insurance claim. The Board recommended a final dividend of Re. 1 per share (10%) subject to AGM approval. The 69th AGM is set for August 12, 2025 (record date August 1, 2025). Additional items include appointment of Ms. Pallavi Gokhale as Additional Director, re-appointment of Mr. Kedar Vaze as Whole-time Director & Group CEO for 3 years, new secretarial/internal/cost auditors, and approval to incorporate a wholly-owned subsidiary Keva Middle East FZE in the UAE by December 31, 2025 to expand in fragrances and flavours.

Likely market impact

Despite solid revenue growth, shareholders should note that bottom-line performance was significantly hit by the one-time Vasivali plant fire loss, even after insurance relief. The 10% dividend and continued UAE expansion signal management confidence, but core profitability margins have compressed meaningfully in FY25.