BSESBEC Sugar LtdMediumNeutral
Announced Wed, 12 Nov · 16:50 IST

Outcome of Board Meeting held on 12-11-2025.

Kmp ResignedManagement Changes View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

SBEC Sugar's board approved its unaudited standalone and consolidated results for Q2/H1 FY26 (ended September 30, 2025). Standalone revenue from operations rose to Rs. 14,671.60 lakhs in Q2 vs Rs. 13,711.69 lakhs a year ago, but the company posted a wider loss of Rs. 2,553.72 lakhs for the quarter and Rs. 4,892.07 lakhs for the half-year, compared to Rs. 2,607.50 lakhs and Rs. 3,583.03 lakhs respectively last year. EPS fell to Rs. (10.27) for H1 FY26 from Rs. (7.52) in H1 FY25. The auditor issued a qualified review report, flagging two key issues: no provision made for Rs. 2,080.45 lakhs of interest on late cane payments for sugar season 2024-25, and a Rs. 14,685.98 lakhs exposure to Modi Industries Ltd whose net worth is fully eroded. Other equity (standalone) deteriorated from Rs. (10,872.40) lakhs to Rs. (15,782.04) lakhs. Separately, the board accepted the resignation of Company Secretary & Compliance Officer Mr. Ankit Bisht effective November 15, 2025.

Likely market impact

Losses are widening despite higher revenue, and the auditor has flagged serious concerns around unrecoverable receivables and unpaid cane dues — bad news for shareholders. The Company Secretary departure adds a minor governance/transition risk but is routine in nature.