SIMBHALSNSESimbhaoli Sugars LimitedHighNeutral
Announced Fri, 13 Feb · 18:22 IST

Simbhaoli Sugars Limited has informed the Exchange regarding IRP Convened meeting held on February 13, 2026 to consider , review and take note of Unaudited Financial results for Quarter ended 31st December 2025

Going ConcernQualified OpinionRevenue DeclinePat NegativeEbitda Margin CompressionRelated Party TransactionsResults View source PDF

SIMBHALS · 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

Awaiting price reaction for this filing.

AI summary

Simbhaoli Sugars, currently under Corporate Insolvency Resolution Process (CIRP) since July 2024, reported Q3 FY26 revenue of ₹21,354 lakhs, down about 19% from ₹26,436 lakhs in Q3 FY25, and 9M FY26 revenue of ₹66,783 lakhs, down 15% YoY. The company posted a net loss of ₹453 lakhs in Q3 (vs ₹266 lakhs loss YoY) and a wider 9-month loss of ₹3,685 lakhs (vs ₹2,354 lakhs YoY), translating to 9M EPS of -8.93. The auditor (B.K. Kapur & Co) issued a qualified review report with 12 qualifications, including non-provisioning of ₹2,01,023 lakhs of accumulated interest on borrowings, non-assessment of impairment in subsidiary exposures (₹22,426 lakhs in SPPL and ₹655 lakhs in ICCPL), and unpaid cane-farmer interest of ₹12,163 lakhs. Net worth is fully eroded (other equity at -₹8,797 lakhs) and borrowings stand at ₹1,01,074 lakhs, raising material going-concern doubt. Both distillery units were also ordered shut by the Central Pollution Board in January-February 2026, and cane area reservation cuts threaten raw material availability.

Likely market impact

Negative for shareholders — losses are widening, the auditor flagged a qualified opinion with extensive qualifications, and the company's survival depends on the pending NCLAT hearing on March 24, 2026. Stock remains a high-risk, speculative bet tied to the outcome of the insolvency resolution process rather than operating performance.