Classified under the Metals & Minerals Trading industry, the company reported FY26 revenue of 651.18 crore with an EBITDA margin of 1.25% and net profit margin of 0.40%. In its reported cost structure, materials accounted for 15.0% of revenue, employee cost 0.5%, other operating expenses 1.4%, and depreciation 0.2%, while capex ran at 5.3% of revenue. The filings show limited operational detail on the trading business itself, but FY26 disclosures indicate the company raised Rs 3,978.15 lakh in October 2025 via a preferential allotment of 1,20,55,000 convertible warrants (undersubscribed against the originally planned Rs 5,068.80 lakh), with proceeds earmarked largely for working capital (Rs 3,271.80 lakh) and, in smaller amounts, for capex, general corporate purposes and issue expenses. In May 2026, the board approved disinvestment of its wholly-owned subsidiary SHV Industries Private Limited to promoters Arun Kumar Jain and Smita Jain for Rs 10 lakh at face value; SHV had contributed 0% to consolidated turnover. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Metals & Minerals Trading. Low-margin metals and minerals trading, per industry classification.
| ₹ crore · consolidated | FY20 | FY21 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue | 243 | 158 | 623 | 651 |
| EBITDA (ex other income) | — | — | 7 | 6 |
| margin % | — | — | 1.1 | 1.0 |
| Owners' profit | — | — | 3 | 3 |
| EPS, as reported (₹) | 11.51 | 1.39 | 1.89 | 1.85 |
| ROE % · ROCE % | — · 20.7 | — · 3.9 | 3.3 · 6.5 | 2.6 · 5.6 |
| Debt / equity (x) | — | — | 0.38 | 0.38 |
| Cash from operations | — | (44) | 36 | (3) |
| Capex | — | — | (6) | (34) |
| ₹ crore | Q4 FY21 | Q2 FY22 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 126 | 116 | 138 | 146 | 180 | 242 | 128 | 101 |
| Profit before tax | 1 | (1) | 1 | 1 | 5 | (3) | 1 | 1 |
| Net profit | — | — | 1 | 0 | 4 | (2) | 0 | 1 |
| EPS (₹) | 0.32 | (0.49) | 0.66 | 0.30 | 2.49 | 1.55 | 0.34 | 0.57 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| LLOYDS ENTERPRISES LTD | 10,671 | 34.8 | 1.96 | 20.5 | 7.7 | 7.5 | 365.3 | 23.2 |
| SG MART LIMITED | 9,460 | 76.1 | 5.93 | 44.6 | 7.0 | 8.7 | — | 5.2 |
| NUPUR RECYCLERS LIMITED | 925 | 54.0 | 6.29 | 34.3 | 11.2 | 12.4 | — | 16.2 |
| BMW VENTURES LIMITED | 472 | 11.1 | 1.07 | — | 8.5 | 11.1 | — | 3.6 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 8 Sept 2026 · NSE seeks clarification for missing consolidated financial results | regulatory legal | high | — | — |
| 7 Sept 2026 · Bonlon Industries informs shareholders about 29th AGM and Annual Report link | compliance | minimal | — | — |
| 7 Sept 2026 · Bonlon Industries 29th AGM notice, e-voting and book closure details | compliance | minimal | — | — |
| 5 Sept 2026 · Bonlon Industries: 29th AGM Notice and Annual Report for FY 2025-26 | board shareholder meetings | medium | — | — |
| 5 Sept 2026 · Bonlon Industries 29th AGM notice Sept 29, 2026 - 7 resolutions | board shareholder meetings | low | — | — |
| 5 Sept 2026 · 29th AGM notice: Sept 29, 2026 - capital hike, MD remuneration, RPT approvals | board shareholder meetings | low | — | — |
| 5 Sept 2026 · Newspaper advertisement copies submitted to BSE and NSE | compliance | minimal | — | — |
| 4 Sept 2026 · Board fixes 29th AGM on Sep 29; book closure Sep 24-29, 2026 | corporate actions | medium | — | — |
| 4 Sept 2026 · Bonlon board approves capital hike, sets 29 Sept 2026 AGM | corporate actions | medium | — | — |
| 20 Aug 2026 · Rights Issue Committee meeting cancelled, awaiting exchange nod | fund raising | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| EMERGENT INDUSTRIAL SOLUTIONS |
| 183 |
| 80.7 |
| 6.30 |
| 53.5 |
| 4.4 |
| 5.8 |
| (3.4) |
| 1.8 |
| La Tim Metal & Industries Limi | 143 | 17.8 | 1.82 | 9.0 | 10.4 | 11.7 | (0.3) | 4.9 |
| BONLON INDUSTRIES LIMITED ◆ | 66 | 8.1 | 0.66 | 12.7 | 2.6 | 3.0 | 32.7 | 2.6 |
| ASHOKA METCAST LIMITED | 43 | 2.5 | 0.32 | 6.2 | 8.1 | 7.8 | (12.6) | 95.6 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 8.1 | 17.8 | 2 of 9 | 88% |
| P/B | 0.7 | 1.9 | 3 of 10 | 78% |
| ROCE | 3.0 | 7.7 | 9 of 10 | 11% |
| ROE | 2.6 | 7.3 | 9 of 10 | 11% |
| Debt / Equity | 0.4 | 0.3 | 6 of 10 | 44% |
| EBITDA margin | 2.6 | 4.7 | 8 of 10 | 22% |
| Revenue growth | (31.1) | 20.0 | 8 of 10 | 22% |
| Profit growth | 93.8 | 61.8 | 4 of 10 | 67% |
| Market cap | 66 | 163 | 7 of 10 | 33% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
