BSE: 530495
STRATMONT INDUSTRIES LIMITED
Trades in commodities — coal, coke, LAMC and metals/steel — and hires out piling rigs. These are the two activities disclosed in its quarterly results and newspaper publications. FY26 total income stood at Rs. 18,672.40 lakhs, roughly double the Rs. 9,283.95 lakhs reported in FY25, with the rise attributed in filings to coal/coke and metals trading. The company also hired out piling rigs as a separate line of work. Net profit after tax for FY26 was Rs. 262.17 lakhs versus Rs. 103.58 lakhs in FY25, though the audited results filing shows a separate FY26 net profit before extraordinary items and tax of Rs. 143.50 lakhs, lower than FY25. Total assets stood at Rs. 71.85 crore. Cost shape is dominated by other operating expenses (0.7% of revenue) and employee costs (0.3%), with materials at 0.0% and capex at 0.0% of revenue. In March 2026 it sold its subsidiary Stratmont Coal and Commodity Private Limited, which had contributed NIL to revenue, net worth and income. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Trading of coal, coke, LAMC and metals/steel, Hiring of piling rigs. Small trading and equipment-hiring services company.
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · standalone | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 34 | 53 | 87 | 93 | 187 |
| EBITDA (ex other income) | 0 | 1 | 2 | 3 | 6 |
| margin % | 0.6 | 2.3 | 2.1 | 3.1 | 3.4 |
| Owners' profit | 1 | 1 | 1 | 2 | 3 |
| EPS, as reported (₹) | 1.51 | 0.00 | 0.00 | 0.36 | 0.92 |
| ROE % · ROCE % | 24.0 · 32.2 | 25.0 · 41.5 | 20.5 · 40.5 | 6.2 · 6.6 | 8.2 · 14.9 |
| Debt / equity (x) | 0.40 | 2.60 | 7.57 | 0.33 | 0.92 |
| Cash from operations | 2 | 0 | — | (23) | 6 |
| Capex | 0 | (6) | — | 0 | 0 |
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 5 | 36 | 22 | 29 | 38 | 43 | 42 | 64 |
| Profit before tax | 0 | 1 | 0 | 0 | 1 | 0 | 2 | 0 |
| Net profit | 0 | 0 | 0 | 1 | 1 | 0 | 2 | 0 |
| EPS (₹) | 0.13 | 0.15 | 0.04 | 0.05 | 0.24 | 0.13 | 0.55 | 0.00 |
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| REDINGTON LIMITED | 28,026 | 16.5 | 2.69 | 13.1 | 12.3 | 15.7 | 15.9 | 2.2 |
| MMTC LIMITED | 7,680 | 17.2 | 3.62 | 16.4 | 18.3 | 21.6 | (83.7) | 18426.5 |
| MSTC LIMITED | 3,932 | 16.8 | 4.35 | 11.5 | 24.2 | 31.8 | (13.9) | 86.5 |
| CREATIVE NEWTECH LIMITED | 1,637 | 25.1 | 4.23 | 18.8 | 18.1 | 21.0 | — | 5.2 |
| Pervasive Commodities Limited | 1,125 | — | 12.51 | — | (0.0) | (0.0) | — | 45.0 |
| The Yamuna Syndicate Ltd | 737 | 8.1 | 0.57 | 185.4 | 4.0 | 0.3 | 4.8 | 6.2 |
| SHIV AUM STEELS LIMITED | 734 | 64.6 | 6.08 | 46.9 | 6.0 | 6.9 | — | 4.9 |
| THE STATE TRADING CORPN | 601 | 0.9 | — | 50.9 | — | — | — | — |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 55.8 | 14.3 | 108 of 130 | 17% |
| P/B | 4.6 | 0.9 | 131 of 150 | 13% |
| ROCE | 9.5 | 2.1 | 36 of 177 | 80% |
| ROE | 8.2 | 2.3 | 39 of 158 | 76% |
| Debt / Equity | 0.9 | 0.1 | 129 of 154 | 16% |
| EBITDA margin | 1.5 | 4.5 | 101 of 137 | 27% |
| Revenue growth | 115.9 | (8.6) | 25 of 135 | 82% |
| Profit growth | (99.6) | 0.6 | 122 of 157 | 22% |
| Market cap | 146 | 21 | 31 of 179 | 83% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 24 Oct 2026 · Arjun Kharva appointed Chief Financial Officer | management changes | high | — | — |
| 24 Oct 2026 · Board appoints additional director, CFO and compliance officer | management changes | medium | — | — |
| 24 Oct 2026 · Tejashree Sonar appointed Company Secretary and Compliance Officer | management changes | medium | — | — |
| 24 Oct 2026 · Stratmont appoints CFO, company secretary and additional executive director | management changes | medium | — | — |
| 12 Oct 2026 · RTA submits quarterly dematerialisation certificate under SEBI Reg 74(5) | compliance | minimal | — | — |
| 2 Oct 2026 · 42nd AGM: all 8 resolutions passed with near-unanimous support | board shareholder meetings | low | — | — |
| 30 Sept 2026 · 42nd AGM held; 8 resolutions tabled covering financials, director changes, and borrowing hikes | board shareholder meetings | medium | — | — |
| 29 Sept 2026 · Trading window closed for September 2026 quarter results | compliance | minimal | — | — |
| 9 Sept 2026 · Filing of newspaper publication regarding 42nd AGM notice | compliance | minimal | — | — |
| 8 Sept 2026 · 42nd AGM notice and annual report filed for FY 2025-26 | board shareholder meetings | medium | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | 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 |
Sources, method and disclosures
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.