BSE: 511012
YAMINI INVESTMENTS COMPANY LTD
Operates as a BSE-listed investment company headquartered in Andheri West, Mumbai, holding financial assets worth Rs. 83.71 crore as of FY26. The business earns revenue from investment activities, with no materials cost and a light cost structure: 3.4% on employees, 18.6% on other operating expenses, and 0.8% depreciation. Revenue is highly volatile quarter to quarter, a typical feature of investment companies booking gains or losses on portfolio transactions. Revenue from operations collapsed from Rs. 3,767.65 lakh in Q3 FY25 to Rs. 31.69 lakh in Q3 FY26, and FY26 total income of Rs. 4,684.23 lakh was up sharply from Rs. 653.30 lakh the year before, while profit after tax dropped from Rs. 145.13 lakh to Rs. 18.66 lakh. The company has not raised funds through public issues, rights issues, preferential allotments, or QIPs in the recent quarters, and is not classified as a Large Corporate under the SEBI framework. It has 525,726,400 outstanding shares, a promoter group, and complies with standard SEBI LODR and insider trading requirements. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Investment income. Small, BSE-listed investment company with volatile, lumpy earnings tied to investment gains and losses
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · standalone | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 3 | 4 | 8 | 47 | 7 |
| EBITDA (ex other income) | (2) | (2) | (2) | 3 | 0 |
| margin % | (58.5) | (41.1) | (23.6) | 6.3 | 5.3 |
| Owners' profit | 0 | 0 | 0 | 1 | 0 |
| EPS, as reported (₹) | 0.00 | 0.00 | 0.01 | 0.03 | 0.00 |
| ROE % · ROCE % | 0.3 · 0.4 | 0.3 · 0.4 | 0.4 · 0.5 | 2.1 · 4.2 | 0.3 · 0.4 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.28 | 0.16 |
| Cash from operations | (4) | (0) | 5 | (12) | 6 |
| Capex | 0 | 0 | (0) | 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 | 2 | 6 | 38 | 1 | 3 | 2 | 0 | 1 |
| Profit before tax | 2 | 2 | 2 | (4) | 0 | 0 | 0 | (0) |
| Net profit | 1 | 1 | 2 | (3) | 0 | 0 | 0 | (0) |
| EPS (₹) | 0.02 | 0.03 | 0.03 | (0.06) | 0.00 | 0.01 | 0.00 | 0.01 |
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. % |
|---|---|---|---|---|---|---|---|---|
| JIO FIN SERVICES LTD | 1,35,496 | 63.7 | 1.01 | — | 1.2 | — | — | 70.7 |
| ADITYA BIRLA CAPITAL LTD. | 97,598 | 22.8 | 2.65 | — | 10.5 | — | 18.8 | 40.8 |
| L&T FINANCE LIMITED | 61,858 | 19.4 | 2.21 | — | 10.6 | — | 5.5 | 62.3 |
| TATA INVESTMENT CORP LTD | 28,442 | 66.0 | 0.97 | — | 1.5 | — | 19.5 | 92.6 |
| CHOLAMANDALAM FIN HOL LTD | 24,545 | 9.2 | 0.72 | — | 16.2 | — | 23.0 | 58.4 |
| TVS HOLDINGS LIMITED | 23,883 | 12.1 | 1.85 | — | 26.3 | — | 23.4 | 16.4 |
| MAHARASHTRA SCOOTERS LTD | 13,373 | 48.0 | 0.48 | — | 1.1 | — | — | 84.1 |
| JSW HOLDINGS LIMITED | 12,440 | 90.6 | 0.38 | — | 0.4 | — | 14.1 | 84.0 |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 26.5 | 19.9 | 31 of 51 | 40% |
| P/B | 0.4 | 0.6 | 25 of 63 | 61% |
| ROCE | 0.4 | 0.4 | 15 of 28 | 48% |
| ROE | 0.3 | 1.3 | 46 of 65 | 30% |
| Debt / Equity | 0.2 | 0.0 | 26 of 27 | 4% |
| EBITDA margin | (30.6) | 61.6 | 56 of 62 | 10% |
| Revenue growth | 67.8 | 13.6 | 17 of 56 | 71% |
| Profit growth | 87.5 | 10.7 | 17 of 66 | 75% |
| Market cap | 28 | 273 | 58 of 68 | 15% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 12 Oct 2026 · Routine SEBI compliance certificate for Sep 2026 quarter | compliance | minimal | — | — |
| 1 Oct 2026 · 43rd AGM: All 4 resolutions passed with over 99.88% approval | board shareholder meetings | low | — | — |
| 29 Sept 2026 · Yamini Investments 43rd AGM held on Sept 29, 2026 via video conferencing | board shareholder meetings | low | — | — |
| 28 Sept 2026 · Trading window closed from 1 Oct 2026 ahead of Q2 results | compliance | minimal | — | — |
| 8 Sept 2026 · AGM notice published in newspapers, filed with BSE | compliance | minimal | — | — |
| 8 Sept 2026 · AGM notice on 29 Sep 2026, annual report link shared with shareholders | compliance | minimal | — | — |
| 7 Sept 2026 · Yamini Investments files FY26 annual report and 43rd AGM notice with BSE | board shareholder meetings | medium | — | — |
| 7 Sept 2026 · 43rd AGM notice on 29 Sept 2026 via video conferencing; auditor and director appointments | board shareholder meetings | low | — | — |
| 5 Sept 2026 · Book Closure for 43rd AGM from Sept 23 to Sept 29, 2026 | board shareholder meetings | low | — | — |
| 5 Sept 2026 · Notice of 43rd AGM scheduled for 29 September 2026 via video conferencing | board shareholder meetings | low | — | — |
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.