NSE: YOGI · BSE: 511702
YOGI LTD.
Supplies industrial equipment including structure assemblies, head assemblies, rotary tables, electrical accessories, tool changers and additional axes, and runs a smaller real estate business through subsidiaries Yogi Homes Private Limited and Yogi Horizons LLP. Despite a BSE classification under Realty, FY26 revenue of Rs. 439.45 crore came largely from trading of goods and securities, while real estate is shown as a separate other income line. The company has received multiple purchase orders from Companion Vinimay Trading Private Limited for industrial equipment, including approximately Rs. 102.36 crore in March 2026, Rs. 48.62 crore in June 2026, and Rs. 26.28 crore in March 2026, each to be delivered within about 15 days. The cost structure is dominated by other operating expenses at 5.1 percent of revenue, with materials, employee and depreciation costs all under 0.3 percent of revenue. FY26 EBITDA margin was 7.79 percent on total assets of Rs. 711.88 crore. The board approved material related party transactions up to Rs. 1,100 crore annually across six entities. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Sales of Traded Goods & Securities, Real Estate - Other Income. Trading-heavy entity with a smaller real estate arm; BSE-classified as Realty
Exhibit 1: Financial summary, FY25–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY25 | FY26 |
|---|---|---|
| Revenue | 111 | 439 |
| EBITDA (ex other income) | 0 | 31 |
| margin % | 0.1 | 7.0 |
| Owners' profit | 0 | 21 |
| EPS, as reported (₹) | 0.55 | 4.80 |
| ROE % · ROCE % | 1.3 · 1.6 | 14.9 · 18.6 |
| Debt / equity (x) | 0.22 | 1.78 |
| Cash from operations | (72) | (192) |
| Capex | 0 | 0 |
Exhibit 2: Quarterly performance, last 5 quarters
| ₹ crore | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|
| Revenue | 111 | 90 | 135 | 57 | 157 |
| Profit before tax | 2 | 8 | 13 | 3 | 5 |
| Net profit | 2 | 6 | 9 | 2 | 4 |
| EPS (₹) | 0.71 | 1.48 | 2.16 | 0.34 | 0.84 |
Exhibit 3: Segment revenue, FY26
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Sales of Traded Goods & Securities | 149 | 33.6 |
| Real Estate - Other Income | 9 | 2.1 |
| Sale of Traded Goods & Securities | 138 | 31.1 |
| Real-Estate-Other-Income | 12 | 2.7 |
| Sale of Traded goods & Securities | 135 | 30.4 |
| Real Estate-other income | 0 | 0.1 |
| Total, before eliminations | 443 | 100.0 |
Exhibit 4: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| KESAR INDIA LIMITED | 3,089 | 82.0 | 12.40 | 67.0 | 12.0 | 15.2 | — | 26.9 |
| MEGHNA INFRACON INFRA L | 1,460 | 215.4 | 54.28 | 143.3 | 20.8 | 33.9 | — | 15.3 |
| India Homes Limited | 1,015 | — | 27.41 | — | (31.0) | (17.8) | — | — |
| B-RIGHT REALESTATE LIMITED | 954 | 26.6 | — | — | — | 19.2 | — | — |
| SHRADDHA PRIME PROJECTS L | 666 | 11.9 | 4.88 | 11.3 | 39.1 | 20.2 | — | 16.1 |
| YOGI LTD. ◆ | 656 | 31.5 | 4.61 | 25.6 | 14.9 | 15.6 | — | 5.1 |
| HAZOOR MULTI PROJECTS LTD | 409 | 5.5 | 0.66 | 3.1 | 6.8 | 5.8 | — | 86.5 |
| RDB INFRASTRUCTURE AND POWER L | 340 | 17.3 | 1.28 | 21.5 | 4.7 | 5.7 | 16.3 | 23.7 |
Exhibit 5: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 31.5 | 17.4 | 42 of 61 | 32% |
| P/B | 4.6 | 1.1 | 57 of 70 | 19% |
| ROCE | 15.6 | 1.9 | 12 of 88 | 87% |
| ROE | 14.9 | 1.6 | 9 of 73 | 89% |
| Debt / Equity | 1.8 | 0.3 | 60 of 73 | 18% |
| EBITDA margin | 5.1 | 15.3 | 38 of 59 | 36% |
| Revenue growth | 41.6 | (11.0) | 15 of 64 | 78% |
| Profit growth | 96.8 | (48.8) | 13 of 79 | 85% |
| Market cap | 656 | 30 | 6 of 88 | 94% |
Exhibit 6: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 23 Oct 2026 · Rana Gopal Singh appointed as Executive Additional Director | management changes | medium | — | — |
| 23 Oct 2026 · Rana Gopal Singh appointed as executive additional director | management changes | medium | — | — |
| 10 Oct 2026 · RTA submits quarterly demat confirmation certificate to BSE | compliance | minimal | — | — |
| 29 Sept 2026 · AGM 2026: All 9 resolutions passed, maiden dividend approved | compliance | minimal | — | — |
| 28 Sept 2026 · Trading window closed from Oct 1, 2026 till 48 hours after Q2 results | compliance | minimal | — | — |
| 26 Sept 2026 · Yogi Ltd 34th AGM: All 9 resolutions approved, maiden final dividend declared | board shareholder meetings | medium | — | — |
| 7 Sept 2026 · Newspaper intimation for AGM notice dispatch and book closure | compliance | minimal | — | — |
| 4 Sept 2026 · YOGI LTD sets Sep 19, 2026 as record date for Rs 0.25 dividend | corporate actions | medium | — | — |
| 4 Sept 2026 · Letter to shareholders for FY26 Annual Report web link | compliance | minimal | — | — |
| 4 Sept 2026 · Book Closure for 34th AGM from Sep 19 to Sep 26, 2026 | 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.