BSE: 530675
YORK EXPORTS LTD.
Operates as a single-segment textile manufacturer, with FY26 standalone revenue of Rs 29.88 crore, down 15% year-on-year. Quarterly revenue is sharply volatile — Q2 FY26 saw a roughly 95% YoY collapse to Rs 78.81 lakh, while Q3 FY26 then jumped about 30% YoY to Rs 1,515.62 lakh. Most consolidated profit does not come from the textile business itself: associate company York Oil and Fats contributed Rs 530.54 lakh of pre-tax profit in FY26, lifting consolidated PAT to Rs 560.60 lakh against a standalone PAT of just Rs 39.06 lakh. Materials are the largest cost line at 47.2% of revenue, with other operating expenses at 60.5% and employee cost at 28.5%. The balance sheet has expanded materially, with long-term borrowings nearly tripling to Rs 28.76 crore and inventories rising 59% to Rs 50.05 crore. Standalone operating cash flow was deeply negative at Rs -14.44 crore in FY26. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Textile manufacturing, Associate share of profit — York Oil and Fats. Small single-segment textile manufacturer with highly volatile quarterly revenues; consolidated earnings heavily dependent on associate York Oil and Fats
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 31 | 34 | 32 | 35 | 30 |
| EBITDA (ex other income) | 3 | 3 | 3 | 8 | 10 |
| margin % | 11.2 | 8.8 | 9.4 | 23.6 | 33.6 |
| Owners' profit | 2 | 1 | 0 | 5 | 6 |
| EPS, as reported (₹) | 5.27 | 2.98 | 0.99 | 14.43 | 17.28 |
| ROE % · ROCE % | 11.2 · 15.0 | 6.2 · 12.1 | 1.7 · 10.9 | 23.3 · 23.3 | 21.7 · 16.5 |
| Debt / equity (x) | 0.84 | 0.91 | 1.18 | 1.57 | 1.89 |
| Cash from operations | 5 | 0 | (2) | 1 | (9) |
| Capex | (1) | (1) | (4) | (1) | (1) |
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 | 6 | 14 | 12 | 3 | 5 | 8 | 15 | 1 |
| Profit before tax | 0 | 1 | (1) | 0 | 0 | 5 | 1 | 0 |
| Net profit | 0 | 1 | 4 | 0 | 0 | 5 | 1 | 0 |
| EPS (₹) | 0.49 | 1.69 | 11.68 | 0.57 | 0.43 | 14.10 | 2.16 | 0.59 |
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. % |
|---|---|---|---|---|---|---|---|---|
| Khazanchi Jewellers Limited | 1,735 | 12.2 | 5.43 | — | 28.0 | 37.7 | — | 6.8 |
| PNGS GARGI FASHION JEWELLERY L | 599 | 12.6 | 4.22 | — | 22.1 | 27.0 | — | 30.4 |
| UDAY JEWELLERY INDS. LTD. | 569 | 21.5 | 2.74 | — | 17.2 | 23.1 | — | 8.3 |
| KD GREEN INDUSTRIES LTD | 287 | 18.3 | 3.99 | 32.0 | 7.0 | 8.6 | — | 16.5 |
| GOLKUNDA DIAMONDS & JEWELLERY | 216 | 15.8 | 2.69 | — | 17.1 | 20.7 | — | 9.0 |
| AJC Jewel Manufacturers Limite | 214 | 51.1 | — | — | — | 28.7 | — | — |
| Patdiam Jewellery Limited | 147 | 7.8 | — | — | — | — | — | — |
| Ashapuri Gold Ornament Limited | 146 | 7.0 | 0.87 | — | 11.1 | 15.0 | — | 11.4 |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 3.1 | 12.9 | 8 of 47 | 85% |
| P/B | 0.7 | 0.9 | 16 of 37 | 58% |
| ROCE | 10.5 | 4.7 | 18 of 50 | 65% |
| ROE | 21.6 | 2.3 | 7 of 37 | 83% |
| Debt / Equity | 1.9 | 0.1 | 34 of 37 | 8% |
| EBITDA margin | 85.6 | 6.8 | 4 of 35 | 91% |
| Revenue growth | (54.6) | 13.8 | 30 of 36 | 17% |
| Profit growth | (30.4) | 1.4 | 21 of 34 | 39% |
| Market cap | 18 | 24 | 34 of 54 | 38% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 1 Oct 2026 · York Exports 44th AGM: both resolutions passed with 99.99% majority | board shareholder meetings | low | — | — |
| 30 Sept 2026 · 44th AGM of York Exports Ltd held on Sept 30, 2026 | board shareholder meetings | medium | — | — |
| 25 Sept 2026 · Trading window closed for insiders ahead of results | compliance | minimal | — | — |
| 17 Sept 2026 · BSE seeks clarification; York Exports says no undisclosed info behind price rise | compliance | low | — | — |
| 16 Sept 2026 · BSE seeks clarification from York Exports on sharp price movement | regulatory legal | medium | — | — |
| 6 Sept 2026 · AGM notice and book closure details published in newspapers | compliance | minimal | — | — |
| 5 Sept 2026 · Annual Report FY2025-26: Revenue down, standalone PAT dips | results | medium | — | — |
| 5 Sept 2026 · Annual Report FY 2025-26 filed; revenue and profit decline | results | medium | — | — |
| 5 Sept 2026 · Book closure for AGM from 24 Sep to 30 Sep 2026 | corporate actions | minimal | — | — |
| 5 Sept 2026 · York Exports 44th AGM notice - meeting on Sept 30, 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.