Modern Dairies Ltd (519287)
சுருக்கம்
நிகழ்வுகள்
- சமீபத்திய முடிவுகள்
- Q2 FY27, தாக்கல் செய்யப்பட்டது 22 அக். 2026
- இயக்குநர் குழுக் கூட்ட அறிவிப்பு
- 12 அக். 2026
பங்குச் சந்தைத் தரவு. ஒவ்வொரு எண்ணும் அதன் சொந்தப் பக்கம் காட்டும் வடிவத்திலேயே; தேதிகள் தரவின் தேதிகள். தகவலுக்கு மட்டுமே, முதலீட்டு ஆலோசனை அல்ல.
📈 பங்கு விலை & நிகழ்வுகள்
Q2 FY27 முடிவுகள்
Modern Dairies Ltd reported Q2 FY27 results on 22 Oct 2026: revenue ₹74.4 Cr (-9.2% year on year, -18.5% on the previous quarter), and net profit ₹2.3 Cr (+33.3% year on year); the operating margin was 5.1%.
| Q2 FY27 (₹ கோடி) | மதிப்பு | YoY Q2 FY26-உடன் | QoQ |
|---|---|---|---|
| வருவாய் | ₹74.4 | -9.2% | -18.5% |
| செயல்பாட்டு லாபம் | ₹3.8 | +39.1% | -1.0% |
| நிகர லாபம் | ₹2.3 | +33.3% | +5.4% |
| EPS (₹) | 0.76 | +15.2% | +1.3% |
| செயல்பாட்டு லாப வரம்பு | 5.1% | — | — |
- லாபம் அதன் சொந்தப் போக்கை விட +167% மேலே
- செயல்பாட்டு லாப வரம்பு 177 bps YoY அதிகரித்தது
- அறிவிக்கப்பட்ட லாபத்தை விட முக்கிய வணிகம் வேகமாக வளர்ந்தது (முக்கிய லாபம் +68%)
- லாபம் இருந்தும் FY26-இல் செயல்பாட்டுப் பணப்புழக்கம் எதிர்மறையாக இருந்தது
- லாபம் இருந்தும் H1 FY27 செயல்பாட்டுப் பணப்புழக்கம் எதிர்மறையாக இருந்தது
லாபத்தின் தரம்: வரிக்கு முந்தைய ₹3.0 கோடி லாபத்தில், ₹2.7 கோடி (91%) முக்கிய வணிகத்திலிருந்து வந்தது; மீதம் பிற வருமானம் மற்றும் ஒருமுறை வரவுகளிலிருந்து வந்தது. முக்கிய லாபம் (செயல்பாட்டு லாபத்தில் வட்டி மற்றும் தேய்மானத்தைக் கழித்தது) YoY அடிப்படையில் +68.1% மாறியுள்ளது.
அதன் சொந்தப் போக்குக்கு எதிராக: நிகர லாபம் ₹2.3 கோடியாக இருந்தது; இது, அதன் சமீபத்திய வளர்ச்சி சுட்டிக்காட்டிய ₹0.8 கோடியுடன் ஒப்பிடும்போது +166.7% ஆகும் (above trend). இது ஒரு புள்ளியியல் அடிப்படை மட்டுமே; ஆய்வாளர் மதிப்பீடு அல்ல.
📢 சமீபத்திய கார்ப்பரேட் அறிவிப்புகள்
Modern Dairies Limited submitted its monthly compliance report regarding shareholder requests for re-lodgement of physical share transfers for October 2026 under the SEBI special window circular dated January 30, 2026. The company's Registrar and Share Transfer Agent, MCS Share Transfer Agent Limited, reported that 0 requests were received, processed, approved, or rejected during the month. This is a strictly routine regulatory compliance filing with no impact on operations or financials.
- 0 requests received for re-lodgement of physical share transfers during October 2026
- 0 requests processed, approved, or rejected by RTA MCS Share Transfer Agent Limited
- Filing submitted in compliance with SEBI Circular dated January 30, 2026
Modern Dairies has secured trading approval from BSE Limited on October 23, 2026, for 35,00,000 equity shares issued to the Promoter and Promoter Group on a preferential basis. The shares were allotted upon conversion of warrants at an issue price of Rs 50 per share (face value Rs 10 plus premium of Rs 40 per share). This conversion represents an aggregate value of Rs 17.5 crore, which is approximately 13.7% of the company's current market capitalization of Rs 128 crore. The formal trading approval follows the prior listing approval granted on October 13, 2026.
- Received BSE trading approval on October 23, 2026, for 35,00,000 equity shares
- Shares issued at Rs 50 per share (face value of Rs 10 with a premium of Rs 40)
- Total value of converted shares amounts to Rs 17.5 crore
- Issued on a preferential basis to Promoters and Promoter Group following listing approval on October 13, 2026
Modern Dairies Ltd filed its Statement of Deviation and Variation under SEBI LODR Regulation 32 for the quarter ended September 30, 2026. The company confirmed that there was no deviation in the utilisation of funds raised via a preferential issue on March 13, 2025. Out of the original allocation of ₹4,300 lakh intended for long-term funds to strengthen the capital base and operations, ₹1,075 lakh has been utilised. Both the Audit Committee and the Board reviewed the statement on October 19, 2026, offering no adverse comments.
- Preferential issue fundraise of ₹1,075.00 lakh raised on 13-03-2025
- Total original allocation listed under long-term capital requirements is ₹4,300 lakh
- Funds utilised reported at ₹1,075 lakh with zero deviation or variation
- Audit Committee and Board reviewed and passed the report on 19.10.2026 with no comments
Modern Dairies reported a standalone net profit of ₹2.25 crore for Q2 FY27 (ended September 30, 2026), marking a 33.1% YoY increase from ₹1.69 crore in Q2 FY26. Revenue from operations dropped 9.2% YoY to ₹74.39 crore compared to ₹81.96 crore in the corresponding quarter last year. Half-year (H1 FY27) PAT grew to ₹4.39 crore against ₹3.34 crore in H1 FY26, supported by lower raw material consumption costs. A persistent contingent risk remains regarding a pending Supreme Court case concerning a ₹544.31 crore Haryana Government milk cess demand.
- Q2 FY27 Revenue from operations declined 9.2% YoY to ₹74.39 crore vs ₹81.96 crore in Q2 FY26
- Net profit after tax increased 33.1% YoY to ₹2.25 crore compared to ₹1.69 crore in Q2 FY26
- Cost of materials consumed dropped sharply to ₹48.43 crore in Q2 FY27 from ₹65.37 crore in Q2 FY26
- Company holds a cumulative milk cess provision of ₹22.17 crore against an outstanding state demand notice of ₹544.31 crore
Modern Dairies Limited has received listing approval from BSE Limited on October 13, 2026, for 35,00,000 equity shares. These shares were allotted on September 10, 2026, pursuant to warrant conversion by the Promoter and Promoter Group on a preferential basis. The shares carry a face value of Rs 10 each and were issued at a premium of Rs 40 per share, representing an issue price of Rs 50 per share (aggregating to Rs 17.5 crore). The equity addition represents approximately 13.7% of the company's current Rs 128 crore market capitalization.
- Listing approval granted by BSE for 35,00,000 equity shares
- Issued upon warrant conversion to Promoter and Promoter Group on a preferential basis
- Shares issued at a face value of Rs 10 plus a premium of Rs 40 per share (Rs 50 total)
- BSE approval letter dated October 13, 2026, reference LOD / PREF / DD / FIP/936/2026-27
Modern Dairies Ltd has notified the exchange that its Board of Directors will meet on Monday, October 19, 2026. The meeting will primarily consider and approve the un-audited financial results for the quarter and half-year ended September 30, 2026. The company generated Rs 91.27 Cr in revenue and Rs 2.14 Cr in PAT in Q1 FY27 (ended June 2026). This is a routine regulatory intimation ahead of quarterly earnings.
- Board meeting scheduled for Monday, October 19, 2026
- Agenda includes consideration of un-audited financial results for the quarter and half-year ended September 30, 2026
- Meeting to be held at the corporate office in Chandigarh
- Filing submitted under Regulation 29 of SEBI LODR Regulations, 2015
Modern Dairies Limited submitted its monthly compliance report regarding shareholder requests for re-lodgement of transfer of physical shares for September 2026. Pursuant to SEBI Circular dated January 30, 2026, the company's Registrar and Transfer Agent, MCS Share Transfer Agent Limited, confirmed zero requests received, processed, approved, or rejected during the month. Average processing time recorded was 0 days. The announcement is strictly procedural with no bearing on the company's financial or operational performance.
- 0 requests received for re-lodgement of physical share transfers in September 2026
- 0 requests processed, approved, or rejected during the month
- 0 days average processing time reported by RTA MCS Share Transfer Agent Limited
- Report filed under SEBI Circular HO/38/13/11(2)2026-MIRSD-POD/1/3750/2026 dated January 30, 2026
Modern Dairies Limited announced that shareholders approved key management and governance resolutions at its 52nd AGM on September 26, 2026. Mr. Ashwani Kumar Aggarwal has been re-appointed as Executive (Whole-Time) Director for a three-year term. Additionally, M/s. Sanjeev Sharma & Associates, Chartered Accountants, was appointed as Statutory Auditors for a one-year term concluding at the AGM in 2027. These governance approvals ensure leadership continuity for the company, which reported TTM revenue of Rs 353 Cr.
- Shareholders approved resolutions at the 52nd AGM held on 26th September, 2026
- Mr. Ashwani Kumar Aggarwal re-appointed as Whole-Time Director for a 3-year term
- M/s. Sanjeev Sharma & Associates appointed as Statutory Auditors for a 1-year term until the 2027 AGM
- Auditor firm established in 1993 with registration number 12326N
Modern Dairies Limited has published its Annual Report for FY 2025-26 and scheduled its 34th Annual General Meeting (AGM) for September 26, 2026, via video conferencing. Among key special business items, the company seeks shareholder approval for material related party transactions with Nabha Commerce Private Limited up to ₹145 crore per annum (~41% of TTM revenue) for a 3-year period. The AGM agenda also includes the appointment of Statutory Auditors M/s Sanjeev Sharma & Associates at ₹11 lakh annual remuneration and the re-appointment of Executive Director Mr. Ashwani Kumar Aggarwal.
- 34th AGM scheduled for September 26, 2026, with remote e-voting open from September 23 to September 25, 2026 (cut-off: September 19, 2026).
- Seeking approval for material related party transactions with Nabha Commerce Pvt Ltd up to ₹145 crore per year for 3 years.
- Proposed appointment of Statutory Auditors M/s Sanjeev Sharma & Associates at an aggregate annual fee of ₹11,00,000.
- Proposed re-appointment of Mr. Ashwani Kumar Aggarwal as Executive Director (Whole-Time) until the 2029 AGM.
Modern Dairies Limited has submitted a SEBI PIT disclosure regarding the acquisition of equity shares by its Promoters and Promoter Group. The equity shares (face value ₹10 each) were acquired upon exercising the right of conversion of preferential convertible warrants at an issue price of ₹50 each (including a premium of ₹40 per share). The conversion price of ₹50 represents a premium over the current market price of ₹36.6. Specific aggregate share volume converted was not detailed in the cover letter.
- Promoters exercised right of conversion of convertible warrants into equity shares
- Conversion price fixed at ₹50 per share (Face Value ₹10 plus premium of ₹40)
- Filing made pursuant to Regulation 7(2) of SEBI (PIT) Regulations, 2015 on 26-08-2026
- Current market price stands at ₹36.6 compared to the conversion price of ₹50
Modern Dairies Limited announced a regulatory disclosure under SEBI SAST Regulations regarding an equity acquisition by its promoter group. Promoter Mr. Krishan Kumar Goyal, along with Persons Acting in Concert (PAC), has acquired 16,00,000 equity shares upon exercising the conversion rights attached to preferential convertible warrants. The transaction expands the equity base and increases promoter holding beyond the current 55.46% level.
- Promoter Krishan Kumar Goyal & PAC acquired 16,00,000 equity shares.
- Acquisition resulted from conversion of convertible warrants issued on a preferential basis.
- SEBI SAST Regulation 29(2) disclosure filed on August 26, 2026.
Modern Dairies Limited has allotted 16,00,000 equity shares to promoters and promoter group entities following the conversion of warrants. The company received the balance 75% exercise price of ₹37.50 per warrant, aggregating to ₹6.00 crore, at an issue price of ₹50.00 per share. Consequently, the company's paid-up equity share capital increased from ₹28.42 crore (2,84,19,861 shares) to ₹30.02 crore (3,00,19,861 shares). The combined shareholding of the three promoter entities increased from 29.65% to 33.40%.
- Allotment of 16,00,000 equity shares of face value ₹10 at an issue price of ₹50 per share
- Received balance 75% consideration amounting to ₹6,00,00,000 (₹37.50 per warrant)
- Paid-up share capital expanded from ₹28.42 crore to ₹30.02 crore
- Allottees' combined equity stake increased from 29.65% (84.26 lakh shares) to 33.40% (1.00 crore shares)
Modern Dairies has recommended the appointment of M/s Sanjeev Sharma & Associates as its new Statutory Auditors for a one-year term. This appointment follows the completion of the current term of APT & Co. LLP, which ends at the conclusion of the upcoming Annual General Meeting (AGM) on September 26, 2026. The new firm, established in 1993, brings experience from auditing major public sector banks and government entities. The transition is subject to shareholder approval at the 34th AGM.
- Appointment of M/s Sanjeev Sharma & Associates for a 1-year term until the 2027 AGM
- Existing auditors APT & Co. LLP to conclude their term on September 26, 2026
- New audit firm established in 1993 with experience auditing major banks like SBI and PNB
- Board approval granted on August 11, 2026, following Audit Committee recommendation
Modern Dairies Ltd has filed its quarterly statement of deviation for the period ended June 30, 2026, regarding funds raised via a preferential issue. The company raised ₹10.75 crore on March 13, 2025, intended for strengthening its capital base and supporting operations. The Audit Committee and Board confirmed that there has been no deviation or variation in the utilization of these funds from the original objects. This filing is a standard regulatory requirement to ensure transparency in fund usage.
- ₹10.75 crore (₹1075.00 Lakhs) raised through a preferential issue on March 13, 2025
- Zero deviation or variation reported in fund utilization for the quarter ended June 30, 2026
- Funds were specifically allocated to strengthen the long-term capital base and operations
- Statement reviewed and approved by the Audit Committee on August 11, 2026
Modern Dairies reported a 16.5% YoY revenue growth to ₹91.27 Cr for Q1 FY27, with net profit increasing 29% YoY to ₹2.14 Cr. Sequentially, PAT saw a sharp recovery from just ₹0.32 Cr in the March 2026 quarter. The board has proposed the appointment of M/s. Sanjeev Sharma & Associates as new Statutory Auditors and re-appointed the Whole-Time Director for three years. However, a massive contingent liability remains regarding a ₹544.31 Cr milk cess demand from the Haryana government, which is currently under litigation in the Supreme Court.
- Revenue from operations grew to ₹91.27 Cr in Q1 FY27 compared to ₹78.30 Cr in Q1 FY26.
- Net profit increased to ₹2.14 Cr from ₹1.65 Cr YoY, a 29% growth.
- Total provision for Milk Cess liability stands at ₹22.01 Cr against a government demand of ₹544.31 Cr.
- Re-appointment of Mr. Ashwani Kumar Aggarwal as Executive Director for a 3-year term until 2029.
- Appointment of M/s. Sanjeev Sharma & Associates as Statutory Auditors for a 1-year term starting from the upcoming AGM.
நிறுவனச் சுயவிவரம்
நிதிச் செயல்திறன்
இந்த நிறுவனத்துக்கான நிதிப் பகுப்பாய்வுத் தரவு இன்னும் கிடைக்கவில்லை.
செயல்பாட்டு உந்துசக்திகள்
இந்த நிறுவனத்திற்கான செயல்பாட்டுப் பகுப்பாய்வுத் தரவு இன்னும் கிடைக்கவில்லை.
வியூக வளர்ச்சி
இந்த நிறுவனத்துக்கான வியூக வளர்ச்சிப் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
வெளிப்புறக் காரணிகள்
இந்த நிறுவனத்துக்கு வெளிப்புறக் காரணிகளின் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
ஒழுங்குமுறை & நிர்வாகம்
இந்த நிறுவனத்திற்கான ஒழுங்குமுறைப் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
அபாயப் பகுப்பாய்வு
இந்நிறுவனத்துக்கான அபாய பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
