Amir Chand Jagdish Kumar (Exports) Limited has cancelled its scheduled participation in the Emkay Confluence 2026 investor interaction, originally planned for August 12, 2026. The company cited unforeseen circumstances as the reason for the cancellation, meaning stakeholders will not have the opportunity to discuss business outlook or operational performance with management at this event. This development supersedes the earlier disclosure made on August 7, 2026, which had confirmed the in-person meeting in Mumbai. Investors who had planned to attend or participate remotely are advised that the engagement is no longer taking place.

The cancellation was formally communicated to BSE Limited and the National Stock Exchange of India Ltd pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Sadhna Khurana, Company Secretary and Compliance Officer, signed the intimation dated August 11, 2026. The disclosure explicitly states that the management will not be able to participate in the said event due to these unforeseen circumstances.

Meeting Cancellation Details

The initial announcement had indicated that the meeting would provide a platform for analysts and institutional investors to address queries regarding strategic direction and operational performance. With the cancellation, any planned discussions regarding the company’s rice milling and export operations, including its units in Delhi, Amritsar, and Safidon, are postponed indefinitely. No new date for an alternative investor interaction has been announced.

About the Company

Amir Chand Jagdish Kumar (Exports) Limited operates as a rice miller and exporter, holding ISO 22000:2018 certification and recognition as a Super Star Trading House. The company maintains manufacturing and operational units in Delhi, Amritsar, and Safidon, supporting its domestic and international supply chain operations under brands such as Aeroplane Basmati Rice.

Amir Chand Jagdish Kumar (Exports) Limited reported a consolidated net profit of ₹366.27 million for the quarter ended June 30, 2026, marking a 127.6% year-on-year increase from ₹160.95 million in Q1FY26. The robust bottom-line performance was driven by a 55.1% surge in revenue from operations to ₹6,637.32 million, reflecting sustained demand across key markets and effective cost management. This strong start to FY27 underscores the benefits of operating leverage and improved financial efficiencies following the company’s recent initial public offering, with PAT margin expanding to 5.5% from 3.8% in the prior year period.

The Board of Directors approved the unaudited financial results on August 3, 2026, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The results were reviewed by the Audit Committee and subjected to a limited review by statutory auditors Pramod K. Sharma & Co., who issued an unmodified conclusion. Management attributed the exceptional growth to disciplined execution and a diversified revenue mix that provides resilience against global operational uncertainties.

Financial Performance

Consolidated revenue from operations stood at ₹6,637.32 million in Q1FY27, up significantly from ₹4,279.48 million in the corresponding period last year. EBITDA grew by 39.6% to ₹619.00 million, compared to ₹444.00 million in Q1FY26, although the EBITDA margin contracted slightly to 9.33% from 10.38%. Profit before tax rose to ₹475.19 million from ₹211.10 million. Standalone net profit was ₹252.66 million, compared to ₹130.14 million in Q1FY26.

Basic earnings per equity share (EPS) rose to ₹3.55 on a consolidated basis and ₹2.45 on a standalone basis, against ₹1.96 and ₹1.59 respectively in Q1FY26. Finance costs decreased significantly to ₹137.32 million from ₹190.71 million in Q4FY26, reflecting an improved capital structure post-IPO.

Strategic Developments & Market Expansion

Amir Chand Jagdish Kumar (Exports) Limited strengthened its international presence during the quarter through a strategic distribution partnership with Al Tasnim Group in Oman. This collaboration aims to enhance market reach and support future growth in the region. Additionally, the company appointed Collective Artists Network as its official celebrity engagement partner to strengthen brand visibility and enhance consumer engagement for its flagship brand, Aeroplane Rice.

IPO Proceeds Utilization

The company completed its Initial Public Offering (IPO) of 20,754,716 equity shares at ₹212 per share, listing on April 2, 2026. Net proceeds of ₹4,111.14 million were received in the escrow account. As of June 30, 2026, the company had utilized ₹4,092.94 million of these proceeds. Of this, ₹3,981.80 million was deployed towards funding working capital requirements, leaving only ₹18.20 million unutilized for this purpose. The entire allocation for general corporate purposes (₹111.14 million) has been fully utilized.

Subsidiary Updates

The consolidated results include M/s ACJK Foods Private Limited, a wholly-owned subsidiary. A new wholly-owned subsidiary, M/s Aeroplane FMCG Pte. Ltd., was incorporated in Singapore on May 15, 2026. However, it has not commenced operations, resulting in nil transactions for the quarter ended June 30, 2026. Management assessed the impact of the New Labour Codes, effective November 21, 2025, and indicated no material incremental impact on gratuity obligations based on actuarial valuation.