The Yamuna Syndicate Limited reported a 29% year-on-year increase in consolidated net profit after tax (PAT) to ₹5.06 crore for the quarter ended June 30, 2026, driven primarily by a higher share of profit from its associate company. The Yamuna Syndicate’s standalone net profit rose 28% to ₹1.03 crore, while revenue from operations expanded 16% to ₹22.52 crore, signaling steady operational growth alongside investment gains.

The Board of Directors approved the unaudited financial results on August 12, 2026, pursuant to Regulations 30 and 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Statutory Auditors Moudgil & Company issued limited review reports with unmodified opinions on both standalone and consolidated results. The comparative figures for the previous year have been restated due to reclassification changes at the associate level.

Financial Performance

Consolidated revenue from operations remained flat at ₹22.52 crore compared to the same period last year, as the parent company’s revenue growth was offset by accounting adjustments. However, the bottom line improved significantly due to the associate contribution.

Standalone other income declined slightly to ₹61.60 lakh from ₹65.15 lakh in the prior year. Total expenses stood at ₹21.77 lakh, lower than the ₹18.90 lakh recorded in Q1FY26, aiding margin expansion.

Segment Highlights

The Oil & Lubricants segment remained the largest revenue contributor at ₹8.92 crore, followed by Batteries at ₹5.90 crore. Agriculture Products saw a significant revenue surge to ₹4.93 crore from ₹5.11 lakh in the corresponding period last year, though segment results were slightly lower at ₹24.16 lakh versus ₹27.43 lakh previously.

What the Numbers Show

The divergence between standalone and consolidated performance highlights the company’s reliance on its equity stake in Isgec Heavy Engineering Limited for overall profitability. While standalone operations delivered consistent double-digit growth in both revenue and profit, the consolidated result is disproportionately influenced by the associate’s earnings. The restatement of prior-year figures—where the share in profit was revised down from ₹23.51 crore to ₹3.12 crore due to classification changes—makes the current quarter’s growth appear more robust than it might have against originally reported numbers. Investors should note that the core trading business remains stable, but total returns are heavily leveraged to the associate’s performance.

The Yamuna Syndicate Limited has announced the schedule for its 72nd Annual General Meeting (AGM), to be held on Monday, August 24, 2026, at 11:00 AM (IST) through Video Conference (VC) or Other Audio-Visual Means (OAVM). The company has published a public notice in Business Standard (English and Hindi daily editions) dated August 1, 2026, pursuant to Regulation 30, 47 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, intimating shareholders of the e-voting process, cut-off date, and record date for dividend.

AGM and E-Voting Schedule

The company has designated Monday, August 17, 2026, as the cut-off date for determining members eligible to participate in remote e-voting as well as e-voting during the AGM. Members whose names appear in the register of members or beneficial owners' records as on this date will be entitled to avail the e-voting facility. National Securities Depository Limited (NSDL) has been appointed as the authorised agency for facilitating remote e-voting and e-voting during the AGM.

The key dates and timelines for the AGM and e-voting process are as follows:

Members who have already cast their votes through remote e-voting prior to the AGM may attend the meeting but shall not be entitled to vote again during the AGM. Those who have not cast their vote electronically may use the e-voting facility during the AGM itself.

Dividend Record Date and Recommendation

The company has also notified shareholders of the record date for dividend payment. In compliance with the applicable provisions of the Companies Act, 2013 and Regulation 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the board of directors has recommended a dividend for the financial year ended March 31, 2026.

The dividend payment is subject to approval by shareholders at the 72nd AGM. Members holding shares as on the record date of August 17, 2026, will be eligible for the dividend.

Scrutiniser and Grievance Redressal

The company has appointed Mr. Pramod Kothari, Practising Company Secretary (Membership No. F7091), as the scrutiniser to oversee the electronic voting process in a fair and transparent manner. Members with queries related to e-voting may contact NSDL at 022-4886-7000 or write to evoting@nsdl.com . For AGM-related grievances, members may also reach the Company Secretary at companysecretary@yamunasyndicate.com .

The notice of AGM and the Annual Report for financial year 2025-26 have been sent electronically to all members whose email addresses are registered with the Company or Depository Participants as on July 27, 2026. These documents are also available on the company's website at www.yamunasyndicate.com , on BSE's website at www.bseindia.com , and on NSDL's e-voting platform at www.evoting.nsdl.com . The intimation has also been uploaded on the BSE Listing Centre and the company's advertisement section at https://yamunasyndicate.com/advertisement/ .