Arman holdings Limited has received a disclosure from Lalchand Moolchand Mehta regarding the sale of equity shares under SEBI's Substantial Acquisition of Shares and Takeovers Regulations, 2011. The transaction was executed on January 5, 2026, through open market sales involving both Lalchand Moolchand Mehta and his associated person Sushila Lalchand Mehta.

Transaction Details

The share sale involved two parties acting in concert, with specific quantities sold by each individual. The transactions were conducted through open market operations, representing a reduction in their collective stake in the company.

Shareholding Pattern Changes

The sale resulted in a reduction of the combined shareholding of both parties. Prior to the transaction, their collective holding stood at 9.43% of the company's total share capital, which decreased to 9.04% following the completion of the sale.

Company Capital Structure

Arman Holdings Limited's equity share capital remained unchanged following the transaction. The company maintains its capital structure with no dilution or expansion of the share base.

Regulatory Compliance

The disclosure was made in accordance with Regulation 29(2) of SEBI's Substantial Acquisition of Shares and Takeovers Regulations, 2011. The sellers do not belong to the promoter or promoter group category of Arman Holdings Limited. The transaction details have been formally communicated to BSE Limited, where the company's shares are listed, ensuring full regulatory compliance and transparency in the shareholding changes.

Chip technology company Arm Holdings has announced a major organizational restructuring, creating a dedicated Physical AI unit to capitalize on the expanding robotics market. The announcement comes amid heightened interest in humanoid robots at CES, where the technology has emerged as a dominant theme.

Strategic Business Reorganization

Arm Holdings now operates through three distinct business lines, representing a significant shift in its operational structure:

The UK-based company, which supplies underlying technology powering most smartphones globally, generates revenue through licensing fees and royalties when its designs are implemented by manufacturers.

Physical AI Unit Leadership and Vision

Drew Henry leads the newly formed Physical AI division, emphasizing the transformative potential of robotics solutions. According to Henry, physical AI technologies could "fundamentally enhance labor, free up extra time" and potentially deliver considerable impact on gross domestic product. The division plans to expand its workforce with dedicated robotics specialists, as confirmed by Arm Chief Marketing Officer Ami Badani.

The strategic decision to combine automotive and robotics into a single unit reflects shared customer requirements across both sectors:

• Power constraint management
• Safety protocols and standards
• Reliability requirements
• Similar sensor technology needs

Market Positioning and Customer Base

Arm's technology already serves dozens of automakers worldwide and robotics companies including Boston Dynamics, owned by Hyundai. The collaboration between Boston Dynamics and Hyundai has produced a production-ready Atlas humanoid robot, scheduled for deployment in U.S. factories by 2028.

CES Robotics Showcase

This year's CES demonstrated the industry's growing commitment to robotics innovation. Companies exhibited humanoid robots performing various tasks including dancing, playing ping-pong, and conducting repetitive sorting operations. The integration of artificial intelligence enhances these machines' capabilities significantly.

C.J. Finn, U.S. automotive industry leader for PwC, highlighted the real value proposition: "The real spend and where things are really moving forward is when they combine the machining with the level of AI to increase the precision, increase the productivity, or change how something's able to produce."

Industry Investment and Development

Several major announcements at CES underscore the sector's momentum:

Boston Dynamics CEO Robert Playter acknowledged a "hype cycle around robotic humanoids" while emphasizing his company's proven track record with thousands of deployed quadruped robots generating actual revenue.

Future Market Outlook

The robotics sector represents a significant growth opportunity as companies across technology and automotive industries view human-form machines as the next frontier in AI and automation. Tesla's Optimus project exemplifies this trend, with CEO Elon Musk describing humanoid robots as potentially surpassing the company's vehicle business in economic value.

Arm's strategic reorganization positions the company to capitalize on this emerging market, leveraging its existing relationships with automakers and technology companies while expanding into dedicated robotics applications.