Amir Chand Jagdish Kumar (Exports) Ltd.

•

aeroplanerice.comBSE: -NSE: AEROPLANE

Market Cap₹ 2,132 Cr.

Current Price

High / Low₹ 209 / 117

Stock P/E20.6

Book Value₹ 133

Price to Book1.54

Dividend Yield0.00 %

ROCE15.7 %

ROE15.9 %

Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Rice: 99.1% • FMCG & Others: 0.7% • Other Operating Revenue: 0.2%

AI Sector View

AI GENERATED

Fast Moving Consumer Goods

Hold

Rural demand proxies are mixed. Tractor sales rose 18.0% YoY (2026-07) and 2-wheelers were up 23.0% YoY (2026-06), but rural employment slowed to 1.0% YoY (2026-07), fertiliser sales were 0.0% YoY (2026-05), and food inflation of 5.52% (Jul/26) can pressure household budgets. FPI outflows remain heavy at INR -8081 crore over 3 months to 2026-08-31, limiting upside.

Confidence

62%

View full sector analysis →

PROS

Company has delivered good profit growth of 49.0% CAGR over last 5 years
Latest quarter profit grew 2940.3% YoY, showing strong momentum
Company has consistently been profitable over the last 5 years
Company has delivered good sales growth of 15.7% CAGR over last 5 years
Operating margins have improved to 9.8% from 6.2%

CONS

Operating cash flow has been negative in recent years
Promoter holding has decreased over last 2 years: -21.2pp
Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT -0.40x)
Equity base is being diluted - shares outstanding up 1803.9%
Working capital days have increased from 52 to 133 days

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Fast Moving Consumer GoodsFMCGConsumer Food

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	NESTLEIND	1384.00	70.03	266878.70	0.87	9586.80	1382.67	63781.80	1157.04	98.35	23.86
2.	VBL	416.25	41.58	140795.10	0.36	1525.36	15.08	8650.57	20.77	20.73	27.04
3.	BRITANNIA	4970.00	45.97	119711.54	1.82	593.38	14.08	4999.97	10.26	56.48	16.77
4.	JUBLFOOD	470.40	71.52	31039.12	0.26	100.03	6.03	2569.65	13.66	25.56	19.77
5.	HATSUN	1222.80	78.20	27237.66	0.49	60.58	—	2363.72	17.61	17.40	10.81
6.	MILKYMIST	293.30	177.78	22579.51	0.00	646.79	—	9734.46	—	13.79	14.77
7.	ZYDUSWELL	552.65	93.43	17583.15	0.22	118.90	-7.04	1437.00	67.54	4.42	16.82
8.	DEVYANI	137.95	0.00	17008.40	0.00	171.04	7576.84	15805.16	1064.74	8.98	16.09
9.	LTFOODS	437.85	23.74	15204.47	0.69	183.45	8.87	3151.83	27.92	19.77	11.26
10.	BIKAJI	548.50	53.20	13752.89	0.23	59.47	1.62	734.26	15.26	21.65	13.48
11.	MANORAMA	2063.45	52.81	13024.99	0.04	78.66	67.55	404.01	39.53	35.00	26.29
12.	AEROPLANE	205.85	20.63	2131.61	0.00	366.27	2940.34	6637.32	1043.69	15.70	9.33

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Dec 2024	Mar 2025	Jun 2025	Dec 2025	Mar 2026	Jun 2026
	497	580	428	571	695	664
	452	540	407	496	650	617
Operating Profit	45	40	21	75	44	47
OPM %	9.03%	6.90%	4.92%	13.12%	6.40%	7.02%
	0	0	0	-1	3	1
Interest	20	23	21	24	19	14
Depreciation	2	2	2	2	2	2
Profit before Tax	23	16	21	48	26	48
Tax %	23.68%	25.20%	23.76%	27.34%	24.69%	22.92%
Net Profit	0	0	16	35	20	37
	2.24	1.46	1.96	4.19	2.36	3.55

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	1,102	1,220	1,316	1,550	2,002	2,287	2,358
	1,037	1,152	1,236	1,440	1,838	2,062	2,170
Operating Profit	66	68	80	110	164	225	187
OPM %	5.95%	5.58%	6.06%	7.08%	8.18%	9.85%	7.94%
	1	10	2	2	2	5	2
Interest	40	48	51	65	79	86	79
Depreciation	8	7	7	7	7	6	7
Profit before Tax	19	23	23	39	80	137	143
Tax %	25.86%	24.39%	24.73%	22.68%	24.19%	24.74%	24.85%
Net Profit	14	17	17	30	61	103	107
EPS	25.89	31.55	32.17	55.90	7.41	9.98	—
Dividend Payout %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	—

COMPOUNDED SALES GROWTH

10 Years:: —
5 Years:: 16%
3 Years:: 20%

COMPOUNDED PROFIT GROWTH

10 Years:: —
5 Years:: 49%
3 Years:: 81%

STOCK PRICE CAGR

10 Years:: —
5 Years:: —
3 Years:: —
1 Year:: —

RETURN ON EQUITY

10 Years:: —
5 Years:: 11%
3 Years:: 15%
Last Year:: 16%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	5	5	5	5	82	104
	250	258	275	306	297	821
	741	720	671	781	784	758
Trade Payables	29	104	101	55	146	116
	22	44	36	136	240	324
Total Liabilities	1,048	1,132	1,089	1,284	1,549	2,121
	119	109	104	99	94	89
Capital Work in Progress	2	2	2	2	2	2
	0	0	1	2	1	1
	737	645	627	797	928	1,039
	0	0	0	324	451	495
Cash & Bank	12	16	18	18	20	256
	178	361	338	42	54	239
Total Assets	1,048	1,132	1,089	1,284	1,549	2,121

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	8	80	78	-5	94	-166
Cash from Investing	1	1	-2	-3	1	0
Cash from Financing	-5	-74	-70	9	-93	403
	1	4	2	0	2	237

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Sep 2018	Sep 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2026	Jun 2026
	100.00	100.00	100.00	100.00	100.00	100.00	99.26	78.78	78.78
	0.00	0.00	0.00	0.00	0.00	0.00	0.00	3.50	1.89
	0.00	0.00	0.00	0.00	0.00	0.00	0.00	2.63	5.44
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	0.00	0.00	0.00	0.00	0.00	0.00	0.74	11.20	12.98

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-07

Updates

2026-09-07 - Amir Chand Jagdish Kumar (Exports) Limited has informed the Exchange regarding Letter to Members for weblink and path of the Integrated Annual Report for the financial year 2025-26 including Notice of 23rd Annual General Meeting of the Company.

2026-09-07

Copy of Newspaper Publication

2026-09-07 - Amir Chand Jagdish Kumar (Exports) Limited has informed the Exchange about Copy of Newspaper Publication of Notice of the 23rd Annual General Meeting and e-voting information.

2026-09-07

Shareholders meeting

2026-09-07 - Amir Chand Jagdish Kumar (Exports) Limited has informed the Exchange regarding Integrated Annual Report for the financial year 2025-26 and Notice of the 23rd Annual General Meeting of the Company.

2026-09-04

Change in Auditors

2026-09-04 - Amir Chand Jagdish Kumar (Exports) Limited has informed the Exchange regarding Change in Auditors of the company.

2026-08-28

Clarification - Financial Results

2026-08-28 - The Exchange has sought clarification from Amir Chand Jagdish Kumar (Exports) Limited for the quarter ended 30-Jun-2026 with respect to Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. On basis of above the Company is required to clarify the following: The response of the Company is awaited.

2026-08-14

Monitoring Agency Report

2026-08-14 - Pursuant to the regulation 32(6) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and regulation 41(4) of the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, please find enclosed the Monitoring Agency Report for the quarter ended June 30, 2026, issued by Care Ratings Limited, Monitoring Agency, appointed to monitor the utilization of proceeds of the public issue of the Company.

2026-08-11

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-11 - Amir Chand Jagdish Kumar (Exports) Limited has informed the Exchange about Cancellation of investor meet

2026-08-07

Investor Presentation

2026-08-07 - Amir Chand Jagdish Kumar (Exports) Limited has informed the Exchange about Investor Presentation

2026-08-07

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-07 - Amir Chand Jagdish Kumar (Exports) Limited has informed the Exchange about schedule of Analyst/Institutional Investor meet

News

Recent coverage and analyst commentary for AEROPLANE

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Amir Chand Jagdish Kumar (Exports) Ltd.

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Name

NESTLEIND

1384.00

70.03

266878.70

0.87

9586.80

1382.67

63781.80

1157.04

98.35

23.86

VBL

416.25

41.58

140795.10

0.36

1525.36

15.08

8650.57

20.77

20.73

27.04

BRITANNIA

4970.00

45.97

119711.54

1.82

593.38

14.08

4999.97

10.26

56.48

16.77

JUBLFOOD

470.40

71.52

31039.12

0.26

100.03

6.03

2569.65

13.66

25.56

19.77

HATSUN

1222.80

78.20

27237.66

0.49

60.58

—

2363.72

17.61

17.40

10.81

MILKYMIST

293.30

177.78

22579.51

0.00

646.79

—

9734.46

—

13.79

14.77

ZYDUSWELL

552.65

93.43

17583.15

0.22

118.90

-7.04

1437.00

67.54

4.42

16.82

DEVYANI

137.95

0.00

17008.40

0.00

171.04

7576.84

15805.16

1064.74

8.98

16.09

LTFOODS

437.85

23.74

15204.47

0.69

183.45

8.87

3151.83

27.92

19.77

11.26

BIKAJI

548.50

53.20

13752.89

0.23

59.47

1.62

734.26

15.26

21.65

13.48

MANORAMA

2063.45

52.81

13024.99

0.04

78.66

67.55

404.01

39.53

35.00

26.29

AEROPLANE

205.85

20.63

2131.61

0.00

366.27

2940.34

6637.32

1043.69

15.70

9.33

Dec 2024

Mar 2025

Jun 2025

Dec 2025

Mar 2026

Jun 2026

497

580

428

571

695

664

452

540

407

496

650

617

Operating Profit

OPM %

9.03%

6.90%

4.92%

13.12%

6.40%

7.02%

-1

Interest

Depreciation

Profit before Tax

Tax %

23.68%

25.20%

23.76%

27.34%

24.69%

22.92%

Net Profit

2.24

1.46

1.96

4.19

2.36

3.55

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

TTM

1,102

1,220

1,316

1,550

2,002

2,287

2,358

1,037

1,152

1,236

1,440

1,838

2,062

2,170

Operating Profit

110

164

225

187

OPM %

5.95%

5.58%

6.06%

7.08%

8.18%

9.85%

7.94%

Interest

Depreciation

Profit before Tax

137

143

Tax %

25.86%

24.39%

24.73%

22.68%

24.19%

24.74%

24.85%

Net Profit

103

107

EPS

25.89

31.55

32.17

55.90

7.41

9.98

—

Dividend Payout %

0.00%

—

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Equity Capital

104

250

258

275

306

297

821

741

720

671

781

784

758

Trade Payables

104

101

146

116

136

240

324

Total Liabilities

1,048

1,132

1,089

1,284

1,549

2,121

119

109

104

Capital Work in Progress

737

645

627

797

928

1,039

324

451

495

Cash & Bank

256

178

361

338

239

Total Assets

1,048

1,132

1,089

1,284

1,549

2,121

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

-5

-166

Cash from Investing

-2

-3

Cash from Financing

-5

-74

-70

-93

403

237

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Sep 2018

Sep 2019

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2026

Jun 2026

100.00

99.26

78.78

0.00

3.50

1.89

0.00

2.63

5.44

Government

0.00

0.74

11.20

12.98

Amir Chand Jagdish Kumar (Exports) Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI

Amir Chand Jagdish Kumar (Exports) Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI