PONNI SUGARS (ERODE) LTD.

Ponni Sugars (Erode) Ltd announced its unaudited financial results for the quarter and six months ended September 30, 2026. The Board of Directors approved these results, along with the segment-wise results, Statement of Assets and Liabilities, and Statement of Cash Flows, upon the recommendation of the Audit Committee. The company also submitted the Limited Review Report of the Auditors and an extract of the format of results to be published. The Board meeting commenced at 12:00 Noon and concluded at 2:10 p.m.

Ponni Sugars (Erode) posted standalone revenue from operations of ₹159.56 Cr in Q2 FY27 (quarter ended 30.09.2026), up 40.3% YoY from ₹113.73 Cr, with PAT at ₹21.69 Cr, up 48.97% YoY from ₹14.56 Cr. The YoY comparison is the relevant one here — the company itself flags in its filing notes that sugar production is seasonal and a single quarter's trend isn't representative, so the swing from Q1 FY27's ₹1.23 Cr loss to this quarter's profit is largely a seasonal crushing-season effect rather than a standalone signal, even though QoQ revenue and PAT both effectively doubled off a weak base. The reported YoY PAT growth of 48.97% also understates underlying momentum: Q2 FY26 carried a ₹1.50 Cr exceptional gain that isn't repeated this quarter, so on an adjusted basis (stripping that one-off from the prior-year base) PAT growth is closer to 63%, driven entirely by operations with no exceptional items in either the expense or income lines this quarter. Margins expanded on both lines: net profit margin (PAT/total income) rose to 13.42% from 12.69% a year ago, and operating margin (PBT before exceptional items/revenue) widened sharply to 20.38% from 13.66% YoY. By segment, Sugar revenue grew 46.0% YoY to ₹145.32 Cr with segment PBIT up 130.3% YoY to ₹19.99 Cr (margin 13.75% vs 8.72%), while Co-generation revenue was up a modest 5.5% YoY to ₹52.49 Cr with PBIT up 41.1% YoY to ₹12.70 Cr — the sugar business is the primary driver of this quarter's margin expansion, helped by better realisations and a working-capital-driven swing in finished-goods inventory (a ₹24.39 Cr inventory build this quarter vs a ₹41.17 Cr drawdown a year ago) that cushioned the cost line even as material costs rose to ₹119.77 Cr from ₹105.95 Cr YoY. The filing also discloses that the company recognised ₹1.46 Cr of additional co-generation tariff and interest income this quarter (cumulative ₹51.34 Cr recognised to date), based on an Appellate Tribunal for Electricity order and consistent with revenue-recognition norms the company has followed in earlier periods — a modest but non-trivial contributor to other income/co-gen results that is tied to an external regulatory ruling rather than core operations. There is no formal management guidance on record from the company or in our prior data, and no analyst/brokerage preview or consensus estimate could be located for this specific quarter, so both vsGuidance and vsStreet are unknown rather than assumed. No management press release was available to cross-check against the Board's own framing of the quarter.

Atyant Capital India Fund I (ACIF-1) has sold its entire holding of 5,00,000 shares in Ponni Sugars (Erode) Ltd, representing 5.8150% of the total share capital. The sale was conducted through the open market. The transaction occurred between October 5th and October 13th, 2026. Following the sale, ACIF-1 holds no shares in the company.

Ponni Sugars (Erode) Ltd has announced that its Board of Directors will convene a meeting on Friday, October 23, 2026. The primary agenda for this meeting is to consider and approve the unaudited financial results for the quarter and half year ended September 30, 2026.

Ponni Sugars (Erode) Ltd has announced the closure of its trading window for designated persons and their immediate relatives. This closure is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's internal code of conduct. The trading window will be shut from October 1, 2026, until 48 hours after the declaration of the company's un-audited financial results for the quarter and half-year ending September 30, 2026. This measure is intended to prevent potential insider trading during the period leading up to the financial results announcement.

Time Square Investments Private Limited (TSIPL), a promoter of Ponni Sugars (Erode) Ltd, has acquired over 20% equity shares in Dhanashree Investments Private Limited (DIPL) and Ultra Investments and Leasing Company Private Limited (UILCPL). DIPL holds 9831 shares and UILCPL holds 1675 shares of Ponni Sugars. As a result of TSIPL's acquisition, DIPL and UILCPL will now be included as part of Ponni Sugars' Promoter Group in the shareholding pattern for the quarter ending September 30, 2026, as per SEBI Regulations.

ACIF-1 has disclosed a sale of 3,13,525 shares, representing 3.6463% of the total share capital, in Ponni Sugars (Erode) Ltd. The transaction was conducted via the open market. Prior to this sale, ACIF-1 held 9.4613% of the company's shares. Following the sale, their holding has reduced to 5,00,000 shares, which is 5.8150% of the total share capital. The total equity share capital of Ponni Sugars (Erode) Ltd remained unchanged at Rs. 8,59,84,180 before and after the transaction.

Seshasayee Paper and Boards Limited has acquired 2,90,000 equity shares, representing 3.373% of the capital, in Ponni Sugars (Erode) Limited. The acquisition, totaling 3.373% of the company's capital, was made through open market purchases on August 17, 2026. Following this transaction, Seshasayee Paper and Boards Limited's total holding in Ponni Sugars (Erode) Limited increased from 32.347% to 35.720%. The face value of each share is Rs. 10/-, and the total equity share capital of Ponni Sugars (Erode) Limited before and after the acquisition remains Rs. 8,59,84,180.

Seshasayee Paper and Boards Limited has acquired 2,90,000 equity shares, representing 3.373% of the capital in Ponni Sugars (Erode) Limited. The acquisition, valued at an undisclosed amount, was made through open market purchases on August 17, 2026. Following this transaction, Seshasayee Paper and Boards Limited's total holding in Ponni Sugars (Erode) Limited has increased from 32.347% to 35.720%. This disclosure is made under Regulation 29(2) of SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011.

Ponni Sugars (Erode) Ltd has announced its unaudited financial results for the quarter ended June 30, 2026. The Board of Directors approved the results following a recommendation from the Audit Committee. The filing includes the unaudited financial results, segment-wise results, and the auditors' limited review report. The company operates in the sugar and co-generation segments.