StockWatch
·

Amir Chand Jagdish Kumar (Exports) Ltd

BSE: 544743

P/L Snapshot

Q1 FY27 · standalone

vs Q4 FY26
Revenue
567.69
-11.5%
Expenditure
533.91
-14.4%
Net Profit
25.27
+101.4%
OPM %
8.49%
+2.93pp

Shareholding

Pattern breakdown

P/L Trends

(in crores)

RevenueExpenditureNet Profit
0.00179.52359.04538.56718.09Q4 FY26Q1 FY27
Price Chart
Reports

Aeroplane Rice Q1FY27: PAT +128% YoY to ₹36.6 Cr (consolidated), core margin dips

basmati rice exports · post-ipo deleveraging · finance cost decline

ResultsQ1 FY2703 Aug 20263 min
Latest
Quarterly Result3 Aug, 4:30 pm

Aeroplane Rice Q1FY27: PAT +128% YoY to ₹36.6 Cr (consolidated), core margin dips

Amir Chand Jagdish Kumar (Exports) — the Aeroplane Basmati rice exporter that listed on NSE/BSE in April 2026 — posted consolidated Q1 FY27 (quarter ended June 30, 2026) revenue of ₹663.73 Cr, up 55.1% YoY from ₹427.95 Cr but down 4.5% sequentially from a strong Q4 FY26 (₹694.68 Cr); as a rice/agri business, the QoQ dip is more seasonal noise than signal, and the YoY print is the number that matters. Consolidated PAT of ₹36.63 Cr grew 127.6% YoY (₹16.10 Cr) and 83.5% QoQ (₹19.96 Cr); standalone PAT of ₹25.27 Cr grew 94.1% YoY. There is no analyst consensus or brokerage preview available for this stock — it is a recently-listed micro-cap with no visible sell-side coverage — so vs-Street cannot be assessed, and the company has issued no formal guidance on record, so vs-guidance is also unknown; this quarter neither confirms nor contradicts any prior outlook because none exists. The headline profit jump is real but not purely operational: consolidated operating margin (revenue less material, trade-purchase, inventory-change, employee and other opex, before finance cost and depreciation) actually compressed to 9.33% from 10.36% a year ago, as raw-material costs rose in step with volumes — core EBITDA grew ~39.6% YoY, trailing the 55.1% revenue growth. The gap between that and the 127.6% PAT growth is bridged mainly by finance costs falling 35.7% YoY (₹21.16 Cr to ₹13.73 Cr consolidated), consistent with reduced reliance on borrowings after the ₹411.1 Cr net IPO proceeds (20,754,716 fresh shares at ₹212, listed April 2, 2026) were deployed — ₹409.3 Cr of the ₹411.1 Cr working-capital/general-corporate allocation was already utilized by June 30, 2026. Net margin (PAT/total income) still expanded to 5.51% from 3.76% YoY on this financing tailwind plus a fuller-quarter contribution from wholly-owned subsidiary ACJK Foods, which added ₹11.36 Cr to consolidated PAT (about 31% of the group total, per the auditor's note). No management press release was available to cross-check the company's own framing of the quarter. Overall this is a strong bottom-line quarter on falling finance costs and subsidiary scale-up, but the raw-material-driven operating margin compression means the underlying rice-trading spread is under some pressure even as growth and profit both accelerate YoY.

3 Aug 2026, 04:30 pm

Corporate Events

Board MeetingAEROPLANE
2026
29Sep

Board Meeting

The 23rd Annual General Meeting of the Members of Amir Chand…

BSE Filing
Board MeetingAEROPLANE
2026
4Sep

Board Meeting

The board of directors approved the appointment of M/s. Shu…

BSE Filing
Board MeetingAEROPLANE
2026
3Aug

Board Meeting

The meeting of the board of directors is scheduled to consid…

BSE Filing
Board MeetingAEROPLANE
2026
8Jul

Board Meeting

The board of directors approved the re-appointment of Mr. G…

BSE Filing
Board MeetingAEROPLANE
2026
18May

Board Meeting

The board of directors re-appointed M/s. KARS & Co.

BSE Filing
Board MeetingAEROPLANE
2026
16Apr

Board Meeting

Board meeting scheduled to consider and approve the un-audit…

BSE Filing