PONNIERODEFast Moving Consumer Goods

Ponni Sugars (Erode) Limited

Sugar · ISIN INE838E01017 · BSE 532460 · NSE EQ · FV ₹10
Last price
₹341
+4.48%today
What this company does

Ponni Sugars (Erode) Limited operates in Sugar, part of the Fast Moving Consumer Goods sector. It booked ₹60 cr of revenue in its latest quarter (Q1 FY26) and kept -4.4% of sales as profit.

In the report:
23out of 100
Equitytale Health Score
Fragile

Healthier than 23% of companies in Fast Moving Consumer Goods, on the 3 of 6 measures we could read for it. Each measure is ranked against the 146–149 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
38

At close. Not part of the score.

Profitability & returns10

How much profit it earns on the money it employs

Balance sheet1

How much it owes, and whether earnings cover the interest · lowest in its sector on what we could measure

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Not measurable for this company: cash quality, growth & consistency, valuation. Those pillars are left out of the score rather than counted as zero.

Is this company doing well?
not investment advice
Some things to watch
Strengths
✓ Promoters hold 51%
✓ No promoter shares pledged
Watch-outs
! Currently loss-making
! Thin -4.4% net margin

What if I invest in PONNIERODE?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 15% a year, it would become
₹26.30 lakh

The slider starts at 15%, taken from this company's own free-cash-flow trend. That is history, not a forecast — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹341▲ +4.48%
latest close · 2026-11-04
1-year return
+39.2%
52-wk low ₹19652-wk high ₹455
How good is the business?
How much profit it earns from its money and its sales.
Net margin-4.4%Loss
ThinDecentStrong
EBITDA margin-0.8%Loss
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Interest cover-61.8×Risky
RiskyOkayStrong ▸5×
More figures
Market cap
₹293 cr
Book value
—
EPS
₹-3.12
latest quarter
Net debt
—
Enterprise value
—
EBITDA
₹-2 cr
annualised
EBIT
₹-12 cr
annualised
Operating margin
-5.1%
Return on assets
—
Earnings yield
—
P/S
1.21
Sales / share
₹280.8
Tax rate
—
Face value
₹10
Shares
0.9 cr
Working capital
—
Current assets
—
Current liabilities
—
Delivery %
48.3%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-11-04.

Worth vs price · from the FY 2026 report & filings
not investment advice
Hard to value confidentlyLow confidence
Too few reliable models — the filings don't support two independent estimates of value.
Models span ₹243–₹243, midpoint ₹243

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY26 (consolidated)
Revenue from Operations₹60 cr
Other Income₹3 cr
Total Income₹64 cr
Cost of Materials₹5 cr
Purchases of Stock-in-Trade₹0 cr
Inventory Change (±)₹44 cr
Employee Benefit Expense₹6 cr
Finance Costs₹5 L
Depreciation & Amortisation₹3 cr
Other Expenses₹14 cr
Total Expenses₹72 cr
Exceptional Items₹5 cr
Profit before Tax₹-3 cr
Tax Expense₹-46 L
Net Profit₹-3 cr
Net margin on total income-4.2%
Where the money goes · Q1 FY26
% of total spend
Materials + stock-in-trade₹49 cr67.9%
Employee benefit expense₹6 cr8.9%
Finance costs₹5 L0.1%
Depreciation & amortisation₹3 cr3.6%
Other expenses₹14 cr19.5%
Total income ₹64 cr

The company made a net loss of ₹3 cr this quarter — income covered only ₹89 of every ₹100 it spent on costs and tax.

Peer comparison
Sugar · by market value
CompanyPriceMarket capP/E
Bajaj Hindusthan Sugar Limited₹18₹14,511 cr—
Balrampur Chini Mills Limited₹655₹13,834 cr75.8
Triveni Engineering & Industries Limited₹242₹5,338 cr14.2
Bannari Amman Sugars Limited₹3,436₹4,308 cr—
Shree Renuka Sugars Limited₹18₹3,796 cr—
Dalmia Bharat Sugar and Industries Limited₹415₹3,359 cr122.0
Dhampur Bio Organics Limited₹125₹2,198 cr—
Avadh Sugar & Energy Limited₹830₹1,662 cr1,729.4
Uttam Sugar Mills Limited₹345₹1,317 cr73.2
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
1.47%
trailing 12 months
Dividend / share (TTM)
₹5
Last dividend
₹5
ex 5 Jun 2026
ActionDetailEx-date
Dividend₹5 / share5 Jun 2026
Dividend₹3 / share30 May 2025
Dividend₹7 / share22 May 2024
Dividend₹6.5 / share8 Jun 2023
Dividend₹5.5 / share6 Jul 2022
Dividend₹4 / share6 Jul 2021
Who owns it · 2026-09-30
No pledge
Promoter
50.8%
FII / Foreign
5.9%
DII / Domestic
0.1%
Retail / others
43.2%
Promoter stake up 8.5% over the last 12 quarters.
Smart-money activity
Insider trades
BoughtSeshasayee Paper and Boards Limited · Promoter2.90 L · ₹10.1 cr17 Aug 26
BoughtSESHASAYEE PAPER AND BOARDS LTD · Promoters4.20 L · ₹17.7 cr6 Jun 24
BoughtSESHASAYEE PAPER AND BOARDS LTD · Promoters1,102 · ₹4.5 L4 Jun 24
Bulk / block deals
BoughtRAVIRAJ DEVELOPERS LIMITED · NSE50,000 @ ₹371.613 Oct 26
BoughtRAMDOOT REALTORS PVT LTD · NSE1.41 L @ ₹369.1513 Oct 26
SoldRAMDOOT REALTORS PVT LTD · NSE1.14 L @ ₹371.3313 Oct 26
Stake changes
BoughtSeshasayee Paper and Boards Limited · promoter→ 35.72% · 2.90 L17 Aug 26
BoughtSeshasayee Paper and Boards Limited · promoter→ 35.72% · 2.90 L17 Aug 26
BoughtSeshasayee paper and Boards Ltd · promoter→ 32.35% · 4.20 L6 Jun 24
Promoter pledges
Invoked04.25 L · 4.94% held13 Nov 15
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Postal ballot · 27 Mar 2026
See the official result
1
Approval for reappointment of Mr. Ramanathan Narayanan (DIN: 00001033) as Managing Director
Backed by 94% of shareholders other than promotersneeded 75%
23,191 votes for, 1,486 against

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 9 named members
owning 50.8% between them · as of 2026-09-30
SESHASAYEE PAPER AND BOARDS LIMITED35.72%
TIME SQUARE INVESTMENTS PRIVATE LIMITED9.00%
BHARTI CHHOTUBHAI PITHAWALLA5.82%
DHANASHREE INVESTMENTS PRIVATE LIMITED0.11%
W P S PTE LTD0.08%
ESVI INTERNATIONAL (ENGINEERS AND EXPORTERS LIMITED)0.06%
N GOPALARATNAM0.03%
ULTRA INVESTMENTS AND LEASING COMPANY PRIVATE LIMITED0.02%

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.