SAKUMA

Sakuma Exports financials

Market cap
₹246 Cr
Sector
Services

Quarterly results

Q1 FY27: revenue down 11.3%, net profit up 70.9% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue339 478 732 376 254 −25%363 −24%715 −2%333 −11%
EBITDA2 -0 5 2 -2 −265%-0 +24%8 +49%1 −70%
Net profit1 3 5 2 1 −41%1 −82%7 +45%3 +71%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −39.8% 1Y

₹1.00₹1.50₹2.00₹2.50₹3.00Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26

1Y: ₹2.61 on 10 Sept 2025 → ₹1.57. High ₹2.97 (28 Oct 2025), low ₹1.11 (30 Mar 2026).

Financials, as filed

Revenue fell 18.7% a year over 3 years, FY23 to FY26. Operating margin narrowed to 0.4%.

Year endingFY23FY24FY25FY26
Revenue₹3.2k Cr₹2.1k Cr₹2.3k Cr₹1.7k Cr
Operating profit₹39 Cr₹36 Cr₹14 Cr₹7 Cr
Operating margin1.2%1.7%0.6%0.4%
Interest₹7 Cr₹4 Cr₹4 Cr₹2 Cr
Depreciation₹1 Cr₹1 Cr₹2 Cr₹3 Cr
Net profit₹28 Cr₹40 Cr₹15 Cr₹10 Cr
Net margin0.9%1.9%0.6%0.6%
Cash from operations₹91 Cr₹-85 Cr₹-138 Cr₹269 Cr
Free cash flow₹91 Cr₹-81 Cr₹-205 Cr₹222 Cr
ROCE9.0%9.0%3.0%2.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹23 Cr₹23 Cr₹23 Cr₹23 Cr₹157 Cr₹157 Cr
Reserves₹326 Cr₹357 Cr₹389 Cr₹459 Cr₹568 Cr₹592 Cr
Borrowings₹5 Cr₹86 Cr₹17 Cr₹99 Cr₹45 Cr₹9 Cr
Other liabilities₹76 Cr₹203 Cr₹142 Cr₹94 Cr₹126 Cr₹183 Cr
Total liabilities₹430 Cr₹669 Cr₹571 Cr₹676 Cr₹896 Cr₹941 Cr
Fixed assets₹5 Cr₹5 Cr₹3 Cr₹1 Cr₹70 Cr₹113 Cr
Capital work in progress₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹0 Cr
Investments₹10 Cr₹0 Cr₹3 Cr₹0 Cr₹23 Cr₹108 Cr
Other assets₹415 Cr₹664 Cr₹565 Cr₹675 Cr₹803 Cr₹719 Cr
Total assets₹430 Cr₹669 Cr₹571 Cr₹676 Cr₹896 Cr₹941 Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, FIIs trimmed −0.13 pp while the public added +0.12 pp. The shareholder count shrank 2% to 2,17,113.

Promoters
46.3%
Public
53.7%

Since Jun 2025

  • FIIs −0.13 pp
  • Public +0.12 pp
  • Promoters 0.00 pp

How it drifted, 12 quarters

Over this window the public went from 38.1% to 53.7% — +15.6 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 61.9%, Public 38.1%.Dec '23: Promoters 61.9%, FIIs 0.0%, Public 38.1%.Mar '24: Promoters 61.9%, FIIs 0.2%, Public 37.9%.Jun '24: Promoters 46.3%, FIIs 0.6%, Public 53.1%.Sep '24: Promoters 46.3%, FIIs 0.1%, Public 53.6%.Dec '24: Promoters 46.3%, FIIs 0.1%, Public 53.6%.Mar '25: Promoters 46.3%, FIIs 0.1%, Public 53.6%.Jun '25: Promoters 46.3%, FIIs 0.1%, Public 53.6%.Sep '25: Promoters 46.3%, Public 53.7%.Dec '25: Promoters 46.3%, Public 53.7%.Mar '26: Promoters 46.3%, Public 53.7%.Jun '26: Promoters 46.3%, Public 53.7%.

Who was buying across the market this quarter →

Who is on the register

Named in the Jun 2026 filing

Every holder of Sakuma Exports Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Sakuma Infrastructure And Realty Private Limited 15.59%unchanged
Kusum Chandermohan Malhotra 14.81%unchanged
Saurabh Malhotra 10.36%unchanged
Vanitha Malhotra 3.30%unchanged
Sakuma Finvest Pvt Ltd 2.23%unchanged
Bhartula Vjk Sharma 1.40%unchanged
G. M. K. System and Logistics Private Limited 0.00%unchanged
Shipra Malhotra 0.00%unchanged
Tanya Mediratta 0.00%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

What the price assumes

Growth trap

To justify its price of ₹2, this stock must grow earnings at 30% every year for 7 years. Our analysis caps realistic growth at ~-31%. At that growth it is worth ₹0 — downside of 96%.

Growth the price implies
29.8% a year
for 7 years, fading to 4%
It has actually compounded at
-30.6% a year
net profit, FY23–FY26
The gap
0.6 pp
-96% downside if it only repeats history
Price today ₹1.57 Value at the reference growth ₹0.06

Change the assumptions yourself →