Rajesh Exports defends books as SEBI flags Rs 15.15 lakh crore revenue misrepresentation

Jeweller blames Valcambi reporting confusion after SEBI's interim order alleging FY21-FY25 misstatements, suspicious Rs 11,400 crore Affluence broker trades, and MD Mehta's personal derivative dealings. Stock fell 5% as 97-99% of consolidated revenue ties to overseas subsidiaries.

— Source publishedThu, 4 Jun, 2026, 21:41 IST·First seen Thu, 4 Jun, 2026, 21:52 IST·Source Indian Express · Business

What happened

Rajesh Exports defends revenue filings after SEBI's interim order alleging Rs 15.15 lakh crore misrepresentation FY21-FY25, blaming confusion over Valcambi

Key facts

  • Rs 15.15 lakh crore alleged revenue misrepresentation FY21-FY25
  • 97-99% consolidated revenue from overseas subsidiaries
  • Rs 11,487 crore sales with Affluence FY22-FY24
  • Rs 11,488 crore purchases with Affluence
  • Affluence aggregate revenue Rs 113.22 crore
  • Rs 7.54 crore transfers to Mehta
  • Rs 3.50 crore net loss on derivatives
  • shares down 5%

Why this matters

Shelve any partnership, supply, or refining tie-ups referencing Valcambi-linked flows until disclosure integrity is independently validated, as counterparty contagion from a SEBI fraud finding would taint adjacent deals.

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