SEBI bans Rajesh Exports chairman over alleged Rs 15.15 lakh crore revenue fraud; LIC exposed

A 109-page SEBI interim order accuses Rajesh Mehta of misrepresenting Rs 15.15 lakh crore in revenue across FY21-FY25 — 99.8% of consolidated topline — and diverting funds. REL shares fell 5% and LIC, holding 10.80%, slid 1%. The Bengaluru-based gold major had acquired Swiss refiner Valcambi for $400M in 2015.

— Source publishedThu, 4 Jun, 2026, 13:54 IST·First seen Thu, 4 Jun, 2026, 14:09 IST·Source ET Small Business

What happened

SEBI issued an interim order banning Rajesh Exports chairman Rajesh Mehta from securities markets, alleging Rs 15.15 lakh crore revenue misrepresentation and

Key facts

  • Rs 15.15 lakh crore revenue alleged misrepresentation FY21-FY25
  • 99.8% of consolidated revenue flagged
  • 109-page SEBI order
  • LIC holds 10.80% stake
  • REL shares down 5%
  • LIC shares down 1%
  • Valcambi acquired for $400 million in 2015

Why this matters

Valcambi, acquired for $400M in 2015, is now the cleanest asset in a tainted parent — expect Swiss regulators to ring-fence it and global refiners to circle for a distressed carve-out.