SEBI bars Rajesh Exports MD over alleged ₹15.15 lakh cr revenue misstatement; stock hits lower circuit

SEBI's interim order accuses Rajesh Mehta of misrepresenting ₹15.15 lakh crore in revenue and routing funds via Swiss subsidiary Valcambi across FY21-FY25, with 97-99% of revenue booked through overseas subs. Mehta denies all findings. Shares locked at 5% lower circuit at ₹103.92.

— Source publishedThu, 4 Jun, 2026, 12:02 IST·First seen Thu, 4 Jun, 2026, 12:21 IST·Source Outlook Business

What happened

SEBI passed an interim order barring Rajesh Exports MD Rajesh Mehta from securities dealings, alleging ₹15.15 lakh crore revenue misrepresentation and

Key facts

  • ₹15.15 lakh crore
  • 97-99% revenue from overseas subs
  • 5% stock fall
  • ₹103.92 lower circuit
  • FY2020-21 to FY2024-25

Why this matters

Distressed-asset and bullion-supply-chain opportunities may surface as Rajesh Exports' Valcambi-linked operations come under scrutiny — track regulatory milestones for potential carve-out, partnership, or share-overhang entry points.