SEBI bars Rajesh Exports over ₹15.15 lakh crore revenue misrepresentation; LIC, retail investors exposed

Markets regulator SEBI has barred jewellery maker Rajesh Exports and its promoter from securities markets after finding ₹15.15 lakh crore in misrepresented revenues routed via overseas subsidiaries. Stock hit 5% lower circuit at ₹104.65, eroding ₹12,725 crore in wealth. LIC's 10.8% stake and 1.94 lakh retail investors holding 14.13% face ₹770 crore in combined exposure.

— Source publishedThu, 4 Jun, 2026, 12:02 IST·First seen Thu, 4 Jun, 2026, 12:08 IST·Source Mint · Markets

What happened

SEBI barred jewellery maker Rajesh Exports and its promoter from securities markets after finding ₹15.15 lakh crore in misrepresented revenues via overseas

Key facts

  • ₹770 crore at risk
  • ₹15.15 lakh crore misrepresented
  • 10.8% LIC stake
  • 14.13% retail stake
  • ₹12,725 crore wealth eroded
  • 5% lower circuit
  • ₹104.65 day low

Why this matters

Any deal involving Rajesh Exports' overseas subsidiary structure is frozen indefinitely; rival jewellery consolidators should expect heightened diligence on revenue recognition across the sector.