SEBI bars Rajesh Exports promoter, alleges ₹15.15 lakh cr revenue misrepresentation via Swiss arm Valcambi

Interim order against promoter Rajesh Mehta cites 97-99% of FY21-FY25 revenues routed through overseas subsidiary Valcambi, with ₹11,487 cr in disputed sales and ₹7.4 cr in personal transfers. Forensic audit ordered; stock hit 5% lower circuit at ₹103.92, down 80% over three years. LIC holds 10.8%.

— Source publishedThu, 4 Jun, 2026, 13:39 IST·First seen Thu, 4 Jun, 2026, 14:23 IST·Source Outlook Business

What happened

SEBI's interim order bars Rajesh Exports promoter Rajesh Mehta from securities markets, alleging ₹15.15 lakh crore revenue misrepresentation across FY21-FY25

Key facts

  • ₹15.15 lakh crore alleged misrepresentation
  • 97-99% revenues from overseas subs FY21-FY25
  • ₹542.68 cr Valcambi CY2023 revenue
  • ₹2.93 lakh cr GGR consolidated
  • ₹2.81 lakh cr Rajesh Exports consolidated
  • ₹1,035 cr Africa mining assets
  • ₹11,487 cr disputed sales
  • ₹7.4 cr personal account transfers
  • ₹12,726 cr shareholder wealth erosion
  • 10.8% LIC stake
  • 5% stock fall to ₹103.92
  • 80% decline over 3 years

Why this matters

Rajesh Exports' distressed valuation and disputed ₹11,487 cr in sales make any inbound interest a forensic-diligence exercise first and a deal second, with promoter-level liability potentially tainting the underlying jewellery franchise.