SEBI flags ₹15.15 lakh crore subsidiary revenue misstatement at Rajesh Exports; stock hits 5% lower circuit

SEBI's interim order alleges Rajesh Exports misrepresented 99.8% of Swiss arm Valcambi's revenue across FY21-FY25. Promoter Rajesh Mehta barred from trading. Shares locked at 5% lower circuit at ₹103.92, deepening a credibility crisis for India's largest gold exporter.

— Source publishedThu, 4 Jun, 2026, 08:39 IST·First seen Thu, 4 Jun, 2026, 11:21 IST·Source Mint · Markets

What happened

SEBI's interim order alleges Rajesh Exports misrepresented ₹15.15 lakh crore (99.8%) of subsidiary revenue across FY21-FY25, citing discrepancies in Swiss arm

Key facts

  • ₹15.15 lakh crore
  • 99.8% revenue
  • 5% lower circuit
  • ₹103.92
  • FY21-FY25

Why this matters

The credibility collapse at India's largest gold exporter opens a window for rivals to court Valcambi's refining clients and renegotiate bullion supply terms while Rajesh Exports is consumed by regulatory defense.