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EQUITY - MARKET SCREENER

Newmalayalam Steel Ltd
Industry :  Steel - Medium / Small
BSE Code
ISIN Demat
Book Value()
93014
INE0TP801012
49.4097503
NSE Symbol
P/E(TTM)
Mar.Cap( Cr.)
NMSTEEL
5.5
38.9
EPS(TTM)
Face Value()
Div & Yield %
4.09
10
0
 

As on: Sep 19, 2026 05:17 PM

Dear Members of Newmalayalam Steel Limited

Your Directors have pleasure in presenting the 09th Annual Report and Audited Financial Statements of the Company for the financial period ended 31st March, 2026.

1. FINANCIAL PERFORMANCE

The Company's financial performance for the period ended March 31, 2026 is summarized below:

(in Rs. Lakhs)

Particulars Period ended 31.03.2026: Standalone Period ended 31.03.2026: Consolidated Period ended 31.03.2025: Standalone Period ended 31.03.2025: Consolidated
Revenue from Operations 31,993.01 31,993.01 30,416.43 30,416.43
Other Income 263.27 263.27 165.04 165.04
Total Income 32,256.28 32,256.28 30,581.48 30,581.48
Total Expenses 31,287.33 31,294.53 29,979.84 29,979.84
Profit/(Loss) before Tax 968.95 961.75 601.64 601.64
Tax Expenses \u2013 Deferred Tax 261.20 261.10 160.66 160.66
Profit/(Loss) after Tax 707.75 700.65 440.98 440.98

2. STATE OF COMPANY'S AFFAIRS

New Malayalam Steel Limited is a fast-growing manufacturer of Galvanised pipes, tubes, and sheets, catering to Kerala's construction and roofing sectors.

The Company during the period has earned a standalone net profit of Rs. 707.75 Lakhs and a consolidated net profit of Rs. 700.65 Lakhs.

The company earnings have improved immensely from last year and your Directors are hoping to improve the Company Net Earnings further in the upcoming future years.

3. INITIAL PUBLIC OFFER AND LISTING OF EQUITY SHARES:

The Company had applied for listing of its total equity shares to NSE and it has granted its approval vide its trading approval letter dated 26th December, 2024. The trading of equity shares of the Company commenced on 27th December, 2024 at NSE Emerge Platform.

The Equity Shares of the Company are listed on the NSE Emerge Platform. The Company confirms that the annual listing fees to the stock exchange for FY 2025-26 have been paid.

4. SUBSIDIARY/JV/ASSOCIATE COMPANIES

On 07th November 2025, a subsidiary company with name and style as Prime NMS Private Limited with CIN: U25999KA2025PTC210682 having registered office at Aspeen South Gate N.H. 66, Hejamady Village, Kapu, Hejmadi, Udupi, Karnataka, India, 574103 was incorporated. Up on incorporation the company had a holding of 60% in the subsidiary company.

Pursuant to a right issue in the subsidiary company and subsequent allotment on 13th April 2026, the company acquired further shares. The company holds 91.76% shares in the subsidiary as on date of this report.

The details of subsidiary company in format "AOC-1" for the financial year 2025-26 is attached and marked as Annexure A.

During the period under review, no other company has become or ceased to be Company's subsidiary, joint venture or associate company.

5. HOLDING COMPANY

The Company is not a subsidiary, associates or Joint Venture Company.

6. CHANGES IN SHARE CAPITAL

The position of share capital of the company as on 31.03.2026 is as follows:

Particulars Type of Shares Number of Shares Face Value Total Value
Authorised Share Capital Equity 2,00,00,000 Rs. 10/- Rs. 20,00,00,000/-
Paid up Share Capital Equity 1,72,87,600 Rs. 10/- Rs. 17,28,76,000/-

There were no changes in the capital of the company during the period under review.

7. UTILIZATION OF IPO PROCEEDS

The gross proceeds from the IPO amounted to Rs. 4,176/- Lakhs. The utilisation of these proceeds, as at 31st March 2026, is as follows:

Nature of Utilisation Allocation as per RHP for FY 2024-2025 (\u20b9 in Lakhs) Allocation as per RHP for FY 2025-2026 (\u20b9 in Lakhs) Total Allocation (\u20b9 in Lakhs) Actual Utilisation (\u20b9 in Lakhs)
Advertising, Marketing & Brand Building 350.00 155.55 505.55 505.55
Civil Construction 255.95 - 255.95 255.95
IPO Expenses 437.05 - 437.05 428.99
IT/Technological Upgradation of Manufacturing Facility 287.62 - 287.62 287.62
Solar Plant 159.33 75.00 234.33 193.91
Working Capital 1,000.00 420.00 1,420.00 1,420.00
General Purposes Corporate 900.00 135.50 1,035.50 1,035.50
Total 3,389.95 786.05 4,176.00 4,127.52

8. RESERVES

As per financials, the reserves & surplus of the Company as on 31st March, 2026 are as follows:

(Amount in Lakhs)

Sr. No. Particulars 31.03.2026
1. Balance at the beginning of the year 3,223.36
2. Current Year's Profit / Loss 707.75
3. Amount of Securities Premium 2,882.17
Total 6,813.28

9. DEPOSITS

The Company has neither accepted nor renewed any deposits during the period under review

10. DIVIDEND

No dividend was proposed by the Board of Directors for the period as the Company is looking forward to retain the amounts for future growth of the Company.

11. TRANSFER OF UNCLAIMED DIVIDEND TO INVESTOR EDUCATION AND PROTECTION FUND

There was no unclaimed dividend which was required to be transferred to Investor Education and Protection Fund.

12. MATERIAL CHANGES AND COMMITMENT

On 07th November 2025, a subsidiary company with name and style as Prime NMS Private Limited with CIN: U25999KA2025PTC210682 having registered office at Aspeen South Gate N.H. 66, Hejamady Village, Kapu, Hejmadi, Udupi, Karnataka, India, 574103 was incorporated. Upon incorporation the company had a holding of 60% in the subsidiary company.

Pursuant to a right issue in the subsidiary company and subsequent allotment on 13th April 2026, the company acquired further shares. The company holds 91.76% shares in the subsidiary as on date of this report.

There were no other material changes or commitments during the period under review or post closure of the financial year.

13. CHANGE IN THE NATURE OF BUSINESS, IF ANY

There is no change in the nature of the business of the company.

14. SIGNIFICANT AND MATERIAL ORDERS PASSED BY REGULATORS OR COURTS OR TRIBUNAL

The company has received demand order from Income Tax department against which the company has filed appeal. The details are provided in note number 29 of the standalone financial statement.

During the period under review, there were no other significant and material orders passed by regulators or courts or tribunals impacting the going concern status and company's operations in future.

15. ADEQUACY OF INTERNAL FINANCIAL CONTROLS

Your Company has identified internal financial controls which impacts the financial statements and adopted the procedures for ensuring adherence to applicable laws, safeguarding of its assets, the prevention and detection of frauds and errors, the accuracy and completeness of the accounting records and the timely preparation of reliable financial disclosures.

The policies and procedures adopted by the company to ensures the orderly and efficient conduct of its business and adherence to the company's policies, prevention and detection of frauds and errors, accuracy and completeness of the records and the timely preparation of reliable financial information.

The Internal Auditor and the Management continuously monitors the efficacy of Internal Financial Control system with the objective of providing to the Audit Committee and the Board of Directors, an effectiveness of the organization's risk management with regard to the Internal Financial Control system.

Audit Committee meets regularly to review reports submitted by the Internal Auditor. The Audit Committee also meet the Company's Statutory Auditors to ascertain their views on the financial statement, including the financial reporting system and compliance to accounting policies and procedures followed by the Company.

16. PARTICULARS OF CONTRACTS OR ARRANGEMENTS WITH RELATED PARTIES

With reference to Section 134(3)(h) of the Companies Act, 2013, all transactions entered by the Company during FY 2025-2026 with related parties were in the ordinary course of business and on an arm's length basis. During the year under review, all the related party transactions entered by the company were at arm's length basis and in the ordinary course of business. The details of the related party transactions entered during the year including the disclosure requirements under Part A of Schedule V of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 are provided in the note 43 of the accompanying financial statements.

The details of such transactions are given in form AOC-2 attached with this report as Annexure B, which forms part of this Integrated Annual Report.

The Company has adopted a policy on materiality of related party transactions and on dealing with Related Party Transactions and the same is disclosed on the website of the Company and can be accessed at  .

17. LOANS, GUARANTEES OR INVESTMENTS

LOANS:

The Company has provided loans to related group company in pursuance to Section 186 of the Companies Act, 2013. The loans were utilized by the group companies for principal business activities. The details of the loans are provided at Note number 43 of the financial statements.

INVESTMENTS:

The company has made a total investment of Rs. 1,56,00,000/- (Rupees One Crore and Fifty-Six Lakhs Only) to the subsidiary company for acquisition of equity shares.

During the period under review the company invested Rs. 6,00,000/- (Rupees Six Lakhs Only) and post closure of the financial year further investment of Rs. 1,50,00,000/- (Rupees One Crore and Fifty Lakhs Only) was made in the right issue.

The company has taken necessary approvals at the Board Meeting and General Meeting for the loans given and investments made and also, they are within the limits prescribed under Section 186.

Other than the above there were no other loans, guarantees or investments made under section 186.

18. DIRECTORS, CHANGES IN DIRECTORS AND KEY MANAGERIAL PERSONNEL:

The Board comprises the following Directors and Key Managerial Personnel as on the date of this Report:

Sl. No. Name Designation
1. Mr. Mahendra Kumar Jain Chairman and Executive Director
2. Mr. Varghese Vazhappily Davis Managing Director
3. Mrs. Molly Varghese Whole-time director
4. Mr. Vazhappily Varghese Cyriac Whole-time director
5. Mr. Divyakumar Jain Executive Director
6. Mrs. Suman Jain Non-Executive Director
7. Mr. Jijo Maliyakkal Independent Director
8. Mr. Veliyath Antony Davies Independent Director
9. Mr. Rahul Mamman Abraham Independent Director
10. Mr. Shravan Kannan Dev Company Secretary
11. Mr. Avinash P. V. Chief Financial Officer

Changes during the period under review

Mr. Rahul Jain resigned from the position of Chief Financial Officer with effect from 29th October 2025.

Changes after the closure of the financial year

The Board appointed Mr. Avinash P.V. as the Chief Financial Officer of the company with effect from 08th April 2026.

The company has not appointed any Independent Directors during the period under review. Thus, the statement regarding opinion of the Board with regard to integrity, expertise and experience (including the proficiency) of the independent directors appointed during the year is not applicable.

Mrs. Molly Varghese (DIN: 08279078), director retires by rotation and being eligible offers herself for re-appointment at the 09th Annual General Meeting of the Company.

19. NUMBER OF BOARD MEETINGS CONDUCTED DURING THE PERIOD UNDER REVIEW

During the period under review, the Board had met 7 times on the following dates:

Sl. No. Date Number of Directors present
1. 16th May 2025 7
2. 29th May 2025 9
3. 11th July 2025 8
4. 30th August 2025 9
5. 28th October 2025 8
6. 11th November 2025 9
7. 09th January 2026 8

The Independent Directors held their meeting on 30th August 2025.

The number of Board Meetings attended by each director during the financial period ended 31st March, 2026 is given below:

Name of Director Number of meetings: Held during the tenure Number of meetings: Attended during the tenure
Mr. Mahendra Kumar Jain 7 7
Mr. Varghese Vazhappily Davis 7 7
Mrs. Molly Varghese 7 7
Mr. Vazhappily Varghese Cyriac 7 6
Mr. Divyakumar Jain 7 7
Mrs. Suman Jain 7 7
Mr. Jijo Maliyakkal 7 7
Mr. Veliyath Antony Davies 7 7
Mr. Rahul Mamman Abraham 7 3

20. INDEPENDENT DIRECTOR'S DECLARATION

The Company has received necessary declaration from Mr. Jijo Maliyakkal (DIN: 10434545), Mr. Veliyath Antony Davies (DIN: 08329772) and Mr. Rahul Mamman Abraham (DIN: 03284826) being Independent Directors of the Company under Section 149(7) of the Companies Act, 2013, and they meet the criteria of independence laid down in Section 149(6), Code for independent directors of the Companies Act, 2013.

21. COMPANY'S POLICY ON DIRECTORS' APPOINTMENT AND REMUNERATION

Pursuant to the Provisions of section 178 of the Companies Act 2013 the Company has duly constituted Nomination and Remuneration Committee (NRC) with composition of Independent Directors and Non-Executive Director. The policy of the Company on directors' appointment and remuneration, including the criteria for determining qualifications, positive attributes, independence of a director and other matters, as required under sub-section (3) of Section 178 of the Companies Act, 2013, is available on our website, at  .

The management of the Company is immensely benefitted from the guidance, support and mature advice from the members of the Board of Directors who are also members of the various Committees. The Board consists of the director possessing diverse skills, rich experience to enhance the quality performance of its Directors.

For the purpose of selection of any Director, the Nomination and Remuneration Committee identifies persons of integrity who possess relevant expertise, experience and leadership qualities required for the position. The Committee also ensures that the incumbent fulfils such criteria with regard to qualifications, positive attributes, independence, age and other criteria as laid down under the Act, Listing Regulations or other applicable laws.

22. VIGIL MECHANISM

Your Company is committed to highest standards of ethical, moral and legal business conduct. Accordingly, the Board of Directors has formulated a Whistle Blower Policy which is in Compliance with the provisions of Section 177 (10) of the Companies Act, 2013. The Policy provides for a framework and process whereby concerns can be raised by its employees against any kind of discrimination, harassment, victimization or any other unfair practice being adopted against them.

The policy is available on the website of the Company and can be accessed through the Web Link:

23. AUDITORS

STATUTORY AUDITOR

M/s. Kumar & Biju Associates LLP, Chartered Accountants (Firm Registration Number: 006113S/S200094), were appointed as the Statutory Auditors to hold office from the conclusion of 08th Annual General Meeting until the conclusion of the consecutive Sixth Annual General Meeting of the Company.

They continue to be statutory auditors of the company.

SECRETARIAL AUDITOR

Pursuant to the provisions of Section 204 of the Companies Act, 2013 and the Companies (Appointment and Remuneration of Managerial Personnel) Rules, 2014, M/s Shanu Mata and Associates, Practicing Company Secretaries (FCS: 12161, CP: 17999), were appointed as secretarial auditor of the Company for the Financial Year 2025-26.

The Secretarial Audit Report in Form MR-3 is attached to this Boards' Report as Annexure C.

INTERNAL AUDITOR

Pursuant to the provision of Section 138 of the Companies Act, 2013 and the Companies (Accounts) Rules, 2014, Mr. Suresh Babu is appointed as an Internal Auditor of the Company, for the Financial Year 2025-26. He submitted his report to the Board.

COST AUDITOR

Pursuant to the provision of Section 148 of the Companies Act, 2013, M/S Rosh & Associates, Cost Accountants (Firm Registration Number: 004211) is appointed as Cost Auditor of the Company, for the Financial Year 2025-26. He submitted his report to the Board.

24. AUDITOR'S REPORT / SECRETARIAL AUDIT REPORT

The report of the Statutory Auditor and Secretarial Auditor does not contain any qualification, reservation or adverse remarks which require explanation in the Board's Report.

25. DETAILS IN RESPECT OF FRAUDS REPORTED BY AUDITORS UNDER SECTION 143 (12) OTHER THAN THOSE WHICH ARE REPORTABLE TO THE CENTRAL GOVERNMENT

There were no frauds as reported by the Statutory Auditors under sub-section 12 of Section 143 of the Companies Act, 2013 along with Rules made there-under other than those which are reportable to the Central Government

26. CORPORATE GOVERNANCE

Your Company practices a culture that is built on core values and ethical governance practices. The Company is committed to maintain the highest standards of Corporate Governance and adhere to the Corporate Governance practices.

In terms of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 exempts companies which have listed their specified securities on SME Exchange from compliance with corporate governance provisions.

During the Financial Year 2024-2025, the Company got listed its specified securities on the EMERGE Platform of NSE therefore by virtue of Regulation 15 of SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015 the compliance with the corporate governance provisions as specified in regulations 17 to 27 and clauses (b) to (i) of sub-regulation (2) of regulation 46 and para C, D and E of Schedule V are not applicable to the Company. Hence Corporate Governance does not form part of this Annual Report.

27. PREVENTION OF INSIDER TRADING

The Company has adopted a Code of Conduct for Prevention of Insider Trading in compliance with the SEBI (Prevention of Insider Trading) Regulations, 2015, as amended from time to time, with a view to regulate the trading in securities by the Directors and Designated Employees of the Company. The Code requires pre-clearance for dealing in the Company's shares and prohibits the purchase or sale of shares of the Company by the Directors and designated employees while in possession of unpublished price sensitive information in relation to the Company and during the period when the 'Trading Window' is closed. The Board is responsible for implementation of the code. All Directors and the designated employees have confirmed compliance with the code.

The code is available on the website of the Company and can be accessed through the Web Link:

28. MANAGEMENT DISCUSSION AND ANALYSIS REPORT

Management Discussion and Analysis Report in pursuance of requirement of Para B of Schedule V SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 is enclosed as Annexure - D and forms the part of this Annual Report.

29. CONSERVATION OF ENERGY, TECHNOLOGY ABSORPTION, FOREIGN EXCHANGE EARNINGS AND OUTGO

Conservation of energy

the steps taken or impact on conservation of energy; There is a conscious and concerted drive towards conservation of energy in all its form.
the steps taken by the company for utilising alternate sources of energy; The company uses solar power for its operations which is generated in the company. 23% of the electricity requirement of the company is met by in-house solar production during the FY 2025-26.
The capital investment on energy conservation equipments; NIL

29.1. Technology absorption

the efforts made towards technology absorption; The company practices a culture of buying and installing advance equipments as and when the company's assets are required to be replaced
the benefits derived like product improvement, cost reduction, product development or import substitution; Cost reduction is the major head under which the technology absorption practices of the company has yielded.
in case of imported technology (imported during the last three years reckoned from the beginning of the financial year)-
a) the details of technology imported;
b) the year of import; NIL

29.2. Foreign exchange earnings and Outgo

Foreign exchange inflow during the period under review NIL
Foreign exchange outflow during the period under review NIL

30. REMUNERATION RATIO AND OTHER DETAILS OF DIRECTORS / KEY MANAGERIAL PERSONNEL (KMP) /EMPLOYEES

The information required pursuant to Section 197 read with Rule 5 of The Companies (Appointment and Remuneration of Managerial Personnel) Rules, 2014, is enclosed as Annexure - E and forms the part of this Annual Report.

31. DISCLOSURES OF COMMITTEES OF THE BOARD

The Company has constituted several committees with effect from 14th February, 2024, which have been established as part of best corporate governance practices and comply with the requirements of the relevant provisions of applicable laws and statutes.

Pursuant to the provision of Companies Act, 2013 composition of different Committees are as follows:

31.1. AUDIT COMMITTEE:

The Audit Committee of Directors was constituted pursuant to the provisions of Section 177 of the Companies Act, 2013 ("the Act"). The Composition of the Audit Committee is in conformity with the provisions of the said section.

Name of the Director Status in Committee Nature of Directorship
Veliyath Antony Davies Chairman Independent Director
Jijo Maliyakkal Member Independent Director
Divyakumar Jain Member Executive Director

During the Financial Year 5 (Five) Meetings of the Audit Committee were held on 29th May 2025, 11th July 2025, 30th August 2025, 11th November 2025 and 09th January 2026.

31.2. STAKEHOLDER RELATIONSHIP COMMITTEE:

A Stakeholders Relationship Committee was constituted in terms of Section 178 of the Companies Act, 2013.

Name of the Director Status in Committee Nature of Directorship
Rahul Mamman Abraham Chairman Independent Director
Varghese Vazhappily Davis Member Managing Director
Vazhappily Varghese Cyriac Member Whole Time Director

During the Financial Year 1 (One) Meeting of the Stakeholders Relationship Committee were held on 30th August 2025.

The Company has not received any complaints from the Shareholders during the period under review and hence there was no complaint pending as on 31st March, 2026.

31.3. NOMINATION AND REMUNERATION COMMITTEE:

The Nomination and Remuneration Committee of Directors was constituted by the Board of Directors of the Company in accordance with the requirements of Section 178 of the Act.

Name of the Director Status in Committee Nature of Directorship
Jijo Maliyakkal Chairman Independent Director
Veliyath Antony Davies Member Independent Director
Rahul Mamman Abraham Member Independent Director

During the Financial Year 2 (Two) Meetings of the Nomination and Remuneration Committee were held on 29th May 2025 and 30th August 2025.

31.4. CORPORATE SOCIAL RESPONSIBILITY COMMITTEE:

The Corporate Social Responsibility Committee of Directors was constituted by the Board of Directors of the Company in accordance with the requirements of Section 135 of the Act.

Name of the Members Status in Committee Nature of Directorship
Varghese Vazhappily Davis Chairman Managing Director
Rahul Mamman Abraham Member Independent Director
Mahendra Kumar Jain Member Chairman & Executive Director

During the Financial Year 2 (Two) Meetings of the Corporate Social Responsibility Committee were held on 11th July 2025 and 30th August 2025.

31.5. IPO COMMITTEE:

The IPO committee was dissolved at the board meeting held on 30th August 2025 since the objectives for which the IPO Committee was constituted have been substantially completed and that the Committee is no longer required to continue its functions.

32. CORPORATE SOCIAL RESPONSIBILITY POLICY

The provisions of Section 135 of the Companies Act, 2013 relating to development and implementation of Corporate Social Responsibility Policy are applicable to the Company.

The details as per the provisions of Rule 8 of Companies (Corporate Social Responsibility) Rules, 2014 is attached as Annexure F to the Board's report.

33. MAINTENANCE OF COST RECORDS

The provisions of Section 148(1) of the Companies Act, 2013 relating to Cost Records of the Company are applicable to the Company and are maintained properly. The company has appointed a cost auditor for auditing the cost records as required under relevant provisions.

34. RISK MANAGEMENT POLICY

The Board of Directors is overall responsible for identifying, evaluating and managing all significant risks faced by the Company. The Company follows well-established and detailed risk assessment and minimization procedures, which are periodically reviewed by the Directors. The Company has in place a business risk management framework for identifying risks and opportunities that may have a bearing on the organization's objectives, assessing them in terms of likelihood and magnitude of impact and determining a response strategy.

The Board of Directors has formulated a Risk Management Policy which is in Compliance with the provisions of Section 134 (3) of the Companies Act, 2013.

The policy is available on the website of the Company and can be accessed through the Web Link:

35. POLICY ON PREVENTION, PROHIBITION AND REDRESSAL OF SEXUAL HARASSMENT AT WORKPLACE

The Company has zero tolerance for sexual harassment at workplace and aims to provide protection to employees at the workplace and prevent and redress complaints of sexual harassment and for matters connected or incidental thereto, with the objective of providing a safe working environment, where employees feel secure.

The Company has constituted Internal Complaints Committee under the Sexual Harassment of Women at Workplace (Prevention, Prohibition and Redressal) Act, 2013.

The Board of Directors has formulated a Policy on Prevention of Sexual Harassment.

The policy is available on the website of the Company and can be accessed through the Web Link:

Details of complaints during the year is as follows:

Number of complaints of sexual harassment received in the year 0
Number of complaints disposed off during the year 0
Number of cases pending for more than ninety days 0

36. FINANCIAL STATEMENTS

The Financial statements of the company have been prepared in accordance with generally accepted accounting principles in India (Indian GAAP). The company has prepared these Financial Statements to comply in all material respect with the accounting standards notified under the Companies (Accounting Standards) Rules, 2006 and the relevant provisions of the Companies Act, 2013. The Financial Statements have been prepared on an accrual basis and under the historical cost convention.

As per the provisions of Rule 4(1) of the Companies (Indian Accounting Standards) Rules, 2015, Companies whose shares are listed on SME exchange as referred to in Chapter XB of SEBI (Issue of Capital and Disclosure Requirements) Regulations, 2018, are exempted from the compulsory requirements of adoption of IND-AS w.e.f. 1st April, 2017. As your Company is listed on NSE Emerge platform, it is covered under the exempted category and is not required to comply with IND-AS for preparation of Financial Statements.

37. COMPLIANCE WITH THE CODE OF CONDUCT AND ETHICS

In compliance with the Listing Regulations and Companies Act, the Company has framed and adopted a code of conduct and ethics ("the code"). The code is applicable to the members of the Board, the executive officers and all the employees of the Company.

All the members of the Board and Senior Management Personnel have affirmed compliance to the code for the Financial Year ended on March 31, 2026 and a declaration to this effect signed by the Chairman and Managing Director forms part of this Report.

38. COMPLIANCE WITH MATERNITY BENEFITS ACT, 1961

The Company has complied with respect to compliance of Maternity Benefits Act, 1961 wherever applicable.

39. DETAILS OF APPLICATION MADE OR ANY PROCEEDING PENDING UNDER THE INSOLVENCY AND BANKRUPTCY CODE, 2016

Neither any application was made nor is any proceeding pending against the company as per the provisions of the Insolvency and Bankruptcy Code, 2016 during the period under review.

40. DETAILS OF DIFFERENCE BETWEEN AMOUNT OF THE VALUATION DONE AT THE TIME OF ONE TIME SETTLEMENT AND VALUATION DONE WHILE TAKING LOAN FROM THE BANKS OR FINANCIAL INSTITUTIONS ALONG WITH THE REASONS

None.

41. BOARD EVALUATION

The Nomination and Remuneration Committee of the Company has laid down the criteria for performance evaluation of the Board, its Committees and individual Directors including independent Directors covering various aspects of the Board's functioning such as adequacy of the composition of the Board and its Committees, Board culture, execution and performance of specific duties, obligations and governance.

Pursuant to the provisions of the Companies Act, 2013 based on the predetermined templates designed as a tool to facilitate evaluation process, the Board has carried out the annual performance evaluation of its own performance, the Individual Directors including Independent Directors and its Committees on parameters such as level of engagement and contribution, independence of judgment, safeguarding the interest of the Company and its minority shareholders etc.

42. EXTRACT OF ANNUAL RETURN

As per the amendment in Rule 12 of Companies (Management and Administration) Rules, 2014, a company shall not be required to attach the extract of annual return with the Board's Report in Form No. MGT-9, in case the web link of such annual return has been disclosed in the Board's report in accordance with sub section (3) of section 92 of the Companies Act, 2013.

Pursuant to Section 92(3) and Section 134(3)(a) of the Companies Act, 2013, the Company has placed a copy of the Annual Return as of March 31, 2026, on its website at  .

43. POLICIES AND DISCLOSURE REQUIREMENTS

In terms of provisions of the Companies Act, 2013 the Company has adopted all the required policies which are applicable to the Company and are available on the Company's website  .

44. GENERAL

Your directors state that no disclosure or reporting is required in respect of the following items as there were no transactions on these items during the year under review:

Issue of equity shares with differential rights as to dividend, voting or otherwise.

Neither the Managing Director nor the Whole Time Directors of the Company receive any commission.

Voluntary revision as per Section 131 of the Companies Act, 2013.

45. DIRECTORS' RESPONSIBILITY STATEMENT

Pursuant to the requirements under clause (c) of sub-section (3) of Section 134 of the Companies Act, 2013, the Board of Directors of the Company confirms:

a) that in the preparation of the annual accounts, the applicable accounting standards had been followed along with proper explanation relating to material departures;

b) that the directors had selected such accounting policies and applied them consistently and made judgments and estimates that are reasonable and prudent so as to give a true and fair view of the state of affairs of the company at the end of the financial period and of the profit of the company for that period;

c) that the directors had taken proper and sufficient care for the maintenance of adequate accounting records in accordance with the provisions of Companies Act, 2013, for safeguarding the assets of the company and for preventing and detecting fraud and other irregularities;

d) that the directors had prepared the annual accounts on a going concern basis; and

e) the directors, had laid down internal financial controls to be followed by the company and that such internal financial controls are adequate and were operating effectively.

f) that the directors had devised proper systems to ensure compliance with the provisions of all applicable laws and that such systems were adequate and operating effectively.

46. COMPLIANCE OF SECRETARIAL STANDARDS

The Company has complied with respect to compliance of Secretarial Standard wherever applicable.

47. ACKNOWLEDGEMENTS

Your Directors place on record their appreciation of the co-operation and assistance received from the Company's shareholders during the period under review.

Your Directors would also like to express their appreciation for the assistance and co-operation received from the Financial Institutions, the Bankers, Government Authorities, customers and vendors during the year under review.

Your Directors also wish to place on record their deep sense of appreciation for the commitment displayed by all the employees, executives, officers and staff, which enables the Company to deliver a good performance.

For and on behalf of the Board of Directors of Newmalayalam Steel Limited
SD/-
Mr. Varghese Vazhappily Davis
Managing Director
DIN: 07763636
SD/-
Mr. Mahendra Kumar Jain
Director
DIN: 01689078
Place: Thrissur
Date: 02.09.2026

DECLARATION ON CODE OF CONDUCT

This is to confirm that the Board of Director of the Company has laid down a Code of Conduct for its Members and Senior Management Personnel of the Company. The same has also been posted on the Company's website. It is further confirmed that all the Directors and Senior Management Personnel of the Company have affirmed compliance with the Code of Conduct of the Company for the Financial Year ended March 31, 2026 as envisaged in the listing Agreement with Stock Exchange.

For and on behalf of the Board of Directors of Newmalayalam Steel Limited
SD/-
Mr. Varghese Vazhappily Davis
Managing Director
DIN: 07763636
SD/-
Mr. Mahendra Kumar Jain
Director
DIN: 01689078
Place: Thrissur
Date: 02.09.2026

ANNEXURE A - Form AOC-1

(Pursuant to first proviso to sub-section (3) of section 129 read with rule 5 of Companies (Accounts) Rules, 2014) Statement containing salient features of the financial statement of subsidiaries/associate companies/joint ventures

PART A - SUBSIDIARIES

S.No Particulars Details
1. Name of the subsidiary Prime NMS Private Limited
2. Reporting period for the subsidiary concerned, if different from the holding company's reporting period 01.04.2025 to 31.03.2026
3. Reporting currency and Exchange rate as on the last date of the relevant financial year in the case of foreign subsidiaries INR
4. Share capital 10,00,000
5. Reserves & surplus (7,10,000)
6. Total assets 19,08,000
7. Total Liabilities 19,08,000
8. Investments -
9. Turnover -
10. Profit before taxation (7,10,000)
11. Provision for taxation -
12. Deferred tax -
13. Profit after taxation (7,10,000)
14. Proposed Dividend -
15. % of shareholding 60%

Names of subsidiaries which are yet to commence operations: NIL

Number of subsidiaries which have been liquidated or have ceased to be a subsidiary during the year: NIL

PART B - ASSOCIATES AND JOINT VENTURES

Statement pursuant to Section 129 (3) of the Companies Act, 2013 related to Associate Companies and Joint Ventures

S.NO Name of Associates or Joint Ventures
1. Latest audited Balance Sheet Date NIL
2. Date on which the Associate or Joint Venture was associated or acquired
3. Shares of Associate or Joint Ventures held by the company on the year end
Amount of Investment in Associates or Joint Venture
Extent of Holding (in percentage)
4. Description of how there is significant influence
5. Reason why the associate/Joint venture is not consolidated.
6. Net worth attributable to shareholding as per latest audited Balance Sheet
7. Profit or Loss for the year
i. Considered in Consolidation
ii. Not Considered in Consolidation

Names of associates or joint ventures which are yet to commence operations: NIL

Names of associates or joint ventures which have been liquidated or sold during the year: NIL

For and on behalf of the Board of Directors of Newmalayalam Steel Limited
SD/-
Mr. Varghese Vazhappily Davis
Managing Director
DIN: 07763636
SD/-
Mr. Mahendra Kumar Jain
Director
DIN: 01689078
Place: Thrissur
Date: 02.09.2026

ANNEXURE B - FORM NO. AOC-2

(Pursuant to clause (h) of sub-section (3) of section 134 of the Act and Rule 8(2) of the Companies (Accounts) Rules, 2014.)

Form for Disclosure of particulars of contracts/arrangements entered into by the company with related parties referred to in sub section (1) of section 188 of the Companies Act, 2013 including certain arm's length transaction under third proviso thereto.

1. Details of contracts or arrangements or transactions not at Arm's length basis.

There are no transactions entered by the Company that are not at Arm's length basis

2. Details of contracts or arrangements or transactions at Arm's length basis.

(In Rs. Lakhs)

SI. No. 1
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number PAN: ABNPV6045J
Name (s) of the related party & nature of relationship Vazhappily Davis Varghese Key Management Personnel
Nature of Contract/ arrangement/ transaction 1. Remuneration 2. Rent Paid
Duration of the contracts/ arrangements/ transactions 5 years / 15 years
Salient terms of the contracts or arrangements or transaction including the value, if any 24.00 / 0.60
Date of approval by the Board 14.02.2024 / 10.04.2017
Amount paid as advances, if any -
SI. No. 2
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number PAN: ABWPJ9860A
Name (s) of the related party & nature of relationship Mahendra Kumar Jain Key Management Personnel
Nature of Contract/ arrangement/ transaction Salary Paid
Duration of the contracts/ arrangements/ transactions 5 years
Salient terms of the contracts or arrangements or transaction including the value, if any 24.00
Date of approval by the Board 14.02.2024
Amount paid as advances, if any -
SI. No. 3.
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number PAN: ADLPJ4150G
Name (s) of the related party & nature of relationship Divyakumar Jain Key Management Personnel
Nature of Contract/ arrangement/ transaction Salary Paid
Duration of the contracts/ arrangements/ transactions 5 years
Salient terms of the contracts or arrangements or transaction including the value, if any 24.00
Date of approval by the Board 14.02.2024
Amount paid as advances, if any -
SI. No. 4.
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number PAN: AUZPC2891A
Name (s) of the related party & nature of relationship Cyriac Varghese Key Management Personnel
Nature of Contract/ arrangement/ transaction Salary and Bonus Paid
Duration of the contracts/ arrangements/ transactions 5 years
Salient terms of the contracts or arrangements or transaction including the value, if any 13.00
Date of approval by the Board 27.12.2023
Amount paid as advances, if any -
SI. No. 5.
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number PAN: ADRPM4306P
Name (s) of the related party & nature of relationship Molly Varghese Key Management Personnel
Nature of Contract/ arrangement/ transaction 1. Salary Paid 2. Interest on loan paid 3. Rent paid
Duration of the contracts/ arrangements/ transactions 5 years / 12 months / 15 years
Salient terms of the contracts or arrangements or transaction including the value, if any 24.00 / 19.50 / 0.60
Date of approval by the Board 27.12.2023 / 29.05.2025 / 10.04.2017
Amount paid as advances, if any -
SI. No. 6.
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number PAN: DYB PK3926H
Name (s) of the related party & nature of relationship Shravan Kannan Dev Key Management Personnel
Nature of Contract/ arrangement/ transaction Salary Paid
Duration of the contracts/ arrangements/ transactions -
Salient terms of the contracts or arrangements or transaction including the value, if any 3.00
Date of approval by the Board -
Amount paid as advances, if any -
SI. No. 7
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number CIN: U52609KL2018PLC052484
Name (s) of the related party & nature of relationship Demac Industries Limited Entity under Key Management Personnel/ Relative influence
Nature of Contract/ arrangement/ transaction 1. Interest Received 2. Interest Paid 3. Loan given 4. Loan Repayment Received 5. Sales
Duration of the contracts/ arrangements/ transactions 12 months / 12 months / 12 months / 12 months / 12 months
Salient terms of the contracts or arrangements or transaction including the value, if any 71.69 / 1.46 / 1,670.10 / 1,295.00 / 0.39
Nature of Contract/ arrangement/ transaction 5. Sales 6. Advertisement expenditure 7. Transportation & Handling cost
Duration of the contracts/ arrangements/ transactions 12 months 12 months 12 months
Salient terms of the contracts or arrangements or transaction including the value, if any 6,069.50 4.54 1.39
Date of approval by the Board 29.05.2025 29.05.2025 29.05.2025
Amount paid as advances, if any - - -
SI. No. 9
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number CIN: U28999KA2020PTC141737
Name (s) of the related party & nature of relationship Jaihind Metal Corporation Private Limited (formerly known as Jaihind Tubes Private Limited) Entity under Key Management Personnel/ Relative influence
Nature of Contract/ arrangement/ transaction 1. Interest Received 2. Loan Given 3. Loan Repayment Received
Duration of the contracts/ arrangements/ transactions 12 months / 12 months / 12 months
Salient terms of the contracts or arrangements or transaction including the value, if any 79.03 / 2,750.00 / 2,550.00
Date of approval by the Board 29.05.2025 / 29.05.2025 / 29.05.2025
Amount paid as advances, if any - / - / -
Nature of Contract/ arrangement/ transaction 4. Purchase of Raw Materials 5. Sales 6. Transportation & Handling cost
Duration of the contracts/ arrangements/ transactions 12 months 12 months 12 months
Salient terms of the contracts or arrangements or transaction including the value, if any 146.98 214.78 0.69
Date of approval by the Board 29.05.2025 29.05.2025 29.05.2025
Amount paid as advances, if any - - -
SI. No. 10.
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number Trust Registration No: 128/2022 CSR Registration no.: CSR00025823
Name (s) of the related party & nature of relationship Jaihind Foundation Entity under Key Management Personnel/ Relative influence
Nature of Contract/ arrangement/ transaction Contribution towards CSR
Duration of the contracts/ arrangements/ transactions -
Salient terms of the contracts or arrangements or transaction including the value, if any 46.16
Date of approval by the Board 30.08.2025
Amount paid as advances, if any -
SI. No. 11.
CIN or FCRN or LLPIN or FLLPIN or PAN/ Passport for individuals or any other registration number CIN: U25999KA2025PTC210682
Name (s) of the related party & nature of relationship Prime NMS Private Limited
Nature of Contract/ arrangement/ transaction Investment
Duration of the contracts/ arrangements/ transactions -
Salient terms of the contracts or arrangements or transaction including the value, if any 6.00
Date of approval by the Board 11.11.2025
Amount paid as advances, if any -
For and on behalf of the Board of Directors of Newmalayalam Steel Limited
SD/-
Mr. Varghese Vazhappily Davis
Managing Director
DIN: 07763636
SD/-
Mr. Mahendra Kumar Jain
Director
DIN: 01689078
Place: Thrissur
Date: 02.09.2026