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JAINEX AAMCOL LTD. Capital/Financing Update 2026

Feb 13, 2026

60883_rns_2026-02-13_e40ca8f4-6fb8-4676-b8d8-1e287bfb5b21.pdf

Capital/Financing Update

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JAINEX AAMCOL LIMITED Regd Off.: L-3, MIDC Industrial Area P.O. Chikalthana Aurangabad - 431006 Email: [email protected] CIN: L74999MH1947PLC005695

February 13, 2026

BSE Limited

Listing Operations Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai - 400 001

Dear Sirs,

Sub: Submission of Monitoring Agency Report for the Quarter ended 31[st] December, 2025

Dear Sir/Ma’am,

Pursuant to Regulation 32(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with Regulation 82(4) of SEBI (Issue of Capital and Disclosure Requirements) Regulations, 2018, please find enclosed the Monitoring Agency Report for the quarter ended 31st December, 2025 issued by CARE Ratings Limited appointed to monitor the utilization of proceeds of the Rights Issue of the Company.

This is for your information and records.

Thanking you,

Yours sincerely,

For JAINEX AAMCOL LIMITED

Digitally signed by KUNAL KUNAL BAFNA BAFNA Date: 2026.02.13 17:42:40 +05'30'

Kunal Bafna Whole-time Director and CFO 00902536

Monitoring Agency Report

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No. CARE/PRO/GEN/2025-26/1072

The Board of Directors

Jainex Aamcol Limited

L-3, MIDC Industrial Area, P.O. Chikalthana, Aurangabad- 431 006 Maharashtra

February 13, 2026

Dear Sir/Ma’am,

- Monitoring Agency Report for the quarter ended December 31, 2025 in relation to the Rights issue of Jainex Aamcol Limited (“the Company”)

We write in our capacity of Monitoring Agency for the Rights Issue for the amount aggregating to Rs.8.98 crore of the Company and refer to our duties cast under 82 of the Securities & Exchange Board of India (Issue of Capital & Disclosure Requirements) Regulations.

In this connection, we are enclosing the Monitoring Agency Report for the quarter ended December 31, 2025, as per aforesaid SEBI Regulations and Monitoring Agency Agreement dated August 20, 2025.

Request you to kindly take the same on records.

Thanking you,

Yours faithfully,

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Ashish Kashalkar

Associate Director [email protected]

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Report of the Monitoring Agency

Name of the issuer: Jainex Aamcol Limited For quarter ended: December 31, 2025 Name of the Monitoring Agency: CARE Ratings Limited (a) Deviation from the objects: No deviation

(b) Range of Deviation: Not Applicable

Declaration:

We declare that this report provides an objective view of the utilization of the issue proceeds in relation to the objects of the issue based on the information provided by the Issuer and information obtained from sources believed by it to be accurate and reliable. The MA does not perform an audit and undertakes no independent verification of any information/ certifications/ statements it receives. This Report is not intended to create any legally binding obligations on the MA which accepts no responsibility, whatsoever, for loss or damage from the use of the said information. The views and opinions expressed herein do not constitute the opinion of MA to deal in any security of the Issuer in any manner whatsoever. Nothing mentioned in this report is intended to or should be construed as creating a fiduciary relationship between the MA and any issuer or between the agency and any user of this report. The MA and its affiliates also do not act as an expert as defined under Section 2(38) of the Companies Act, 2013.

The MA or its affiliates may have credit rating or other commercial transactions with the entity to which the report pertains and may receive separate compensation for its ratings and certain credit related analyses. We confirm that there is no conflict of interest in such relationship/interest while monitoring and reporting the utilization of the issue proceeds by the issuer, or while undertaking credit rating or other commercial transactions with the entity.

We have submitted the report herewith in line with the format prescribed by SEBI, capturing our comments, where applicable. There are certain sections of the report under the title “Comments of the Board of Directors”, that shall be captured by the Issuer’s Management / Audit Committee of the Board of Directors subsequent to the MA submitting their report to the issuer and before dissemination of the report through stock exchanges. These sections have not been reviewed by the MA, and the MA takes no responsibility for such comments of the issuer’s Management/Board.

Signature: Name of the Authorized Signatory: Ashish Kashalkar Designation of Authorized person/Signing Authority: Associate Director

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1) Issuer Details: Name of the issuer : Jainex Aamcol Limited Name of the promoter : Jainex Foods Private Limited, Bharati Bafna, Kunal Bafna and Bhagat Singh Dugar Industry/sector to which it belongs : Consumer Discretionary - Automobile and Auto Components - Auto Components & Equipments

2) Issue Details Issue Period : December 01, 2025 to December 09, 2025 Type of issue (public/rights) : Rights Issue Type of specified securities : Equity shares IPO Grading, if any : Not Applicable Issue size (in `crore) : Rs.8.98 crore (Refer to Note below)

Note: The company allotted 7,48,169 equity shares under the rights issue at Rs.120 per share (including a share premium of Rs.110 per share), aggregating to Rs.8.98 crore. Out of this, Rs.7.43 crore was received from investors in the bank allotment account. The balance amount of Rs.1.55 crore, relating to unsecured loans payable to Coventry Metals Rajasthan Private Limited, Jainex Foods Private Limited and Mr. Kunal Bafna, was adjusted against the subscription amount payable by them towards the rights issue, in lines with the offer document dated November 14, 2025 and the board resolution dated November 24, 2025. Accordingly, Rs.1.55 crore was not received in the bank allotment account and has been adjusted against repayment of unsecured loans.

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3) Details of the arrangement made to ensure the monitoring of issue proceeds:

Particulars Reply Source of information / certifications
considered by Monitoring Agency for
preparation of report
Comments of the
Monitoring Agency
Comments of the
Board of
Directors
Whether all utilization is as per the disclosures in the Offer
Document?
No Offer document, Board Resolution,
Chartered Accountant (CA) Certificate*,
Bank statements, Supporting documents
and Management confirmation
As per the board resolution dated
December 10, 2025, the company has
revised the cost of each object,
wherein it has reduced the allocation
of funds by Rs.1.92 crore for ‘Towards
part repayment of secured loans
availed to fund the expansion
program’ Object and adjusted the
same against all other objects. (Refer
to Note 1 below)
The utilization of proceeds during
Q3FY26 is in line with the revised
allocation approved bythe board.
Unsecured loans
carry higher cost
compared
to
secured loans and
accordingly, it was
considered
financially
prudent
to
prioritize
repayment
of
Unsecured Loan.
Whether shareholder approval has been obtained in case of
material deviations# from expenditures disclosed in the Offer
Document?
No Offer document and Management
confirmation
Not Applicable No comments
Whether the means of finance for the disclosed objects of the
issue have changed?
No Offer document and Management
confirmation
Not Applicable No comments
Is there any major deviation observed over the earlier monitoring
agencyreports?
Not applicable Not applicable This is the first monitoring agency
report.
No comments
Whether all Government/statutory approvals related to the
object(s)have been obtained?
Not applicable Offer document and Management
confirmation
Not Applicable No comments
Whether
all
arrangements
pertaining
to
technical
assistance/collaboration are in operation?
Not applicable Offer document and Management
confirmation
Not Applicable No comments
Are there any favorable/unfavorable events affecting the viability
of these object(s)?
No Offer document and Management
confirmation
Nil No comments
Is there anyother relevant information that maymateriallyaffect Yes Offer document,Board Resolution and The companyallotted 7,48,169 equity Unsecured loans

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Particulars Reply Source of information / certifications
considered by Monitoring Agency for
preparation of report
Comments of the
Monitoring Agency
Comments of the
Board of
Directors
the decision making of the investors? Management confirmation shares
under
the
rights
issue
aggregating to Rs.8.98 crore. Out of
this, Rs.7.43 crore was received from
investors in the bank allotment
account. The balance amount of
Rs.1.55 crore, relating to unsecured
loans payable to Coventry Metals
Rajasthan Private Limited, Jainex
Foods Private Limited and Mr. Kunal
Bafna, was adjusted against the
subscription amount payable by them
towards the rights issue, in lines with
the offer document dated November
14, 2025 and the board resolution
dated
November
24,
2025.
Accordingly, Rs.1.55 crore was not
received in the bank allotment
account and has been adjusted
against repayment of unsecured
loans.
carry higher cost
compared
to
secured loans and
accordingly, it was
considered
financially
prudent
to
prioritize
repayment
Unsecured Loan.

Note 1: As per offer document, “Given the dynamic nature of our business, we may have to revise our funding requirements and deployment on account of variety of factors such as our financial condition, business strategy, including external factors which may not be within the control of our management. This may entail rescheduling and revising the planned funding requirements and deployment and increasing or decreasing the funding requirements from the planned funding requirements at the discretion of our management.” Accordingly, the company has taken a board resolution dated December 10, 2025 for revision in cost of the objects.

*The details are verified by R. K. Jagetiya & Co. vide its CA certificate dated February 11, 2026.

Where material deviation may be defined to mean:

a) Deviation in the objects or purposes for which the funds have been raised

b) Deviation in the amount of funds actually utilized by more than 10% of the amount projected in the offer documents.

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4) Details of objects to be monitored:

(i) Cost of objects –

Sr.
No
Item
Head
Source of information /
certifications considered by
Monitoring Agency for
preparation of report
Original cost
(as per the Offer
Document) in Rs.
Crore
Revised
Cost
in Rs.
Crore
Comments of the
Monitoring
Agency
Comments of the Board of Directors Comments of the Board of Directors Comments of the Board of Directors
Reason for cost revision Proposed
financing
option
Particulars of
-firm
arrangements
made
1. To partially fund the Expansion
Program
CA Certificate*, Offer
document^,Board Resolution
2.50 2.89 As per the board
resolution
dated
December
10,
2025,
company
has reduced the
allocation of funds
by Rs.1.92 crore
for ‘Towards part
repayment
of
secured
loans
availed to fund the
expansion
program’
Object
and adjusted the
same against all
other objects.
None Rights Issue
Proceeds
Not applicable
2. Towards
repayment
of
unsecured loans availed to fund
the expansion program
CA Certificate*, Offer
document^, Board Resolution
4.00 5.48 Unsecured loans carry
higher cost compared to
secured
loans
and
accordingly,
it
was
considered
financially
prudent
to
prioritize
repayment of Unsecured
Loan
Rights Issue
Proceeds
Not applicable
3. Towards part repayment of
secured loans availed to fund
the expansion program
CA Certificate*, Offer
document^, Board Resolution
2.13 0.21 Unsecured loans carry
higher cost compared to
secured
loans
and
accordingly,
it
was
considered
financially
prudent
to
prioritize
repayment of Unsecured
Loan
Rights Issue
Proceeds
Not applicable
4. Issue Related Expenses CA Certificate*, Offer
document^,Board Resolution
0.35 0.40 None Rights Issue
Proceeds
Not applicable
Total 8.98 8.98
  • *The above details are verified by R. K. Jagetiya & Co. vide its CA certificate dated February 11, 2026.

  • ^Sourced from Page no. 40 of the offer document.

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(ii) Progress in the objects –

Sr.
No
Item
Head
Source of
information /
certifications
considered by
Monitoring
Agency for
preparation of
report
Comments of the
Board of Directors
Comments of the
Board of Directors
Amount as
proposed
in the Offer
Document
in Rs. Crore
Revised
cost
(Rs.
Crore)
Amount utilised in Rs. Crore Total
unutilise
Comments of the Monitoring
Agency
As at
beginning
of the
quarter in
Rs. Crore
During
the
quarter
in Rs.
Crore
At the
end of
the
quarter
in Rs.
Crore
Reasons
for idle
funds
Propose
d course
of action
d
amount
in Rs.
crore
1 To partially fund the
Expansion Program
Offer document^,
Board Resolution,
CA
Certificate*,
Bank
statements,
Invoices
2.50 2.89 0.00 0.84 0.84 2.05 In
Q3FY26,
the
company
utilized Rs.0.84 crore, directly
from the dedicated current
account, towards its expansion
program (payments related to
construction of building). The
same
is
verified
by
management certificate, bank
statement and invoices.
No
comme
nts
No
commen
ts
2 Towards repayment
of unsecured loans
availed to fund the
expansion program
Offer document^,
Board Resolution,
CA Certificate*,
Bank statements,
Undertaking from
unsecured loan
providers
4.00 5.48 0.00 5.48 5.48 0.00 In
Q3FY26,
the
company
repaid unsecured loans of
Rs.2.53 crore to Coventry
Metal
Rajasthan
Private
Limited, Rs.1.27 crore to Mr.
Kunal Bafna, Rs.1.18 crore to
Jainex Foods Private Limited
and Rs.0.50 crore to M. Bafna
Technovations Private Limited,
which is in line with board
resolution dated December 10,
2025.
No
comme
nts
No
commen
ts

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Sr.
No
Item
Head
Source of
information /
certifications
considered by
Monitoring
Agency for
preparation of
report
Comments of the
Board of Directors
Comments of the
Board of Directors
Amount as
proposed
in the Offer
Document
in Rs. Crore
Revised
cost
(Rs.
Crore)
Amount utilised in Rs. Crore Total
unutilise
Comments of the Monitoring
Agency
As at
beginning
of the
quarter in
Rs. Crore
During
the
quarter
in Rs.
Crore
At the
end of
the
quarter
in Rs.
Crore
Reasons
for idle
funds
Propose
d course
of action
d
amount
in Rs.
crore
Of the total Rs.5.48 crore,
Rs.3.93 crore was paid directly
from the dedicated current
account
and
the
balance
Rs.1.55 crore was adjusted
against
the
subscription
amount
payable
by
the
unsecured
loan
providers
towards the rights issue, in
lines with the offer document
dated November 14, 2025 and
the board resolution dated
November 24, 2025.
The same is verified by CA
certificate,
management
certificate, bank statement
and
undertaking
from
unsecured loanproviders.
3. Towards
part
repayment
of
secured
loans
availed to fund the
expansionprogram
Offer document^,
Board Resolution,
CA Certificate*,
Bank statements
2.13 0.21 0.00 0.00 0.00 0.21 Nil utilization towards this
object in Q3FY26.
No
comme
nts
No
commen
ts

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Sr.
No
Item
Head
Source of
information /
certifications
considered by
Monitoring
Agency for
preparation of
report
Comments of the
Board of Directors
Comments of the
Board of Directors
Amount as
proposed
in the Offer
Document
in Rs. Crore
Revised
cost
(Rs.
Crore)
Amount utilised in Rs. Crore Total
unutilise
Comments of the Monitoring
Agency
As at
beginning
of the
quarter in
Rs. Crore
During
the
quarter
in Rs.
Crore
At the
end of
the
quarter
in Rs.
Crore
Reasons
for idle
funds
Propose
d course
of action
d
amount
in Rs.
crore
4. Issue
Related
Expenses
Offer document^,
Board Resolution,
CA Certificate*,
Bank statements,
Invoices
0.35 0.40 0.00 0.25 0.25 0.15 In
Q3FY26,
the
company
utilized Rs.0.25 crore towards
issue related expenses directly
from the dedicated current
account, which is in line with
the objects. Of this, Rs.0.22
crore is reimbursement of
issue expenses spent before
money from rights issue was
raised.
The same is verified by CA
certificate,
management
certificate, bank statement
and invoices.
No
comme
nts
No
commen
ts
Total 8.98 8.98 0.00 6.57 6.57 2.41
  • *The above details are verified by R. K. Jagetiya & Co. vide its CA certificate dated February 11, 2026.

^Sourced from Page no. 40 of the offer document

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(iii) Deployment of unutilized public issue proceeds:

Sr. No. Type of instrument and name of the entity
invested in
Amount invested Maturity date Earning Return on
Investment(%)
Market Value as at the
end ofquarter
1. Bank balance in ICICI Bank Dedicated
Current Account(110505006953)
2.41 - - - 2.41
Total 2.41 - - - 2.41

The above details are verified by R. K. Jagetiya & Co. vide its CA certificate dated February 11, 2026.

(iv) Delay in implementation of the object(s)

Completion Date Completion Date Comments of the Board of Directors Comments of the Board of Directors
Delay (no. of days/
Objects As per the offer
Proposed course of
Actual months) Reason of delay
document*
action
Topartiallyfund the Expansion Program 31-03-2026 Ongoing Not Applicable No comments No comments
Towards repayment of unsecured loans availed to fund the
expansionprogram

31-03-2026
December 30,
2025
No delay No comments No comments
Towards part repayment of secured loans availed to fund the
expansionprogram

31-03-2026
- Not Applicable No comments No comments
Issue Related Expenses No timeline mentioned in
offer document
Not Applicable Not Applicable No comments No comments

*Timeline is sourced from page no. 40 of the offer document.

5) Details of utilization of proceeds stated as General Corporate Purpose (GCP) amount in the offer document – Not Applicable

Source of information / certifications
Amount
Sr. No Item Head considered by Monitoring Agency for Comments of Monitoring Agency Comments of the Board of Directors
in Rs. Crore
preparation of report
Not Applicable No comments

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Disclaimers to MA report:

a) This Report is prepared by CARE Ratings Ltd (hereinafter referred to as “Monitoring Agency/MA” ). The MA has taken utmost care to ensure accuracy and objectivity while developing this Report based on the information provided by the Issuer and information obtained from sources believed by it to be accurate and reliable. The views and opinions expressed herein do not constitute the opinion of MA to deal in any security of the Issuer in any manner whatsoever.

b) This Report has to be seen in its entirety; the selective review of portions of the Report may lead to inaccurate assessments. For the purpose of this Report, MA has relied upon the information provided by the management /officials/ consultants of the Issuer and third-party sources like statutory auditor/internal auditor which is peer reviewed audit firm appointed by the Issuer believed by it to be accurate and reliable.

c) Nothing contained in this Report is capable or intended to create any legally binding obligations on the MA which accepts no responsibility, whatsoever, for loss or damage from the use of the said information. The MA is also not responsible for any errors in transmission and specifically states that it, or its directors, employees do not have any financial liabilities whatsoever to the users of this Report.

d) The MA and its affiliates do not act as a fiduciary. The MA and its affiliates also do not act as an expert to the extent defined under Section 2(38) of the Companies Act, 2013. While the MA has obtained information from sources it believes to be reliable, it does not perform an audit and undertakes no independent verification of any information/ certifications/ statements it receives from statutory auditors/internal auditor which is peer reviewed audit firm (or from peer reviewed CA firms), lawyers, chartered engineers or other experts, and relies on in its reports.

e) The MA or its affiliates may have other commercial transactions with the entity to which the report pertains. As an example, the MA may rate the issuer or any debt instruments / facilities issued or proposed to be issued by the issuer that is subject matter of this report. The MA may receive separate compensation for its ratings and certain credit-related analyses, normally from issuers or underwriters of the instruments, facilities, securities or from obligors.