Tipsheet
What matters at India’s listed companies
Archive / Large cap / Page 11

Large cap

Wed · 03 Jun
6
Concalls · Auto Ancillary

Tenneco's DaVinci suspension wins three more OEMs, order book covers FY28

A record 18.8% EBITDA margin in FY26 rests on the DaVinci DCX system, which is now expanding to multiple new customers. The ₹1,400 crore capex push is for factories to feed exports and upcoming regulations.

TENNIND Large cap 5:11 PM
6
Banks

IndusInd Bank denies fresh whistleblower report sent to PMO and RBI

Shares fell over 2% on the news. The bank says the concerns are old, already examined, and that no regulator has been in touch.

INDUSINDBK Large cap 2:54 PM
8
Plastic Pipes

Astral lines up 51 institutional desks for June 8 meet

The pipes-and-fittings maker will host one-on-one meetings with a concentrated group of high-conviction investors in Mumbai.

ASTRAL Large cap 2:18 PM
6
Electric Equipment

Suzlon plans quadruple sales by FY31, enters battery storage

The wind-turbine maker's five-year roadmap targets 10 GW in annual sales, a storage factory by 2027, and 40% of India's domestic wind market.

SUZLON Large cap 12:43 PM
6
Regulatory · CDMO

Piramal Pharma's Dahej plant clears its last environmental hurdle

The Gujarat Pollution Control Board has permanently revoked its closure directions. The risk of a surprise shutdown at a key manufacturing hub is gone.

PPLPHARMA Large cap 11:02 AM
Tue · 02 Jun
7
Asset Management

Anand Rathi promoter sells ₹506 cr of stock, cuts stake by 1.74%

Anand Rathi Financial Services offloaded 14.46 lakh shares via open-market trades on May 29. The sale comes after recent pledge reorganisations by the same promoter entity.

ANANDRATHI Large cap 5:39 PM
5
Power Generation

NLC India investor transcript adds nothing new on FY26 results

A May 27 meeting with institutional investors rehashed Q4 numbers already disclosed. No new guidance or strategic shifts were revealed.

NLCINDIA Large cap 5:04 PM
5
Earnings · Hospital & Healthcare

Narayana Hrudayalaya's Q4 transcript adds no new data

The full transcript of the May 26 earnings call is a procedural filing. It contains no new financial information or strategic shifts beyond the concall summary already in the market.

NH Large cap 4:48 PM
6
Earnings · Electric Equipment

Suzlon delivered record turbines but missed its own market-share goal by half

Record 2,456 MW in FY26 deliveries drove a 54% revenue jump to ₹16,679 crore. The catch: management commissioned just 744 MW against a 1,500 MW market-share target.

SUZLON Large cap 3:20 PM
6
Pharmaceuticals

Alkem undercuts pen injectors with India's first ₹350 semaglutide syringe

A single-shot format at a low price point is designed to widen access to a drug currently dominated by pricier delivery devices.

ALKEM Large cap 3:18 PM
6
Earnings · Railways

RVNL profit fell 43% last quarter. A ₹3,400 cr cash recovery changes the story.

One-off charges and low-margin legacy work hammered quarterly profit, but a major Ministry settlement clears a key cash hurdle for FY27.

RVNL Large cap 12:50 PM
Mon · 01 Jun
7
Power Generation

Acme Solar puts a number on its raise. Floor price is ₹294.13.

The board approved a QIP in August. Now the floor is set and the book is open. The final discount and size will determine the dilution.

ACMESOLAR Large cap 7:57 PM
6
Earnings · Mining & Minerals

NMDC clears 53 mt in FY26, reopens two mines for the first time in 50 years

The miner beat its production target and is now doubling capex to restart Deposit 4 and Deposit 13, setting the stage for a push to 100 mt capacity by 2030.

NMDC Large cap 12:23 PM
6
Earnings · Gas Transmission

Gujarat Energy profit drops 48% in first full year post-GSPC-GSPL merger

The restructured company's net profit fell to ₹1,677.58 crore, but the board still recommended a ₹8.90 per-share dividend.

GUJGASLTD Large cap 11:17 AM
6
IT - Software

Tata Technologies gets SAP sell rights across India and the US.

The authorization lets Tata Technologies sell SAP solutions directly, not just implement them, shifting its model from services to solutions.

TATATECH Large cap 10:39 AM
6
Pharmaceuticals

Glenmark cuts FY27 margin guidance to 21-22%, delays Envafolimab launch

The mid-year guidance cut signals costs and headwinds are deeper than management initially forecast. The oncology launch is now out a year.

GLENMARK Large cap 9:38 AM
8
M&A · Real Estate

Godrej Properties lands 23.2-acre Greater Noida plot for ₹7,000 cr

The parcel has a revenue potential larger than the company's entire FY26 revenue, making it a material addition to the NCR pipeline.

GODREJPROP Large cap 5:57 AM
Sun · 31 May
5
Earnings · Auto Ancillary

Tenneco Clean Air India posts record 18.8% EBITDA margin in Q4

Tenneco Clean Air India reports a 19% jump in quarterly profit as value-added revenue climbed 17.5% year-on-year.

TENNIND Large cap 1:21 AM
5
Regulatory · Electric Equipment

SEBI hits Suzlon with ₹28.95 crore penalty for legacy misstatements

Regulators overturned a previous discharge order regarding financial reporting from FY2013-18. The company plans to appeal.

SUZLON Large cap 12:39 AM
Sat · 30 May
9
Pharmaceuticals

Wockhardt's ZAYNICH wins FDA approval, first novel drug from an Indian pharma

The antibiotic beat meropenem in a 530-patient trial, validating a 15-year R&D pivot and opening a US market with 600,000+ annual hospitalisations.

WOCKPHARMA Large cap 8:19 PM
Fri · 29 May
6
Concalls · Pharmaceuticals

Rubicon's profit doubled. Its factory is still a year away.

Q4 revenue jumped 44% to ₹514 cr, but reliance on outsourced manufacturing is squeezing gross margins. Pithampur commissioning is the fix.

RUBICON Large cap 9:03 PM
6
Earnings · Software Platform

IRCTC caps margin target at 30% as catering, tourism volumes grow

The ticketing cash cow is being diluted by mass-volume, lower-margin verticals. Management is accepting the trade-off.

IRCTC Large cap 8:02 PM
6
Earnings · Pharmaceuticals

Rubicon's profit grows twice as fast as its revenue

Net profit surged 83.6% on 36.6% revenue growth. A clean audit and a ₹1.50 dividend seal the year.

RUBICON Large cap 7:22 PM
Wed · 27 May
5
Earnings · Software Platform

Physicswallah's latest shareholder letter adds no new financial data

The company's latest update provides management commentary on previously disclosed FY26 results, offering no material changes to its financial position.

PWL Large cap 6:14 PM
6
Edible Oil

Patanjali Foods faces a ₹1,352.9 cr tax demand from Tamil Nadu GST

The company received a show cause notice for FY23 alleging tax discrepancies. Management plans to contest the claim and expects no financial liability.

PATANJALI Large cap 6:05 PM