Tipsheet
What matters at India’s listed companies
Archive / Large cap / Page 15

Large cap

Fri · 22 May
6
Concalls · Household & Personal Products

Colgate-Palmolive India misses margin targets and skips forward guidance

Full-year EBITDA margins landed at 31.2%, falling short of the 32-34% target. Management now declines to provide specific margin projections.

COLPAL Large cap 7:17 PM
6
Earnings · Power Generation

NTPC Green Energy posts ₹406 cr profit as board clears ₹5,000 cr raise

Annual profits fell 17% while the company approved a major debenture issuance and a new renewable joint venture with CtrlS Datacenters.

NTPCGREEN Large cap 6:36 PM
6
Concalls · Software Platform

Info Edge hits speed bumps in recruitment and real estate

Growth in recruitment billings cooled to 10% for the year, while a sales reorganisation dragged 99acres billings to a 2% crawl.

NAUKRI Large cap 6:06 PM
5
Earnings · Household & Personal Products

Colgate-Palmolive (India) approves FY26 results, ₹24 dividend, CFO reappointment

The board's stamp was procedural. The underlying numbers, dividend, and CFO appointment were already disclosed.

COLPAL Large cap 5:48 PM
5
Oil Exploration

Oil India finds gas in Rajasthan's Dandewala field

A modest discovery in the shallow Sanu formation opens a new play but adds little to the company's annual output.

OIL Large cap 5:15 PM
6
Earnings · Bearings

Timken India cleared ₹1,000 cr revenue for the first time in Q4

Revenue climbed 14.2% year-on-year to ₹1,073 cr, though margin pressure from steel and currency costs remains a work in progress.

TIMKEN Large cap 5:14 PM
5
Earnings · Household & Personal Products

Colgate-Palmolive India grows 9% in Q4 as total dividend reaches ₹48

The FMCG firm closes a flat year with a rebound in the final quarter and a second interim dividend payment.

COLPAL Large cap 5:06 PM
5
Earnings · Household & Personal Products

Colgate India's Q4 sales jump 9%, but the full year stayed flat.

A strong final quarter couldn't offset a year-long GST drag on the topline. The board kept the dividend steady at ₹48 a share.

COLPAL Large cap 4:50 PM
6
Concalls · Real Estate

Prestige Estates raises debt limit and shelves hospitality IPO

Management is abandoning near-term IPO plans while lowering expectations for BKC commercial lease yields.

PRESTIGE Large cap 4:33 PM
6
Earnings · Auto Ancillary

Uno Minda lands major orders and backs a new EV powertrain facility

Management commits ₹550 cr to a Maharashtra EV plant, while confirming 11% EBITDA margins despite rising commodity costs.

UNOMINDA Large cap 4:01 PM
6
Earnings · CDMO

Anthem Biosciences bets ₹1,200 cr on GLP-1 plant expansion

Management is doubling custom synthesis capacity to chase Indian GLP-1 demand after posting record quarterly revenue of ₹611 cr.

ANTHEM Large cap 3:45 PM
5
Earnings · Defence

Data Patterns' Q4 earnings transcript lands. It's a procedural step, not news.

The full transcript of the May 15 call adds no new data. The market has already priced the operational color and guidance.

DATAPATTNS Large cap 3:45 PM
9
Order Wins · Cables

Sterlite Technologies bags $1.11B AI data center contract

The optical fiber firm secured a multi-year award with a hyperscale partner that is worth nearly half of its own market valuation.

STLTECH Large cap 3:43 PM
6
Earnings · Engineering - Industrial Equipments

Triveni Turbine clocks record revenue as US data center demand spikes

Export growth is leading the charge, with the enquiry book reaching 18 GW. US-specific interest grew ten-fold during the quarter.

TRITURBINE Large cap 3:14 PM
6
Earnings · Diversified

3M India triples quarterly profit as board declares ₹506 dividend

A special dividend payout of ₹346 per share accompanies a strong finish to FY26, as the board shuffles leadership roles.

3MINDIA Large cap 2:58 PM
6
Earnings · Auto Ancillary

Endurance lands ₹1,596 cr in Indian orders, wins a ₹300 cr EV battery deal.

The auto-parts maker's Europe unit posted record quarterly margins as revenue grew 26.1% for the full year. A battery-pack contract starts production in late May.

ENDURANCE Large cap 2:56 PM
6
Earnings · Diversified

3M India triples quarterly profit, issues ₹506 dividend

A labour code windfall drove Q4 earnings to ₹215 cr, while the full-year revenue hit ₹5,090 cr.

3MINDIA Large cap 2:45 PM
6
Earnings · Hospital & Healthcare

KIMS plans ₹1,500 cr QIP as profit slides 69% on expansion drag

Revenue grew 35% to ₹1,084 cr, but new units in Bangalore, Thane, and Nasik burned ₹32 cr in EBITDA this quarter.

KIMS Large cap 2:40 PM
6
Earnings · Diversified

3M India triples Q4 profit, declares ₹506 dividend

A labour code adjustment boosted quarterly profit to ₹215 crore; the board adds M D Ranganath as chairman.

3MINDIA Large cap 2:39 PM
6
Concalls · Steel Pipes

Welspun Corp delays Saudi project commissioning to end-2026

Management holds FY27 revenue targets at ₹20,000 cr, citing US power and data centre demand as long-term drivers.

WELCORP Large cap 2:06 PM
5
Earnings · Software Platform

Info Edge operating profit jumps 39% on a 17% revenue gain

The quarter's story was cost control. Revenue grew a steady 17%, but operating profit surged nearly 40% on fatter margins.

NAUKRI Large cap 1:33 PM
5
Earnings · Software Platform

Info Edge Q4 profit jumps 39%, but the market already knew that

Standalone operating profit rose 39.4% to ₹322.7 crore on 17.2% revenue growth. The results match the April 9 business update, and the dividend is unchanged.

NAUKRI Large cap 1:22 PM
6
Earnings · Software Platform

Info Edge pushes standalone margins to 40.1%

Recruitment remains the primary engine for the firm as FY26 revenue reaches ₹3,052 crore.

NAUKRI Large cap 1:17 PM
6
Earnings · Courier Services

Delhivery turns cash-flow positive a year early after crossing ₹10k cr revenue

FY26 was a milestone year for the logistics firm. It crossed ₹10,000 crore in revenue, turned free cash flow positive ahead of schedule, and plans to spend ₹130-160 crore on new lines.

DELHIVERY Large cap 12:59 PM
6
Railways

RVNL lands ₹758 cr contract from NMDC for Chhattisgarh rail work

The binding 36-month award adds to a large order book, but it's just 1.3% of RVNL's market cap. Routine.

RVNL Large cap 12:46 PM