Tipsheet
What matters at India’s listed companies
Archive / Large cap / Page 8

Large cap

Wed · 17 Jun
9
Order Wins · Telecom - Infrastructure

HFCL lands ₹2,666 cr BharatNet order from RVNL, second this year

The single contract equals **53.9%** of trailing annual revenue, with a decade of maintenance attached.

HFCL Large cap 6:34 PM
6
Tyres

Balkrishna Industries appoints new CFO as Bajaj retires

Madhusudan Bajaj steps down on superannuation, stays as advisor. Saroj Kumar Khuntia takes over as CFO effective June 18.

BALKRISIND Large cap 5:28 PM
5
Credit · Cables

CRISIL lifts Sterlite Tech outlook to Stable, reaffirms AA- rating

CRISIL revised its outlook to Stable from Negative, citing strong revenue growth and a record order book. Core ratings unchanged at AA-/A1+.

STLTECH Large cap 3:12 PM
5
Concalls · Trading

Redington's concall recap offers no new material info

Post-event call summary recaps already disclosed SSG transformation and recurring revenue strategy. No new financials, orders, or thesis changes.

REDINGTON Large cap 1:32 PM
5
Real Estate

NBCC auctions ₹2,857 cr commercial space, keeps only ₹28.57 cr as fee

The Bharat Business Park auction is a headline-grabber, yet NBCC's 1% marketing fee is just 0.1% of its market cap.

NBCC Large cap 1:00 PM
Tue · 16 Jun
6
Concalls · Household & Personal Products

Gillette India shines on Guard 3-in-1 launch, margin gains

FY26 revenue up 8%, profit up 23%, structural margin improvement of 300+ bps. Guard 3-in-1 sold 1M razors in first month. Management cautious on commodities, no FY27 guidance.

GILLETTE Large cap 5:20 PM
5
M&A · Shipping

Great Eastern adds LR2 tanker, fleet up ~5%

The company bought a 2015-built LR2 tanker (~110,000 dwt) and will take a previously contracted MR tanker. Total capacity addition of ~160,000 dwt is routine but keeps fleet age in check.

GESHIP Large cap 3:31 PM
6
Electric Equipment

Schneider Infra says parent-Foxconn AI deal doesn't involve it

The listed entity distanced itself from a tie-up that drove its stock up 10% on Monday, triggering an upper circuit and exchange queries.

SCHNEIDER Large cap 9:06 AM
Mon · 15 Jun
8
Insurance

Govt to sell up to 5% stake in GIC Re via OFS at ₹352 floor

The central government will offload up to 5% of its holding in the reinsurer through an offer for sale, aiming to meet minimum public shareholding norms. The floor price of ₹352 per share values the offer at up to ₹3,322 cr.

GICRE Large cap 8:09 PM
5
Solar Panels

Emmvee's manufacturing chief quits, internal successor named

CMO N Devendiran resigns effective June 15; GM Dinesh B Shenoy takes over. Change seen as non-disruptive.

EMMVEE Large cap 6:55 PM
5
Banks

Bandhan Bank sells ₹303.74 cr NPA portfolio to ARCs

The board approved a Swiss Challenge sale of housing finance NPAs. At 0.9% of market cap, the move is routine balance-sheet management.

BANDHANBNK Large cap 6:32 PM
5
Finance - NBFC

M&M Financial raises ₹1,000 cr via 7.9% NCDs

Fresh secured NCD issuance at 7.90% fixed coupon over 3 years; size 2.47% of market cap, below materiality threshold.

M&MFIN Large cap 4:41 PM
6
Earnings · Logistics

Aegis lays out $5B capex pipeline, says gas margins sustainable through FY28

The earnings call transcript reveals a potential ₹20,000 cr investment at Vadhavan port, a MoU with L&T for ammonia terminals, and Itochu taking a 10% stake in Pipavav.

AEGISLOG Large cap 3:31 PM
5
Credit · Pharmaceuticals

Ajanta Pharma promoter pledges additional 0.89% stake to RBL Bank

The latest pledge, along with a 2.2% pledge two days ago, brings total encumbered promoter holdings to 10.05%. The moves follow a ₹1,046 cr stake sale on June 9.

AJANTPHARM Large cap 11:14 AM
Sat · 13 Jun
6
Edible Oil

Patanjali Foods gets ₹1,352.9 cr GST demand dropped

The Tamil Nadu GST authority accepted Patanjali's reply, closing proceedings without penalty. The contingent liability, 2.9% of market cap, is gone.

PATANJALI Large cap 6:50 PM
6
Power Generation

NLC India lands second critical mineral block in a week

The state-run coal and power producer wins Govindpur vanadium-titanium-aluminous laterite block in Telangana, following Parvathapur award. No investment amount disclosed.

NLCINDIA Large cap 4:57 PM
7
Credit · Hospital & Healthcare

KIMS promoters inject ₹600 cr via warrants to retire debt, fund expansion

The preferential issue of 77 lakh warrants at ₹779 each amounts to 15% of revenue. Proceeds will reduce debt and bankroll greenfield hospitals as Q4 profit slumped 69%.

KIMS Large cap 1:02 PM
7
Power Generation

NLC India completes 1,980 MW Ghatampur plant, adds 660 MW capacity

Third and final unit declared commercial from June 13, lifting group installed capacity 8.5% to 8,405 MW. NLC's 51% stake in the JV will yield proportionally from long-term PPAs.

NLCINDIA Large cap 11:59 AM
Fri · 12 Jun
8
Credit · Two & Three Wheelers

Ather Energy board approves ₹2,500 cr fundraise, its biggest since listing

Board clears a QIP of ₹1,500 cr plus ₹1,000 cr via FCCBs, preferential, or rights. The amount is 6.3% of market cap, material dilution for a company that lost ₹100 cr in the March quarter.

ATHERENERG Large cap 11:26 PM
5
Banks

RBL Bank makes Bhavin Lakhpatwala permanent CFO

Lakhpatwala, who led HDFC-HDFC Bank merger finance integration, had been interim finance chief since December 2025.

RBLBANK Large cap 7:42 PM
7
Pharmaceuticals

Aurobindo gets second OAI plant in six months

Unit-III in Pashamylaram joins Unit-I on FDA's enforcement track after an inspection with 11 observations. Warning letter or import alert possible.

AUROPHARMA Large cap 6:18 PM
7
Retailing

ADIA trust pares Lenskart stake below 10% after SoftBank exit

A sovereign wealth fund sold ₹2,008 crore worth of shares, crossing a key regulatory threshold, just eight days after SoftBank's ₹2,859 crore exit.

LENSKART Large cap 5:33 PM
7
Pharmaceuticals

Ipca Labs lands global licence for subcutaneous biologics platform

The deal with Bhami's Research Laboratory gives Ipca worldwide rights to develop multiple monoclonal antibodies for oncology and inflammatory diseases, expanding its biosimilar pipeline into novel drug delivery.

IPCALAB Large cap 5:28 PM
8
Software Services

Affle promoters borrow $170M against entire 54.9% stake, plan buybacks

The promoters disclosed the first quantified breakdown of a $80M-$170M facility secured by their entire holding, with up to $70M earmarked for share repurchases and a mandatory $90M for preferential issuance.

AFFLE Large cap 4:08 PM
6
Hospital & Healthcare

Global Health lands LOI for 150-MBBS-seat college at Medanta Gurugram

The Haryana government's Letter of Intent clears the way for a teaching hospital; neither a timeline nor a capex figure was disclosed.

MEDANTA Large cap 1:30 PM