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

Mid cap

Tue · 02 Jun
5
Earnings · Software Platform

FirstCry's margin pressure has four to six quarters left to run

Management told analysts the diaper war and raw-material volatility are not short-term blips. The logistics build-out is the upside story.

FIRSTCRY Mid cap 11:08 PM
5
Real Estate

Kalpataru scraps 2024 plan to demerge Project Magnus

The executive committee reversed the scheme on June 2, calling the original rationale obsolete. The company says the change is financially empty.

KALPATARU Mid cap 8:24 PM
6
Construction Vehicles

Ajax Engineering installs permanent CFO after planned interim stint

Ketan Pendse, a chartered accountant with 24 years of experience, has been appointed CFO, replacing interim CFO Ganesh B J.

AJAXENGG Mid cap 8:15 PM
8
Textile

Gokaldas Exports lines up 12+ big-ticket fund managers for Mumbai meetings

The mid-cap apparel maker is hosting Helios, Goldman Sachs, Fidelity, and top domestic AMCs for sit-downs from June 8-10, right after annual results and management transitions.

GOKEX Mid cap 7:25 PM
6
Concalls · Engineering - Industrial Equipments

Tega's Chile plant delayed, Molycop debt rises 50% to ₹1,500 cr

Management pushed the Chile startup to late FY27 and confirmed parent-level debt for the Molycop acquisition jumped from an initial ₹1,000 crore. A $30 million one-time hit is coming in Q1 FY27.

TEGA Mid cap 6:35 PM
5
Earnings · Electric Equipment

Inox Wind missed its own guidance. The transcript just confirms it.

FY26 revenue landed at ₹4,600 cr, not the ₹5,000 cr the company had promised. Now it's chasing 75% growth.

INOXWIND Mid cap 6:13 PM
5
Engineering - Industrial Equipments

Aequs gets Karnataka subsidies. It won't say how much.

A subsidiary secured state support for a new Dharwad electronics plant. The filing omits the monetary value, making the benefit impossible to judge.

AEQUS Mid cap 6:12 PM
5
Earnings · Electric Equipment

Inox Green targets ₹600 cr EBITDA in FY27; transcript adds nothing

The Q4 FY26 earnings call transcript is an archival record. The forward guidance was already absorbed by the market.

INOXGREEN Mid cap 5:25 PM
6
Earnings · Diamond & Jewellery

Senco's hedging ratio fell below its own floor. FY27 margins will halve.

Record profit of ₹574 cr masks a hedging breach and a sharp margin reset. The old gold exchange now drives half of quarterly sales.

SENCO Mid cap 5:23 PM
5
Earnings · Lubricants

Gulf Oil's two-week price lag kept margins safe as crude hit $120

The lubricant maker passed on cost increases to customers within weeks, not months. That speed protected its 12-14% EBITDA margin even as volumes surged to a record.

GULFOILLUB Mid cap 5:11 PM
7
Pharmaceuticals

Concord Biotech wins USFDA nod for generic transplant drug

The approval unlocks a US$30 million U.S. market for the immunosuppressant Mycophenolate Mofetil, equal to about a quarter of Concord's annual revenue.

CONCORDBIO Mid cap 4:36 PM
5
Earnings · Engineering - Industrial Equipments

Aequs transcripts add no new detail beyond earlier earnings summary

The call covers FY27 guidance, the Hasbro exit, and the Mattel deal, but all of it was in the prior concall note. No new data.

AEQUS Mid cap 4:34 PM
6
Earnings · CDMO

Supriya Lifescience posts 50% revenue jump, clears USFDA inspection

Quarterly revenue hit ₹277 crore, net profit rose 47% to ₹74 crore. The Lote facility received a VAI classification from the USFDA.

SUPRIYA Mid cap 4:14 PM
6
Chemicals

Elantas Beck to spend ₹56 cr on a 31% capacity boost at Ankleshwar

The specialty chemicals maker is funding the expansion from internal accruals and expects a 12-month build-out.

ELANTAS Mid cap 4:05 PM
6
Concalls · Trading

Jeena Sikho kills Entero deal, guides ₹300 cr profit for FY27

The health-care chain walked away from a distribution partnership covering one lakh pharmacies after the partner demanded extra money. FY26 profit jumped 177% to ₹222 crore.

JSLL Mid cap 3:12 PM
6
Mining & Minerals

GMDC partners with Cambridge for India's first rare-earth tracking platform

A two-year, £600,000 initiative to build an AI-powered observatory for rare earth prices, processing capacity, and geopolitical risks.

GMDCLTD Mid cap 12:02 PM
6
Earnings · Retailing

V2 Retail puts 170-200 stores on the map for FY27

A 60% Q4 revenue jump and a 50% two-year growth target frame an aggressive plan. A May demand slowdown is the first headwind to watch.

V2RETAIL Mid cap 9:10 AM
Mon · 01 Jun
5
Concalls · Real Estate

Ganesh Housing posts link to Q4 earnings call

Routine filing: the recording of the Q4 FY26 call, already disclosed on May 26. No new financials or guidance.

GANESHHOU Mid cap 7:12 PM
6
Auto Ancillary

Fiem guides ₹100-150 cr from four-wheelers in FY27 after record year

The auto-components maker hit all-time highs on revenue and profit in FY26, and is now funding a push into car parts with ₹200 cr in capex.

FIEMIND Mid cap 5:51 PM
5
Earnings · Real Estate

Ahluwalia Contracts' Q4 deck adds detail, not new news.

The investor presentation slices the same results the market already saw. No new guidance, no profit warnings, no surprises.

AHLUCONT Mid cap 12:48 PM
Sun · 31 May
6
Earnings · Railways

Titagarh Rail closes its European chapter to focus on domestic growth

The company reported a standalone profit of ₹150.7 cr for FY26 after writing off its entire exposure to Italian associate Titagarh Firema.

TITAGARH Mid cap 6:52 PM
8
M&A · IT - Software

Cyient buys California-based TAO Digital to expand its AI offerings

Cyient is buying Santa Clara-based TAO Digital Solutions to add AI-native data and product engineering services. Management will hold an investor call on June 1.

CYIENT Mid cap 4:57 PM
8
Order Wins · Engineering - Construction

NCC lands ₹1,837 cr in May orders, adding 10% to annual revenue

The company’s order book gains fresh momentum with new contracts worth 19% of its current market cap, led by a ₹1,289 cr win in the Water division.

NCC Mid cap 4:13 PM
5
Earnings · Railways

Jupiter Wagons' latest presentation repeats known data

The company released its quarterly and annual deck with no new information beyond what the market already has.

JWL Mid cap 12:54 AM
6
Earnings · Engineering - Industrial Equipments

Balu Forge records higher profit but flags ₹33,907.66 lakh risk

Audited results for FY26 show a net profit of ₹15,320.36 lakhs, yet auditors pointed to substantial export trade receivables impacted by geopolitical shifts.

BALUFORGE Mid cap 12:07 AM