Tipsheet
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Archive / Mid cap / Page 17

Mid cap

Fri · 29 May
5
Earnings · Engineering - Construction

Nirlon's profit jumped 59% on a tax windfall, not a business boom.

A one-time deferred tax reversal drove net profit to ₹346 crore. The real story is the choice to delay a REIT for tax efficiency.

NIRLON Mid cap 7:57 PM
6
Earnings · Pharmaceuticals

Concord Biotech profit falls 30% as revenue shrinks in FY26

Consolidated net profit dropped to ₹259.22 crore from ₹371.64 crore. Revenue from operations contracted 12%.

CONCORDBIO Mid cap 7:53 PM
6
Concalls · Electric Equipment

Inox Green missed its ₹5,000 cr revenue target. Now it's hiding MW numbers.

Management blamed supply-chain disruptions for a ₹400 cr FY26 miss. It then refused to disclose the operational metrics used to track the business.

INOXGREEN Mid cap 7:50 PM
6
Concalls · Electric Equipment

Inox Wind missed its own guidance. Now it's betting big on a new playbook.

FY26 revenue fell short by ₹400 cr. Management is now pivoting to an equipment-led model and guiding for 75% growth next year.

INOXWIND Mid cap 7:44 PM
5
Earnings · Footwear

Campus Activewear's earnings transcript is a backward-looking record

The verbatim Q4 and FY26 call adds nothing beyond the results already announced. The story is unchanged.

CAMPUS Mid cap 7:44 PM
6
Earnings · Engineering - Industrial Equipments

Omnitech's order book is 6x revenue. A Weatherford contract is the reason.

FY26 revenue hit ₹511.3 cr, up 49% YoY. Management is guiding for 30-35% growth next year.

OMNI Mid cap 7:40 PM
5
Earnings · Compressors / Pumps

Ingersoll-Rand profit slips 4% despite top-line growth on Labour Code charge

FY26 net profit fell to ₹256 cr as a one-time statutory charge offset a modest 4% revenue increase. The board proposed a ₹20 final dividend.

INGERRAND Mid cap 7:39 PM
6
Travel Services

TBO Tek lost ₹30-50 cr to Middle East tensions. April bookings bounced back.

Geopolitical disruptions hit March EBITDA, but a ceasefire sparked a sharp recovery. The Classic Vacations integration is halfway to completion.

TBOTEK Mid cap 7:27 PM
6
Concalls · Fintech

AvenuesAI admits AI adoption is slower than promised

Revenue doubled to ₹8,116 crore, but management conceded its core AI growth thesis was misjudged and reversed its lending strategy.

CCAVENUE Mid cap 7:18 PM
6
Earnings · Auto Ancillary

Lumax takes full control of sensor venture, backs JV with ₹36 cr guarantee

The auto-components maker delivered strong FY26 results and a ₹5.50 dividend, but the boardroom moves matter more.

LUMAXTECH Mid cap 7:16 PM
6
Concalls · Retailing

V2 Retail's new stores take a year longer to mature

The value fashion chain is accelerating its store rollout to 170-200 locations in FY27, but the economics of each new shop are changing.

V2RETAIL Mid cap 7:15 PM
Wed · 27 May
6
Auto Ancillary

Varroc Engineering delays debt-free target by one year

Management raised FY27 capex guidance to ₹450-500 crore, citing a record ₹3,300 crore order book that is 65% electric vehicle-linked.

VARROC Mid cap 6:24 PM
6
Earnings · Compressors / Pumps

Elgi Equipments profit climbs 25% as international units offset domestic

Consolidated net profit reached ₹128 crore for the March quarter, while the board recommended a final dividend of ₹2.70 per share.

ELGIEQUIP Mid cap 6:23 PM
5
Earnings · Diamond & Jewellery

PC Jeweller posts 33% revenue growth as debt reduction continues

The company’s Q4 and FY26 results confirm a steady recovery, with PBT climbing 59% in the final quarter.

PCJEWELLER Mid cap 6:20 PM
6
Earnings · Compressors / Pumps

Elgi Equipments posts 25.5% profit jump, but domestic margins slip

Consolidated net profit rose to ₹128 crore on international growth, while standalone profits contracted to ₹83.3 crore.

ELGIEQUIP Mid cap 6:16 PM
5
Earnings · Diamond & Jewellery

PC Jeweller reports revenue growth as debt reduction continues

The company posted 33% revenue growth for Q4 and 49% for FY26. Auditor qualifications remain unchanged from prior years.

PCJEWELLER Mid cap 6:07 PM
7
Media & Entertainment

Prime Focus wins Supreme Court reprieve in insolvency battle

The Supreme Court dismissed a creditor's appeal against an NCLAT stay, keeping insolvency proceedings against Prime Focus on hold until July 9.

PFOCUS Mid cap 6:00 PM
6
M&A · Plastic Products

EPL's Indovida merger clears the competition regulator.

The CCI's no-objection removes a key condition precedent for the absorption deal announced in March. The scheme still needs other clearances to become effective.

EPL Mid cap 5:46 PM
5
Concalls · Pharmaceuticals

Marksans shelves ₹100 cr plant, sticks to ₹4,000 cr target

Management says existing plants have room to grow. The ambitious revenue goal for FY28 is unchanged, but raw-material costs are rising fast.

MARKSANS Mid cap 5:41 PM
6
Ferro & Silica Manganese

IMFA doubles its EBITDA cost-savings target but delays the full payoff

The revised ₹3,000-4,000 per tonne savings are double the prior guidance. Full benefits are pushed to Q4 FY27 as a key renewable project slips.

IMFA Mid cap 5:31 PM
6
Concalls · Logistics

TCI's freight profit fell 14%. The new CEO is betting on LTL cargo.

Consolidated profit grew 10.5%, but the core freight division dragged. Management is guiding for 10-12% topline growth in FY27, pinned on a structural mix shift.

TCI Mid cap 5:29 PM
6
Plastic Pipes

Finolex Industries keeps its ₹2,563 crore cash pile on the sidelines

Management expects FY27 EBITDA margins to drop below 15% as the company pivots toward non-agricultural revenue.

FINPIPE Mid cap 5:17 PM
6
Diamond & Jewellery

Goldiam slashes retail store target by 80% as diamond prices soften

Management cut its Origin store expansion goal from 50 to 10 units by September 2026, even as the company reported record revenue for FY26.

GOLDIAM Mid cap 5:14 PM
5
Earnings · Hospital & Healthcare

Nephrocare Health Services transcript adds no new material data

The Q4 and FY26 earnings call transcript confirms previously disclosed financial results and strategic outlooks.

NEPHROPLUS Mid cap 5:12 PM
6
Earnings · Tyres

JK Tyre lifts capex budget to ₹6,110 crore through FY29

Management clarified that a new ₹4,980 crore expansion is additive to existing plans, while warning of an 18-19% spike in raw material costs for Q1.

JKTYRE Mid cap 5:11 PM