Small cap
Venus Pipes lands ₹185 cr data-center order, pushes capex to ₹200 cr
Management targets 18% EBITDA margins by FY28, betting integrated cooling spools fetch more than commodity pipes.
BW LPG sells all 8.5% of Confidence Petroleum, ends partnership
The global LPG shipping major has fully exited its equity stake after recently dissolving its domestic joint venture with the small-cap Indian firm.
Capacit'e lands ₹589 cr Raymond job, its biggest single mandate
The Wadala residential contract equals 22% of last year's revenue. It's a repeat order from the Raymond Group.
Kalind cuts share price to ₹2 and announces a bonus issue
The board has approved a 1:5 stock split and a 1:2 bonus issue, capitalising ₹60.95 crore from reserves. Both moves are pending shareholder approval.
Insecticides (India) posts its Q4 call transcript. It's already public.
A routine compliance filing. The call's content was priced in when the results and summary were released weeks ago.
EMS Ltd. details project delays and payment snags behind weak Q4 results
Management blamed government payment system changes and election-related work stoppages for a disappointing quarter, but stuck to a long-term growth target of 20% CAGR.
Heidelberg Cement to pass on ₹100-150/tonne cost hit, plans ₹130 cr blending unit
Management says industry-wide cost pressure will be fully passed to customers in Q1. It has also been declared preferred bidder for two limestone mines in Madhya Pradesh.
Kiri plans ₹13,000 cr bet on copper; standalone revenue guided above ₹1,000 cr
The dyes business recovered in FY26, but the call's real payload was the Gujarat project's scale and the debt to fund it.
Dee Development raises ₹300 cr via preferential issue at 20% discount
Promoter Krishan Lalit Bansal is in for ₹20 crore. Kotak MF, WhiteOak and ValueQuest are taking the other ₹280 crore.
Bajel Projects lands ₹300-400 cr data-center substation order
The EPC win is equivalent to as much as 17.9% of Bajel's market cap and 14% of its FY26 revenue. It comes from a private client, a shift from its utility base.
Mamata Machinery lands European patent for core packaging tech
The Indian micro-cap secures IP protection for its sealing module across Europe, a key market for its expansion push.
HDFC MF cuts Jagran stake to 4.7% amid boardroom fight
The fund shed 2.4 percentage points in a single month, selling ₹40 crore in stock on the same day as a key shareholder meeting.
Himatsingka's transcript adds nothing to its ₹4,000 cr revenue target.
The formal record of the May 29 earnings call repeats guidance already given. The document is an archive, not a catalyst.
IFGL pauses ₹300-350 cr Odisha plant, pushes Monocon UK breakeven to FY27 end
Management dropped a firm FY28 target for its greenfield expansion, sending it to the board for review. The UK unit's path to profit also slipped after losing a key customer.
Jindal Photo board to weigh changes to preference-share terms
The company called a meeting to consider varying its redeemable preference shares. The filing discloses no specifics on the proposed changes.
Saksoft hits ₹1,000 cr revenue, but CEO trims growth target to 14-15%
The IT firm crossed the milestone in FY26 but says client caution on AI is forcing a more conservative outlook for the year ahead.
Pondy Oxides funds ₹200 cr expansion from its own cash pile
The copper cathode project is fully internally funded, with lead volume growth guided at ~15%. Management detailed the Q4 record on the earnings call.
Gandhar Oil files Q4 transcript. It adds nothing.
A routine compliance filing. The transcript contains no new information beyond the live Q4 FY26 earnings call summary already in the market.
SRM Contractors repeats FY27 guidance on a call that changed nothing
The Q4 transcript reiterates a ₹1,500-1,750 crore revenue target and 16-18% EBITDA margin for FY27, with no new detail.
Dynacons' ₹3,000 cr order book anchors 22% revenue growth
FY26 revenue hit ₹1,424 crore, up 22%, with margins expanding 210 bps. The company flagged short-term supply-chain costs pressuring sequential margins.
Mufin Green Finance raises ₹119 cr, a sum bigger than half its annual revenue
The secured NCDs are a material debt raise for a small-cap NBFC. The capital funds a push into higher-margin lending segments.
Shalby's Q4 call is a replay. The stock needs a new script.
The transcript details a MedTech turnaround and oncology capex plans, but the information was already in the prior earnings release.
Som Distilleries missed its revenue target by ₹267 cr. Bhopal is still down.
The company's Bhopal plant has been crippled for months, sinking FY26 revenue to ₹1,233 cr against a ₹1,500 cr target. Management also walked back a key promoter-purchase pledge.
Arkade signs ₹1,100 cr Kandivali MOU, but Filmistan charge swells to ₹182 cr
A new cluster redevelopment deal and strong pre-sales are offset by a one-time hit from the Filmistan acquisition.
Hardwyn's 61% FY26 growth comes with a new playbook
Revenue grew 61% and EBITDA 82% in FY26. Management is now chasing larger contracts and branching into waste-water and tolling.