Notes archive.
Shanthi Gears names Sudhir R as new CFO after March exit
The Coimbatore-based gear maker has filled a key leadership vacancy left open for nearly three months. The new CFO is a CA with two decades of experience, including a prior CFO role.
Shri Balaji targets 20-25% growth for FY27 on new German wins and plant capacity.
The Pune valve maker's third plant gives it headroom to ₹150 cr without new capex. A fresh German commitment and a pilot deal for a second client anchor the export push.
Asahi Songwon slashes Atlas API peak revenue target to ₹250–280 cr
Peak revenue for the pharmaceutical division is now a third of the previous ₹750–800 cr target. A one-time government refund propped up pigment margins last quarter.
Wockhardt hires US commercial chief, maps out Zaynich launch
The novel antibiotic targets a $3-4bn emerging-market opportunity. Wockhardt is planning tiered pricing in India and a focused US hospital push.
Spice Energy forgives ₹3.57 cr loan, erasing most of SRM Energy's negative net worth.
The write-off is 22% of SRM Energy's ₹16 cr market cap and nearly offsets its ₹3.66 cr deficit.
Sumitomo Chemical India gets top-tier molecule testing from parent
The agrochemical maker's FY26 results were already out. The call's news is that parent Sumitomo Chemical Company now ranks India with Japan for early-stage R&D.
DSM Fresh Foods guides 70-80% revenue growth. Cash flow stays negative for years.
The frozen-food maker is accelerating after a 69% FY26. The cost: compressed margins and multi-year cash burn.
Apar Industries plans ₹1,500 cr capex after record ₹22,902 cr revenue year
The electricals maker is betting on data-center and international demand after its largest-ever revenue year.
Greenlam guides 18-20% FY27 growth, targets break-even for chipboard and plywood
Chipboard and plywood are both targeting EBITDA break-even this fiscal year. Laminates margins are forecast to hold at 16-17%.
Highness Microelectronics sees revenue doubling to ₹30-32 cr in FY27
The nano-cap is guiding for 85-100% growth and targeting ₹50 crore the year after. A ₹20 crore capex in Goa is the main new spend.
Pajson Agro hires world's largest cashew processor as advisor
A ₹455 cr nano-cap gets a direct line to global cashew supply chains and processing know-how via a strategic advisor appointment.
Innovision lands ₹26.35 cr NHAI toll contract, its latest highway win
The micro-cap just added a one-year mandate from the government. The deal is 3.8% of its market value.
Kranti hits ₹100 cr revenue for the first time. Defense will take longer.
The nano-cap engineer returned to profit in FY26 after crossing a revenue milestone. Its new Jaipur plant is guided to add ₹12-14 cr this year.
TCI Express's Q4 transcript adds detail. No new news.
The full earnings call recording confirms the previously disclosed FY27 guidance cut. This is a procedural filing.
Globe Civil Projects' order book sits at ₹730 cr, nearly double its FY26 revenue.
Audited FY26 results meet expectations. The nano-cap's pipeline provides the only real forward signal.
DC Infotech cuts services target to 25%, won't give FY27 guidance
After a strong FY26, management walked back its services pivot ambitions and refused to put numbers on the year ahead.
Natco's FY27 guide stays put: ₹3,400-3,500 cr revenue, ₹700-750 cr PAT
The Q4 call transcript adds detail on Semaglutide and M&A but confirms numbers already guided. The investment thesis is unchanged.
Maruti launches India's first flex-fuel car. No price, no sales forecast.
A Wagon R variant runs on any ethanol blend from E20 to E100. Union ministers were on stage, but the company provided no financials.
IndiGo Q4 FY26 call adds no new numbers beyond the results it released
The full transcript is a verbatim record of the Q&A session that followed the airline's quarterly results. It adds no new financial or strategic detail beyond the prior filings.
Atvo's ₹283 cr market cap sits on ₹21 lakh of profit
A 92% profit jump is from a minuscule base. The company's absolute earnings are negligible against its valuation.
Zelio targets 125,000 unit sales after tripling its production capacity
The profitable EV maker has a 240,000-unit network and is guiding for 75-80% revenue growth in FY27.
South West Pinnacle lands ₹21.5 cr from Coal India arm, gold explorer
Three new orders diversify the drilling contractor's client base and add a new technique to its toolkit.
Tolins Tyres missed its own guidance. A tax tweak is squeezing retreading.
FY26 revenue grew 12%, not the 20% targeted. The UAE plant is also running below half capacity.
Enviro Infra cuts margin guidance, warns of 166-day cash drag
The company’s strategic pivot to renewables has lifted the order book to ₹6,814 crore, but government payment delays are now stretching the working capital cycle to five-and-a-half months.
SEBI flags Rajesh Exports' revenue. The company calls it a misunderstanding.
The regulator's interim order questions declared top-line figures. Rajesh Exports denies misreporting and blames a communication gap.