Notes archive.
Gujarat Themis Biosyn to raise equity for ¥21.5 bn Japan deal
The board will meet June 6 to decide on a QIP, preferential allotment, or other equity route. The raise will fund last month's ¥21.5 bn acquisition of MicroBiopharm Japan.
Titagarh's Q4 call transcript is a record, not a signal
The June 1 filing is a verbatim transcript of the live earnings call. It contains no new data, orders, or strategic shifts beyond what was already disclosed.
Binny posts profit but auditor flags ₹29 cr in unverified advances
A delayed Q2 filing brings a qualified opinion. The auditor still can't vouch for money advanced to RRB Energy.
Highness wins ₹1.89 cr order for metro ticketing displays
The order for 261 ruggedized units equals 11.7% of the nano-cap's annual revenue, with delivery slated for mid-2026.
Cummins India's Q4 transcript is a re-run, not a release.
The full call transcript adds nothing beyond the prior summary. Management's cautious outlook stands unchanged.
Goodluck India targets ₹300 cr in defence sales as it reshapes its product mix
Management guided for 14-15% revenue growth in FY27, betting on high-margin artillery shells and a pivot away from commodity exports.
Tandhan's subsidiary sent ₹14.92 cr to group entities. It never asked shareholders.
The monitoring agency says the payments deviated from the objects of a ₹126.76 cr preferential issue. The required vote was never held.
Alkem promoter trust sells ₹288 cr stake, says cash goes to beneficiaries
A 0.46% open-market sale by the Samprada and Nanhamati Singh Family Trust on June 2 trimmed its holding to 18.28%. The trust says it's for an internal payout.
Affordable Robotic missed its ₹160 cr guidance and is losing control of ARPL Raas
Standalone revenue hit ₹110 cr, not the ₹160 cr guided. A ₹48 cr investment will push the company's stake in its key subsidiary below 50%.
Innovision loses a whole-time director weeks after its listing
Gurpal Singh quit the board with immediate effect on June 3, citing personal reasons. The micro-cap has not disclosed a replacement.
Landmark Cars' Q4 call transcript is filler. No new numbers.
The company filed the raw Q&A from its post-earnings call. The results and a summary were already public.
Central Bank of India names Vivek Kumar CFO for three-year term
An internal promotion from General Manager for Finance and Accounts. Kumar has 27 years in banking and financial services.
Park Hotels pivots to asset-light, delays Vizag to fund Flurys expansion
The Q4FY26 transcript details a strategic shift to conserve capital, outsource manufacturing, and target over 6,600 keys by 2030.
Indiabulls to raise ₹1,000 cr from promoters and funds via convertible warrants
The ₹19.40-a-share warrant issue, convertible in 18 months, will dilute shareholders by 19.3% of current market cap. Promoters Hermes and Phanes are in.
Promoter group member buys 6.84% of NCL Industries in open market
Kalidindi Ravi acquired a significant stake worth about ₹57 cr, signalling insider confidence in the ₹831 crore building-materials company.
Anlon's Rajkot capex balloons to ₹130 cr; ₹28 cr distributor default disclosed
The contract drugmaker quadrupled its planned spending on a new facility, taking on ₹65-70 crore in debt, and revealed a large receivables default only when pressed in the Q&A.
Time Technoplast pushes back debt-free target, expands asset sale plan
The 15% volume growth and 21% profit guidance for FY27 comes with a longer deleveraging timeline.
Finkurve confirms a director it named in April. The loan tweak is the real question.
The board regularized Rajendran Chinna Veerappan's position. More importantly, it modified terms for related-party loans but gave no numbers.
Hikal's Q4 profit sinks under ₹47 cr write-down; no FY27 guidance
Operating margins improved to 20.3% but a plant impairment and a USFDA warning letter are overshadowing the recovery.
Siemens' post-results call adds little beyond prior disclosures
The Q4 FY26 earnings transcript is a backward-looking record of a live event. It elaborates on audited results and previous announcements without new price-moving information.
PTC Industries' profit jumps 66% on 88% revenue growth and a string of global orders.
FY26 consolidated revenue hit ₹6,432.9 million, with the Lucknow facility's new forging system passing trials and locking in work from Blue Origin and BrahMos.
Avro India partners to take plastic recycling to 250,000 villages
A non-binding MoU with SODES sets the framework for commercial rollout of Project Suddh. The nano-cap now has a stated partner for a national-scale recycling network.
Tenneco's DaVinci suspension wins three more OEMs, order book covers FY28
A record 18.8% EBITDA margin in FY26 rests on the DaVinci DCX system, which is now expanding to multiple new customers. The ₹1,400 crore capex push is for factories to feed exports and upcoming regulations.
Tirth Plastic's acquisition of a rival business has no price tag yet
A non-binding MOU for Krishna Plastic Traders' business is subject to due diligence and approvals, with no financial terms disclosed.
Rathi Steel's melting shop is running at half capacity, not the 80% it promised.
Revenue surged 41.7% in FY26, but the steel mill that drove it is only 50-52% utilized, well short of the earlier 80% target.