Tipsheet
What matters at India’s listed companies
Archive / Page 106

Notes archive.

Wed · 03 Jun
5
Earnings · Printing And Publishing

HT Media shuts OTTplay and surrenders six radio licenses to stop the cash bleed.

Management confirmed it has dismantled two loss-making digital and radio ventures while holding flat revenue through print ad pricing. Consolidated EBITDA rose despite no top-line growth.

HTMEDIA Micro cap 2:36 PM
7
Trading

Panth Infinity is going back to the market. Last time, most buyers walked away.

The ₹63-cr nano-cap will meet on June 6 to weigh a QIP or preferential allotment. A prior warrant issue collapsed when most allottees withdrew.

PANTH Micro cap 2:35 PM
6
Pharmaceuticals

Syschem hands MD role to Suninder Veer Singh, Jain stays as WTD

Promoter-group rejig at the ₹232 cr nano-cap lifts combined fixed management cost to ₹1.68 cr/year. Shareholders have to ratify via postal ballot.

SYSCHEM Micro cap 2:30 PM
5
Earnings · Plastic Pipes

Finolex's Q4 earnings call transcript adds nothing new to a known story

The formal record of the May 27 call confirms the already-released numbers: ₹332 crore EBITDA and a sub-15% margin guide for FY27. No surprises.

FINPIPE Mid cap 2:29 PM
6
Consumer Durables

Hindware buys out Atlantic's 50% stake in water heater JV for ₹2.79 cr

The French partner exits for a fraction of the JV's net worth. Hindware will now own Hintastica outright and inject ₹15 cr for working capital.

HINDWAREAP Small cap 2:28 PM
5
Earnings · Pharmaceuticals

Marksans plans ₹4,000 cr revenue by FY28, but the call transcript adds nothing new

The earnings call transcript is a record of guidance already given. Management targets ₹4,000 crore revenue by FY28 and says the heavy capex cycle is over.

MARKSANS Mid cap 2:25 PM
6
Earnings · Engineering - Industrial Equipments

Tipco guides ₹180 cr FY27 revenue after 66% H2 jump

The Pune-based engineer is building a new facility and has won DRDO approvals for rocket-fuel equipment. Order book sits at ₹60-70 cr.

TIPCO Micro cap 2:22 PM
8
Plastic Pipes

Astral lines up 51 institutional desks for June 8 meet

The pipes-and-fittings maker will host one-on-one meetings with a concentrated group of high-conviction investors in Mumbai.

ASTRAL Large cap 2:18 PM
7
Order Wins · Transformers

Marsons lands ₹31.27 cr transformer order from Assam grid utility

The deal is worth 12.8% of Marsons' FY26 revenue. It's a letter of intent, not a contract.

MARSONS Small cap 1:46 PM
8
Credit · Retailing

JHS Svendgaard collects ₹7.59 cr after 6.07 million warrants lapse

Holders of 6.07 million convertible warrants let their 25% deposit be forfeited rather than pay the remaining 75% of the exercise price.

RETAIL Micro cap 1:35 PM
6
Cables

Diamond Power adds 150 km of monthly cable capacity for ₹30 cr

The eighth line at Vadodara is a small spend that lifts total output by 14% to back a multi-thousand-crore order book.

DIACABS Mid cap 1:33 PM
6
Earnings · Software Services

Virtual Galaxy guides for 40% annual growth on ₹1,000 cr pipeline

The nano-cap software firm sees a ₹111.6 crore unexecuted order book and a new regulatory tailwind from the RBI's NBFC framework.

VGINFOTECH Micro cap 1:28 PM
9
Order Wins · Engineering - Industrial Equipments

Cryogenic OGS lands ₹12.59 cr order, 31% of FY26 revenue, via new solar subsidiary

A first win for Infravolt Engineering, incorporated in early 2026. The single contract from Fimer India is nearly a third of the group's last full-year revenue.

CRYOGENIC Micro cap 1:24 PM
6
Concalls · Hospital & Healthcare

Unihealth's Ugandan receivables hit 320 days; Tanzania plant scrapped

FY26 profit surged 83%, but the 1,000-bed expansion is now three years late and a key African bet has been abandoned.

UNIHEALTH Micro cap 1:23 PM
7
Engineering - Construction

Man Infra delivers Aaradhya Parkwood 31 months early

The OC unlocks final revenue on a ₹925 cr project that's 90% sold.

MANINFRA Small cap 1:19 PM
8
Metal - Non Ferrous

ED spent three days searching Hindustan Zinc under forex law

The agency concluded its probe on June 3 at 4:10 AM. The company says it cooperated and sees no operational impact.

HINDZINC Mega cap 1:18 PM
6
Concalls · Steel & Iron Products

Frontier Springs cuts FY27 margin outlook on fixed-price contracts

EBITDA guidance falls to 23-24% from 26.8% last year as raw material costs bite. Revenue target stays at ₹500 cr.

FRONTSP Small cap 1:14 PM
6
Earnings · Steel & Iron Products

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.

VENUSPIPES Small cap 1:07 PM
5
Earnings · IT - Software

Kellton's Q4 call adds nothing new to the model

FY26 revenue of ₹1,225 cr and margins were already out. The call offered qualitative color on AI adoption, but no catalysts.

KELLTONTEC Micro cap 1:07 PM
5
Earnings · Footwear

Relaxo's transcript adds nothing to a story the market already read

The Q4 and FY26 call transcript is a verbatim record of the prior results announcement. No new data emerged.

RELAXO Mid cap 12:59 PM
6
Concalls · Railways

Airfloa targets ₹500 cr revenue next year. A defence JV is coming.

FY27 guidance hinges on a joint venture and a working-capital squeeze. The order book already covers three-quarters of the target.

AIRFLOA Micro cap 12:52 PM
5
Earnings · Asset Management

Nisus transcript confirms shift to fund management, adds no new numbers

The Q4 FY26 earnings call transcript is a compliance record of a discussion already digested by the market. It details the NCCCL acquisition and new Neon Fund product launch.

NISUS Micro cap 12:49 PM
5
Earnings · Restaurants

Travel Food Services posts Q4 call transcript. Nothing new inside.

The formal record of a call the market already heard. It confirms, but does not advance.

TRAVELFOOD Mid cap 12:48 PM
6
Electric Equipment

Suzlon plans quadruple sales by FY31, enters battery storage

The wind-turbine maker's five-year roadmap targets 10 GW in annual sales, a storage factory by 2027, and 40% of India's domestic wind market.

SUZLON Large cap 12:43 PM
6
Earnings · Real Estate

Bagmane REIT lands ₹1,500 cr facility within three weeks of listing

The new debt is 44% of the REIT's IPO market cap and will refinance legacy debt while retiring optionally convertible debentures.

BAGMANE 12:35 PM