Tipsheet
What matters at India’s listed companies
Archive / Page 107

Notes archive.

Wed · 03 Jun
8
Industrial Gases & Fuels

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.

CONFIPET Small cap 12:33 PM
8
Order Wins · Real Estate

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.

CAPACITE Small cap 12:30 PM
6
Printing And Publishing

WOL 3D India doubles revenue to ₹98 cr. Now it's betting big on printers.

The 3D-printer maker posted its first ₹100-cr revenue year. It's now scaling up a 1,000-printer farm and in-house filament capacity.

WOL3D Micro cap 12:18 PM
7
Finance - Investment

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.

ARUNIS Small cap 12:18 PM
5
Earnings · Agrochemicals

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.

INSECTICID Small cap 12:16 PM
5
Engineering - Construction

Apollo Techno launches DR-15 drill rig. No order, no numbers.

A routine product addition for the ₹123 crore nano-cap. No contract, customer, or financial projection disclosed.

ATIL Micro cap 12:13 PM
5
Earnings · Water Management

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.

EMSLIMITED Small cap 12:05 PM
6
Pharmaceuticals

Granules India's US unit gets FDA inspection report with four open observations

The Chantilly, Virginia plant closed its FDA review with a Voluntary Action Indicated classification, but four observations remain open for resolution.

GRANULES Mid cap 11:49 AM
6
Earnings · Consumer Durables

Singer India shifts to leased factories to conserve cash, plans ₹90 cr capex

The sewing-machine maker is leasing space instead of building new plants, and sees a 40% sales jump in its core segment offsetting home-appliance weakness.

SINGERIND Micro cap 11:47 AM
7
Auto Ancillary

Varroc signs Tolyy deal to build digital cockpits in India

The partnership lets Varroc localize display manufacturing for global vehicle platforms, but project-specific fees and volumes remain to be negotiated.

VARROC Mid cap 11:45 AM
6
Earnings · Cement

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.

HEIDELBERG Small cap 11:37 AM
6
IT - Software

TCS lands Euroclear Sweden CSD modernization, extends Nordic footprint

The deal extends a prior win in Finland, making TCS the tech backbone for both Swedish and Finnish securities settlement.

TCS Mega cap 11:33 AM
6
Textile - Spinning

PBM Polytex hit by illegal strike at key BLP Super Spinners unit

A sit-down strike halted all manufacturing at the site from the night of June 2. The company won't say how long it will last or what it will cost.

PBMPOLY Micro cap 11:22 AM
5
Finance - Investment

Max India's Antara opens a new wellness clinic in Gurugram.

The senior-care brand adds integrative medicine to its services, but with no financial details attached.

MAXIND Micro cap 11:20 AM
5
Earnings · Wires & Cables

Finolex's EHV JV turns ₹21 cr profit, but optical fiber payoff waits until FY27

Core electrical revenue grew 22% in Q4 FY26. A ₹300 cr capex plan is underway, but the optical fiber expansion won't contribute until the second half of FY27.

FINCABLES Mid cap 11:11 AM
5
Pharmaceuticals

Lupin wins US FDA nod for generic Halaven, but the prize is tiny

The approval for Eribulin Mesylate Injection is a routine portfolio addition. The addressable US market is just $43.7 million.

LUPIN Mega cap 11:05 AM
6
Regulatory · CDMO

Piramal Pharma's Dahej plant clears its last environmental hurdle

The Gujarat Pollution Control Board has permanently revoked its closure directions. The risk of a surprise shutdown at a key manufacturing hub is gone.

PPLPHARMA Large cap 11:02 AM
5
Earnings · Trading

Landsmill Green's annual profit is ₹95 lakh on a ₹124 cr valuation

The nano-cap's FY2026 results are routine. The clean audit is the only new fact.

LANDSMILL Micro cap 11:02 AM
7
Order Wins · Engineering - Construction

Power Mech lands ₹266 cr Adani contract to run its thermal plant

A five-year, recurring mandate from Adani Group. It's worth 3.4% of Power Mech's market cap.

POWERMECH Mid cap 10:53 AM
6
Earnings · Dyes & Pigments

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.

KIRIINDUS Small cap 10:43 AM
6
Earnings · Trading

MRC Agrotech's 163% revenue jump hides a big March problem.

The agri-trader's FY26 revenue tripled, but the auditor flagged that nearly half of it arrived in the final month.

MRCAGRO Micro cap 10:41 AM
8
Power Generation

CleanMax lands its biggest group captive deal, a 160 MW hybrid for Gujarat Alkalies

The mid-cap renewable player locks in a long-term, high-volume offtake with a government-promoted chemical maker.

CLEANMAX Mid cap 10:34 AM
8
Finance - Investment

Genz group buys 4.12% of Navigant in a day, now holds 10.47%

A single-day sweep lifted the consortium to a double-digit stake in the ₹25 crore corporate advisory firm.

NAVIGANT Micro cap 10:33 AM
7
Pharmaceuticals

USFDA flags purified talc at Zydus's Baddi plant in Warning Letter

The agency cites a raw-materials failure in a technical review, not a live inspection. The facility already carries a less severe FDA classification.

ZYDUSLIFE Mega cap 10:33 AM
6
Earnings · Engineering - Industrial Equipments

Unimech order book doubles, Q1 to beat Q4 on nuclear and Saudi wins

The ₹314 crore order book is more than double the prior level, with a ₹450 crore acquisition and ₹87 crore in new nuclear contracts providing the lift.

UNIMECH Mid cap 10:20 AM