Tipsheet
What matters at India’s listed companies
Archive / Page 108

Notes archive.

Wed · 03 Jun
8
Engineering - Industrial Equipments

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.

DEEDEV Small cap 10:04 AM
9
Order Wins · Engineering - Construction

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.

BAJEL Small cap 9:48 AM
6
Pharmaceuticals

Shilpa Medicare buys 30% of Spanish biotech for €7M, chases a brain-cancer therapy

Its unit Shilpa Biocare acquires a minority stake in Gate2Brain, gaining manufacturing rights for a candidate with orphan drug status from the FDA and EMA.

SHILPAMED Mid cap 9:31 AM
Tue · 02 Jun
5
Credit · Semiconductors

ASM Technologies to raise funds after two acquisitions but discloses no terms

The board will weigh capital-raising options next week. The company has not said how much money it needs or what it will cost existing shareholders.

ASMTEC Mid cap 11:14 PM
5
Earnings · Software Platform

FirstCry's margin pressure has four to six quarters left to run

Management told analysts the diaper war and raw-material volatility are not short-term blips. The logistics build-out is the upside story.

FIRSTCRY Mid cap 11:08 PM
8
M&A · Consumer Food

DSM Fresh Foods ups Avyom buy to 100% for ₹10 cr

The nano-cap is spending 5.9% of its market value on a full acquisition it recently said it would shelve. The deal is a gateway to a second, larger purchase.

DSM Micro cap 10:02 PM
6
Aviation

IndiGo scraps Manchester route, returns leased 787 as long-haul costs bite

The airline is pulling its test flight to Europe over rising fuel bills and airspace constraints, returning one of six Boeing 787-9s it leased.

INDIGO Mega cap 9:49 PM
6
Earnings · Pesticides

SK Minerals plans ₹20 cr capex to triple manufacturing capacity

The halogen-free flame retardant plant is in trial with five customers. At full utilisation, it could add ₹100 cr in annual revenue.

SKM Micro cap 9:44 PM
5
Earnings · Trading

Saraswati Saree Depot's profit drops 24% as margins compress

The apparel retailer's Q4 net profit fell to ₹23.41 cr on 4.6% revenue growth. EBITDA margin narrowed 209 basis points.

SSDL Micro cap 9:22 PM
5
Earnings · IT - Software

Unified Data-Tech's FY26 deck shows 56% of revenue tied to banking

The investor presentation details the client concentration risk the numbers already implied. New client names Sun Pharma and Jio 5G appear, but the BFSI tilt dominates.

UNIFIED Micro cap 8:42 PM
5
Real Estate

Kalpataru scraps 2024 plan to demerge Project Magnus

The executive committee reversed the scheme on June 2, calling the original rationale obsolete. The company says the change is financially empty.

KALPATARU Mid cap 8:24 PM
6
Construction Vehicles

Ajax Engineering installs permanent CFO after planned interim stint

Ketan Pendse, a chartered accountant with 24 years of experience, has been appointed CFO, replacing interim CFO Ganesh B J.

AJAXENGG Mid cap 8:15 PM
6
Earnings · Plastic Products

Axel Polymers posts a loss and its auditors flag a survival risk.

Revenue fell 43% to ₹44.40 cr. The auditor issued a going-concern warning over a ₹31.57 cr GST demand that dwarfs the company's market cap.

AXELPOLY Micro cap 8:09 PM
9
Hotels & Restaurants

Ancla Technology buys Reliable Ventures for ₹12.50 cr, entire promoter group exits

A group led by Ancla Technology Solutions will acquire a 54.08% controlling stake for ₹21 a share, triggering a mandatory open offer for an additional 26%.

RELIABVEN Micro cap 8:02 PM
8
Engineering - Industrial Equipments

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.

MAMATA Small cap 7:50 PM
8
Order Wins · IT - Software

B2B Software wins $162,754 ERP contract in East Africa

The deal equals 4.4% of annual revenue and includes a year of recurring maintenance. For a nano-cap, that's material.

B2BSOFT Micro cap 7:40 PM
7
Metal - Non Ferrous

ED searches Vedanta and Hindustan Zinc offices

The Enforcement Directorate raided the metals conglomerate on Tuesday, a sudden regulatory shock with no prior disclosure or known trigger.

VEDL Mega cap 7:34 PM
8
Textile

Gokaldas Exports lines up 12+ big-ticket fund managers for Mumbai meetings

The mid-cap apparel maker is hosting Helios, Goldman Sachs, Fidelity, and top domestic AMCs for sit-downs from June 8-10, right after annual results and management transitions.

GOKEX Mid cap 7:25 PM
6
Concalls · Paper Products

Pakka pauses Guatemala, delays flagship plant, and swaps banks for high-cost debt

The nano-cap has indefinitely shelved its US expansion, pushed Project Jagriti to late 2026, and replaced its bankers with costly debentures after a failed fundraise.

PAKKA Micro cap 7:05 PM
6
Earnings · Electronics

Highness Microelectronics' profit jumps 67% on H2 margin surge

The newly listed SME's second-half profit of ₹3.18 crore reversed a first-half loss, with EBITDA margins hitting 55.3%.

HIGHNESS Micro cap 6:58 PM
6
Printing And Publishing

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.

JAGRAN Small cap 6:44 PM
5
Earnings · Textile

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.

HIMATSEIDE Small cap 6:42 PM
6
Concalls · Engineering - Industrial Equipments

Tega's Chile plant delayed, Molycop debt rises 50% to ₹1,500 cr

Management pushed the Chile startup to late FY27 and confirmed parent-level debt for the Molycop acquisition jumped from an initial ₹1,000 crore. A $30 million one-time hit is coming in Q1 FY27.

TEGA Mid cap 6:35 PM
6
Concalls · Refractories

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.

IFGLEXPOR Small cap 6:34 PM
5
Earnings · Airport Management Services

Dreamfolks pushes profitability to FY28 as credit-card lounge model erodes

A structural shift to spend-based lounge access has forced a business-model pivot. Profit is now two years further out.

DREAMFOLKS Micro cap 6:34 PM