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What matters at India’s listed companies
Archive / Page 109

Notes archive.

Tue · 02 Jun
5
Finance - Investment

Jindal Photo board to weigh changes to preference-share terms

The company called a meeting to consider varying its redeemable preference shares. The filing discloses no specifics on the proposed changes.

JINDALPHOT Small cap 6:30 PM
5
Earnings · Engineering - Construction

Markolines repeats FY27 guidance, adds nothing new

The Q4 transcript is a routine documentation of a concall already summarized. Management restated its FY27 targets without new detail.

MARKOLINES Micro cap 6:29 PM
5
Earnings · Finance - Investment

Kairosoft's AI loss was actually double what it filed

The company corrected a clerical error that understated its core AI segment's FY26 loss by ₹84 lakhs. The consolidated bottom line is unchanged.

VOLKAI Micro cap 6:26 PM
8
M&A · Packaging

3B Films cancels the ₹26 cr deal that would have doubled its size

The board has reversed its decision to buy 3B Flexipacks via a share swap and also dropped a plan to convert ₹13.42 cr in loans to equity.

3BFILMS Micro cap 6:20 PM
6
Earnings · IT - Software

Saksoft hits ₹1,000 cr revenue, but CEO trims growth target to 14-15%

The IT firm crossed the milestone in FY26 but says client caution on AI is forcing a more conservative outlook for the year ahead.

SAKSOFT Small cap 6:20 PM
5
Earnings · Recycling

Pondy Oxides funds ₹200 cr expansion from its own cash pile

The copper cathode project is fully internally funded, with lead volume growth guided at ~15%. Management detailed the Q4 record on the earnings call.

POCL Small cap 6:13 PM
5
Earnings · Electric Equipment

Inox Wind missed its own guidance. The transcript just confirms it.

FY26 revenue landed at ₹4,600 cr, not the ₹5,000 cr the company had promised. Now it's chasing 75% growth.

INOXWIND Mid cap 6:13 PM
5
Engineering - Industrial Equipments

Aequs gets Karnataka subsidies. It won't say how much.

A subsidiary secured state support for a new Dharwad electronics plant. The filing omits the monetary value, making the benefit impossible to judge.

AEQUS Mid cap 6:12 PM
5
Earnings · Lubricants

Gandhar Oil files Q4 transcript. It adds nothing.

A routine compliance filing. The transcript contains no new information beyond the live Q4 FY26 earnings call summary already in the market.

GANDHAR Small cap 6:01 PM
6
Concalls · Consumer Food

Foods & Inns guides for 18% volume growth in FY27

The frozen food division is the engine, targeting a 25% expansion. Management also signaled it may buy more shares.

FOODSIN Micro cap 6:00 PM
8
M&A · Finance - Investment

Vibrant Global is buying a 65% stake in a company it won't name.

A ₹6 crore acquisition costs 5% of the nano-cap's value. The filing says almost nothing about what it's buying.

VGCL Micro cap 5:57 PM
5
Earnings · Engineering - Construction

SRM Contractors repeats FY27 guidance on a call that changed nothing

The Q4 transcript reiterates a ₹1,500-1,750 crore revenue target and 16-18% EBITDA margin for FY27, with no new detail.

SRM Small cap 5:53 PM
6
Earnings · Carbon Black

Hi-Green Carbon's profit fell 69% even as revenue grew 42%

A one-time fire loss and new depreciation wiped out the bottom line. Syngas bottling is weeks from launch, but near-term margins will dip during a plant ramp-up.

HIGREEN Micro cap 5:53 PM
7
Credit · Finance - Investment

Regency Fincorp is borrowing ₹60 cr to grow its lending book

The nano-cap NBFC signed two separate debt deals. The second, larger one includes a greenshoe option and is non-binding for now.

REGENCY Micro cap 5:52 PM
7
Paper Products

String Metaverse appoints ex-BSE chairman Ravi to lead its board

The micro-cap names a former stock-exchange head as chairman after two board exits. Dr. Ravi's appointment signals a governance upgrade for the ₹1,046 crore company.

META Micro cap 5:46 PM
6
Earnings · IT - Software

Dynacons' ₹3,000 cr order book anchors 22% revenue growth

FY26 revenue hit ₹1,424 crore, up 22%, with margins expanding 210 bps. The company flagged short-term supply-chain costs pressuring sequential margins.

DSSL Small cap 5:44 PM
7
Asset Management

Anand Rathi promoter sells ₹506 cr of stock, cuts stake by 1.74%

Anand Rathi Financial Services offloaded 14.46 lakh shares via open-market trades on May 29. The sale comes after recent pledge reorganisations by the same promoter entity.

ANANDRATHI Large cap 5:39 PM
6
Concalls · Pharmaceuticals

Natural Capsules needs ₹25-30 cr more for API plant, revising earlier claims

Management guided ₹274 cr in FY27 revenue but admitted a key facility isn't fully capitalized. Projected debt heads toward ₹110 cr through FY28.

NATCAPSUQ Micro cap 5:30 PM
8
Order Wins · Engineering - Construction

BR Goyal bags ₹118 cr NHAI plaza order, 42% of its own market cap

A one-year toll-operate contract for a Gujarat highway plaza is one of the nano-cap's largest single wins.

BRGIL Micro cap 5:29 PM
8
Logistics

Cargosol plans to raise $10m via FCCBs, five times its market value

The board approved a convertible-bond issue that, if converted, would dwarf the company's current equity. The stock trades at a ₹17 crore valuation.

CARGOSOL Micro cap 5:26 PM
8
Banks

Canara Bank lines up ₹8,500 cr in bonds for FY27

The board has greenlit Basel III-compliant AT1 and Tier II debt for FY27. The total raise equals 7.3% of its market cap.

CANBK Mega cap 5:26 PM
5
Earnings · Electric Equipment

Inox Green targets ₹600 cr EBITDA in FY27; transcript adds nothing

The Q4 FY26 earnings call transcript is an archival record. The forward guidance was already absorbed by the market.

INOXGREEN Mid cap 5:25 PM
6
Earnings · Diamond & Jewellery

Senco's hedging ratio fell below its own floor. FY27 margins will halve.

Record profit of ₹574 cr masks a hedging breach and a sharp margin reset. The old gold exchange now drives half of quarterly sales.

SENCO Mid cap 5:23 PM
7
Finance - Investment

Mufin Green Finance raises ₹119 cr, a sum bigger than half its annual revenue

The secured NCDs are a material debt raise for a small-cap NBFC. The capital funds a push into higher-margin lending segments.

MUFIN Small cap 5:15 PM
5
Earnings · Lubricants

Gulf Oil's two-week price lag kept margins safe as crude hit $120

The lubricant maker passed on cost increases to customers within weeks, not months. That speed protected its 12-14% EBITDA margin even as volumes surged to a record.

GULFOILLUB Mid cap 5:11 PM