Notes archive.
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.
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.
Shalby's Q4 call is a replay. The stock needs a new script.
The transcript details a MedTech turnaround and oncology capex plans, but the information was already in the prior earnings release.
Megatherm gave two capex figures in one call. The numbers don't match.
Management first put near-term capex at ₹20 crore, then agreed it was ₹5-10 crore over two years. The ₹425-450 crore FY27 revenue guidance stands.
Osel Devices sees FY27 revenue of ₹500 cr after 57% jump
The electronics distributor's profit grew alongside revenue in FY26. Management is now targeting a near-doubling of sales for the next year.
Fratelli missed its own FY26 target, now it's guiding for 30% growth in FY27.
Revenue was flat at ₹184 crore against a 7% growth guide. Management now points to a ₹240 crore target for FY27, betting on ready-to-drink and wine.
NLC India investor transcript adds nothing new on FY26 results
A May 27 meeting with institutional investors rehashed Q4 numbers already disclosed. No new guidance or strategic shifts were revealed.
Signoria targets ₹80 cr revenue, but can't explain its own export numbers
Management guided for ₹80 cr FY27 revenue and ₹120 cr the year after, but gave contradictory guidance on exports from the same stage.
Oswal Green CFO quits after months in role
Moxit Modi resigned with immediate effect, adding to a string of governance setbacks including a fraud and qualified audit opinion.
Narayana Hrudayalaya's Q4 transcript adds no new data
The full transcript of the May 26 earnings call is a procedural filing. It contains no new financial information or strategic shifts beyond the concall summary already in the market.
DIC India's CEO resigns. No successor named.
Manish Bhatia's exit at the end of August leaves the ₹460 cr nano-cap without a leader or a plan.
Adisoft's new Pune plant aims to lift revenue capacity to ₹700 cr in five years
H2 profit jumped 79.5% as the automation firm builds a 70,000 sq ft facility it says can unlock ₹650-700 crore in annual revenue. FY27 guidance is for at least 25% top-line growth.
Kranti cuts Jaipur plant guidance by 40%, walks back defense target
The precision-engineering firm hit ₹100 cr revenue for the first time in FY25, but management scaled back growth plans for its new plant and a key new segment in the same breath.
BR Goyal's order book missed its own target by 38%, and margins are being cut.
The infrastructure firm grew revenue 61% in FY26 but fell well short of its ₹2,000 crore order book goal and has sharply reduced its margin forecast for the year ahead.
Concord Biotech wins USFDA nod for generic transplant drug
The approval unlocks a US$30 million U.S. market for the immunosuppressant Mycophenolate Mofetil, equal to about a quarter of Concord's annual revenue.
Som Distilleries missed its revenue target by ₹267 cr. Bhopal is still down.
The company's Bhopal plant has been crippled for months, sinking FY26 revenue to ₹1,233 cr against a ₹1,500 cr target. Management also walked back a key promoter-purchase pledge.
Arkade signs ₹1,100 cr Kandivali MOU, but Filmistan charge swells to ₹182 cr
A new cluster redevelopment deal and strong pre-sales are offset by a one-time hit from the Filmistan acquisition.
Aequs transcripts add no new detail beyond earlier earnings summary
The call covers FY27 guidance, the Hasbro exit, and the Mattel deal, but all of it was in the prior concall note. No new data.
Sayaji Hotels' rated debt jumps 41% to ₹176 cr. Rating stays at BBB.
CRISIL kept the credit rating steady but added ₹51 crore in facilities, including a new proposed loan, making the debt load heavier for a nano-cap.
Hardwyn's 61% FY26 growth comes with a new playbook
Revenue grew 61% and EBITDA 82% in FY26. Management is now chasing larger contracts and branching into waste-water and tolling.
Supriya Lifescience posts 50% revenue jump, clears USFDA inspection
Quarterly revenue hit ₹277 crore, net profit rose 47% to ₹74 crore. The Lote facility received a VAI classification from the USFDA.
Sayaji Industries finishes SAP rollout. No numbers on what it cost.
The nano-cap textile maker has migrated all units to S/4HANA. The announcement lacks any cost or savings figure.
Elantas Beck to spend ₹56 cr on a 31% capacity boost at Ankleshwar
The specialty chemicals maker is funding the expansion from internal accruals and expects a 12-month build-out.
Bigbloc's Q4 call adds no new information beyond prior summary
The earnings transcript reiterates margin pressure and volume growth but contains nothing the market hasn't already digested from the prior release.
Supreme Power's order book is worth more than the company itself.
FY26 revenue hit ₹182 crore. The ₹588 crore order book is now 98% of its ₹586 crore market cap, and management is chasing ₹300 crore in FY27.