Notes archive.
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.
SEBI drops decade-old case against NDTV, no penalty imposed
The adjudicating officer found no violation of disclosure norms from 2009. The case, initiated in 2020, is now closed.
Suzlon delivered record turbines but missed its own market-share goal by half
Record 2,456 MW in FY26 deliveries drove a 54% revenue jump to ₹16,679 crore. The catch: management commissioned just 744 MW against a 1,500 MW market-share target.
Alkem undercuts pen injectors with India's first ₹350 semaglutide syringe
A single-shot format at a low price point is designed to widen access to a drug currently dominated by pricier delivery devices.
Jeena Sikho kills Entero deal, guides ₹300 cr profit for FY27
The health-care chain walked away from a distribution partnership covering one lakh pharmacies after the partner demanded extra money. FY26 profit jumped 177% to ₹222 crore.
Chaman Lal Setia can't explain a 9% volume drop, then contradicts itself on Iran
Export volumes fell because shipments were stuck in Iran, despite the company saying it had cut all ties. Three new factories are running at half speed, not full capacity.
H.G. Infra's Q4 call transcript adds nothing new to the May 29 discussion.
A routine regulatory filing documenting a conference call whose content was already absorbed by the market.
Shelter Pharma locks in Gujarat manufacturing licence through 2030
The Ayurvedic producer has renewed its key manufacturing authorisation, ensuring uninterrupted operations at its Himatnagar facility for the next five years.
Cash UR Drive profit jumps 65% on high-margin media mix shift
Revenue grew 34% to ₹186.7 crore in FY26, but profit grew nearly twice as fast as exclusive media, with double the margin, expanded to 32% of sales.
Basilic Fly's growth is costing it profit for now
A 34% revenue jump to ₹408 crore masks a margin squeeze. The VFX studio spent to hire up and is waiting on ₹44-45 crore in old bills.
Premier Roadlines' concall adds nothing new to the FY26 story
The post-earnings summary is a transcript of what the market already heard live. No new numbers, no new guidance.
SEBI orders Supreme Infrastructure acquirers to launch a 26% open offer
The regulator's May 25 direction forces a potential control change. The acquirers are seeking reconsideration.
RVNL profit fell 43% last quarter. A ₹3,400 cr cash recovery changes the story.
One-off charges and low-margin legacy work hammered quarterly profit, but a major Ministry settlement clears a key cash hurdle for FY27.
Wanbury's full-year profit jumps 117% on better mix and procurement savings
Net profit surged to ₹66.1 crore for FY26, though a West Asia-related export disruption dented the final quarter.
GMDC partners with Cambridge for India's first rare-earth tracking platform
A two-year, £600,000 initiative to build an AI-powered observatory for rare earth prices, processing capacity, and geopolitical risks.
Chemplast's ₹898 cr PVC impairment dominates a routine earnings call.
The Q4/FY26 transcript adds no new information beyond the May 25 board disclosures. Management's focus was on explaining the large write-down and the strategic review.
A Promact promoter bought ₹9 lakh in shares. His family sold the same day.
Jayantibhai Patel added 1.53% to his personal stake on May 29, while two other promoter-group members trimmed a combined 1.65%. The company's net worth is negative.
V2 Retail puts 170-200 stores on the map for FY27
A 60% Q4 revenue jump and a 50% two-year growth target frame an aggressive plan. A May demand slowdown is the first headwind to watch.
Dee Development wins ₹206.55 cr piping order from a Maharatna PSU
The contract covers critical assemblies for four power-plant units. It equals over 22% of the company's standalone revenue.
IFGL's capex bill is half its market value. The topline has to keep up.
FY26 revenue rose 14% to ₹1,904 crore, but the ₹600-650 crore capacity buildout dwarfs the equity base of a ₹1,276 crore company.
Novelix Pharmaceuticals preps another equity raise
The board will meet to approve a preferential issue. It's the latest capital call from a nano-cap with a market cap of ₹131 cr and a history of frequent dilutive raises.
SK Minerals is raising ₹222 cr, equal to 45% of its market cap.
The nano-cap's board approved a preferential warrant issue that could dilute equity by 49% if fully converted. Promoter group entities are taking 53% of the issue.
Acme Solar puts a number on its raise. Floor price is ₹294.13.
The board approved a QIP in August. Now the floor is set and the book is open. The final discount and size will determine the dilution.
NHC Foods puts ₹202 cr into UK shell — over 2.5x its own market cap
The nano-cap's first deployment of its $27M FCCB is a bet on a new, unoperational UK entity that dwarfs its valuation.