Tipsheet
What matters at India’s listed companies
Archive / Page 12

Notes archive.

Thu · 02 Jul
5
Banks

Capital SFB advances rise 22%, asset quality improves in Q1

Gross advances hit ₹9,074 crore, deposits ₹10,596 crore; GNPA narrows to 2.47% from 2.54% QoQ.

CAPITALSFB Small cap 10:39 AM
5
Finance - NBFC

Abans Financial gets ransomware alert, says own systems safe

CERT-In flagged a probable ransomware attack on June 30; investigation found only overseas subsidiaries' IT was affected, with no business disruption or material impact. The disclosure was voluntary.

AFSL Small cap 10:17 AM
6
Order Wins · Compressors / Pumps

GK Energy lands ₹48 cr rooftop solar order, but it's a drop in a ₹3,000 cr bucket

The 90-day contract for 10 MW across 1,150 sites adds to the rooftop portfolio but is only ~2.66% of FY26 revenue. With an order book of ₹710 cr and FY27 guidance of ~₹3,000 cr, the market won't revise estimates on this alone.

GKENERGY Small cap 9:33 AM
8
Transformers

Indo Tech promoter sells another 2 lakh shares, unencumbered stake at 12%

Shirdi Sai Electricals sold 2,00,000 shares on June 30, a day after a 3,00,000 block, reducing promoter holding to 70.29%. Only 12.36% of equity is now free of pledges.

INDOTECH Small cap 9:15 AM
8
Credit · Engineering

South West Pinnacle to issue 2.82 million shares on warrant conversion

Promoters get 2,269,288 shares; non-promoters 552,123. Expected capital infusion of ₹49 cr and 9% dilution.

SOUTHWEST Micro cap 8:43 AM
5
Pharmaceuticals

Glenmark starts Phase 3 trial for ovarian cancer ADC in India

India is first to enroll in a multi-country study for Trastuzumab rezetecan. The drug, in-licensed from Hengrui, excludes major markets like the US and Europe, limiting financial upside.

GLENMARK Large cap 8:37 AM
5
Banks

ESAF SFB loan growth hits 27% in Q1; CASA mix slips to 23.39%

Provisional Q1 figures show advances at ₹23,216 cr and total business crossing ₹51,141 cr, but the deposit mix worsened, signalling margin pressure ahead.

ESAFSFB Small cap 8:20 AM
7
Pharmaceuticals

Gujarat Themis promoter stake is now tied to third-party debt

CTL Trusteeship discloses indirect encumbrance of the entire 47.02% promoter holding to secure debentures of OSS Software Solutions Labs, a previously undisclosed development that exposes the controlling block to enforcement risk.

GUJTHEM Small cap 8:19 AM
8
Credit · Pharmaceuticals

Themis Medicare promoter pledges 27.49% stake for outside entity's debenture

Vividhmargi Trust created a pledge over 2,53,17,620 shares (27.49% of Themis Medicare) in favour of CTL Trusteeship for a debenture issuance by OSS Software Solutions Labs.

THEMISMED Small cap 8:14 AM
8
Banks

Aarcon Facilities promoter sells entire stake, exits company

Aarcon Nirman sold its 1.57% stake in an off-market deal. The transaction is tiny but signals waning promoter confidence in a ₹7 crore market cap firm.

AARCON Micro cap 5:29 AM
8
Regulatory · Educational Institutions

Shanti Educational promoters get 4-year market ban, ₹5 lakh penalty

SEBI bars Vedprakash Chiripal and Savitridevi Chiripal from dealing in securities for four years over regulatory violations. The company downplays the impact but the ban raises governance red flags.

SEIL Small cap 4:14 AM
8
M&A · Trading

Manglam Global pays 40% of its market cap to buy a related-party shell

The ₹15 cr trading firm just spent ₹6 cr cash to acquire Manglam Food Products, a newly incorporated food processor from the promoter group with no prior turnover.

KSHITIJ Micro cap 12:32 AM
Wed · 01 Jul
7
Hotels & Restaurants

Apeejay Park Hotels gets ₹41 cr tax demand – 62% of FY26 profit

The Income Tax Department raised a ₹41.07 crore demand for AY 2024-25, equal to 62% of last year's consolidated net profit. The company says it will appeal and expects no material impact.

PARKHOTELS Small cap 10:55 PM
8
Order Wins · Railways

Texmaco lands ₹98 cr new wagon order, JSW contract firmed up

Texmaco receives a fresh ₹97.88 cr order from Sushila Transport while the earlier ₹253 cr JSW LOI becomes a binding contract. Private-sector demand remains intact.

TEXRAIL Small cap 10:44 PM
5
Pharmaceuticals

Lupin's Somerset plant gets FDA's cleanest inspection verdict

US FDA issues EIR with VAI classification for Lupin's New Jersey facility after April inspection, confirming no objectionable conditions. Analyst says outcome is routine for the ₹1 lakh cr pharma major.

LUPIN Mega cap 9:57 PM
6
Trading

Chambal Breweries' merger plan hits procedural snag as Invade Agro defers

Invade Agro's independent directors need more time to review documents; Chambal board had approved scheme same day. Deal structure unchanged but delay raises uncertainty for nano-cap with zero revenue.

CHMBBRW Micro cap 9:47 PM
8
Microfinance

Suryoday lands ₹387 cr CGFMU claim – 20% of its market cap

The small finance bank received the full guarantee payout in July, a cash injection that can directly boost Q1 profit and capital ratios. At 20.8% of market cap, the sum is extraordinary even if the bank calls it routine.

SURYODAY Small cap 9:45 PM
5
Earnings · Chemicals

Vikas EcoTech profit tumbles to ₹1.27 cr; auditor issues qualified opinion

Audited FY26 standalone profit falls from ₹142.81 cr. Auditor flags missing evidence for investments, ICDs, and related party transactions without approvals. Multiple emphasis matters cited.

VIKASECO Micro cap 9:34 PM
9
Credit · TV Broadcasting & Software Production

Zee promoters to inject ₹3,143.51 cr via warrants at premium

Issue is 31.6% of market cap, larger than the ₹2,300 cr floor. Price is 16.33% above market, implying confidence. Up to 20% dilution looms.

ZEEL Mid cap 9:07 PM
8
Banks

J&K Bank loans surge 25.5% in Q1, but CASA ratio drops 363 bps

Provisional business figures for June quarter show advances crushing FY27 guidance of 12%, while deposit mix shifts to higher-cost funds, a development that could pressure margins.

J&KBANK Mid cap 9:07 PM
9
Auto Ancillary

Shivam Autotech approves ₹120 cr rights issue to shore up balance sheet

The board's approval of a ₹120 crore rights issue, equivalent to more than half the company's market cap, is a critical step to address negative net worth and going-concern risks.

SHIVAMAUTO Micro cap 8:59 PM
8
Software Services

Netweb Technologies plans ₹1,200-crore equity fundraising

Board approved a mix of instruments including QIP, preferential, rights, and FPO, representing about 4.6% of market cap. Shareholder nod sought via postal ballot.

NETWEB Large cap 8:42 PM
8
Power Generation

NLC India bags 600 MW solar order in Uttar Pradesh

Subsidiary wins concrete LoA at Jalaun Solar Park from NHPC-UPNEDA JV; adds ~7% to group capacity, pushing green pivot.

NLCINDIA Large cap 8:25 PM
6
Earnings · Professional Services

Innovision posts ₹979 cr FY26 revenue with clean audit

Standalone revenue at ₹9,793.98 million, net profit ₹375.61 million. Auditors issued unmodified opinion on both standalone and consolidated results.

INNOVISION Micro cap 8:12 PM
8
Finance - NBFC

Enbee promoter Bharathi Gala sells entire stake, exits to zero

The promoter group member sold her remaining 0.61% holding on June 29-30, 2026, bringing her ownership to nil. Follows a similar exit by another promoter on the same dates.

ENBETRD Micro cap 8:12 PM