Tipsheet
What matters at India’s listed companies
Archive / Page 13

Notes archive.

Wed · 01 Jul
7
Order Wins · Software Services

Exato lands $479k export order for software licenses

The nano-cap's latest win is modest at ~₹4 cr and the buyer is undisclosed, but it marks continued international traction for its customer experience technology.

EXATO Micro cap 8:09 PM
6
Software Platform

Brainbees to sell ₹300 cr of Swara Baby shares in subsidiary's IPO

The board approved an OFS worth up to ₹300 crore in Swara Baby's proposed IPO. The subsidiary will remain under Brainbees' control after listing.

FIRSTCRY Mid cap 7:50 PM
7
Order Wins · Textile - Spinning

True Green Bio Energy promoters barred from markets for 4 years

SEBI fines Savitridevi Chiripal and Vedprakash Chiripal ₹5 lakh each and bans them from trading for four years. The company says it sees no material impact.

CNOVAPETRO Micro cap 7:14 PM
6
Credit · Engineering - Construction

PNC Infratech's highway SPV gets two-notch upgrade to AA-

Care Ratings lifted Kanpur Lucknow Expressway's debt facilities to CARE AA-; Positive after the project's provisional completion. The ₹779.75 cr upgrade cuts funding costs for the HAM project.

PNCINFRA Mid cap 7:07 PM
5
Consumer Food

ADF Foods gets ₹20 cr tariff refund from US Supreme Court ruling

US subsidiary receives $2.1 million refund from customs; one-time exceptional item to boost near-term earnings but modest relative to scale.

ADFFOODS Small cap 7:05 PM
8
Plastic Products

Polyplex keeps 51% in Thai unit, forgoes ₹158 cr

Polyplex's board turned down a mandatory tender offer for its 51% stake in its Thai step-down subsidiary, forgoing up to ₹158 crore in cash.

POLYPLEX Small cap 6:57 PM
7
Two & Three Wheelers

Hero MotoCorp commits ₹3,200 cr to Tirupati, targets 1.5 mn EV capacity

The two-wheeler giant lays foundation for a Global Parts Centre and scales EV production, signalling a long-term strategic shift in manufacturing and electrification.

HEROMOTOCO Large cap 6:53 PM
8
M&A · Metal - Non Ferrous

Pocl buys 51% of Trichy Metals for ₹12.46 cr, adds ₹163 cr revenue

A binding acquisition that adds refining and smelting capacity, diversifies into copper and aluminium scrap, and brings a ₹163.74 cr revenue stream into the ₹529 cr nano-cap fold.

POEL Micro cap 6:49 PM
8
Order Wins · Textile

SEBI bans Vishal Fabrics promoters for 4 years, fines ₹5 lakh each

Vedprakash and Savitridevi Chiripal hit with market ban and penalty. For a ₹513 cr textile firm with weak cash flow, the governance signal is sharper than the fine.

VISHAL Micro cap 6:47 PM
5
Banks

Indian Bank total business rises 13.6% in Q1, CASA stable

Deposits grew 13.3% and advances 13.9% year-on-year; CASA ratio held at 39.64%.

INDIANB Mega cap 6:46 PM
5
Credit · Travel Services

Autoriders crosses investment-grade threshold with CARE BBB-

One-notch upgrade lifts ₹30 cr bank facilities from sub-investment to BBB- (stable), but a ₹3 cr unprovisioned loan to a defunct group entity still hangs over the stock.

AUTOINT Micro cap 6:43 PM
5
Order Wins · Textile

SEBI bars Nandan Denim promoter for 4 years, fines ₹5 lakh

Promoter group member Vedprakash Chiripal faces a four-year securities market ban and a monetary penalty. The company says no material financial or operational impact, but governance perception risks linger.

NDL Micro cap 6:41 PM
5
Credit · Electrodes & Welding

D&H India gets credit rating upgrade to investment grade

Infomerics lifts long-term rating to IVR BBB/Stable and short-term to IVR A3+, covering ₹89.95 cr in bank facilities. A positive but modest signal for a nano-cap stock.

DHINDIA Micro cap 6:36 PM
5
Software Platform

FirstCry ESOP trust gets tax reassessment notice over share valuation

IT Dept for AY 2022-23 alleges 1.04 crore shares were issued at face value ₹5 instead of fair market price; no tax demand raised yet.

FIRSTCRY Mid cap 6:35 PM
7
Asset Management

Nisus Finance parks ₹70 cr in Bengaluru residential projects

The fund investment, roughly 14% of market cap, expands its structured credit play in mid-income housing.

NISUS Micro cap 6:31 PM
7
Textile

Faze Three lands PLI approval for MMF fabrics, technical textiles

Micro-cap textile maker gets government nod for incentive on incremental sales. Quantum not yet disclosed, but for a ₹1,460-cr company, the boost could be meaningful.

FAZE3Q Small cap 6:28 PM
6
Automobiles - Dealers & Distributors

CLN Energy COO resigns; board adds lithium-ion battery specialist

Manish Shah steps down citing personal reasons, but the board quickly appointed two new directors including a battery expert, suggesting a planned succession.

CLN Micro cap 6:25 PM
5
Order Wins · Steel/Sponge /Pig Iron

IT dept slaps ₹12.89 cr tax demand on Jai Balaji

Assessment order for block period 2018-24 follows a search disclosed in November. Company says it will appeal and sees no material impact on financials.

JAIBALAJI Mid cap 6:24 PM
5
Engineering - Construction

SEPC board to mull preferential issue for non-cash consideration

The board will meet July 6 to consider a fund-raise via preferential securities for consideration other than cash, but no details on size or pricing yet.

SEPC Small cap 6:19 PM
6
Credit · Plastic Products

Tirth Plastic to weigh fundraising via preferential issue

Board meets July 4, 2026 to consider raising capital; no amount or pricing disclosed for the nano-cap with a **₹9 cr** market cap.

TIRTPLS Micro cap 6:02 PM
6
IT - Software

Tata Tech deepens Tenneco tie-up with $100M pact, but annual run-rate is modest

The five-year strategic engagement, signed on June 30, extends a 2021 collaboration. At roughly ₹166 cr per year, it's less than 3.5% of revenue. An operational update, not a re-rating event.

TATATECH Large cap 6:00 PM
8
Software Services

Affle meets SageOne, Bajaj funds in routine investor meeting

The company held one-on-one meetings with SageOne Investments and three Bajaj group funds on July 1. It said no unpublished price-sensitive information was shared.

AFFLE Large cap 5:57 PM
7
Media & Entertainment

Media Matrix cuts guarantee to nexG by ₹20 cr to ₹50 cr

The revised guarantee to Yes Bank for its 56.78%-owned subsidiary reduces contingent liability by ₹20 crore, or approximately 1.35% of market cap.

MMWL Small cap 5:54 PM
6
Concalls · Packaging

Matrix Geo Solutions targets 60-65% revenue growth in FY27 after 81.5% jump

FY26 revenue hit ₹40.1 crore with EBITDA margins above 33%; ₹65 crore FY27 guidance backed by ₹18 crore confirmed orders and ₹32 crore pipeline. Working capital remains a strain with ₹38 crore receivables.

MGSL Micro cap 5:51 PM
5
Earnings · Cables

SGN Telecoms posts ₹24 lakh net loss, equity nearly wiped out

Zero revenue from operations for FY26; accumulated losses of ₹800.04 lakh approach equity base of ₹808.10 lakh. Cash reserves at ₹12.50 lakh.

SGNTE Micro cap 5:46 PM