Notes archive.
Raymond hires ex-BEL chief to lead defence push
Former BEL CMD Bhanu Prakash Srivastava, who tripled BEL's market cap and won ₹55,000 crore in orders, will lead Raymond's defence business. The move signals long-term ambition but lacks immediate financial targets.
Stellant Securities swings to ₹170 cr profit on trading surge, inventory gain
Revenue more than doubles to ₹117.91 cr, but a ₹31.40 cr inventory revaluation and negative expenses raise questions about earnings quality.
Vikram Solar fires up Gangaikondan mega-plant, targets 9 GW cell by FY27
First Hypersol N-Type TOPCon module produced at 6 lakh sq ft fully automated facility. Roadmap includes 12 GW wafer/ingot by FY30.
Info Edge's Naukri rolls out AI tools with 4,000+ clients, 10% paid conversion
The ₹150 crore AI budget for FY27 is a fraction of the ₹67,000 crore market cap. The real value driver remains the startup portfolio, not AI yet.
Mini Diamonds to mull preferential issue for lab-grown push
The ₹143-cr company will meet on July 9 to propose issuing equity or warrants to promoters, a move that could dilute minority holders to fund synthetic diamond growth.
Blue Cloud Softech deploys India's first AI FIR recorder for Hyderabad Police
The AI-CopWriter transcribes spoken complaints into FIR drafts across ten languages. No revenue disclosed, but the high-profile government client adds strategic weight.
Granules India locks in sole FTF for generic LUMRYZ
The company's second sole first-to-file ANDA positions it for 180-day exclusivity in the U.S. narcolepsy market and strengthens its complex generics franchise.
Satin Creditcare Q1 AUM at ₹16,000 cr; promoter infuses ₹100 cr at 17% premium
Disbursements surge 54% YoY to ₹3,453 cr, credit costs drop to 2.5-3.0% from 6%, and the promoter puts in ₹100 cr equity — a rare combination for a small-cap NBFC.
Oberoi Realty lands ₹8,109 cr in bookings on first Gurugram project
The Mumbai developer's maiden NCR launch, Three Sixty North, sold 13.52 lakh sq ft within days, exceeding expectations and equating to 11% of its market cap.
Tarai Foods posts zero revenue again, FY26 losses widen to ₹44.7 lakhs
The frozen foods maker has had no operating revenue for several consecutive quarters. Shareholders' equity turned negative ₹311 lakhs as cash reserves halved to ₹37 lakhs.
HOCL begins restart of Kochi phenol, hydrogen peroxide plants after June shutdown
Reopening activities started on 5 July, reversing the indefinite shutdown. No timeline for commercial production yet.
Diamond Power lands ₹435.71 cr cable order for 310 MW Hyderabad data centre
One of the largest single cable supply orders in India's data centre segment, covering 2,135 km of cable for EPC majors L&T, Sterling & Wilson, and Blue Star.
Adani Enterprises breaks ground on ₹2,500 cr missile plant in MP
The facility will produce composite propellants and TNT, enabling DRDO missile serial production. But at 0.6% of market cap, the investment is a drop in the ocean for the conglomerate.
Nykaa's Q1 revenue accelerates to near 30%, fashion vertical surges mid-50s
The voluntary update shows a sharp acceleration from FY26's 26% growth, driven by Nike partnership and own-brands. Shares rose in morning trade.
GK Energy secures ₹235.92 cr solar pump empanelment, but no order yet
Maharashtra's MSEDCL picks GK Energy as an eligible supplier for 10,000 off-grid solar pumps. The empanelment is contingent on work orders.
Utkarsh Small Finance Bank Q1 disbursements jump 48.5%, secured loans now 51%
Provisional numbers show strong growth in non-JLG loans and improved asset quality, but the bank still needs to prove it can turn these into profits after a ₹188 cr loss last quarter.
Astral reviews demerger scheme 10 days after board approval
A big-four adviser will evaluate the plan within 30 days after stakeholder feedback. The future of the restructuring is uncertain.
Radico Khaitan's Magic Moments vodka sales jump 43% to 3.25M cases
The flagship brand hits a monthly run rate of 1 million cases and commands a 60% share of India's vodka market. MD Abhishek Khaitan cites premiumisation and cocktail culture as structural drivers.
Metropolis Q1 revenue up ~16% but growth slows from Q4's 23.6%
Wellness and specialty segments drive volumes; EBITDA margins improve YoY and stay stable sequentially. Full results await board approval.
Jyoti lands ₹9.52 cr pump order from Megha Engineering
The order is worth 6.9% of market cap and provides near-term revenue visibility, though the company's fundamentals remain weak with negative net worth and declining sales.
Prudential to give up board seat at ICICI Prudential Life after Bharti deal
In a governance pact, Prudential Corp will abstain from voting on special resolutions and withdraw its nominee director until promoter reclassification is done.
Nis Management lands ₹11.9 cr WBSEDCL security contract
The two-year deal from a state utility is worth 12% of market cap and adds revenue visibility for the nano-cap facility manager.
Ameenji Rubber lands ₹3.44 cr railway order; routine win for nano-cap
The seven-month contract adds to the order book but equals only 2.3% of market cap, unlikely to move the needle.
SJVN commissions 1,000 MW Bikaner solar plant, PM Modi inaugurates
India's largest single-location DCR solar plant adds nearly 25% to SJVN's capacity. ₹5,492 cr investment expected to generate 2,454.84 mn units in year one, supplying three states.
CG Power's OSAT JV begins commercial chip production in Gujarat
G1 facility in Sanand can produce up to **300 million chips per year**; total five-year investment of **₹7,600 crore** for two OSAT plants.