Tipsheet
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Archive / Page 208

Notes archive.

Tue · 26 May
6
IT - Software

Tata Elxsi ships its first co-invented product. Revenue is not yet visible.

ViTel™ helps medical-device makers manage material sourcing and compliance. It's the first commercial output from the STEP UP program.

TATAELXSI Large cap 4:20 PM
5
Earnings · Media & Entertainment

JMD Ventures revenue fell 71% last year. Auditors flagged valuation holes.

Full-year operations shrank to ₹46.61 lakhs from ₹161.55 lakhs. The audit report contains multiple warnings about how the company values its assets.

JMDVL Micro cap 4:20 PM
6
Steel & Iron Products

Vibhor Steel Tubes bets on tower margins to lift revenue 50% by FY28

A ₹10 crore self-funded capex is the price of the mix shift. Transmission towers must reach a quarter of revenue for the 5% margin target to hold.

VSTL Micro cap 4:19 PM
6
Earnings · Trading

Lesha's annual revenue fell 62%, but Q4 made up 74% of it.

Full-year revenue tumbled to ₹474.14 lakhs. A single quarter, Q4, accounted for ₹352.66 lakhs of that total.

LESHAIND Micro cap 4:19 PM
6
Earnings · Tobacco

NTC Industries revenue crosses ₹100 cr, doubles on cigarette and food push

FY26 standalone revenue hit ₹100.8 crore, more than double ₹48.2 crore a year ago. Net profit rose to ₹14.5 crore.

NTCIND Micro cap 4:18 PM
5
Earnings · Software Services

Protean's transcript is the paper trail. Not the event.

A routine filing of the Q4 & FY26 earnings call transcript. The numbers are already public.

PROTEAN Small cap 4:18 PM
6
Earnings · Chemicals

Gujarat Fluorochemicals' EV bet deepens losses even as core chemicals profits climb

Standalone profit rose 18% for the year, but consolidated results were dragged down by ₹103 crore in EV battery losses. The chemicals business did the heavy lifting.

FLUOROCHEM Large cap 4:17 PM
5
Earnings · Trading

Northern Spirits FY26 profit rises 18.2%, but it's just the annual report

Revenue grew 18.8% to ₹2,30,897 lakhs, net profit followed at ₹2,714 lakhs. The filing is a standard disclosure.

NSL Micro cap 4:17 PM
6
Earnings · Finance - NBFC

CSL Finance declares ₹10 dividend, including a special ₹7 payout on ₹86 cr profit

The nano-cap NBFC is returning a record ₹22.5 crore to shareholders after a year of steady 19% profit growth.

CSLFINANCE Micro cap 4:14 PM
6
Earnings · Textile - Spinning

Pasupati profit doubles but auditor flags a bigger unpaid claim

Net profit jumped to ₹222 lakhs in FY26, but the auditors qualified the report over a ₹614.64 lakh land claim larger than the year's earnings.

PASUPATSPG Micro cap 4:13 PM
6
Earnings · Industrial Gases & Fuels

Ellenbarrie posts 9% gas-segment growth, flags argon price recovery

Core EBITDA margin hit 40% after adjusting for ₹46M in one-offs. New capacity starts next month.

ELLEN Small cap 4:12 PM
5
Earnings · Trading

Lesha Industries' full-year profit fell 69% even as Q4 revenue surged.

Annual revenue dropped to ₹474.14 lakh from ₹1,245.54 lakh. A strong March quarter couldn't reverse a year of contraction.

LESHAIND Micro cap 4:07 PM
8
Finance - NBFC

Ugro Capital borrows ₹200 cr, securing a first charge on its entire loan book.

The micro-cap NBFC's new 18-month debt equals 12.7% of its market value and pays a 9.75% coupon.

UGROCAP Small cap 4:03 PM
5
Earnings · Logistics

TCI's FY26 profit grows 12%, dividend edges up to ₹10

Standalone net profit rose 12% on about 7% revenue growth for the year. The full-year dividend is up ₹1 from ₹9.

TCI Mid cap 4:02 PM
5
Earnings · Trading

Bizotic's audited FY26 profit jumps 322%. It's already priced in.

Formal audit sign-off on strong annual numbers already disclosed. No new trading catalyst.

BIZOTIC Micro cap 4:01 PM
7
Engineering - Construction

GPT Infraprojects lands ₹72 cr rail sleeper contract to start FY27

The company's first order of the new fiscal year adds to a ₹4,548 cr order book, but it's a small step toward its ₹3,000 cr annual target.

GPTINFRA Small cap 4:01 PM
6
Earnings · Retailing

Benchmark Computer profit jumps 99% as revenue climbs 52%

The nano-cap IT firm's FY26 profit nearly doubled on strong growth in infrastructure solutions and software services.

BENCHMARK Micro cap 4:01 PM
5
Earnings · Hospital & Healthcare

Kovai's Q4 tax error understated profit by ₹3.67 cr

A calculation mistake in the tax line overstated the bill. The fix raises quarterly net profit by 6.1%, but the annual total doesn't change.

KOVAI Mid cap 3:54 PM
5
Concalls · Engineering - Industrial Equipments

Genus Power's Q4 concall adds nothing new to a story the market already knows.

The May 19 earnings call transcript contains no new material beyond what was already disclosed in prior filings and the live discussion. The market has absorbed it.

GENUSPOWER Mid cap 3:54 PM
6
Order Wins · Electric Equipment

Saatvik locks in ₹171 cr solar order, but the counterparty stays in the dark

The win is worth 3.8% of last year's revenue and adds to a 5.89 GW order book. Execution runs to October 2026.

SAATVIKGL Mid cap 3:52 PM
6
Earnings · Retailing

Benchmark Computer profit jumps 99% as revenue surges 52% in FY26

The IT infrastructure firm nearly doubled its bottom line, with revenue growing 52% to ₹66 crore on strong performance in its core segments.

BENCHMARK Micro cap 3:51 PM
6
Earnings · Steel Pipes

Goodluck India profit jumps 34% as defence exports begin

Q4 net profit hit ₹56.1 cr on a 31% EBITDA surge. Revenue slipped but margins gained 274 bps.

GOODLUCK Small cap 3:51 PM
6
Concalls · Restaurants

Travel Food gave contradictory answers on receivables and a key Delhi concession

A ₹2.64bn receivables surge and a wrong concession date overshadowed a strong FY26 results call.

TRAVELFOOD Mid cap 3:48 PM
6
Earnings · Stock Broking

Meghna Infracon's pipeline now outweighs its market cap

The micro-cap developer is planning ₹6 billion in launches by December 2026, pushing its total development pipeline past ₹10 billion against a market cap of ₹1,694 crore.

MIIL Small cap 3:48 PM
5
Earnings · Engineering - Construction

Markolines reports ₹26.2 cr profit on steady 7.7% revenue rise

FY26 standalone results confirm the nano-cap road firm's prior trajectory. No guidance, no commentary, no surprises.

MARKOLINES Micro cap 3:47 PM