Tipsheet
What matters at India’s listed companies
Archive / Page 22

Notes archive.

Tue · 30 Jun
8
M&A · Engineering - Industrial Equipments

Windsor Machines promoter lifts stake to 8.54% via ₹67-cr warrant conversion

Ramesh Keshubhai Siyani converted 34.8 lakh warrants to double his direct holding, bringing promoter group voting rights to 42.95%.

WINDMACHIN Small cap 11:29 AM
8
Credit · Hotels & Restaurants

Leela's promoters lock 55.9% equity behind $500M loan

The pledge, created on 24 June 2026, covers 18.67 crore shares and involves eight international banks. Even for a ₹16,000-cr firm, this signals a very large promoter debt burden and risk for public shareholders.

THELEELA Mid cap 11:13 AM
9
Order Wins · Engineering - Construction

SRM Contractors bags three infra orders worth ₹501 cr

New wins lift order book past ₹3,000 cr and cover railway, highway, and Kumbhmela projects. That is 49% of FY26 revenue in a single day.

SRM Small cap 11:11 AM
5
Compressors / Pumps

Kirloskar Pneumatic launches India's first indigenous mid-range compressor

The Tezcatlipoca A800 is a 600-980 CFM oil-free centrifugal compressor. No order or revenue details were disclosed, limiting near-term financial impact.

KIRLPNU Mid cap 11:11 AM
5
Telecom

Tata Comms bets $152M on two India-Singapore subsea cables

The investment equals 2.2% of market cap and is funded internally; the first cable won't be ready until late fiscal 2027, limiting near-term impact.

TATACOMM Large cap 11:03 AM
7
Trading

Optiemus lends ₹100 cr to subsidiary as profits slide

The unsecured loan to GDN Enterprises is worth 2.4% of market capitalisation and comes as Optiemus' consolidated revenue slipped 6.4% in FY26.

OPTIEMUS Small cap 10:52 AM
7
Pharmaceuticals

Shilpa Medicare partners with Orion for Nivolumab biosimilar in Europe

Shilpa Biologicals will develop and supply the biosimilar; Orion handles EU regulatory and marketing. Originator Nivolumab had $4.1B in European sales in 2025.

SHILPAMED Mid cap 10:26 AM
7
IT - Software

Magellanic Cloud unit lands Manappuram LOI for 1,000+ branches

IVIS International's AI surveillance deal with a top gold lender is a major validation, but the LOI is non-binding and no contract value is disclosed.

MCLOUD Small cap 10:05 AM
5
Power Generation

Reliance Power rebrands four subs with AI labels, reveals no plan or capital

The power generator added 'AI' to four subsidiary names but disclosed no investment, partners, or products. The company is fighting losses and a going-concern qualification.

RPOWER Mid cap 10:03 AM
5
Hospital & Healthcare

Park Medi World adds 100 beds to Gurugram hospital for ₹25 cr

Umkal Health Care approves 100-bed expansion of Park Hospital in Palam Vihar; operations by Nov 2026.

PARKHOSPS Mid cap 9:20 AM
8
Order Wins · Electric Equipment

Suzlon bags first customer for new 5 MW turbine two weeks after launch

Sunsure Energy orders 105 MW from the S175 platform, taking the cumulative partnership to 400.8 MW in under 14 months.

SUZLON Large cap 9:12 AM
9
Order Wins · Engineering - Construction

Kalpataru Projects lands ₹2,957 cr in new orders, enters Middle East water market

The order influx, worth nearly 13% of market cap, spans power T&D, buildings & factories, and a debut water project in the Middle East. CEO cites strong visibility for FY26-27 growth.

KPIL Large cap 8:47 AM
8
Port

Adani Ports sells 49% of Vizhinjam to MSC's TiL for $1.397B

India's first deep-draft mega transshipment port gets a strategic partner. At $2.85 billion enterprise value, it's the largest foreign private investment in Indian port infrastructure.

ADANIPORTS Mega cap 8:01 AM
8
Banks

Yes Bank gets ₹879 cr income-tax refund, resolving AY 2018-19 dispute

Appellate authority orders refund including interest and expense benefit after original demands of ₹112.81 cr. The bank says the amount exceeds materiality threshold of ₹120 cr.

YESBANK Large cap 7:49 AM
5
M&A · Real Estate

Godrej Properties picks up 47 acres in Chennai, a modest land bank addition

The ₹500 cr revenue potential parcel near Old Mahabalipuram Road is small change for a developer with a recent ₹7,000 cr Greater Noida deal and quarterly sales of ₹3,458 cr.

GODREJPROP Large cap 5:51 AM
6
IT - Software

Jonjua Overseas enters IBC fray with EOI for Soni Soya

The ₹9-cr nano-cap has filed an expression of interest in the insolvency process of Soni Soya Products, a listed Indore-based company, aiming for Central India expansion. No financial terms disclosed yet.

JONJUA Micro cap 4:18 AM
Mon · 29 Jun
5
Professional Services

BharatRohan builds hyperspectral camera prototype

The indigenous camera for drones reduces import dependence and opens defence, mining markets. Field trials and commercial rollout are pending.

BHARATROHN Micro cap 10:55 PM
6
Banks

HDFC Bank appoints new CFO, general counsel from Axis Bank, KKR

Puneet Sharma, ex-Axis Bank CFO, to take over from Sep 2026; Jigar Shah, former KKR India legal head, to join as general counsel in a smooth leadership transition.

HDFCBANK Mega cap 10:34 PM
9
Order Wins · Engineering - Construction

KEC International lands ₹1,754 cr order, including largest-ever US tower deal

The orders span transmission towers in the Americas and cables contracts, pushing FY27 intake past ₹4,000 cr. Repeat orders signal growing momentum in key markets.

KEC Mid cap 10:03 PM
7
Solvent Extraction

Manorama opens ₹500 cr QIP at ₹1,547 floor price, 5.3% dilution

The company launches the qualified placement after board and shareholder approvals; the floor price gives a tangible reference for valuation impact.

MANORAMA Mid cap 9:41 PM
5
Credit · Metal - Non Ferrous

Vedanta Oil & Gas gets ICRA AA+ rating, but details are thin

ICRA's AA+ rating is a credential, not a catalyst, for a debt-free mid-cap that just reported a production drop.

VOGL Mid cap 8:55 PM
6
Electric Equipment

Engineers India gets a permanent CMD, ending interim charge

Atul Gupta, the company's commercial director, takes over as chairman and managing director until September 2029, replacing an additional secretary from the petroleum ministry who held the additional charge.

ENGINERSIN Mid cap 8:25 PM
6
Banks

HDFC Bank names Rajiv Kumar as chairman, subject to RBI nod

The former finance secretary and ex-CEC will take over from June 30, 2026, pending approvals. Shareholders vote on Aug 5.

HDFCBANK Mega cap 8:23 PM
6
Consumer Food

Kwality Wall's locks in zero royalty for two years, then 1% of turnover

The new IP pact with parent Magnum IP Holdings replaces the transitional post-demerger arrangement, providing clarity on a key cost. Royalty moratorium ends March 2027.

KWIL Mid cap 8:15 PM
8
Order Wins · Electric Equipment

Accord Transformer lands ₹20 cr wind turbine transformer order

The order from a leading EPC player for a Gadag-1 wind project is worth roughly 28% of annual revenue. Completion within five months.

ACCORDTS Micro cap 8:14 PM