Tipsheet
What matters at India’s listed companies
Archive / Page 255

Notes archive.

Fri · 22 May
6
Concalls · IT - Software

Allied Digital targets 25% growth after record quarterly revenue

Management expects a massive Mumbai smart city win within weeks, alongside two ₹600 cr state contracts.

ADSL Micro cap 1:09 PM
8
Trading

Vega Jewellers spends ₹28 cr on land for expansion

The company is deploying nearly 9% of its market value into a Vijayawada plot following its recent ₹987 cr capital raise.

VEGA Micro cap 1:08 PM
6
Earnings · Real Estate

Nukleus targets 10 lakh sq ft of operational space by FY27, pivots to managed offices

The nano-cap co-working operator is shifting its mix toward longer-term managed office contracts and plans to enroll its first global capability center client soon.

NUKLEUS Micro cap 1:06 PM
6
Earnings · Trading

Medico Intercontinental swings to ₹10.98 cr loss as subsidiaries bleed

The company reported a ₹5.01 cr profit in FY25, but consolidated losses now eclipse the parent entity's standalone earnings.

MIL Micro cap 1:03 PM
5
Earnings · Metal - Ferrous

Sarthak Metals ends FY26 with higher profits but thinning cash

Profit growth of 12% for the year obscures a sharp slide in liquidity, as cash drops to ₹7 lakh and short-term debt climbs.

SMLT Micro cap 1:02 PM
6
Earnings · Courier Services

Delhivery turns cash-flow positive a year early after crossing ₹10k cr revenue

FY26 was a milestone year for the logistics firm. It crossed ₹10,000 crore in revenue, turned free cash flow positive ahead of schedule, and plans to spend ₹130-160 crore on new lines.

DELHIVERY Large cap 12:59 PM
6
Concalls · Engineering - Construction

Ashoka Buildcon guides for 20% revenue growth in FY27

The infrastructure firm targets ₹8,000-10,000 crore in new orders and plans to cut standalone debt by more than half through asset sales.

ASHOKA Small cap 12:56 PM
6
Earnings · Consumer Food

Hindustan Foods bets on new capacity after record FY26 profits

Contract manufacturer hits record ₹149 cr annual profit and signs ₹150 cr in new projects inside 45 days.

HNDFDS Mid cap 12:52 PM
6
Earnings · Recycling

GRP's EBITDA margin fell to 7% as tariffs crushed exports

Quarterly profit collapsed from 21% to 7% of revenue. A key growth project is delayed again, and the polymer composite business is shut.

GRPLTD Small cap 12:49 PM
6
Concalls · Media & Entertainment

UFO Moviez shut Caravan Talkies, deferred buyback after profit surge

The company posted a **161%** profit jump, but the May concall reversed two prior commitments: it killed the Caravan Talkies unit and postponed its capital return plan.

UFO Micro cap 12:48 PM
5
Earnings · Finance - Investment

Aryaman's revenue fell but pre-tax profit rose in FY26

Standalone results show a year-over-year revenue decline alongside a higher profit before tax for the year ended March 31, 2026.

ARYAMAN Micro cap 12:46 PM
6
Railways

RVNL lands ₹758 cr contract from NMDC for Chhattisgarh rail work

The binding 36-month award adds to a large order book, but it's just 1.3% of RVNL's market cap. Routine.

RVNL Large cap 12:46 PM
6
Earnings · Engineering - Industrial Equipments

Azad's order book is 11-12x revenue. Mitsubishi just signed up for eight more years.

A single-source contract on a component only three companies globally can make. The defence and aerospace supplier now has visibility for years.

AZAD Mid cap 12:42 PM
6
Earnings · Logistics

VRL cuts FY27 tonnage guidance to 6-7% after strong profit year

The logistics firm just posted 29% profit growth. Management now says the next twelve months will be slower.

VRLLOG Small cap 12:33 PM
6
Engineering - Construction

Power Mech cuts MDO guidance by 30%, misses FY26 order inflow target

The engineering contractor trimmed its FY28 mine-development revenue forecast to ₹1,250 crore after client-side delays at SAIL. FY26 orders came in at ₹7,210 crore, well short of the ₹10,000 crore target.

POWERMECH Mid cap 12:27 PM
6
Concalls · Cables

Prime Cable's margin story is two years away

FY26 revenue jumped **67%** to **₹235 cr**. Management guides **40-45%** growth for FY27-28 but says margins hold flat at **10-11%** until medium-voltage capacity ramps up.

PRIMECAB Micro cap 12:25 PM
6
Concalls · Hospital & Healthcare

Max Healthcare delays Gurgaon hospital, cuts oncology revenue outlook

Management now expects the 500-bed Gurgaon facility by end-FY27, not H1. Oncology's share of revenue is seen stabilising at 21-22%, down from a prior 25-26%.

MAXHEALTH Mega cap 12:22 PM
6
Earnings · Engineering - Construction

Afcons posts first loss since 2010 as ₹260-265 cr provisions hit

MD apologised and withdrew FY27 guidance after quarterly loss of ₹89 cr, the first since 2010. Receivables stretch to 143 days.

AFCONS Mid cap 12:20 PM
6
Concalls · Retailing

Spencer's breaks a growth drought. Profitability slips a year.

Q4 revenue rose 8% to ₹380 cr, the first quarterly increase in a while. But offline store breakeven is now a year further out.

SPENCERS Micro cap 12:14 PM
6
Concalls · Chemicals

Laxmi Organic's logistics costs doubled as Red Sea crisis hit Q4

Sequential revenue rose 9-10% but full-year sales fell 6%. Management won't guide for FY27-28, citing chemical-price volatility.

LXCHEM Small cap 12:11 PM
6
Logistics

Allcargo Terminals pushes 13 lakh TEU capacity goal to 2030

The three-year target is now an eight-year one. Management also trimmed its market-share estimate and delayed a key ICD.

ATL Micro cap 12:09 PM
6
Earnings · Sugar

Ugar Sugar swings to profit, recommends first dividend in two years

The sugar segment's operating profit nearly quadrupled. The board recommends its first dividend since the last payout.

UGARSUGAR Micro cap 12:09 PM
7
Credit · Real Estate

Peninsula Land gets its first credit rating, for a loan worth half its market cap

Infomerics assigns IVR BBB-/Stable to a ₹278.90 crore Bank of Maharashtra facility. The loan is about 50% of the company's equity value.

PENINLAND Micro cap 12:08 PM
6
Concalls · Pharmaceuticals

Sudeep Pharma's Nandesari plant is delayed. Working capital is spiking.

Revenue grew 27.9% to ₹642.6 cr, but the working-capital cycle has blown out to 213 days. A delayed greenfield plant adds to the pressure.

SUDEEPPHRM Mid cap 12:08 PM
5
Earnings · Diamond & Jewellery

Shanti Gold's FY26 profit jumped 159%. The press release adds nothing.

The audited results show strong growth, but the market already knew. This is a summary, not a surprise.

SHANTIGOLD Small cap 12:07 PM