Notes archive.
SKM Egg bets ₹410 cr on quadrupling egg output
The micro-cap plans a fourfold capacity jump in laying birds, financed by a ₹302 cr term loan. It’s also buying out a marketing associate.
Venus Remedies gets first global approval for oncology drug in Saudi Arabia
The Saudi FDA's nod for Plerixafor lets Venus move from commodity drugs into higher-value oncology. Saudi Arabia is the largest Gulf pharma market.
Telge Projects guides for 60-70% revenue growth in FY27
The structural engineering firm plans to double down on larger projects and acquisitions after a 57% jump in FY26 revenue.
Zydus Wellness Q4 transcript adds no new signals
The full concall transcript offers a verbatim account of management commentary but no new data beyond the prior summary.
360 ONE lands SEBI nod for GIFT City offshore fund operations
The asset manager can now offer fund management and advisory services from Gujarat's international finance hub through a new IFSC subsidiary.
Happy Forgings builds a ₹950 cr order book at prices 40% above today's average
A multi-year order pipeline at ₹340-350/kg gives Happy Forgings a visible earnings floor as it pivots from commercial vehicles to data-centre work.
Chalet's Q4 call: foreign room nights fell 9,000 as geopolitics bit
RevPAR dropped 3% in the March quarter, with management pinning the blame on geopolitical tensions that wiped out 9,000 international room nights.
WeWork India hits ₹80 cr profit, guides 20%+ revenue growth for FY27
Record occupancy of 86.9% drove a 142% profit jump. Management now expects earnings to grow faster than revenue in the current year.
Greenpanel guided cautiously after Q4, but the market already knew.
The Q4 FY26 earnings transcript confirms the live-call details: volume growth, a 15% price hike, and Middle East export issues. Nothing new.
Godrej Properties hands Tata Projects a ₹1,100 cr Gurgaon job
The developer’s biggest single construction award lands with a first-time partner for three luxury towers along Golf Course Road.
SPML Infra lands ₹165.4 cr order from Rajasthan power utility
The Kota substation contract is worth about 10% of SPML's market cap and adds to a large NTPC battery-storage win secured earlier this year.
IXIGO posts ₹715M profit on 34% revenue growth in FY26
Audited results match prior disclosures. Le Travenues' full-year revenue hit ₹12,280M, with a profit of ₹715M.
Laxmi Dental hits record revenue, then pulls FY27 guidance
A strong Q4 was immediately overshadowed by management's refusal to reaffirm profit targets, after missing FY26 margin guidance.
Alembic lands US launch for generic Synthroid into a $1.87bn market
Final USFDA approval lets Alembic sell immediately into the biggest thyroid-drug market in the US. The addressable market is more than double the company’s annual revenue.
India Glycols sues New India Assurance for ₹79.76 cr over 2020 plant damage
The company is in pre-institution mediation to recover the claim. The amount is 28% of its FY26 net profit.
NGL Fine-Chem profit jumps 128% as India revenue more than doubles
Consolidated net profit surged to ₹48.13 crore in FY26, outpacing a 36% rise in revenue to ₹500.95 crore on broad-based demand.
NGL Fine-Chem profit more than doubles to ₹48 cr on broad-based demand
Consolidated revenue rose 36% for the full year, with domestic sales more than doubling and rest-of-world surging 78%.
Siyaram Recycling lands ₹2.64 cr brass scrap order from Saanvi Metal Craft
The nano-cap's first material order in a while arrives as earnings dip. The deal is small but not trivial.
Kavveri Defence nearly doubles its share count with a promoter allotment
The company issued 94.7 lakh shares to its promoter group, swelling the equity base by 27% and almost doubling the share count. The offer price wasn't disclosed.
RMC Switchgears schedules board meet for FY26 results
A routine intimation ahead of earnings release. No data, no surprises.
Ashoka Buildcon's weak quarter is paired with ₹1,136 cr Maharashtra IT order
Q4 standalone profit fell 18%, but the company announced new orders including a ₹1,136 cr state modernisation contract.
Wakefit's raw material bill jumped 160%. It will take a margin hit to keep growing.
CEO Ankit Garg said the company will sacrifice 1-2% of EBITDA margin to defend 20% revenue growth. The inflation is real.
Viyash Scientific posts record quarter, sets ₹800 cr EBITDA run-rate for FY27
Q4 revenue hit ₹920 crore and EBITDA jumped 64% to ₹200 crore. Management now sees the full-year EBITDA run-rate approaching ₹800 crore.
Deepak Nitrite's new nitric acid plant is running at half capacity
Technical issues at a key new plant are crimping output, but management expects the June quarter to improve. Feedstock hedging lifted Q4 margins.
Euro Pratik promoters bought ₹35 cr of stock in two days
The promoter group picked up 1.26% of equity through open-market purchases on May 19 and 20, the third open-market buy this year.