Tipsheet
What matters at India’s listed companies
Archive / Page 26

Notes archive.

Mon · 29 Jun
5
Concalls · IT - Software

Persistent funds Nagarro with debt, relabels margin

Persistent Systems uses €1.27B bridge loan from Barclays for Nagarro SE, no equity dilution. But a 15.6% margin cited earlier as EBIT is now called EBITDA, raising clarity questions.

PERSISTENT Large cap 10:18 AM
7
IT - Software

Blue Cloud Softech empanelled by BSNL for enterprise private networks

The micro-cap qualifies to bid for private network projects across India under a 60-month agreement. The move adds strategic credibility but no guaranteed revenue.

BLUECLOUDS Small cap 9:15 AM
8
Real Estate

Puravankara adds ₹1,000 cr GDV JDA in Sarjapur; Q1 pipeline hits ₹5,200 cr

The 6.4-acre deal on Bengaluru's IT corridor raises first-quarter land additions to ₹5,200 crore, a capital-light pipeline boost.

PURVA Mid cap 8:44 AM
Sun · 28 Jun
7
M&A · Finance - Lending

PFC board approves REC merger at 88:100 swap

Power Finance Corporation will absorb REC, creating a combined loan book of over ₹11 lakh crore. The swap ratio of 88 PFC shares per 100 REC shares is now set, pending approvals.

PFC Mega cap 11:13 PM
5
Software Platform

CarTrade's OLX India ties up with IDFC FIRST Bank for used-car loans

The digital loan partnership targets a used-car market that could hit 9.5 million annual transactions by 2030, but the release disclosed no loan volumes or revenue terms.

CARTRADE Mid cap 10:57 PM
8
M&A · Finance - Lending

REC board clears merger with PFC at 0.88:1 swap ratio

The all-stock deal will dissolve REC, creating a dominant power-sector lender with a combined balance sheet. PFC, which already holds 52.63%, will issue new equity to the remaining shareholders.

RECLTD Large cap 10:35 PM
7
IT - Hardware

ACS Technologies enhances subsidiary guarantee to ₹5.39 cr

The ₹89 lakh increase was left out of the June 25 board meeting. Total contingent exposure now equals about 2% of market cap.

ACSTECH Micro cap 10:28 PM
5
Defence

Apollo Micro to consider preferential issue; details awaited

The defence firm's board will meet on July 6 to discuss issuing equity or convertible securities. No size or price disclosed yet.

APOLLO Mid cap 4:03 PM
6
Concalls · Plastic Pipes

Astral drops unified-brand strategy, CPVC plant on track for Q1 FY27

Management reverses earlier stance, now says 'Astral Chemi' must stand alone. Paints to turn EBITDA positive this fiscal, UK adhesives to double EBITDA from ₹15 cr baseline.

ASTRAL Large cap 3:51 PM
6
Software Services

Netweb board to meet July 1 for fundraising

The board will consider raising up to ₹1,200 crore via equity, QIP, or rights. No details on instrument or pricing yet.

NETWEB Large cap 1:29 PM
5
Compressors / Pumps

WPIL gets three-year tender ban from MP Jal Nigam

Madhya Pradesh Jal Nigam debars the Kolkata firm from future bids over project delays. WPIL says existing contracts are unaffected and it will challenge the order.

WPIL Small cap 12:58 PM
5
Solar Panels

Waaree Energies clears US probe: no Chinese cells, no adverse findings

US Customs found no evidence of Chinese-origin cells in Waaree's solar modules, limiting its determination to a narrow subset of historical entries. The company says the clarification has no impact on its U.S. operations or financials.

WAAREEENER Large cap 12:14 PM
6
Order Wins · Consumer Food

ADF Foods wins US trade secrets case, awarded $2.3M damages

Court rules Ascot Valley Foods misused proprietary recipes; ADF's own liability limited to ~$101k. Damages may grow for 2026 onward.

ADFFOODS Small cap 12:55 AM
Thu · 25 Jun
8
Credit · Real Estate

Elpro promoters pledge another 3.47%, total encumbered hits 61.47%

The additional pledge of 58.77 lakh shares raises promoter IGE India's encumbered stake to 61.47%, as group entities raise funds via debentures linked to the voluntary delisting process.

ELPROINTL Small cap 9:37 AM
5
Air Conditioners

SBI MF crosses 5% in Bosch Home Comfort with 1,34,798 share buy

The fund house now holds 5.1451%, up from 4.65%, after open-market purchases. The disclosure is regulatory, not strategic.

BOSCH-HCIL Small cap 9:22 AM
8
Engineering

South West Pinnacle promoters vend 3.91% stake worth ₹26.9 cr in open market

The Jain family sold 1.17 million shares over two days, cutting their voting stake to 64.94%. No prior disclosure suggests a liquidity-driven exit.

SOUTHWEST Micro cap 8:43 AM
5
IT - Software

HCLTech teams up with Google Cloud, ServiceNow on AI agents

The expanded collaboration builds on HCLTech's Gemini unit, but no revenue impact or order value was disclosed, routine for a $14.7B firm.

HCLTECH Mega cap 8:43 AM
7
Pharmaceuticals

Bacil Pharma loses another large holder as Shah sells 2.75% stake

Manubhai Amrutlal Shah's latest sale brings his June total to over 8%, following last week's 7.10% exit by another substantial shareholder, as the nano-cap sits on zero revenue and a market cap of ₹60 crore.

BACPHAR Micro cap 8:33 AM
8
Finance - Investment

Disha Resources promoter sells last 1.74%, exits fully

Sarojdevi Kabra has sold her entire remaining stake in Disha Resources, just days after cutting her holding by 2.75%. The nano-cap's only known substantial holder is now gone.

DRL Micro cap 8:32 AM
8
Finance - Investment

Wagend Infra sees non-promoter group cross 7% stake via open market buying

Sanjeev Lunkad and PACs bought 47,000 shares on June 22, raising their combined stake to 7.04% in this ₹6 cr nano-cap. The move follows an earlier 5% crossing and signals continued strategic interest.

WAGEND Micro cap 8:22 AM
7
Tiles & Sanitaryware

Exxaro Tiles sees key investor offload 3.38% stake after accumulation

Deep Health AI India cut its holding to 5.98% from 8.23% between Feb and June 2026, reversing a buildup that began in late 2025.

EXXARO Micro cap 8:17 AM
8
Trading

Promoter entity sells stake in Longview Tea; board still missing

Jalpaiguri Holdings offloaded 96,500 shares in an off-market deal, dropping its stake below the 5% disclosure threshold. The sale comes as the company operates without a board since November 2025 and faces oppression litigation.

LONTE Micro cap 8:13 AM
5
IT - Software

Route Mobile's Colombian unit hit by cyber incident, contained

Masivian S.A.S. systems isolated; parent says no spread. Financial impact not quantified.

ROUTE Small cap 4:20 AM
Wed · 24 Jun
6
Auto Ancillary

Shivam Autotech to mull rights issue as losses mount

The board will meet July 1 to consider a rights issue or other fundraise. The company has negative net worth and recently raised ₹120 cr via debentures.

SHIVAMAUTO Micro cap 10:57 PM
5
Fintech

Suvidhaa Infoserve board meets June 30 to weigh fund-raising

A nano-cap with ₹57 cr market cap and tumbling revenue signals a potential equity infusion. No quantum or method disclosed yet.

SUVIDHAA Micro cap 10:54 PM