Notes archive.
IXIGO's audited FY26 results confirm prior disclosure
Routine media release; all-time high PAT and AI reinvention already flagged in earlier filings.
LIC clocks 42% VNB growth in FY26, declares final dividend
Audited annual results confirm 19% PAT rise and 42% VNB surge; most numbers were already disclosed in earlier board filing.
RateGain guides ₹3,000-3,100 cr for FY27; Sojern beats synergy targets
The travel-tech firm sees distribution bottoming out and AI agents live, but flagged management consistency issues add a cautionary note.
IXIGO revenue jumps 34% to ₹1,228 cr in FY26, unveils AI overhaul
An AI-first product revamp and cross-sell momentum offset regulatory drag in trains.
ICRA's Q4 revenue jumps 28.4%, board recommends ₹105 dividend
ICRA reports strong Q4 growth; dividend includes ₹35 special payout. Fintellix acquisition to diversify revenue.
Arex Industries profit slumps 44% in FY26, dividend held at ₹2.50
Revenue barely moved, but net profit halved from ₹2.63 cr to ₹1.48 cr. Board recommends same 25% payout.
Vedanta's Talwandi Sabo unit loses Supreme Court fight over ₹127 cr penalty
The top court reinstates a penalty for misdeclared availability in 2017, plus late payment surcharge. The sum is tiny for Vedanta but a fresh overhang for TSPL's planned listing.
Amanta Healthcare eyes 24-25% EBITDA margin as new lines come online
SteriPort line commissioning by June 20, solar project imminent, debt down to ₹204 cr. Raw material price hikes fully passed through.
Centrum confirms FY26 audited PAT of ₹101 cr, no surprises
Audited results and ₹1,000 cr fund-raise approval were already disclosed in preliminary filings, making this a routine confirmation.
IRFC targets double-digit growth, AUM above ₹5L cr in FY27
Management also guided for NIM improvement to 1.65% and flagged diversification into non-railway lending as a key driver.
Medico Remedies closes FY26 with 37% revenue growth, no surprises
Audited numbers confirm export-driven momentum but offer no new catalyst for a nano-cap that had already telegraphed its trajectory.
Electrotherm swings to ₹16 cr loss; auditor flags ₹1,066 cr in unpaid interest
Annual results reveal defaults to ARCs, going concern doubts at subsidiaries; qualified opinion on NPA interest provisions.
IVP's fraud loss triples to ₹613 lakhs, far exceeding earlier provision
A sales-employee fraud previously pegged at ₹195 lakhs is now ₹613 lakhs — 3.83% of market cap. The gap between provision and actual loss raises concerns.
Juniper Hotels cuts room target, downgrades Bengaluru brand to Westin
Management slashes long-term room count from 4,000 to 3,320 keys and downgrades Bengaluru property from luxury to Westin, with first-year revenue guidance also trimmed.
Sadhav Shipping's margin guidance contradicts itself
Management's FY27 outlook contains conflicting statements on margins, raising credibility questions.
ZF Commercial Vehicle hits record ₹4,302 cr revenue in FY26
Q4 FY26 transcript adds nothing new beyond the live call. PAT up 12.2%, ADAS mandate from Oct 2027 noted.
Centrum Capital posts ₹101 cr standalone profit in FY26, reversing ₹69 cr loss
Q4 alone contributed ₹162 cr net income, a 1,370% sequential surge; consolidated remains loss-making due to banking unit impairments
Ixigo closes FY26 with 34% revenue growth, 18.6% profit rise
Scheduled results offer no surprise; ESOP allotment of 485,584 shares also approved.
OCCL Ltd net profit more than doubles in FY26, revenue up 39%
Full-year profit jumps to ₹47.71 crore; board recommends ₹1.80 final dividend, total ₹2.80 per share.
Windlas Biotech’s ₹904 Cr revenue: record, but already priced in.
Q4/FY26 results show 19% revenue growth and 31% PAT growth, but these numbers were disclosed in earlier filings. Real story: 13th consecutive record quarter and Plant-6 on track.
IOB plans ₹5,000 cr equity raise, diluting existing holders by 7.7%
The PSU lender also approved ₹1,000 cr in Tier II bonds. The combined capital plan exceeds 5% of market cap, making it a material event.
Genpharmasec revenue surges 4x, consolidated profit slips to ₹56.01 lakh
Standalone revenue jumped to ₹13,134.94 lakh from ₹3,296.07 lakh, but two loss-making subsidiaries dragged consolidated profit to just ₹56.01 lakh, with auditor flagging going-concern uncertainties.
Eicher Motors puts ₹750 cr into captive finance JV with Volvo
The NBFC with ₹1,825 cr in AUM becomes a joint venture, deepening a partnership that already runs VECV.
LIC's net profit jumps 19% to ₹57,418 cr in FY26
Strong investment income drives earnings; board recommends ₹10 final dividend and confirms bonus issue.
T.T. Ltd posts ₹0.29 cr net profit for FY26; no surprises
Audited results show modest profit consistent with recent disclosures; routine board appointments add nothing new.