Tipsheet
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Archive / Page 276

Notes archive.

Thu · 21 May
5
Earnings · IT - Software

Nucleus Software's annual profit drops 28% on exceptional charge

FY26 revenue rose 5.3% to ₹876 cr but PAT fell to ₹116.7 cr. Q4 profit halved to ₹34.55 cr, confirming prior disclosure.

NUCLEUS Small cap 3:38 PM
6
Concalls · Software Services

Akiko sets FY27 loan book, user targets on FY26 concall

Detailed concall summary reveals revenue beat, margin walk, and strategic focus on Akiko Pay. Forward guidance sets milestones for next fiscal.

AKIKO Micro cap 3:34 PM
6
Earnings · Hotels & Restaurants

Juniper Hotels nearly doubles profit, buys Dwarka SPV for ₹1 lakh

FY26 revenue up 11% to ₹1,048 cr; PAT jumps to ₹142 cr; board formalizes Dwarka expansion via JHAPL acquisition.

JUNIPER Small cap 3:32 PM
5
Earnings · Telecom - Equipment

ADC India's FY26 profit falls 25% as revenue edges up 7%

Audited numbers confirm previously guided trends; dividend unchanged at ₹25 per share.

KRONECOMM Small cap 3:31 PM
6
Earnings · Pharmaceuticals

Alembic sets FY27 revenue growth target at low double digits

Q4 FY26 conference call transcript confirms guidance for low double-digit revenue growth, R&D spend of ₹750-800 crore, and margin improvement.

APLLTD Mid cap 3:31 PM
5
Earnings · Diversified

DCM Shriram call transcript: same story, no new twist

Verbatim record of the earnings call offers no incremental information; all numbers and strategic updates were already disclosed.

DCMSHRIRAM Mid cap 3:30 PM
6
Earnings · Media & Entertainment

Filmcity Media revenue evaporates to zero in FY26

The nano-cap's annual results show a complete collapse in revenue and deepening losses, with accumulated deficits at ₹45.85 lacs.

FILME Micro cap 3:29 PM
6
Concalls · Chemicals

IG Petrochemicals sees EBITDA recovery, guides FY27

Q4 FY26 concall detailed margin improvement, plasticizer plant progress, and volume targets

IGPL Small cap 3:28 PM
6
Concalls · Engineering - Industrial Equipments

OBSC Perfection posts 54% revenue growth, guides for 40-45% in FY27

FY26 revenue hits ₹220 cr with margin above guidance; export share set to rise to 30-35%.

OBSCP Small cap 3:27 PM
6
Earnings · Electric Equipment

Permanent Magnets guides for 20-30% revenue growth in FY27

Management targets 3-4x revenue from Alloys division; Relays project delayed but seen at ₹25-50 cr in H2. Capex plan of ₹40-50 cr each for PML and Quantum Magnetics.

PERMAGNET Micro cap 3:27 PM
5
Earnings · Tobacco

ITC's FY26 profit rises 4.9% as revenue grows 9%

Annual results meet expectations; dividend nudged up to ₹14.50 per share.

ITC Mega cap 3:27 PM
6
Earnings · Electric Equipment

Servotech hits record Q4 revenue; margins expand to 12%

Revenue jumps 67% to ₹211 cr, driven by solar inverters and EV chargers. A structural margin shift is underway, but ₹243 cr in receivables remains a watch item.

SERVOTECH Small cap 3:24 PM
5
Earnings · CDMO

Alivus Life Sciences Q4 transcript adds colour, not surprise

The 83-page record of the May 15 concall confirms known numbers and elaborates on Dahej fire and CDMO timelines, but holds no incremental market-moving news.

ALIVUS Mid cap 3:23 PM
5
Earnings · Tobacco

ITC posts in-line annual results, dividend edged up

Revenue rose ~9%, net profit marginally higher; final dividend ₹8.00 vs ₹7.85 last year. Total annual payout ₹14.50 per share.

ITC Mega cap 3:22 PM
6
Earnings · Stock Broking

Khandwala Securities' losses widen, auditor flags two unresolved items

Revenue down 17%, net loss widens to ₹1.27 cr; auditor qualifies opinion on ₹2.17 cr share application money and ₹3.50 cr deposits.

KHANDSE Micro cap 3:22 PM
6
Earnings · Media & Entertainment

Filmcity Media's revenue collapses to zero, losses deepen

Auditor gives clean opinion despite annual revenue of ₹0; accumulated losses now at ₹45.85 lacs.

FILME Micro cap 3:21 PM
6
Earnings · Printing & Stationery

DOMS hit by 15-20% raw material cost inflation, raises prices 4-5%

Management details margin impact from West Asia tensions; reiterates 17-20% FY27 growth, plans ₹250-275 cr capex.

DOMS Mid cap 3:18 PM
5
Earnings · IT - Software

Nucleus Software's Q4 profit hit by ₹21.95 cr labour-code charge

Net profit fell 28% on a one-time exceptional charge; revenue managed 5.3% growth. Dividend kept at ₹12.50.

NUCLEUS Small cap 3:17 PM
6
Concalls · Trading

Remus Pharma bets on B2C and GLP-1 after 38% revenue jump

FY26 growth was strong, but the real story is the planned shift toward higher-margin consumer revenue, with B2C targeting 30% of sales.

REMUS Micro cap 3:16 PM
5
Earnings · Steel & Iron Products

Vibhor Steel revenue up 16%, but net profit dives 42% on Odisha plant costs

Q4 net profit fell to ₹2.57 cr as finance costs and depreciation from the new Odisha plant ate into 26.15% EBITDA growth. Full-year profit also down 25.32%.

VSTL Micro cap 3:15 PM
6
Concalls · Real Estate

Indiqube Spaces' FY26: revenue jumps 37%, but two guidance targets slip

Management missed its rent-paying area target (6.23 msf vs 7.6-7.67 msf) and capex guide (₹414 cr vs ₹350-360 cr). FY27 revenue growth guided at 25-30%.

INDIQUBE Small cap 3:15 PM
5
Earnings · Textile

Southern Latex's Q4 profit jumps to ₹24.65 lakhs from ₹1.54 lakhs

The nano-cap's full-year profit rose to ₹27.50 lakhs, but routine annual disclosure limits surprise.

SOUTLAT Micro cap 3:10 PM
6
Earnings · IT - Software

Nucleus Software profit plunges 28% in FY26, Q4 down 47% on costs

₹2.2 cr exceptional charge from new labour code and higher employee costs squeeze margins; board keeps dividend flat at ₹12.50, reappoints founder

NUCLEUS Small cap 3:09 PM
6
Earnings · Dyes & Pigments

Bodal Chemicals profit doubles in FY26 on revenue growth, SGST incentive

Consolidated net profit jumps to ₹478 mn from ₹185 mn; board also approves sale of non-core unit.

BODALCHEM Micro cap 3:04 PM
8
Credit · Steel & Iron Products

Hariom Pipe promoters bet ₹51 cr on recovery via warrants

Preferential issue of 15 lakh convertible warrants at ₹343 each signals promoter commitment amid plant closure and credit watch.

HARIOMPIPE Small cap 3:00 PM