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Archive / Page 278

Notes archive.

Thu · 21 May
5
Earnings · Household & Personal Products

Emami's Q4 revenue drops 4% on summer drag; non-summer portfolio up 11%

Unfavourable weather and geopolitical disruptions hit quarterly performance, but the core non-summer portfolio shows resilience.

EMAMILTD Mid cap 2:21 PM
5
Earnings · Auto Ancillary

Sandhar's ₹380 cr profit masks one-off gains

Standalone revenue up 19%, but net profit surge driven by business transfer gain; consolidated net profit up 20%.

SANDHAR Small cap 2:19 PM
5
Earnings · Glass

Haldyn Glass confirms FY26 results; numbers already known

Revenue up 21.5% and profit up 41.3%, but these figures were pre-announced. Dividend held at Re. 0.70 per share.

HALDYNGL Micro cap 2:17 PM
6
Earnings · Engineering - Construction

Refex Renewables' auditor flags going concern, qualifies results

Statutory auditor says standalone net worth fully eroded and can't verify key borrowings of ₹1,270 lakh, casting doubt on the company's ability to continue.

REFEXRENEW Micro cap 2:15 PM
5
Concalls · Power Generation

SJVN concall summary confirms Buxar sync, ₹9,400 cr FY27 capex — no new news

A Tijori summary rehashes already-disclosed details; no fresh guidance or surprise for investors.

SJVN Large cap 2:14 PM
9
M&A · Steel Pipes

Man Industries spends ₹1,000 cr on Saudi pipe maker — 22% of market cap

Acquisition of debt-free, profit-making National Pipe Company adds 430,000 MT capacity and blue-chip clients like Saudi Aramco.

MANINDS Small cap 2:14 PM
5
Earnings · Housing Finance

Sammaan Capital posts ₹7,144.56 cr loss as it cleans up legacy books

The NBFC sets aside ₹6,499.17 cr in exceptional items; declares zero NPAs for the first time.

SAMMAANCAP Mid cap 2:13 PM
5
Earnings · CDMO

Sai Life Sciences' Q4 transcript adds nothing new

Earnings call transcript for FY26 results is a routine documentation; results and summary were already disclosed.

SAILIFE Large cap 2:12 PM
5
Earnings · Household & Personal Products

Emami's audited results show modest profit dip in Q4, FY26

Consolidated PAT down ~11.7% for Q4, ~3.4% for full year. Governance resolutions pass as routine.

EMAMILTD Mid cap 2:12 PM
5
Earnings · IT - Software

RateGain's results press release is a replay of already-disclosed numbers

The filing accompanying Q4 and FY26 audited results adds commentary on Sojern integration and strategic outlook but no fresh financials or surprises.

RATEGAIN Mid cap 2:06 PM
5
Earnings · Textile

Page Industries' Q4 sales grew 14%, but numbers were already known

The investor presentation offers no surprises; quarterly volume growth of 10.8% is the only fresh data point.

PAGEIND Large cap 2:05 PM
5
Earnings · Business Support

RK Swamy's concall adds nothing new; FY27 guidance withheld

Post-results earnings call reiterates cautious stance; management calls macro 'dicey' and skips specific targets.

RKSWAMY Micro cap 2:02 PM
5
Earnings · Household & Personal Products

Emami's Q4 PAT dips ~12% in routine earnings release

Audited standalone and consolidated numbers for FY26 show a mild dip, while the board reappoints the MD for a second term; no guidance revision or strategic surprise.

EMAMILTD Mid cap 2:02 PM
6
Earnings · Glass

Haldyn Glass revenue jumps 21.5% in FY26; profit rises 41.3%

Net profit growth far surpasses revenue; dividend unchanged at ₹0.70 per share

HALDYNGL Micro cap 2:02 PM
5
Earnings · IT - Software

Xchanging Solutions posts 9.7% revenue growth, 19.9% PAT rise; dividend steady

Annual results show steady performance, with standalone profit boosted by a one-time dividend from a subsidiary.

XCHANGING Micro cap 1:56 PM
5
Earnings · Pharmaceuticals

Strides Pharma Q4 transcript: nothing new from May 18 call

The earnings call transcript filed today reiterates the US revenue aspiration of $375-400M and strong ex-US growth, all of which were shared during the live call and in the subsequent summary.

STAR Mid cap 1:55 PM
5
Earnings · Household & Personal Products

Emami's FY26 revenue and profit edge lower; MD reappointed

Consolidated revenue dipped 0.8% and profit 3.4% for the year, while Q4 standalone profit fell 12.3% YoY. The board also reappointed the Vice-Chairman & MD for another five-year term.

EMAMILTD Mid cap 1:55 PM
5
Earnings · IT - Software

RateGain's revenue surges on Sojern but standalone PAT halves

Consolidated Q4 revenue hits ₹7,156 cr from ₹2,607 cr; standalone PAT falls to ₹117 cr from ₹266 cr.

RATEGAIN Mid cap 1:51 PM
6
Real Estate

WeWork India revenue jumps 28.6% in Q4; launches RIVET unit

Strong Q4 results were pre-released; the new standalone design-and-build business is the presentation's real news.

WEWORK Mid cap 1:50 PM
5
Credit · Banks

IndusInd Bank gets stable outlook from Moody's

Rating held at Ba1, but shift from negative to stable signals easing of governance and funding concerns following March discrepancy.

INDUSINDBK Large cap 1:50 PM
5
Earnings · Textile

Page Industries wraps FY26 with 6.3% revenue growth, ₹150 dividend

Full-year results in line with expectations; Q4 standalone revenue up 14%. Dividend already pre-announced.

PAGEIND Large cap 1:46 PM
6
Earnings · Real Estate

Arvind Smartspaces reports record FY26 bookings, guides 35-40% growth

FY27 guidance includes 22-25% EBITDA margin and six launches with ₹3,000+ crore inventory.

ARVSMART Small cap 1:45 PM
8
Order Wins · Engineering - Industrial Equipments

DEE Development locks in 3-year EPC deal, secures 60% of Thai subsidiary's capacity

Minimum annual order of US$15.27M (₹127 cr) for HRSG pipe spools; agreement runs June 2027 to Dec 2029.

DEEDEV Small cap 1:44 PM
5
Earnings · IT - Software

Xchanging Solutions grows 9.7% in FY25, PAT up 20%

Steady annual performance with ₹202.92 cr revenue; board recommends ₹2/share final dividend, unchanged from last year.

XCHANGING Micro cap 1:40 PM
8
IT - Software

Aurum Proptech sells two buildings for ₹112 cr, becomes debt-free

Sale completed at 15% above valuation; proceeds used to repay lease rental discounting facility; residual funds for AI.

AURUM Small cap 1:40 PM