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Archive / Page 279

Notes archive.

Thu · 21 May
5
Earnings · Real Estate

Welspun Q4 transcript adds nothing new; agenda set earlier

The full Q4 FY26 concall transcript is a routine record of already-disclosed results, project win, and fundraising resolution.

WELENT Mid cap 1:39 PM
6
Earnings · Real Estate

WeWork India turns net debt negative, FY26 PAT more than doubles

Audited results confirm strong cash flows; credit rating upgraded to A+. Revenue up 23.4% to ₹2,477 cr.

WEWORK Mid cap 1:36 PM
5
Earnings · IT - Software

Xchanging Solutions posts 9.7% revenue growth, 19.9% profit rise

Standalone profit surged 88.7% on one-time subsidiary dividend; board recommends ₹2/share final dividend.

XCHANGING Micro cap 1:34 PM
8
Order Wins · Transformers

Marsons wins ₹30 cr US solar transformer order, breaks into renewables

The 200 MVA 115 kV transformer order from a US solar developer marks Marsons' first entry into the higher-margin US renewable market.

MARSONS Small cap 1:34 PM
7
Credit · Pharmaceuticals

Adeshwar Meditex eyes ₹40 cr equity raise – nearly double its market cap

A 182% potential dilution looms as revenue falls 33% and profit drops 39%, making this a high-stakes capital plan for the nano-cap.

ADESHWAR Micro cap 1:31 PM
8
Pharmaceuticals

AstraZeneca India wins CDSCO nod for Calquence in MCL

Second Indian approval for BTK inhibitor after CLL; broadens addressable patient pool in aggressive lymphoma.

ASTRAZEN Large cap 1:27 PM
6
Concalls · Engineering - Construction

Suntech Infra targets 20-25% revenue growth in FY27 with margin recovery

Management guided for EBITDA margin of 25-27% in FY27, driven by a Rs 214 crore order book and reversal of Rs 5 crore one-off headwinds.

SUNTECH Micro cap 1:25 PM
6
Earnings · Real Estate

WeWork India revenue climbs 25% in FY26, profit dips on tax base effect

Audited Q4 revenue up 29% to ₹692.8 cr; net profit jumps 72% to ₹64.4 cr. Full-year profit drops from ₹130.5 cr to ₹72.2 cr due to prior-year deferred tax credit.

WEWORK Mid cap 1:24 PM
5
Earnings · Pharmaceuticals

Krebs Biochemicals revenue halved as Vizag plant stays shut

FY26 revenue fell to ₹2,373.16 lacs from ₹4,331.19 lacs; net loss narrowed to ₹1,693.31 lacs but net worth deepened to negative ₹16,275.47 lacs. Plant remains closed since Feb 2025.

KREBSBIO Micro cap 1:24 PM
5
Earnings · IT - Software

RPSG Ventures posts consolidated loss for FY26 as sports unit weighs

Standalone profit driven by dividend income masks group-level losses from exceptional items and sports segment.

RPSGVENT Small cap 1:21 PM
6
Concalls · Plastic Products

Harshdeep Hortico misses internal revenue target, flags cost spike

Revenue of ₹69 cr fell short of ₹85 cr internal guidance; raw material costs surged 60%.

HARSHDEEP Micro cap 1:21 PM
6
Concalls · Engineering - Industrial Equipments

JNK India guides for 25-30% revenue growth in FY27

Management also flagged ₹4,000 cr export bid pipeline and detailed margin trajectory on Q4 concall.

JNKINDIA Small cap 1:20 PM
5
Earnings · IT - Software

RPSG Ventures posts standalone profit jump, consolidated loss

Standalone Q4 profit boosted by dividend income; underlying operations remain in the red

RPSGVENT Small cap 1:19 PM
6
Earnings · Real Estate

WeWork India's Q4 profit jumps 72% but full-year net halves on tax base effect

Standalone Q4 revenue at ₹693 cr, net profit ₹64 cr; FY26 profit down to ₹72 cr from ₹131 cr as deferred tax credits reverse.

WEWORK Mid cap 1:17 PM
5
Engineering - Construction

Cemindia awarded discharge in bribery case, closing 6-year saga

Vijayawada court discharges company and former employee from 2018 bribery charges; no financial impact expected given zero provisions.

CEMPRO Large cap 1:15 PM
6
Concalls · Auto Ancillary

Talbros trims export ambition, sets FY27 margin target at 17-18%

Record Q4 results underpin new guidance: revenue to grow 15-20% next year, but export share target slips to 30% by FY28.

TALBROAUTO Small cap 1:14 PM
5
Order Wins · Engineering - Construction

Transrail Lighting hit with ₹51 cr GST demand; company to appeal

The ₹51 crore GST order is 0.73% of Transrail's market cap; company says no material impact and will challenge.

TRANSRAILL Mid cap 1:09 PM
6
Concalls · Finance - NBFC

Finkurve sees 40-50% AUM jump in FY27, doubles co-lending goal

Management updates guidance on call, aiming for ₹5,000 crore AUM by 2029, and says no equity raise this year.

FINKURVE Micro cap 1:09 PM
6
Earnings · Retailing

Shankara Buildpro pushes back margin target, doubles store plans for FY27

Management now eyes EBITDA margin goal by FY29, a year later than guided; store additions to jump to 7-10 annually, while non-steel revenue mix target is cut to 15-16%.

BUILDPRO Small cap 1:09 PM
5
Earnings · Finance - NBFC

Hybrid Financial profit slips as ₹80 lakh rental provision hits

Audited FY26 numbers show net profit at ₹270 lakhs versus ₹383 lakhs last year, dragged by a one-time provision for an old deposit.

HYBRIDFIN Micro cap 1:05 PM
5
Earnings · Finance - NBFC

Hybrid Financial's profit falls 30% after ₹80 lakh rental provision

FY26 net profit fell to ₹270 lakhs, with a legacy rental deposit charge accounting for the bulk of the decline.

HYBRIDFIN Micro cap 1:00 PM
5
Earnings · Trading

Madhusudan Industries posts ₹41.69 lakh FY26 loss; Q4 hit by fair value

Routine annual results confirm net loss similar to last year; fair value adjustments pushed Q4 loss to ₹118.26 lakhs

MADSUDIND Micro cap 12:58 PM
5
Earnings · Cement

JSW Cement's Q4 EBITDA jumps 46% to ₹365 cr, confirming earlier guidance

Full-year EBITDA hits ₹1,240 cr, up 44%; Nagaur expansion and Assam mining lease add colour but were already announced.

JSWCEMENT Mid cap 12:57 PM
5
Earnings · Pharmaceuticals

IOL Chem's Q4 & FY26 results: Old news, no surprises

Audited numbers and Triacetin/Pantoprazole expansions were already disclosed. Market knew the story.

IOLCP Small cap 12:53 PM
5
Earnings · Steel & Iron Products

JSW Steel's Q4 FY26 transcript confirms known points

The call transcript is a procedural filing; all strategic updates were already absorbed in prior concall and earnings releases.

JSWSTEEL Mega cap 12:53 PM