Tipsheet
What matters at India’s listed companies
Archive / Page 281

Notes archive.

Thu · 21 May
7
Defence

NIBE's Vayu Astra-1 passes Army trials with 100 km range, sub-2-metre accuracy

The micro-cap defence firm, battling a 60% revenue drop, now has a validated loitering munition that could unlock procurement orders.

NIBE Small cap 12:42 PM
5
Earnings · Cement

JSW Cement posts a ₹1,466 cr loss on a conversion charge

Profit before tax surged to ₹843.54 crore on a strong core business. The net loss came from a one-time, non-cash CCPS conversion charge.

JSWCEMENT Mid cap 12:41 PM
5
Earnings · Retailing

Digidrive standalone profit rises to ₹887 lakhs in FY26; consolidated revenue dips

Standalone PBT climbs as revenue holds near ₹2,750 lakhs, but consolidated earnings slip to ₹758 lakhs on publication losses. No guidance offered.

DIGIDRIVE Micro cap 12:41 PM
5
Earnings · Pharmaceuticals

Akums FY26 call transcript adds nothing new after earlier disclosure

The full transcript of the Q4 FY26 call confirms results already known. No material surprise for the market.

AKUMS Mid cap 12:41 PM
6
Earnings · Media & Entertainment

Saregama sets 60-65% music margin target, skips Dhurandhar 2

In Q4 FY26 call, management reveals it walked away from a major acquisition amid peer pressure, while guiding margin expansion and a ₹300-350 cr content budget.

SAREGAMA Mid cap 12:40 PM
5
Real Estate

Awfis faces ₹6.53 cr tax notice, but it's just 0.28% of market cap

Tamil Nadu Commercial Tax Officer demands ₹6.53 cr including interest and penalty for FY24. The company calls it routine and will reply.

AWFIS Small cap 12:40 PM
6
Earnings · Engineering - Industrial Equipments

Dee Development's profit doubles but auditor flags ₹47.62 cr impairment risk

Revenue rose 44% and net profit more than doubled in FY26, but the auditor's qualified opinion over Malwa Power assets persists for the second year.

DEEDEV Small cap 12:40 PM
6
Earnings · Tiles & Sanitaryware

Glittek Granites posts ₹39 lakh loss as revenue collapses to ₹4.68 lakhs

Annual results confirm near-zero operating business; market price of ~₹44.78 far above open offer of ₹12.65, pricing in a turnaround that financials don't support.

GLITTEKG Micro cap 12:39 PM
6
Concalls · Engineering - Construction

GPT Infra notches record ₹2,422 cr orders, guides 27-30% FY27 growth

Margin tailwinds from Alcon acquisition and forward EBITDA margin guidance add a profitability kicker.

GPTINFRA Small cap 12:30 PM
5
Earnings · Real Estate

Capacit'e Infra's FY26 results: no surprises, same old qualifications

Revenue up 11.6% but profit down 5%; audited numbers confirm prior disclosures. Qualified opinion on ₹11.56 cr receivable remains unresolved.

CAPACITE Small cap 12:23 PM
6
Earnings · Electric Equipment

Lakshmi Electrical's full-year profit slumps 66% as mark-to-market loss hits ₹29 cr

Q4 swung to a profit of ₹118.73 lakhs, but the full-year net profit collapsed to ₹118.70 lakhs from ₹347.23 lakhs, dragged by a massive mark-to-market loss. Dividend cut to ₹3 per share.

LAKSELECON Micro cap 12:21 PM
6
Concalls · Real Estate

Embassy targets ₹6,000 cr pre-sales, plans to cut debt cost to 10%

The developer's FY27 roadmap includes 30% pre-sales growth and a refinancing plan to reduce cost of debt from 14.8% to 10% within 12-18 months.

EMBDL Mid cap 12:20 PM
5
Earnings · Textile

Garware Technical Fibres posts marginal PAT dip in FY26 on ₹13.9 cr labour charge

Consolidated PAT falls to ₹198.68 cr from ₹231.54 cr; board recommends ₹1 final dividend on top of ₹8 interim.

GARFIBRES Mid cap 12:19 PM
6
Electric Equipment

Saatvik Green delays 4 GW plant, production pushed past Q1 FY27

A month after guiding March 2026 commissioning, the company now says module equipment move-in starts June — revenue from the plant slips out of the first quarter.

SAATVIKGL Mid cap 12:08 PM
6
Engineering - Construction

IRB targets 30% toll revenue growth, 25% profit CAGR in FY27

Post Q4 results, management laid out a roadmap to ₹1.4 trillion asset base, reiterates BEST strategy and monetisation pipeline.

IRB Large cap 11:53 AM
6
Earnings · Cement

JSW Cement adds 2.5 MTPA capacity at Nagaur for ₹430 cr

Board also approved FY26 results showing PBT before exceptional items more than tripled to ₹843.54 cr, but a ₹1,466 cr exceptional charge on CCPS conversion weighed on net profit. Dividend of ₹0.50 per share recommended.

JSWCEMENT Mid cap 11:52 AM
6
Earnings · Textile - Spinning

CLC Industries: Revenue jumps to ₹395.8 cr, loss narrows to ₹8.8 cr

Annual sales leap from ₹61.6 cr to ₹395.8 cr; net loss improves from ₹46.2 cr to ₹8.8 cr. Market cap is just ₹17 cr.

CLCIND Micro cap 11:49 AM
5
Earnings · Cement

Kanoria Energy profit slides 89% as board gets family reshuffle

Net profit falls to ₹39.16 lakh on revenue of ₹269.78 cr; MD’s spouse exits, son joins board, retired IAS officer inducted.

KEIL Micro cap 11:40 AM
5
Earnings · Real Estate

Capacit'e revenue rises 11.6%, profit slips 5%; audit flags old issues

Auditor repeats qualified opinion on ₹11.56 cr receivable and highlights ₹54.93 cr legal exposures, both previously disclosed. Results in line.

CAPACITE Small cap 11:39 AM
6
Earnings · Real Estate

Modi's Navnirman's transcript: margin holds, Khar premium in sight

Full FY26 earnings transcript confirms margin trajectory despite raw material cost pressures; detailed project-level and micro-market commentary adds execution colour for the micro-cap developer.

MODIS Micro cap 11:27 AM
6
IT - Hardware

Praruh Technologies proposes new CEO and CTO

Board meeting to approve audited results and appoint Rahul Sharma as CEO, Amar Deep Sharma as CTO signals potential strategic shift for nano-cap firm.

PRARUH Micro cap 11:20 AM
6
Earnings · Auto Ancillary

Sansera guides FY27 ADS revenue ₹550-600 cr, order backlog ₹44.6 bn

Aerospace & defence segment drives multi-year visibility; capex plan similar to FY26.

SANSERA Mid cap 11:20 AM
6
Engineering - Industrial Equipments

Shri Bajrang gets NSE listing — markets already knew

The nano-cap steel stock was admitted to NSE on April 20; the filing is a post-hoc confirmation. Visibility improves, but no financial impact specified.

SHBAJRG Micro cap 11:16 AM
8
Order Wins · Engineering - Industrial Equipments

Inox India lands ₹322 cr in orders, enters space vertical with mega cryo deal

Order book surges 21% to ₹1,514 cr; space exploration customer orders large-scale cryogenic tanks.

INOXINDIA Mid cap 11:13 AM
8
Order Wins · Engineering - Industrial Equipments

Cryogenic OGS lands ₹1.49 cr order from Endress+Hauser India

The nano-cap's second order from a global automation major in quick succession, following Emerson and Honeywell, validates its manufacturing capabilities.

CRYOGENIC Micro cap 11:13 AM