Tipsheet
What matters at India’s listed companies
Archive / Page 282

Notes archive.

Thu · 21 May
6
IT - Software

Ahasolar commissions its first owned solar plant, 2.5 MW in Gujarat

The nano-cap consultancy is moving beyond pure advisory into asset ownership, adding recurring revenue — but the financial scale remains undisclosed.

AHASOLAR Micro cap 11:12 AM
6
Earnings · Real Estate

Capacit'e Infra cuts EBITDA margin guidance as commodity inflation bites

Management now sees EBITDA margins at 15.5-16.5% for FY27, down 100-200 bps; CIDCO revenue expectations trimmed to ₹500-600 crore.

CAPACITE Small cap 11:12 AM
5
Earnings · Plastic Products

Ester Industries' Q4 FY26 transcript adds nothing new to earlier concall

The May 15 earnings call transcript confirms previously disclosed results and guidance, offering no fresh material for investors.

ESTER Micro cap 11:01 AM
6
Concalls · Trading

Positron projects 25-30% volume growth for FY27, order book at ₹540 cr

The gas aggregator also saw margin expand to 7.4% in H2 FY26 from 4.74%, and says back-to-back contracts shield it from West Asia supply disruptions.

POSITRON Micro cap 10:53 AM
5
Earnings · Consumer Food

Kwality Wall's posts ₹3,688 mn net loss; filing adds nothing new

Audited results confirm prior limited review numbers. Board also appointed Walker Chandiok & Co. as statutory auditors for five years, a routine step after listing.

KWIL Mid cap 10:50 AM
5
Earnings · Hospital & Healthcare

Apollo Hospitals confirms ₹1,942 cr PAT — a routine filing

The audited annual results add no new material information; the headline numbers and strategic deals were disclosed hours earlier.

APOLLOHOSP Mega cap 10:46 AM
6
Concalls · EMS

EPACK Durable E-pavo profitability delayed to FY28, revenue slips 12.7%

Management flags EBITDA margin contraction and PLI reversal in FY26 concall

EPACK Small cap 10:46 AM
5
Retailing

ABFRL pumps ₹175 cr into Tasva, lifts stake to 89%

The capital infusion is routine—below materiality thresholds—and doesn't change the investment case for India's largest ethnic wear bet.

ABFRL Mid cap 10:36 AM
6
Earnings · Auto Ancillary

Bosch flags flattish FY27 on West Asia risks, commodity volatility

The Q4 concal adds little new beyond previously disclosed results, but the conservatism on FY27 is a shift from prior optimism.

BOSCHLTD Mega cap 10:33 AM
6
Edible Oil

AWL Agri unveils Vision 2030: revenue target of ₹1 lakh cr

Management targets ~₹4,000 cr EBITDA and doubling of food revenues by 2030, backed by distribution network and Fortune brand.

AWL Large cap 10:14 AM
6
Earnings · TV Broadcasting & Software Production

Amagi returns to profit but loses 30 small clients as margins shrink

Q4 FY26 revenue hit ₹1,506 cr, net profit ₹72 cr, but gross margins compressed from customer pricing renegotiations. Management flags strategic pivot to enterprise clients.

AMAGI Mid cap 9:35 AM
8
Order Wins · IT - Software

Aurionpro lands its biggest US deal — $33M contract with insurance payments platform

The three-year win equals 19.4% of FY26 revenue and 6.8% of market cap, expanding order book to ₹1,800 crore.

AURIONPRO Small cap 9:32 AM
5
Earnings · Real Estate

Indiqube's FY26 results, IPO fund rejig are déjà vu

Board meeting outcome confirms previously disclosed numbers and proposals; routine appointments add no news.

INDIQUBE Small cap 9:13 AM
6
Concalls · Pharmaceuticals

Viyash Scientific targets ₹1,000 cr EBITDA in 2-3 years, pivots to companion animals

Management's May concall reaffirms synergy-led margin expansion and sets an FY27 EBITDA run rate of ~₹800 crore.

VIYASH Mid cap 8:15 AM
5
M&A · Port

Adani Ports buys Kanpur land for ₹1,500 cr — small deal, big ambition

The acquisition adds 243 acres near Kanpur for a logistics park, but at 0.37% of market cap it won't move the needle for India's largest port operator.

ADANIPORTS Mega cap 8:13 AM
5
Educational Institutions

Jaro promoter buys 0.94% stake, holding rises to 53.77%

Sanjay Namdeo Salunkhe picked up shares worth a small fraction of a ₹1,138 crore market cap. Routine compliance, not a game-changer.

JARO Small cap 8:10 AM
6
M&A · Power Generation

Adani Power locks in Jaiprakash assets — a deal the market already knew about

The ₹4,194 cr acquisition was flagged in March 2026; today's signing is procedural. Still, a binding contract removes execution risk.

ADANIPOWER Mega cap 8:00 AM
5
Earnings · Auto Ancillary

Sansera confirms Q4 & FY26 results; all figures earlier disclosed

The earnings release matches previously reported numbers. No material new information for investors.

SANSERA Mid cap 6:29 AM
8
Earnings · Auto Ancillary

Sansera guides FY27 ADS at ₹5,500-6,000 Mn; order backlog 30% of m-cap

The auto component maker gave quantified revenue guidance for the first time, with an ADS order backlog worth ₹44,638 Mn — roughly 30% of its market cap — providing unusual forward visibility for a mid-cap.

SANSERA Mid cap 6:27 AM
6
Earnings · Auto Ancillary

Sansera Engineering closes FY26 with 50.7% profit surge

Consolidated net profit jumps to ₹327 cr on 16% revenue growth; board adds heavyweight directors and recommends ₹4 dividend

SANSERA Mid cap 6:13 AM
6
Earnings · Auto Ancillary

Sansera Engineering profit jumps 50.7% in FY26, board gets a revamp

Consolidated net profit surges to ₹327 crore, aided by lower finance costs. Board recommends ₹4/share final dividend and inducts three independent directors, including a former Renault India CEO.

SANSERA Mid cap 5:57 AM
6
Earnings · Engineering

Sharika Enterprises posts ₹770.51 lakhs net loss; auditor flags unprovided items

FY26 standalone loss of ₹770.51 lakhs versus profit of ₹97.19 lakhs a year ago. Net worth turns negative with other equity at -₹217.33 lakhs.

SHARIKA Micro cap 1:58 AM
6
M&A · Engineering - Construction

Vikran Engineering takes full control of NOPL Solar in ₹5.1 cr deal

The 969 MW PM-KUSUM project is big, but the cost is just 0.6% of market cap.

VIKRAN Small cap 1:50 AM
6
Earnings · Engineering

Sharika Enterprises auditor qualifies FY26 results, net loss deepens

Auditor flags unprovided inventory, unreconciled advances, and ₹54 cr trade receivables without credit loss assessment. Net worth turns negative.

SHARIKA Micro cap 1:47 AM
7
Real Estate

Embassy eyes ₹6,000 Cr pre-sales in FY27 after record FY26

FY26 pre-sales up 128% to ₹4,631 Cr; company guides for 30% growth in FY27, backed by launches and ₹30,848 Cr embedded surplus.

EMBDL Mid cap 1:04 AM