Tipsheet
What matters at India’s listed companies
Archive / Page 44

Notes archive.

Thu · 18 Jun
8
Sugar

TruAlt Bioenergy lands ₹150 cr government grant for SAF plant

The grant under PM JI-VAN Yojana covers 7-10% of project capex, boosting India's 1% SAF blending target by 2027 and validating TruAlt's strategic direction.

TRUALT Small cap 6:00 PM
6
Concalls · Software Services

Meta Infotech targets 4x profit by FY29 after record ₹270 cr revenue

CEO Venu laid out a plan to quadruple net profit in three years, targeting a 10-15% PAT margin by shifting from products to services. Order book of ₹506 cr provides over two years of revenue visibility.

METAINFO Micro cap 5:56 PM
5
Engineering - Industrial Equipments

Rajoo Engineers completes machine shop upgrade, capex undisclosed

The Shree Yantralaya shop now houses 5-axis multitasking from Okuma, Huron, and Jyoti, enabling in-house production of complex extrusion components. No capital outlay or efficiency gains were disclosed.

RAJOOENG Micro cap 5:39 PM
8
Real Estate

Brigade loses environmental clearance for Chennai project, calls order illegal

Tamil Nadu SEIAA revokes nod for Brigade Morgan Heights without hearing, despite Madras HC dismissing a PIL on the project three months ago. Company appeals.

BRIGADE Mid cap 5:38 PM
5
Earnings · Finance - Investment

Silicon Valley Infotech posts net loss, auditor flags capital shortfall

FY26 results show near-zero revenue and a net loss of ₹4.46 lakhs. Auditor qualified opinion cites failure to meet minimum net owned funds requirement. Negative net worth persists at ₹53.68 lakhs.

PRASGLOFIN Micro cap 5:35 PM
6
Software Platform

Nykaa drops fashion house-of-brands plan, cites bandwidth limits

On its June 18 concall, management also said 55% of GMV is AI-driven but just 5% of GenAI experiments are P&L-ready. Fashion hit EBITDA breakeven in Q4.

NYKAA Large cap 5:30 PM
6
Credit · Engineering

Sharika Enterprises to weigh fundraising options on June 23

Nano-cap engineering firm, deep in loss with negative net worth, will consider equity or debt. No size, no pricing yet.

SHARIKA Micro cap 5:25 PM
9
M&A · Pharmaceuticals

Dugar family launches open offer for 26% of Colinz at ₹54/share

A mandatory open offer follows a share purchase agreement for a 34.56% stake, handing control of the nano-cap pharma company to the Dugar family for a combined ₹7.89 crore, over half its market cap.

COLINZ Micro cap 5:14 PM
6
Earnings · Agriculture

Kotyark guides 15-20% revenue growth in FY27, plans 75% capacity expansion

Operating at just 7-8% of its 1,500 KLPD Rajasthan plant, the company eyes gradual utilization improvement and entry into export markets.

KOTYARK Micro cap 5:00 PM
5
IT - Software

HCLTech opens AI lab with Intel, no financials disclosed

The Chennai facility lets enterprises test AI Force and VisionX 2.0 on Intel Xeon 6 and Core Ultra hardware. No investment, order, or revenue target was mentioned.

HCLTECH Mega cap 4:52 PM
8
Stock Broking

Prime Securities lands ₹1,220 cr M&A advisory mandate

The deal is one of the largest Prime has executed. Estimated fees of ₹12-24 cr represent up to 16% of its annual revenue.

PRIMESECU Small cap 4:43 PM
5
Electronics

Switching Technologies board to restructure after promoter exit

A nano-cap with a ₹23 cr market cap, the company is formalizing a management overhaul and reviewing a business transfer deal.

SWITCHTE Micro cap 4:43 PM
8
Credit · Power Generation

Ravindra Energy promoter pledges ₹111 cr more in shares

Second pledge in two weeks, just after a ₹205 cr rights issue. Latest pledge is 3.86% of market cap.

RELTD Small cap 4:42 PM
9
Order Wins · IT - Software

Hiliks Technologies lands ₹95 cr order, more than double its market cap

The nano-cap's latest contract brings its order book to ₹165 crore, or nearly three times its own market capitalisation of ₹58 crore. Third major win in months.

HILIKS Micro cap 4:32 PM
8
Finance - Investment

Altius Telecom sponsor sells ₹2,269 cr stake

BIF IV Jarvis India sold 137.5M units on June 16, cutting holding from 49.85% to 45.34%. The sale, disclosed June 18, is a material cut for an InvIT.

ALTIUSINVIT 4:32 PM
6
Forgings

Bharat Forge teams up with AM General for artillery exports

KSSL, Bharat Forge's defence arm, partners with a U.S. military vehicle specialist to sell the MArG 155mm platform globally, including a bid for the US Army's Mobile Tactical Cannon program.

BHARATFORG Mega cap 4:15 PM
7
Order Wins · Engineering - Construction

BR Goyal lands ₹13 cr civil order at Ratlam industrial park

The ₹13.05 crore contract from LNJ Greenpet covers roads, drains and culverts at a Mega Smart Industrial Area, adding to an order book of ₹1,235 crore.

BRGIL Micro cap 4:13 PM
8
M&A · Diamond & Jewellery

Retaggio puts ₹10 cr into Mumbai property, its biggest capital move yet

Board approves property purchase worth 8% of market cap; also converts eighth tranche of warrants

RETAGGIO Micro cap 4:11 PM
7
Regulatory · Finance - NBFC

Mangalam Industrial's auditor resigned in May, then signed off June results

Mahesh Udhwani & Associates quit over non-cooperation but still cleared FY26 numbers. The company disclosed the resignation 35 days later, blaming oversight.

MANGIND Micro cap 4:09 PM
5
Credit · Steel & Iron Products

ICRA assigns initial rating to Manaksia Steels, matching CARE grade

Fresh ICRA rating for ₹500 cr bank facilities is an initial assignment, not a revision, and mirrors existing CARE ratings. Nano-cap market cap is ~₹453 cr, making rated facilities 113% of size.

MANAKSTEEL Micro cap 4:05 PM
7
Engineering - Industrial Equipments

Aequs maps 4x-6x revenue jump by 2031, but Hasbro loss clouds trajectory

First-ever Investor Day lays out quantified targets: **$350-450M** capex, **18-22%** EBITDA margins, **20%** ROCE. Current quarter losses and a lost toy contract remain unaddressed.

AEQUS Mid cap 4:03 PM
6
Pharmaceuticals

P&G Health's FY26 sales up 16%, profit up 30%; innovation and distribution gain

Concall confirmed strong revenue and profit growth. New products beat expectations, distribution added 30k extra-urban pharmacies. No FY27 guidance but management sees sustained momentum.

PGHL Mid cap 4:00 PM
8
Trading

Afloat promoter Rukmani Mittal sells 2.07% stake in two days

Rukmani Devi Mittal reduced her stake from 3.35% to 1.27% of Afloat Enterprises, days after fellow promoter Kiran Mittal sold 4.53%, as the nano-cap struggles with a 70% revenue drop in FY26.

ADISHAKTI Micro cap 3:48 PM
6
Steel/Sponge /Pig Iron

VMS TMT promoters cancel ₹5.95 cr inter-se transfer

A proposed acquisition of 13,22,154 shares (2.66% stake) at ₹45 per share was withdrawn a week after being announced. No reason was given, leaving promoter shareholding unchanged.

VMSTMT Micro cap 3:40 PM
8
Credit · Power Generation

GMR Power promoters pledge 2.82% more equity, total encumbrance hits 61.07%

Promoter entity GMR Enterprises pledged shares valued at ₹232 cr to secure ₹300 cr of unrated NCDs for personal use. The low coverage ratio of 0.77 signals high borrowing strain.

GMRP&UI Mid cap 3:39 PM