Tipsheet
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Archive / Page 59

Notes archive.

Thu · 18 Jun
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
5
Housing Finance

Aadhar Housing raises ₹250 cr via NCD private placement

The three-year floating-rate notes (3-month T-bill plus spread) carry an ICRA AA Positive rating. The raise is about 1.2% of market cap, an incremental treasury operation, not a strategic event.

AADHARHFC Large cap 3:33 PM
7
Metal - Non Ferrous

Southern Magnesium faces ₹30 lakh GST notice, exceeds annual profit

The demand for alleged short payment of output tax over 10 months is material for the nano-cap. Its entire FY26 profit was just ₹12.6 lakh.

SOUTHMG Micro cap 3:31 PM
8
Credit · CDMO

Cohance promoters pledge 54% of equity to refinance $285M debt

Jusmiral Holdings and Berhyanda have gone from zero encumbrance to pledging their entire stake. The loan amounts to 14.5% of market cap.

COHANCE Mid cap 3:29 PM
6
Refineries

HPCL JV's fire-damaged CDU back online; diesel dispatches begin this week

Restoration of crude distillation unit at HPCL Rajasthan Refinery completed faster than worst-case scenarios; motor spirit production next week.

HINDPETRO Large cap 3:22 PM
6
Concalls · Steel & Iron Products

Maiden Forgings MD cuts peak revenue target, admits past mindset issues

Nishant Garg downgrades expanded capacity potential to ₹550-600 cr from ₹700-800 cr, flags internal problems before Oct '23, and lays out a ₹1,000 cr revenue roadmap by FY30.

MAIDEN Micro cap 3:14 PM
6
Auto Ancillary

Saint-Gobain Sekurit gets a new CFO in a smooth handover

CFO Senthil Nathan resigns for family reasons; Vidya Shankar, a 16-year group veteran, steps in three days later. No other material reasons cited.

SEKURITIND Small cap 3:11 PM
9
M&A · Trading

Lloyds Enterprises buys 88% of Steel Infra Solutions for ₹1,073 cr

The acquisition, via cash and share swap, adds a heavy steel fabrication firm with ₹816.87 cr revenue and a 30-month listing roadmap.

LLOYDSENT Mid cap 3:06 PM
8
M&A · Engineering - Industrial Equipments

Lloyds Engineering buys SISCOL for ₹1,073 cr to build ₹10,000 cr revenue platform

The structural steel fabricator adds ₹817 cr in revenue and a ₹1,134 cr order book. Founder Ravi Uppal stays on to lead the acquired entity.

LLOYDSENGG Mid cap 3:02 PM
9
M&A · Engineering - Industrial Equipments

Lloyds Engineering buys 52% stake in SISCOL for ₹635 cr

The deal brings former JSPL MD Ravi Uppal's company under its fold, adding ₹817 cr revenue and 100,000 MTPA capacity. Combined entity creates an integrated engineering and EPC platform.

LLOYDSENGG Mid cap 3:01 PM
7
Finance - NBFC

Finkurve adds a second ₹50 cr NCD plan to fund AUM growth

Board to consider new ₹50 crore NCD issuance on June 24, separate from the ₹100 crore plan approved earlier this month.

FINKURVE Micro cap 3:01 PM
5
Pharmaceuticals

Bacil Pharma proposes R&D arm, but numbers are missing

The nano-cap with zero revenue wants a wholly-owned R&D subsidiary. No investment amount or timeline disclosed, just an intent.

BACPHAR Micro cap 3:01 PM
5
Chemicals

Bandhan MF buys into SH Kelkar, just crossing the 5% threshold

A ₹2 crore open-market purchase lifts Bandhan's stake to 5.0064% in the fragrance maker. For a ₹1,898 cr company, the signal is stronger than the money.

SHK Small cap 2:47 PM
6
IT - Software

Allied Digital elevates Nehal Shah to Joint MD, appoints ex-NTT Data exec

The board also redesignates CEO Paresh Shah as Chief Innovation Officer as the company sharpens focus on AI and cloud.

ADSL Micro cap 2:34 PM
8
Engineering - Construction

Mizzen Ventures raises ₹10 cr via preferential issue to outsiders

The nano-cap issues 8 lakh shares at ₹125 each to 24 non-promoter investors. The raise is 3.3% of its ₹299 cr market cap.

JYOTHI Micro cap 2:24 PM
7
M&A · EMS

Amber subsidiary IL JIN buys out minority in Ascent Circuits for ₹336.75 cr

IL JIN Electronics is raising its stake in the PCB maker from 60% to 98.5%, paying ₹336.75 crore in cash. The deal consolidates control over a ₹401.87 crore-turnover subsidiary at 1.2% of Amber's market cap.

AMBER Large cap 1:57 PM