Tipsheet
What matters at India’s listed companies
Archive / Page 68

Notes archive.

Mon · 15 Jun
5
Banks

Bandhan Bank sells ₹303.74 cr NPA portfolio to ARCs

The board approved a Swiss Challenge sale of housing finance NPAs. At 0.9% of market cap, the move is routine balance-sheet management.

BANDHANBNK Large cap 6:32 PM
5
Credit · Pharmaceuticals

Lactose to forfeit 15 lakh warrants after SG General fails to pay

The board will consider stripping SG General Dealers LLP of its convertible warrants for non-payment. The move removes a potential dilution but also signals a counterparty default.

LACTOSE Micro cap 6:32 PM
8
Order Wins · Water Management

Concord Enviro arm bags ₹16 cr ZLD order from steel major

Subsidiary Rochem Separation Systems wins contract for wastewater treatment and zero liquid discharge systems at a cold rolling complex. Execution over 12 months adds to a ₹536 cr order book.

CEWATER Micro cap 6:26 PM
7
Trading

Adani Enterprises, Jabil tie up to make AI hardware in India

Non-binding pact targets multi-gigawatt-scale manufacturing of AI racks, servers and cooling systems for global hyperscalers.

ADANIENT Mega cap 6:04 PM
5
Earnings · Aquaculture

Avanti Feeds' Q4 concall transcript adds no new material info

The transcript of the June 12 post-earnings call confirms previously known details on raw material cost inflation, $15-20M US tariff refund expectations, and FY27 growth guidance. No new tradeable information was introduced.

AVANTIFEED Mid cap 6:03 PM
6
IT - Software

HCLTech invests ₹1,427 cr for 10.46% in sovereign AI startup Sarvam AI

The investment gives HCL a toehold in frontier AI models built in India, but at just 0.47% of its market cap, it is a strategic bet, not a financial needle-mover.

HCLTECH Mega cap 6:02 PM
6
Commercial Vehicle

Gurunanak Agriculture targets 500 harvester sales a year by FY29

The nano-cap plans a 25x jump from ~20 units in FY26, aiming to undercut Chinese imports with lightweight harvesters priced Rs 22-25 lakh.

GURUNANAK Micro cap 6:02 PM
8
Agrochemicals

Indogulf Cropsciences to meet Abakkus and other investors in June

The nano-cap agrochemical company has lined up one-on-one meetings with top investors including Abakkus Asset Managers, a move that could hint at institutional interest.

IGCL Micro cap 5:56 PM
5
Banks

Dhanlaxmi Bank appoints Krishnakumar K as CFO

Routine succession as Kavitha T.A. is replaced by former Federal Bank executive for a standard three-year term

DHANBANK Small cap 5:55 PM
7
M&A · Restaurants

Devyani gets exchange clearances for Sapphire merger

With NSE and BSE raising no objections, the scheme can be filed with NCLT. The 177:100 share swap would create India's largest QSR chain.

DEVYANI Mid cap 5:54 PM
6
Earnings · Professional Services

PAN HR targets ₹1,000 cr by FY29 after profit jump

The transcript reveals a roadmap from ₹126 cr to ₹1,000 cr in three years, with a near-term 40% growth target for FY27 and plans to deploy IPO proceeds.

PANHR Micro cap 5:52 PM
6
Software Services

Homre pulls in NTPC veteran to run its biomass bet

Homre Ltd is turning to a 42-year NTPC veteran to steer its pivot from trading to biomass pellet manufacturing. Surendra Pal Sharma takes over as executive director from June 15.

TRITON Micro cap 5:38 PM
7
Agriculture

Apis India fills CFO gap with Ankit Nagar

The micro-cap sweetener maker swiftly replaces Manisha Anand with a seasoned chartered accountant from Dharampal Satyapal Foods, signalling governance intent.

APIS Micro cap 5:31 PM
6
IT - Networking

Rox Hi-Tech guides 20% FY27 growth, orders ₹75 cr in hand

FY26 revenue rose 11% to ₹210.63 cr despite supply snags; AI practice now 3-4% of revenue; EBITDA margin seen recovering to 15-17%.

ROXHITECH Micro cap 5:26 PM
8
Media & Entertainment

Nouveau Global borrows ₹1.5 cr, 21% of market cap, for film rights

The nano-cap company with zero operating revenue is borrowing against Mumbai properties to fund a film rights acquisition of equal size. The move could reshape a business that posted a ₹40 lakh loss last year.

NOUVEAU Micro cap 5:26 PM
6
M&A · Steel Pipes

Steel pipe maker's demerger plan sent back for more review

The board-approved scheme to spin off two units is now under further scrutiny. No reasons given, and the timeline is now uncertain.

MAHSEAMLES Mid cap 5:17 PM
8
Forgings

Hilton Metal goes back to markets with QIP plan after rights issue

Board to meet on June 18; company recently completed a rights issue and bagged a ₹720 cr defence order. Fresh capital could fund expansion but brings dilution.

HILTON Micro cap 5:15 PM
8
Professional Services

Mach Travel lands IRCTC empanelment for Swadesh Darshan, charter trains

The nano-cap now qualifies to bid on large-scale government tourism projects alongside IRCTC, with a five-fold workforce expansion to 360 employees backing the play.

MCEL Micro cap 5:14 PM
8
Order Wins · Engineering - Construction

Fabtech lands ₹31 cr Botswana vaccine plant order

Turnkey order from Botswana Vaccine Institute for HVAC and clean rooms; represents ~7% of FY26 revenue and is a genuine new disclosure.

FABTECH Micro cap 4:59 PM
6
Earnings · Electric Equipment

RMC Switchgears grew revenue 26% but profit fell 27% in FY26

Revenue crossed ₹401 crore, but net profit slipped to ₹22.42 crore, hit by Q3 project delays and supply chain snags. Order book at ₹850 crore provides visibility; PulseBox reaches tender stage.

RMC Micro cap 4:49 PM
6
Textile - Spinning

PBM Polytex strike ends, BLP unit resumes full ops

Workers called off the 13-day illegal sit-down strike on June 15, allowing the plant to restart. The nano-cap textile firm did not disclose any financial impact from the disruption.

PBMPOLY Micro cap 4:45 PM
8
Household & Personal Products

Lykis board proposes ₹200 cr investment limit, dwarfing its ₹89 cr market cap

The nano-cap firm also approves borrowings up to ₹100 cr, names new chairman, and seeks a name change to Krowniq. All major proposals need shareholder nod.

LYKISLTD Micro cap 4:43 PM
5
Finance - NBFC

M&M Financial raises ₹1,000 cr via 7.9% NCDs

Fresh secured NCD issuance at 7.90% fixed coupon over 3 years; size 2.47% of market cap, below materiality threshold.

M&MFIN Large cap 4:41 PM
6
Telecom - Equipment

NCLT extends Quadrant Televentures' CIRP by 60 days, names four bidders

The insolvency process now runs till July 29, 2026. GVN Fuels, Fastway Transmissions, Cyfuture India, and Areion Assets have submitted plans.

QUADRANT Micro cap 4:32 PM
8
M&A · Trading

Getalong promoter Westpac lifts stake to 39.96% with ₹26.95 lakh open-market buy

The acquisition of 3,85,000 shares at ₹7 each bumps promoter holding by 1.82 percentage points, showing confidence in the nano-cap.

GETALONG Micro cap 4:26 PM