Tipsheet
What matters at India’s listed companies
Archive / Page 72

Notes archive.

Fri · 12 Jun
6
Earnings · Engineering - Industrial Equipments

Kirloskar Ferrous PAT nearly doubles to ₹594.74 cr on tax boost

A deferred tax asset of ₹141.28 cr and reversal of ₹110.38 cr tax expense drive the jump. The restated results supersede the May 7 filing.

KIRLOSIND Small cap 7:42 PM
5
Banks

RBL Bank makes Bhavin Lakhpatwala permanent CFO

Lakhpatwala, who led HDFC-HDFC Bank merger finance integration, had been interim finance chief since December 2025.

RBLBANK Large cap 7:42 PM
6
Earnings · Pharmaceuticals

Fredun targets 25-30% growth in FY27, eyes ₹100 cr mobility run rate

Transcript details plans for hormonal therapies, anti-aging, and pet care platform Wagr; management targets PAT margins of 10-12% in medium term.

FREDUN Small cap 7:30 PM
8
Order Wins · Electric Equipment

Indobell lands USD 82,170 GE order, 4.4% of revenue

Nano-cap insulation maker wins another order from GE Vernova, continuing a steady relationship. The order equals 4.4% of annual revenue but comes amid a 39% revenue drop.

INDOBELL Micro cap 7:28 PM
8
Trading

Balgopal Commercial lands ₹200 cr Oshiwara redevelopment

The project is worth roughly 54% of the nano-cap's market cap, giving it multi-year revenue visibility via a 51,086 sq ft free sale component.

BALGOPAL Micro cap 7:16 PM
9
Order Wins · Engineering - Industrial Equipments

Fabtech Cleanrooms lands ₹153 cr in orders — 70% of last year's revenue in one month

May orders push order book to ₹354.74 cr, more than 70% of market cap. Renewables and pharma lead.

FABCLEAN Micro cap 7:14 PM
7
Hotels & Restaurants

Advani Hotels' assets valued at nearly double its market cap

Independent valuations peg Caravela Beach Resort at ₹828.50 cr and brand at ₹81.88 cr, against a ₹482 cr market cap. Board adopts lower estimates.

ADVANIHOTR Micro cap 7:06 PM
6
Earnings · Engineering - Industrial Equipments

Sealmatic guides for 15% revenue growth, margin recovery in FY27

After a weak FY26 where revenue grew just 2%, management targets 23-24% EBITDA margins backed by lower exhibition spends and API seal placements.

SEALMATIC Micro cap 6:38 PM
6
Advertising & Media

Bright Outdoor Media board clears mainboard migration, taps NSE listing

The outdoor advertising firm moves from BSE SME to BSE mainboard and NSE, subject to shareholder approval, aiming for wider liquidity and visibility.

BRIGHT Micro cap 6:27 PM
5
EMS

EPACK's tax demand cut to ₹5.89 cr from ₹29.03 cr after IT dept rectification

The Income Tax Department reduces a previous demand, but the dispute isn't closed. The remaining ₹5.89 cr is 33% of FY26 PAT, a notable overhang for the small-cap EMS firm.

EPACK Small cap 6:19 PM
7
Pharmaceuticals

Aurobindo gets second OAI plant in six months

Unit-III in Pashamylaram joins Unit-I on FDA's enforcement track after an inspection with 11 observations. Warning letter or import alert possible.

AUROPHARMA Large cap 6:18 PM
7
Real Estate

Capacit'e Infra eyes ₹55 cr via NCDs, board meets June 17

The proposal, equal to ~3% of market cap, is material but awaits board approval. Funds likely for working capital amid recent large order win.

CAPACITE Small cap 6:06 PM
8
Edible Oil

Sundrop promoter pledges fresh 5% stake days after buying it

CAG-Tech immediately encumbers newly acquired shares, pushing total promoter encumbrance to 43.90% — a red flag for a company with zero debt on its books.

SUNDROP Small cap 6:06 PM
6
Power Generation

Adani Energy promoters lift stake to 74.29%, add new entity

The promoter group spent three months accumulating shares, with Ardour Investment Holding a new entrant buying the largest chunk. The move signals confidence but at 2.12 percentage points it is modest for a ₹179,766 crore utility.

ADANIENSOL Mega cap 5:57 PM
8
Steel & Iron Products

MSP Steel promoter group buys 2.6% in ₹60 cr open-market splurge

Saket Agrawal and entities raise holding to 42.82% from 40.22% over nine trading days. The purchase follows a ₹500 cr capex plan and a swing to profit.

MSPL Small cap 5:53 PM
7
Pharmaceuticals

Aptus Pharma board approves ₹51 cr fund raise for expansion

The nano-cap pharma plans to raise ₹35 cr via preferential equity, ₹10 cr debt, and ₹6 cr internal accruals. The preferential allotment is subject to approvals with pricing and allottees yet to be decided.

APPL Micro cap 5:47 PM
9
Order Wins · Engineering - Construction

SEPC lands ₹673 cr SAIL order, its largest ever

The contract equals 62% of FY26 revenue and could be a lifeline for a company with a 'D' credit rating and ongoing liquidity stress.

SEPC Small cap 5:44 PM
6
Steel & Iron Products

Karbonsteel targets ₹400 cr revenue in FY26 as order book hits ₹350 cr

The company expects EBITDA margins of 12-13% from 10.86% in FY25, driven by automation and capacity expansion to 54,000 tons. Guidance comes despite the planned Khopoli plant shutdown.

KARBON Micro cap 5:43 PM
9
Trading

Samyak International to raise ₹13.6 cr – more than its entire market cap

Preferential issue at ₹17 a share, an 83% discount to the market price of ₹102, implies over 600% dilution for existing shareholders.

SAMYAKINT Micro cap 5:38 PM
8
Trading

Afloat promoter Kiran Mittal sells 340,000 shares, stake down to 2.37%

Mittal's stake drops from 5.07% to 2.37% in two days, following a 230,000-share sale on June 10. Another promoter has pledged his entire 11.25% holding.

ADISHAKTI Micro cap 5:38 PM
7
Retailing

ADIA trust pares Lenskart stake below 10% after SoftBank exit

A sovereign wealth fund sold ₹2,008 crore worth of shares, crossing a key regulatory threshold, just eight days after SoftBank's ₹2,859 crore exit.

LENSKART Large cap 5:33 PM
5
Engineering - Construction

Shivanand Mankekar family trims Arisinfra stake by 2.26%

The HUF and family sold 18,50,000 shares between February and June 2026, reducing their holding from 3.42% to 1.15%. The gradual sales over five months limit the surprise factor for the micro-cap stock.

ARIS Micro cap 5:29 PM
7
Pharmaceuticals

Ipca Labs lands global licence for subcutaneous biologics platform

The deal with Bhami's Research Laboratory gives Ipca worldwide rights to develop multiple monoclonal antibodies for oncology and inflammatory diseases, expanding its biosimilar pipeline into novel drug delivery.

IPCALAB Large cap 5:28 PM
6
Consumer Food

Nestlé fights Maggi insect claim with lab tests, stock drops 3%

FSSAI notice based on unverified social media complaint. Nestlé rejects allegation and submits independent lab proof, but the market is wary given Maggi's 2015 ban history.

NESTLEIND Mega cap 5:27 PM
8
Credit · Consumer Food

Mukka Proteins raises ₹47 cr via warrants, buys two fish meal firms for ₹26 cr

The micro-cap protein player is tackling liquidity stress flagged by a recent credit downgrade while expanding core production capacity via two acquisitions.

MUKKA Micro cap 5:27 PM