Tipsheet
What matters at India’s listed companies
Archive / Page 8

Notes archive.

Fri · 03 Jul
5
Credit · Pharmaceuticals

Ajanta Pharma promoter pledges 10.06 lakh shares; encumbered stake at 10.83%

The incremental 0.80% of equity is below the materiality threshold, but it adds to a flurry of promoter actions in June. Loan terms undisclosed.

AJANTPHARM Large cap 10:32 AM
5
Metal - Non Ferrous

Vedanta locks 50.1% of HZL stake for FACOR loan covenant

A fresh encumbrance through a maintenance covenant partly reverses last week's pledge release, but the loan is modest and liquidation risk low.

HINDZINC Mega cap 10:26 AM
6
Earnings · Consumer Food

Nestlé India confirms ₹2 special dividend, a modest 0.14% of market cap

The board declared a ₹2/share special dividend totaling ₹385.7 cr, as anticipated after the June 19 board meeting notice. Payout is small given its ₹2,80,261 cr market cap.

NESTLEIND Mega cap 9:54 AM
9
Order Wins · Professional Services

Bluspring's STEAG unit lands second ₹1,437 cr Vedanta O&M contract in a month

Follows a ₹1,219.85 crore deal for another plant. The two orders together exceed the company's market capitalisation.

BLUSPRING Small cap 9:40 AM
8
Real Estate

Marathon Nextgen enters society redevelopment with ₹450+ cr Versova project

GDV nearly equals one year's revenue; platform model avoids large upfront land costs. The first step in a calibrated strategy for scalable city redevelopment.

MARATHON Small cap 9:10 AM
5
Credit · Water Management

SPML Infra lands one-notch credit rating upgrade from ICRA

ICRA upgraded SPML's long-term instruments worth ₹1,595 crore to BBB with stable outlook from BBB-, citing improving creditworthiness on the back of strong order book and growth.

SPMLINFRA Small cap 8:11 AM
6
IT - Software

HCLTech lands $1.14B AI deal with Fortune 50 firm

The net new contract runs from 2026 to 2031, but at roughly 1.4% of annual revenue, it won't materially move the needle for the $14.7B IT services giant.

HCLTECH Mega cap 7:38 AM
Thu · 02 Jul
7
Finance - Investment

IIFL Finance prices $300M in 7.6% notes, second offshore bond in two months

The NBFC raised $300 million at 7.60% coupon under its $1.5B GMTN programme, equivalent to ₹2,460 crore or 11% of market cap. S&P and Fitch rate the notes B+; Moody's rates Ba3.

IIFL Large cap 11:26 PM
5
Earnings · Travel Services

UHM Vacation confirms FY26 numbers; no new surprises

Standalone revenue ₹37.4 cr, profit ₹1.56 cr; consolidated revenue ₹48.8 cr, profit ₹6.3 cr. Results were previously disclosed, making this a routine confirmation.

UHMVL Micro cap 9:32 PM
5
Earnings · Travel Services

UHM Vacation nets ₹6.3cr consolidated profit, gets clean audit report

Nano-cap travel firm's annual results show standalone net of ₹1.56cr on ₹37.4cr revenue; company listed on BSE SME post-period.

UHMVL Micro cap 9:27 PM
5
Earnings · Trading

Dipna Pharmachem net profit jumps to ₹2.63 cr, steel segment drives earnings

FY26 profit rises from ₹97.40 lakh; steel segment profit surges to ₹866.83 lakh. First-time Ind AS adoption, unmodified audit opinion. Routine filing, no new catalysts.

DPL Micro cap 9:24 PM
7
Credit · Banks

IndusInd Bank promoter shift leaves one entity fully pledged

IndusInd Limited's entire 5.04% stake is now encumbered after a pledge restructuring that leaves total promoter encumbrance unchanged at 6.45% but concentrates risk in one entity.

INDUSINDBK Large cap 9:20 PM
5
Order Wins · Railways

Texmaco bags ₹26.5 cr signalling order, a routine add

The South Central Railway contract is less than 0.6% of annual revenue. Infra order book stands at ₹1,159 cr.

TEXRAIL Small cap 9:16 PM
5
Banks

Union Bank deposits lag loans; CD ratio jumps 714 bps in Q1

Gross advances rose 12.5% while deposits grew only 3.5%, pushing the credit-to-deposit ratio to 83.4% from a year earlier.

UNIONBANK Mega cap 9:07 PM
5
Credit · Finance - Investment

Capri Global Capital wins AA+ rating upgrade from Acuité

One-notch upgrade covers ₹13,400 cr of debt facilities but is an incremental move unlikely to move the stock on its own.

CGCL Large cap 8:49 PM
7
Finance - Investment

IndiGrid withdraws solar SPV amalgamation scheme, no reason given

The NCLT has revoked the scheme that would have merged three solar SPVs with the holding company, reversing unitholder approval from January 2024.

INDIGRID 8:49 PM
5
Banks

Central Bank of India advances jump 28.77% in Q1 FY27

Total business rises 18.36% to ₹8,33,840 crore; CASA ratio slips 27 bps but remains above 46%. The bank's IFSC Banking Unit books ₹473 crore in overseas advances.

CENTRALBK Large cap 8:48 PM
7
IT - Software

3i Infotech renews SBI General data warehousing deal for ₹5.18 cr

The one-year renewal cum amendment covers project management, data modelling, and BI support, with an option to extend. It is the third notable order in as many months, though smaller than the HPCL and UAE wins.

3IINFOLTD Micro cap 8:45 PM
6
Telecom - Equipment

STL Networks hires ex-Army officer as COO after CEO exit

The appointment of Col Girish Nandan Juneja aims to steady management at a loss-making telecom equipment firm that just lost its CEO.

STLNETWORK Small cap 8:42 PM
8
Solvent Extraction

Manorama raises ₹500 cr via QIP, dilutes 5.3% stake

The QIP closed on July 2 with **34.01 lakh** shares at **₹1,470** each, a **4.99%** discount to the floor price. The raise equals about **5.3%** of the company's **₹9,416 cr** market cap.

MANORAMA Mid cap 8:20 PM
7
Trading

Dhanalaxmi Roto promoter inherits 2% stake in off-market transmission

Keshav Inani receives 1,57,786 shares from late promoter Sri Gopal Inani, lifting his holding to 5.68% in the nano-cap firm worth ₹61 cr.

DHANROTO Micro cap 8:05 PM
7
M&A · Consumer Food

NHC Foods signs LOI to buy Agriconnect, a target in revenue decline

The ₹73-cr nano-cap has signed a non-binding LOI to acquire Mumbai-based agri-trader Agriconnect Solutions, whose FY25 revenue fell 67% to ₹117.6 cr. Price not set; three-month due diligence ahead.

NHCFOODS Micro cap 8:03 PM
7
Finance - NBFC

Bajaj Finance AUM jumps 24% to ₹5,46,900 cr in Q1

First operational snapshot for Q1FY27 shows customer growth of 16.8% and loan bookings up 20%; AUM addition of ₹36,900 cr is 5.84% of market cap.

BAJFINANCE Mega cap 8:00 PM
7
Order Wins · Plastic Products

Chiraharit lands ₹4.50 cr order for solar plant — worth 9.8% of its market cap

A supply-and-installation contract for pipes and fittings at a solar cell and module facility in Tamil Nadu. The order size is outsized for the nano-cap, but execution and payment risks remain.

CHIRAHARIT Micro cap 7:49 PM
8
IT - Software

Ramco Systems promotes Raghuveer Bilagi to CEO

The internal elevation of the President & COO who built the company's Australia and New Zealand business signals continuity and a growth focus.

RAMCOSYS Small cap 7:34 PM