Tipsheet
What matters at India’s listed companies
Archive / Page 90

Notes archive.

Mon · 08 Jun
9
Pharmaceuticals

Parmax Pharma raises ₹19.28 cr, hands control to 14 new investors

The raise is worth 113% of the company's ₹17 cr market cap. The new allottees will become majority owners.

PARMAX Micro cap 3:24 PM
6
Concalls · Chemicals

Ganesh Benzoplast cuts margin guidance, flags higher JNPT lease costs

On its annual concall, the micro-cap storage firm guided EBITDA margins on new capacity to 80%, down from 90%, and disclosed a ₹25 crore annual lease cost, 25% above its prior estimate.

GANESHBE Micro cap 3:22 PM
6
Concalls · Media & Entertainment

Simca's SBI contract is running hot. Management's own numbers don't add up.

FY26 revenue surged 75% to ₹127.8 crore on the back of the State Bank of India deal. But the concall summary flags contradictions in the guidance and billing figures.

SIMCA Micro cap 3:13 PM
5
Earnings · Household & Personal Products

Recode Studios' earnings call transcript adds no new information

The full transcript of the June 3 call provides operational detail but rehashes the guidance and results already disclosed in the audited results and prior summary.

RECODE Micro cap 3:05 PM
8
Credit · Steel & Iron Products

ACRE seizes 16.3% of VISA Chrome via promoter pledge

The creditor took control of 23.8 million shares on June 5 to recover restructured debt. The promoter's stake is now up for sale.

VISACHROME Micro cap 2:52 PM
8
Housing Finance

Can Fin Homes to raise ₹5,000 cr in debt — 46% of its market cap

The board approved a mix of bonds and mortgage-backed securities, a balance-sheet expansion that dwarfs the company's current equity base. Shareholder approval is still needed.

CANFINHOME Mid cap 2:48 PM
5
Earnings · IT - Software

IZMO's Q4 call repeats the audited results. No new numbers.

The transcript of IZMO's earnings call adds no material information beyond the audited results and concall summary already in the public domain.

IZMO Small cap 2:46 PM
6
Chemicals

Fineotex's US arm is doubling down on Texas oilfield chemicals.

CrudeChem Technology is adding 150 million pounds of manufacturing capacity in Texas, lifting its total to 350 million pounds annually.

FCL Small cap 2:29 PM
6
Concalls · Retailing

Patel Retail cuts store-growth target, flags slower same-store sales

The retailer halved its new-store guidance to 8-10 from 10-15 and disclosed same-store sales growth slipped to 5% from 8-10%.

PATELRMART Micro cap 2:21 PM
7
Order Wins · Pharmaceuticals

Gujarat Inject wins ₹1.07 cr solar module order from Ottire Lifestyle

The nano-cap's fourth recent solar contract. The order equals 2.95% of its annual revenue.

GUJINJEC Micro cap 2:11 PM
5
Order Wins · Railways

RailTel lands ₹82 cr Haryana signaling job. It barely moves the needle.

The contract is binding, but at 1.92% of annual revenue, it's a routine addition to RailTel's order book.

RAILTEL Mid cap 1:43 PM
6
Earnings · Finance - Investment

Radiant profit halved after Acemoney losses and a ₹31 cr fraud hit

Consolidated net profit fell to ₹280M as the fintech subsidiary burned cash and an exceptional item from fraud wiped out earnings. Management now targets breakeven for both problem units by H1 FY27.

RADIANTCMS Micro cap 1:35 PM
5
Earnings · IT - Software

Ceinsys Tech's Q4 transcript is a compliance record, not news.

The June 3 earnings call discussed results already in the public domain. The filing adds no new data for investors.

CEINSYS Small cap 1:33 PM
8
Order Wins · IT - Software

Dynacons lands ₹125.88 cr AI-infrastructure contract from Central Bank of India

The five-year deal for private cloud, Kubernetes, and NVIDIA H200 GPUs is worth 8.8% of Dynacons' FY26 revenue.

DSSL Small cap 1:30 PM
6
Power Generation

Waaree Renewable gets 450MWp solar EPC order from its own subsidiary

Sunsational Power, a wholly-owned subsidiary, is the client. The related-party contract is for a ground-mounted project with two years of O&M.

WAAREERTL Mid cap 1:01 PM
6
Concalls · Advertising & Media

Yaap Digital's profit nearly doubled. The cash didn't.

FY26 EBITDA surged 89% to ₹31.74 cr, but the company burned cash as it bought Gozoop and stretched client credit.

YAAP Micro cap 12:59 PM
6
M&A · Pharmaceuticals

Viyash's Italian pet-care bid jumps 28% to ₹188 cr

The final price for BioForLife is ₹41 crore above the figure Viyash disclosed earlier this year. The deal remains small against the company's own scale.

VIYASH Mid cap 12:46 PM
5
Textile - Weaving

Siyaram promoter DPP Enterprises buys 0.44% more equity

DPP Enterprises lifted its stake to 1.42% with a June 5 open-market purchase. The quantum is modest.

SIYSIL Small cap 12:45 PM
7
M&A · Trading

A new investor just bought 4.1% of Evexia Lifecare

Kiran Kumar Jain M. built a fresh 4.139% stake through open-market purchases, a large bet on a nano-cap with governance issues.

EVEXIA Micro cap 12:42 PM
6
M&A · Pharmaceuticals

Viyash buys Italian vet distributor for €17M

The €16.975M cash deal adds a direct sales platform in Italy's companion animal market. It's a strategic, not a financial, move for the mid-cap.

VIYASH Mid cap 12:41 PM
6
Earnings · Textile

Indo Count aims for ₹5,500 cr in FY27, with new US business set to double

The textile maker’s record-year bet hinges on scaling a US bedding and brands operation that barely existed two years ago.

ICIL Mid cap 12:24 PM
5
Pharmaceuticals

Lupin takes Luforbec to Spain, its third European market

The Indian drugmaker's inhaled respiratory product enters Spain via ERN, but the deal's financial terms are missing.

LUPIN Mega cap 12:20 PM
5
Textile - Spinning

PBM Polytex director since 1980, Hari Prasad Siotia, dies

A non-executive board member with no operational role. The nano-cap faces a procedural board vacancy.

PBMPOLY Micro cap 12:06 PM
6
Earnings · Trading

MMTC's auditor flags going-concern risk as ministry orders exit from business

The government wants MMTC to prepare a road map to shut down. Its auditor flagged a ₹82.82 crore under-provision and a material uncertainty over the company's future.

MMTC Mid cap 11:39 AM
5
IT - Software

TCS wins multiyear AI deal with Canada Life, but the number is too small to matter

The contract is for AI-led transformation and managed services, but the 'multimillion-euro' tag is negligible against TCS's $30B+ revenue.

TCS Mega cap 11:34 AM