Tipsheet
What matters at India’s listed companies
Archive / Page 92

Notes archive.

Sat · 06 Jun
9
M&A · Trading

Panth Infinity's ₹97.65 cr acquisition is 1.6 times its market cap

The nano-cap is issuing shares worth over its entire worth to buy into three agriculture-linked firms, while raising ₹11.3 cr cash.

PANTH Micro cap 7:13 PM
7
Water Management

EMS is lowest bidder for ₹102.85 cr Varanasi sewer contract

The UP Jal Nigam award is 14% of EMS's FY26 revenue, but the contract isn't signed yet.

EMSLIMITED Small cap 7:06 PM
5
Earnings · Engineering - Construction

Last Mile approves FY26 results, recommends ₹0.02 dividend

A routine annual sign-off. The board also named an internal auditor.

LASTMILE Micro cap 6:54 PM
8
Stock Broking

Gajanan promoter buys ₹56 lakh of his own stock on the open market

Vinay Kumar Agarwal increased his stake by over 4 percentage points in a series of purchases last week.

GAJANANSEC Micro cap 6:37 PM
8
Credit · Gas Transmission

Rudra Gas promoters pledge another 10.6% of equity for a ₹3 crore loan

Total promoter encumbrance jumps to 34.95% of equity. The loan, from an NBFC, is to fund an acquisition in the same sector.

RUDRAGAS Micro cap 6:37 PM
9
Order Wins · Trading

Creative Newtech lands ₹3,194.83 cr BSNL order, bigger than its own revenue.

The advance work order is the largest in the company's history and exceeds its full-year sales. Execution risk is now the story.

CNL Small cap 6:24 PM
6
Steel & Iron Products

Rathi Steel skips the furnace in a hot-charging trial at Ghaziabad

Billets went straight from the caster to the TMT mill, cutting a fuel-heavy step. The company has previously estimated this saves ₹3,000-4,000 per ton.

RATHIST Micro cap 6:15 PM
5
Paper Products

Pudumjee plans to sell surplus solar and wind power from its plants

The board wants to amend the company's charter to allow power sales from its renewable assets, pending shareholder approval.

PDMJEPAPER Micro cap 5:42 PM
6
Trading

Farmico installs CEO at nano-cap Simandhar after May takeover

Lalit Naresh Nagdev, an Axis Bank and audit veteran, takes the top job. The board also named an ICICI Bank credit manager as executive director.

SIMANDHAR Micro cap 5:24 PM
5
Concalls · Engineering - Industrial Equipments

Aztec Fluids posts routine FY26 call. No new numbers.

The full transcript adds nothing beyond the prior concall summary and annual results already disclosed.

AZTEC Micro cap 5:04 PM
6
Concalls · Textile

Kundan Edifice targets 25-30% growth after first ₹100 crore year

Management guided for a step-up in growth now that three new business lines are live and the company eyes a mainboard listing.

KEL Micro cap 4:57 PM
5
Earnings · Logistics

Neptune Logitek profit slips 6% as Middle East tensions hit logistics

Revenue fell 9% and profit declined 5.7% for the year ended March 31, 2026, as geopolitical tensions disrupted logistics operations.

NEPLOG Micro cap 4:55 PM
6
Earnings · Textile - Manmade Fibres

Sunrakshakk's revenue grew 237%, but Guwahati is idling.

Full-year revenue hit ₹607.8 crore, but the new plant is running at just 45-55% capacity, capping the PAT margin at 6.12%.

SUNRAKSHAK Small cap 4:42 PM
5
Earnings · Consumer Food

Sarveshwar Foods posts 18% growth. Same as last year, same as the year before.

Revenue and profit both grew 18% in FY26. The nano-cap's growth engine is steady but unchanging.

SARVESHWAR Micro cap 4:40 PM
5
Earnings · Logistics

Neptune Logitek's revenue fell 9% on Middle East logistics disruption

Audited FY26 results show revenue dropped to ₹23,371.10 lakhs and profit to ₹628.84 lakhs. The company blamed geopolitical tensions.

NEPLOG Micro cap 4:33 PM
9
M&A · Tiles & Sanitaryware

Chintalapati buys 62% of Neelkanth for ₹6.07 cr, triggers open offer

Sesha Sai Nikhil Chintalapati is taking control of Neelkanth Rockminerals at ₹19.40 per share. The deal forces an open offer for up to 26% more from public holders.

NEELKAN Micro cap 4:14 PM
6
Pharmaceuticals

Alembic takes 45% in new Canadian pharma JV with Difgen Holdings

Alembic Pharmaceuticals is entering the Canadian market via a joint venture but won't say how much it's spending.

APLLTD Mid cap 4:06 PM
9
Order Wins · Engineering - Construction

KNR wins ₹3,361 cr coal-mine contract, its biggest order ever

The 8-year SECL deal equals 92% of KNR's market cap and will more than double its existing order book.

KNRCON Small cap 4:02 PM
8
Fertilizers

Kothari plots an 80-million-pair footwear bet and drone contracts under a 2030 plan

The micro-cap is tying up with Taiwan's Evervan to make Crocs and Adidas shoes in Tamil Nadu, while its drone arm lands government work.

KOTIC Small cap 3:59 PM
7
Order Wins · Engineering - Industrial Equipments

Admach lands ₹1.65 cr order; order book now exceeds annual revenue

A domestic steel-customer order for a Main System and Automatic Calibration Station takes the nano-cap's total backlog to ₹76.25 crore, or more than 100% of FY26 revenue.

ADMACH Micro cap 3:50 PM
7
Stock Broking

SEBI wants to know why 5paisa's investment-adviser license shouldn't be cancelled.

A show cause notice over unpaid regulatory fees could strip the micro-cap brokerage of a core certificate. 5paisa has 21 days to reply.

5PAISA Small cap 3:34 PM
5
Earnings · Retailing

Thomas Scott earnings transcript adds nothing new to prior results

The Q4 and FY25-26 conference call transcript contains no material information beyond what was already disclosed in the financial results.

THOMASCOTT Micro cap 3:15 PM
6
Defence

Nibe's subsidiary gets a lifetime license for heavy firearms

DPIIT clears Nibe Defence to make and test guns above 12.7 mm, adding a new vertical to its defence portfolio.

NIBE Small cap 2:47 PM
5
Earnings · Housing Finance

Manraj Housing's audit reply adds nothing new to existing red flags

A compliance reply to the stock exchange contains no material updates beyond the adverse opinion and ED investigation already disclosed.

MANRAJH Micro cap 1:56 PM
5
Earnings · Wires & Cables

JD Cables' H2 FY26 call transcript is a compliance step, not news.

The Q&A from already-disclosed results contains no new data or guidance for investors to act on.

JDL Micro cap 1:42 PM