Tipsheet
What matters at India’s listed companies
Notes / Sector

Electronics

48 recent notes from companies in this sector. 20 companies tracked.

Anchor companies · by market cap
Recent activity
Fri · 03 Jul
8
Electronics

Onida Electronics overhauls management; CFO exits for sabbatical

Shirish Suvagia steps down as CFO; Gunjan Srivastava becomes MD & CEO, Manish Desai new CFO. The board also grants 1.25 million stock options. The reshuffle signals a strategic reset as revenue shrinks 28% and losses mount.

ONIDA Small cap 9:42 PM
7
Order Wins · Electronics

DCX Systems lands ₹47.58 cr in fresh orders, tracking with larger win

Purchase orders for cable and wire assemblies and PCB assemblies reinforce order momentum after a ₹432 cr export order last week. New business equals 6.4% of annual revenue.

DCXINDIA Small cap 2:15 PM
Thu · 02 Jul
7
Electronics

Kernex commissions Kavach 4.0 on 207 km North Central Railway section

Kernex demonstrated its Kavach system at 160 kmph and interoperability with Hitachi, strengthening its case for more Railway contracts.

KERNEX Small cap 12:39 PM
Tue · 30 Jun
5
Electronics

HUIL to install ₹11.25 cr solar plant at Mandideep factory

The 5 MW rooftop plant, funded from internal accruals, is expected to generate 69.35 lakh units annually, cutting power costs at the Madhya Pradesh facility.

HUIL Micro cap 1:15 PM
Wed · 24 Jun
9
Electronics

Containe seeks ₹21 cr via rights, 140% of its market cap.

The board approved a rights issue worth ₹21 crore, dwarfing the company's ₹15 crore market cap and threatening massive dilution. Earlier, the auditor flagged unbilled revenue nearly equal to annual sales.

CONTAINE Micro cap 7:57 PM
7
Order Wins · Electronics

Digilogic wins ₹1.60 cr defence PSU order for static test jig

Order adds to ₹31 cr book but is about 2% of revenue. Delivery by Feb 2027. Small win, but execution remains the real test.

DIGILOGIC Micro cap 12:25 PM
Fri · 19 Jun
6
Electronics

Containe Technologies board to meet June 24 for rights issue

The nano-cap electronics firm, already flagged by its auditor for unbilled revenue, is considering a rights issue. Size yet to be disclosed; dilution risk is real at a ₹15 cr market cap.

CONTAINE Micro cap 6:35 PM
Thu · 18 Jun
5
Electronics

Switching Technologies board to restructure after promoter exit

A nano-cap with a ₹23 cr market cap, the company is formalizing a management overhaul and reviewing a business transfer deal.

SWITCHTE Micro cap 4:43 PM
Mon · 15 Jun
8
Earnings · Electronics

CWD targets ₹380-400 cr FY27 revenue, 160% jump from FY26

The micro-cap electronics firm also posted FY26 revenue of ₹145.8 crore, up 343%, and a new WMS order of 25,000 units with a 15,000-unit commitment.

CWD Micro cap 11:13 AM
Sat · 13 Jun
6
Earnings · Electronics

Srigee DLM targets ₹100 cr revenue, bets big on new factory

Management sets a ₹100 cr FY27 target, more than doubling FY26's ₹72.3 cr, and eyes ₹200-250 cr in FY28. A 10,850 sqm campus will be commissioned by Diwali, funded by IPO proceeds and debt.

SRIGEE Micro cap 2:42 PM
Thu · 11 Jun
6
Concalls · Electronics

Srigee DLM targets ₹100 cr revenue, building a factory four times its current size

A Samsung request for more capacity is the immediate catalyst for the nano-cap's aggressive expansion plan.

SRIGEE Micro cap 1:20 PM
Wed · 10 Jun
8
Trading

GNG Electronics promoter must sell 3.95% of equity to meet public-float rule

Vidhi Khandelwal will offload up to 45 lakh shares by June 2026, cutting promoter holding to 74.76%. The forced sale creates fresh supply of a small-cap stock.

EBGNG Mid cap 11:09 PM
6
Earnings · Electronics

Srigee DLM doubles H2 profit, full-year revenue flat

The nano-cap's H2 revenue jumped 46% to ₹51.4 crore and net profit more than doubled to ₹5.5 crore, but full-year revenue was flat at ₹72.3 crore.

SRIGEE Micro cap 1:34 PM
6
Electronics

Highness Microelectronics' transcript confirms FY27 guidance of ₹30-32 cr

A full transcript of the June 4 call adds detail to guidance the market already digested. Management is targeting ₹30-32 cr in revenue for FY27 and a 35% EBITDA margin.

HIGHNESS Micro cap 12:08 PM
Fri · 05 Jun
6
Earnings · Electronics

Digilogic guides 25-30% FY27 growth after supply delays cost it ₹22 cr last year

A four-month hardware delay pushed ₹22 crore in revenue into FY27. The company now targets ₹100 crore in purchase orders by September.

DIGILOGIC Micro cap 12:35 PM
8
Electronics

Switching Technologies' promoter sells entire 37.6% stake

Guenther America Inc has fully exited the nano-cap. The sale completes a total transfer of control after an open offer earlier in 2026.

SWITCHTE Micro cap 11:32 AM
Thu · 04 Jun
6
Electronics

Highness Microelectronics sees revenue doubling to ₹30-32 cr in FY27

The nano-cap is guiding for 85-100% growth and targeting ₹50 crore the year after. A ₹20 crore capex in Goa is the main new spend.

HIGHNESS Micro cap 4:02 PM
Wed · 03 Jun
8
Order Wins · Electronics

Highness wins ₹1.89 cr order for metro ticketing displays

The order for 261 ruggedized units equals 11.7% of the nano-cap's annual revenue, with delivery slated for mid-2026.

HIGHNESS Micro cap 5:57 PM
Tue · 02 Jun
6
Earnings · Electronics

Highness Microelectronics' profit jumps 67% on H2 margin surge

The newly listed SME's second-half profit of ₹3.18 crore reversed a first-half loss, with EBITDA margins hitting 55.3%.

HIGHNESS Micro cap 6:58 PM
Mon · 01 Jun
6
Earnings · Electronics

Digilogic missed its own FY26 guidance. Now it's promising 25-30% growth.

Revenue grew just 8.4% versus a 25% target. Management blames supply-chain delays and is betting on ₹100 crore in new orders by September.

DIGILOGIC Micro cap 1:25 PM
Sun · 31 May
5
Earnings · Electronics

Safa Systems profit climbs 51% as revenue drops 17%

Stand-alone net profit rose to ₹252.53 lacs on lower sales. Consolidated profit reached ₹474.98 lacs for the year ended March 31, 2026.

SSTL Micro cap 12:05 AM
Sat · 30 May
6
Earnings · Electronics

Digilogic's first results since listing show a back-loaded year

Revenue grew 7.5% to ₹77.43 cr, but three-quarters of it arrived in the second half. Profit rose faster.

DIGILOGIC Micro cap 5:21 PM
5
Earnings · Electronics

Incap's annual profit falls 58% as Q4 slides deeper into the red

Full-year net profit halved on lower revenue, and the fourth quarter delivered a loss four times wider than a year ago. The dividend stays at 10%.

INCAP Micro cap 3:25 PM
8
Electronics

Salora gets its Delhi GST back, but the bank accounts are still frozen.

A two-month registration freeze ended on May 29. For a company with a 60% revenue collapse, it is the difference between billing and shutting down.

SALORAINTL Micro cap 1:43 PM
Fri · 29 May
6
Earnings · IT - Hardware

VXL rescue plan clears creditor vote, now waits on tribunal.

The Committee of Creditors approved a resolution plan after FY26 revenue of just ₹7.55 lakhs. A tribunal sign-off is all that stands between VXL and a new owner.

VXLINSTR Micro cap 7:33 PM
Wed · 27 May
6
Earnings · Electronics

BCC Fuba India profit jumps 54% on revenue of ₹72.65 crore

The PCB manufacturer grew annual revenue by 54% to ₹72.65 crore, while net profit climbed to ₹5.76 crore for FY26.

BCCFUBA Micro cap 6:23 PM
6
Electronics

Arham Technologies targets ₹200 cr revenue despite rising receivables

The company reported a 70% jump in FY26 revenue to ₹118.5 crore, but management is now grappling with a 113-day debtor cycle and margin pressure.

ARHAM Micro cap 6:06 PM
6
Earnings · Electronics

Hindusthan Insulators & Industries approves 2:1 bonus issue

The board recommended a ₹0.50 dividend alongside a bonus share issuance that will double the company's equity base.

HUIL Micro cap 5:54 PM
8
Order Wins · Electronics

Kernex Microsystems wins ₹475 cr KAVACH contract from Indian Railways

The order from Chittaranjan Locomotive Works for KAVACH safety systems is worth 19% of the company's market cap and spans a 12-month execution window.

KERNEX Small cap 12:51 PM
6
Concalls · Electronics

Australian Premium Solar pivots to battery storage with ₹20 cr investment

The company reported 60.7% revenue growth for FY26 and is targeting 30-35% expansion in FY27 as it shifts focus toward battery energy storage systems.

APS Micro cap 12:15 PM
Tue · 26 May
6
Earnings · Electronics

Khaitan (India) reports revenue growth, but auditors flag mill status

Revenue climbed to ₹11,222.72 lakhs for FY26, yet net profit slipped as auditors issued a qualified opinion over the classification of a suspended sugar mill.

KHAITANLTD Micro cap 6:28 PM
5
Earnings · IT - Software

Seshaasai's Q4 transcript is a compliance filing, not news.

The transcript confirms what was already disclosed in the prior concall summary. No new financial data, guidance, or operational updates.

STYL Mid cap 2:55 PM
Mon · 25 May
5
Electronics

Dixon's nominee leaves Aditya Infotech board after stake sale

Atul B. Lall's resignation as DTIL's director follows Dixon Technologies' sale of its stake below the 4% threshold, a move the market already knew.

CPPLUS Large cap 8:57 PM
5
Earnings · Electronics

Containe's auditor flags unbilled revenue nearly equal to its annual sales

Full-year revenue rose 56% to ₹239.63 lakhs, but the auditor's note on ₹210.15 lakhs in unbilled work overshadows the growth story.

CONTAINE Micro cap 8:28 PM
6
Earnings · Medical Equipment

Shree Pacetronix's profit surges 300% on leaner balance sheet

Net profit jumped to ₹3.02 crore from ₹75.30 lakhs as borrowings fell and revenue grew 29%.

SHREEPAC Micro cap 7:52 PM
5
Earnings · Electronics

Cosmo Ferrites finally posts a profit. The market already knew.

The nano-cap's Q4 FY26 profit of ₹26 lakh is its first in recent memory, but the results were already disclosed.

COSMOFE Micro cap 7:11 PM
5
Earnings · Electronics

Cosmo Ferrites turns a ₹26 lakh profit. The numbers are old news.

The nano-cap posted its first quarterly profit in a while, but the core figures were already out. This filing is the auditor's final stamp on prior results.

COSMOFE Micro cap 6:09 PM
6
Earnings · Electronics

Cosmo Ferrites posts first quarterly profit in over a year

The nano-cap swung to a ₹26 lakh Q4 profit on higher sales and tighter costs, snapping a streak of quarterly losses. The full-year loss narrowed to ₹158 lakh.

COSMOFE Micro cap 6:02 PM
6
Earnings · Electronics

Cosmo Ferrites posts first quarterly profit in a year

Revenue jumped 42% quarter-on-quarter to ₹2,719 lakh, pushing the nano-cap into the black. The full-year loss narrowed sharply.

COSMOFE Micro cap 5:54 PM
6
Earnings · Trading

TVS Electronics guided for double-digit growth. Its own capex numbers don't add up.

Management forecast double-digit FY27 growth across all segments, but a ₹25 crore capex swing and a product reclassification raise more questions than they answer.

TVSELECT Micro cap 4:54 PM
6
Earnings · Electronics

Switching Technologies posts ₹6.55 cr profit, but it's mostly a write-back and a sale

The nano-cap swung to profit after writing back ₹16.10 cr in liabilities, but the real story is the business being sold for ₹4.25 cr.

SWITCHTE Micro cap 3:36 PM
6
Earnings · Electronics

Switching Technologies adds three directors, posts FY26 results

A nano-cap undergoing a change-in-control process has reshaped its board. The annual financials are filed but not yet disclosed.

SWITCHTE Micro cap 3:23 PM
Fri · 22 May
5
Earnings · Trading

TVS Electronics confirms audited FY26 results

The company confirms a modest net profit, matching figures disclosed in May.

TVSELECT Micro cap 5:30 PM
6
Electronics

Hindusthan Insulators to consider bonus shares on May 27

The electrical component maker will weigh a bonus issue alongside its Q4 earnings and a final dividend recommendation.

HUIL Micro cap 5:19 PM
6
Earnings · Trading

TVS Electronics swings to profit as revenue nudges higher

A modest 6% revenue growth helped the company turn a ₹3.88 cr loss into a ₹1.26 cr profit for FY26.

TVSELECT Micro cap 4:34 PM
Wed · 20 May
5
Earnings · Electronics

Mirc Electronics posts FY26 results; net loss includes one-time charges

Backward-looking annual numbers show restructuring costs, inventory write-downs, and asset sale gains; auditors appointed.

MIRCELECTR Small cap 8:11 PM
5
Earnings · Electronics

Mirc Electronics posts heavy annual loss on restructuring charges

Audited results for FY26 show the toll of inventory write-downs and asset sales, though the disclosure is a routine annual milestone.

MIRCELECTR Small cap 8:08 PM
5
Earnings · Electronics

Mirc Electronics posts net loss in FY26, hit by restructuring and write-downs

Audited annual results show one-time charges dragged profitability; statutory auditor appointed

MIRCELECTR Small cap 7:55 PM