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LEAPINDLEAP India Ltd
promoter stake · IPO · bulk deal · institutional buying · founder exit
ResearchDeep dive18 Aug 20266 minTechnology / IT
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Yesterday
SHYAMMETLShyam Metalics and Energy Ltd
Shyam Metalics' ₹50,000 Cr Maharashtra steel MoU is 1.7× its market cap — and it is non-binding
Shyam Metalics · Maharashtra MoU · Chandrapur
ResearchDeep dive5 min
PREMEXPLNAPOLLO
Apollo's ₹705.65 open offer for 26% of Premier Explosives: the stock trades 3.6% below the offer price
open offer · SEBI SAST · independent directors
ResearchDeep dive6 minMetals & Mining
SECURKLOUDSecurekloud Technologies Ltd
SecureKloud defaults on ₹3.14 crore of interest owed to promoter R S Ramani — about 5.5% of its market cap
SecureKloud · promoter loan · interest default
Research4 minTechnology / IT
SRFICICIBANK+9
Nine tax notices in one evening: ₹825 crore proposed, but each company's own notice is a sliver of its own market value — 0.02% for ICICI Bank, 4.6% for Yatra
GST · show-cause notice · Section 73
ResearchDeep dive7 minMetals & Mining
GMBREWG.M.BREWERIES LTD.
The Premiumization Payoff — Margins and Volume Hold the Q2 Score
premiumization · spirits · FMCG
GLASSWALLGlass Wall Systems (India) Ltd
FY27 Tracking: Can façade momentum hold through H1?
façade solutions · fenestration · capital goods
KANOHARKanohar Electricals Ltd
Kanohar Electricals Q2 on Track—New CPSU Order Confirms Execution Depth
transformers · power · grid modernization
TCSTATA CONSULTANCY SERVICES LTD.
Muted Growth, Margin Headwinds — But AI Deals in Motion
TCS · Q2 earnings · margin pressure
Thu, 1 Oct
PRANAVPranav Constructions Ltd
Pranav Constructions Q1 FY27: consolidated PAT up 46% YoY to ₹14.4 Cr, margin expands
real estate · ipo · margin expansion
MPIMANIPALManipal Payment and Identity Solutions Ltd
Manipal Payment's Post-IPO Debut: PAT +129% YoY, Core EBIT Growth a Steadier +34%
payment cards · card manufacturing · ipo debut
RMLRANE (MADRAS) LTD.
Rane (Madras) completes its ₹361.18 Cr Velachery land sale — consideration near a tenth of market cap
land sale · asset monetisation · auto components
ResearchDeep dive4 minAutomobile
GSPLTRANSGSPL Transmission Ltd
GSPL Transmission lists, completing the GSPC demerger — with ₹1,800 crore of expansion already awarded
demerger listing · gas transmission · pipelines
Research4 minEnergy & Oil/Gas
SEPCSEPC Ltd
SEPC's ₹149.5 Cr court dispute settled with no cash outflow; attachments on ₹154 Cr of receivables lifted
SEPC · Madras High Court · settlement
Research4 minIndustrials & Infra
RELINFRARELIANCE INFRASTRUCTURE LTD.
Reliance Infra's metro JV faces a ~USD 182 million IBC petition, and its July debt restructuring is revoked
reliance infrastructure · mumbai metro one · ibc
ResearchDeep dive6 minIndustrials & Infra
ARCILAsset Reconstruction Company (India) Ltd
Earnings Quality in Focus — ARCIL Posts Q2 Results Amid Cash-Conversion Watch
earnings quality · cash flow · mark-to-market gains
Wed, 30 Sept
SANOFISanofi India Ltd
Sanofi India: pre-disclosed ₹1,068 Cr inter-se transfer moves 15.2% from Hoechst to Sanofi Healthcare India
inter-se transfer · promoter shareholding · block deal
Research4 minPharma & Healthcare
KPIGREENKPI Green Energy Ltd
KPI Green signs a ₹2,410 crore binding offer for 507.9 MW of operating wind, a deal a third of its market cap
wind energy · acquisition · renewables
ResearchDeep dive5 minEnergy & Oil/Gas
AURUMAurum PropTech Ltd
Aurum PropTech completes EGM-approved allotment: 1.98 crore shares to REA India for 100% of Locon Solutions
preferential allotment · REA India · Locon Solutions
ResearchDeep dive5 minReal Estate
GANESHBEGANESH BENZOPLAST LTD.
Ganesh Benzoplast agrees to sell its storage and rail businesses for ₹1,154 Cr — more than its market cap
slump sale · liquid storage terminals · rail logistics
ResearchDeep dive5 minEnergy & Oil/Gas
Tue, 29 Sept
ESDSESDS Software Solution Ltd
Steady growth masks GPU timeline risk
GPU deployment · AI infrastructure · Sharon AI deal
ESDSESDS Software Solution Ltd
Solid Q1, GPU upside unproven; Sharon AI deal delayed
GPU deployment · Sharon AI capacity · order book growth
INDOBORAXINDO BORAX & CHEMICALS LTD.-$
Indo Borax completes its 64.26% Kronox purchase, and one listed company now controls another
Kronox Lab Sciences · acquisition · open offer
Research4 minMetals & Mining
AXISCADESAxiscades Technologies Ltd
Jupiter Capital sells 10.86% of Axiscades over two sessions; the stock closes at a 60-session high
AXISCADES · Jupiter Capital · promoter shareholding
Research4 minTechnology / IT
NATCOPHARMNATCO PHARMA LTD.
Natco Pharma's ₹1,279 Cr rights issue is final: 2 shares for every 21 at ₹750, record date October 1
rights issue · letter of offer · record date
Research4 minPharma & Healthcare
ANURASAnupam Rasayan India Ltd
Anupam Rasayan completes the Bliss GVS purchase: ₹299 a share for 48.2%, funded mostly by outside investors
Anupam Rasayan · Bliss GVS Pharma · acquisition
ResearchDeep dive6 minMetals & Mining
STEAMHOUSESteamhouse India Ltd
Industrial Steam: From IPO to Project Execution
steam generation · EPC execution · industrial infrastructure
LCCPROJECTLCC Projects Ltd
Newly Listed Infrastructure Play—Order Book Momentum Into Execution
infrastructure EPC · order book execution · government contracts
Mon, 28 Sept
PRASOLCHEMPrasol Chemicals Ltd
Prasol Chemicals: maiden post-IPO print — PAT +151% YoY as margins expand sharply
specialty chemicals · ipo debut · margin expansion
RESTILERESTILE CERAMICS LTD.
Restile to buy 98.89% of Bell Granito; the share swap gives sellers 68.25% of the enlarged company
acquisition · preferential issue · share swap
Research5 minConsumer & Retail
MOMSBELIEFRays of Belief Ltd
Rays of Belief turns around to ₹2.79 Cr consolidated PAT, NPM swings to +11% YoY
consolidated turnaround · us segment growth · margin expansion