PCJEWELLERPC JEWELLER LTD.
PC Jeweller repays 10 of 14 consortium banks in full; the quarterly interest line already shows the shift
debt repayment · consortium banks · settlement agreement
ResearchDeep dive5 minConsumer & Retail
Research Reports
08 Sept 2026
INDOBORAXINDO BORAX & CHEMICALS LTD.-$
Strong Q1 execution masks FY27 slowdown; Kronox capex upside deferred
Kronox acquisition · guidance downgrade · margin compression
INDOBORAXINDO BORAX & CHEMICALS LTD.-$
Strong Q1 delivery masks FY27 growth slowdown; Kronox upside deferred
Kronox acquisition · capacity utilization · DOT expansion
AROGRANITEARO GRANITE INDUSTRIES LTD.-$
Aro Granite board approves ₹67 Cr slump sale of its Jaipur unit — more than the company's market value
slump sale · divestment · postal ballot
Research4 min
HAPPSTMNDSHappiest Minds Technologies Ltd
Happiest Minds will merge into ITC Infotech; the stock closed 15% below the deal's ₹405 assessed value
merger · scheme of amalgamation · promoter stake sale
ResearchDeep dive6 minTechnology / IT
07 Sept 2026
TBZTRIBHOVANDAS BHIMJI ZAVERI LTD.
TBZ's open offer is priced at ₹249.61 — the market closed 112% above it
open offer · detailed public statement · SEBI SAST
Research5 minConsumer & Retail
MILKYMISTMilky Mist Dairy Food Ltd
44% revenue growth masks thin PAT margins and input cost vulnerability
dairy · paneer growth · margin expansion
MILKYMISTMilky Mist Dairy Food Ltd
44% growth, modest margins—execution risk on milk inflation and capex
paneer growth · margin expansion · capacity rollout
SHIPROCKETShiprocket Ltd
Shiprocket EBITDA turns positive in debut print; net loss narrows 24% YoY to ₹13.7 Cr
logistics saas · ebitda turnaround · sbc expense drag
BLELBehari Lal Engineering Ltd
First listed quarter beats preview: standalone PAT ₹19.2 Cr, +24% YoY
iron and steel · ipo debut · maiden quarterly result
NOVARTINDNOVARTIS INDIA LTD.
Novartis India Pays ₹1,250 Cr for Pfizer's Minipress Brands, Six Weeks After ChrysCapital Took Control
Novartis India · Minipress · Pfizer
ResearchDeep dive5 min
06 Sept 2026
INDIGRIDIndiGrid Infrastructure Trust
IndiGrid signs SPAs for Shongtong transmission asset at an enterprise value up to ₹5,315.8 Cr, payable only once the project earns revenue
invit · power transmission · ists
ResearchDeep dive5 minEnergy & Oil/Gas
MAJESAUTMAJESTIC AUTO LTD.-$
Majestic Auto completes its ₹105.43 Cr SHPL infusion; the securities are already contracted for onward sale
resolution plan · Sharan Hospitality · acquisition
ResearchDeep dive6 minIndustrials & Infra
TMCVTata Motors Ltd
Consob clears Tata Motors CV's €14.10-a-share offer for Iveco; the acceptance window opens September 7
tender offer · Iveco Group · Consob
ResearchDeep dive6 min
CEIGALLCeigall India Ltd
Ceigall's ₹5,300 crore Gujarat transmission LOI carries a 35-year, ₹608.67 crore-a-year payment stream
Ceigall India · transmission · RECPDCL
ResearchFollow-up6 minIndustrials & Infra
ALTIUSINVITAltius Telecom Infrastructure Trust
Sponsor BIF IV Jarvis sells ₹8,584 Cr of Altius InvIT units, cutting its stake from 45.33% to 28.26%
invit · sponsor stake sale · PIT disclosure
Research4 min
STHINPASOUTH INDIA PAPER MILLS LTD.
South India Paper Mills: the ₹120 open offer for 26% is now with SEBI, and the stock trades 2% below it
open offer · SEBI SAST · takeover
Research6 minIndustrials & Infra
MANINFRAMAN INFRACONSTRUCTION LTD.
Man Infra approves ₹169 Cr open-market buyback at up to ₹171 — a ceiling 37% above the last close
buyback · open market route · capital return
Research4 minIndustrials & Infra
HFCLHFCL Ltd
HFCL's fourth order filing since July 10 is its largest: a ₹2,329 Cr, three-year OFC supply agreement
HFCL · optical fibre cable · OFC
ResearchDeep dive6 minTelecom & Media
SHANKARAShankara Building Products Ltd
Shankara's ₹150 open offer opens September 7 — a delayed mandatory offer to cure a takeover-code breach
open offer · SEBI SAST · letter of offer
Research6 minConsumer & Retail
GAJAGaja Alternative Asset Management Ltd
Gaja's First Quarterly Print: Tracking AUM & Fund Momentum Post-IPO
AUM · alternative funds · carried interest
LALITHAALalithaa Jewellery Mart Ltd
Lalithaa Jewellery's debut quarter: early store payoff and volume traction
jewellery retail · store expansion · gold volumes
05 Sept 2026
04 Sept 2026
LEAPINDLEAP India Ltd
Margin beat masks the movement-hire execution gap
pallet pooling · movement hire · margin expansion
LEAPINDLEAP India Ltd
Strong margin expansion masks near-term headwinds
pallet pooling · movement hire · margin expansion
DHOOTTRANSDhoot Transmission Ltd
Dhoot Transmission: consolidated PAT +38% YoY to ₹133 Cr, boosted by Multilink buy
wiring harness · auto components · ipo debut
03 Sept 2026
INDIGOPNTSIndigo Paints Ltd
Strong Q1, But 'Aggressive Growth' Strategy Remains Unproven
paint industry · demand recovery · margin expansion
INDIGOPNTSIndigo Paints Ltd
Strong growth, margins beat—but aggressive spend strategy unproven
demand recovery · volume growth · margin expansion
ARDEEArdee Industries Ltd
₹338 Crore Growth, Profit Quality Squeezed
lead recycling · margin compression · capacity ramp
ARDEEArdee Industries Ltd
Growth intact, margins squeezed; capacity ramp delayed to FY28
capacity expansion · margin compression · geopolitical disruption