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Mon, 28 Sept
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
ZEELEARNZEE LEARN LTD.

ACRE moves NCLT to begin insolvency proceedings against Zee Learn; the ≈₹821 Cr claim is 3.6× market cap

zee learn · acre · cirp

ResearchDeep dive5 minConsumer & Retail
11 Sept 2026
SAPPHIREDEVYANI

Sapphire and Devyani Take Their Merger to the CCI — the Amended Scheme's First Regulatory Test

merger · scheme of arrangement · CCI

ResearchFollow-up5 minConsumer & Retail
08 Sept 2026
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
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
06 Sept 2026
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
28 Aug 2026
KHAZANCHIKhazanchi Jewellers Ltd

The 45% Quarter That Wasn't Worth a Guidance Raise

jewelry · B2C retail expansion · flagship showroom

Result verdictFollow-upQ1 FY276 minConsumer & Retail
KHAZANCHIKhazanchi Jewellers Ltd

45% growth, retail store ramping; 5,000Cr target by 2030

retail expansion · margin expansion · B2C growth to 40%

TranscriptDeep diveQ1 FY276 minConsumer & Retail
27 Aug 2026
PATELRMARTPatel Retail Ltd

69% Growth Masks the Margin Miss

margin compression · retail expansion · capacity ramp

Result verdictFollow-upQ1 FY276 minConsumer & Retail
PATELRMARTPatel Retail Ltd

Strong growth masks margin miss; capacity leverage ahead

retail expansion · margin pressure · capacity utilization

TranscriptDeep diveQ1 FY276 minConsumer & Retail
21 Aug 2026
SIYSILSIYARAM SILK MILLS LTD.-$

When the Founder Steps Back: Siyaram's Control Consolidation Play

promoter stake transfer · founder exit · block deal

ResearchDeep dive6 minConsumer & Retail
19 Aug 2026
MOBAVENUELucent Industries Ltd

Rule of 50 Exceeded, But Management Won't Raise the Bar — Why

Rule of 50 · Neural Engine · international expansion

Result verdictFollow-upQ1 FY276 minConsumer & Retail
MOBAVENUELucent Industries Ltd

Strong Q1 growth and margins; global expansion early-stage, moat defensible

Neural Engine · Rule of 50 · international expansion

TranscriptDeep diveQ1 FY276 minConsumer & Retail
17 Aug 2026
VHLTDVICEROY HOTELS LTD.

Revenue Soars, But Margins Tell a Different Story

margin miss · EBITDA guidance · convention center

Result verdictFollow-upQ1 FY276 minConsumer & Retail
VHLTDVICEROY HOTELS LTD.

Revenue Soars 77%, Margin Miss Triggers Caution

revenue growth · EBITDA margin · convention center

TranscriptDeep diveQ1 FY276 minConsumer & Retail
CLEDUCATECL Educate Ltd

Cost Discipline Expands Margin — But Revenue Collapse Remains the Ceiling

CLEDUCATE · EdTech · EBITDA margin

Result verdictFollow-upQ1 FY276 minConsumer & Retail
CLEDUCATECL Educate Ltd

Revenue down 12%, PAT negative, but cost control and DEX contracts fuel medium-term conviction

structural headwinds · cost rationalization · DEX contracts

TranscriptDeep diveQ1 FY276 minConsumer & Retail
BANSWRASBANSWARA SYNTEX LTD.-$

Fabric Strength Masks a Credibility Gap on Capex and Margins

textiles · earnings · capex ROI

Result verdictFollow-upQ1 FY276 minConsumer & Retail
BANSWRASBANSWARA SYNTEX LTD.-$

Seasonal weak start masks execution risk amid capex fatigue

FTA tailwinds · capacity expansion · order visibility

TranscriptDeep diveQ1 FY276 minConsumer & Retail
SUTLEJTEXSUTLEJ TEXTILES & INDUSTRIES LTD.

Sutlej's Inflection Hinges on Execution, Not Yet Proved

EBITDA recovery · profitability quality · value-addition execution

Result verdictFollow-upQ1 FY276 minConsumer & Retail
SUTLEJTEXSUTLEJ TEXTILES & INDUSTRIES LTD.

EBITDA inflection masks razor-thin net profit; execution risk remains

margin expansion · value-addition · home textiles

TranscriptDeep diveQ1 FY276 minConsumer & Retail
PGILPearl Global Industries Limited

Volume surge, flat margins—the market priced in seasonality as structural

apparel exports · tariff regime · wage inflation

Result verdictFollow-upQ1 FY276 minConsumer & Retail
PGILPearl Global Industries Limited

Strong volume, flat margins—seasonal peak masks execution gaps

FTA expansion · capacity ramp · wage inflation

TranscriptDeep diveQ1 FY276 minConsumer & Retail
OPTIFINAPOLLOFI+1

When Auditors Balk: Seven Fee Disputes in Ten Days and What Governance Risk It Signals

auditor resignation · audit fees · governance

ResearchDeep dive7 minFinancial Services
STOVEKRAFTStove Kraft Ltd

Record Quarter, But the Growth Is Borrowed: Can SKT Sustain 15%+ Without the Tailwind?

induction cooktop · margin expansion · ICT normalization

Result verdictFollow-upQ1 FY276 minConsumer & Retail
STOVEKRAFTStove Kraft Ltd

Record Q1, margins expanded, IKEA delayed but long-term targets raised

induction cooktop normalization · premiumization · general trade recovery

TranscriptDeep diveQ1 FY276 minConsumer & Retail
MONTECARLOMonte Carlo Fashions Ltd

Volume Surge Overwhelmed by Returns: Can Management Normalize the Profit Killer?

returns management · margin compression · volume growth

Result verdictFollow-upQ1 FY276 minConsumer & Retail
MONTECARLOMonte Carlo Fashions Ltd

Volume surge masked by ₹50Cr return surge; FY27 guidance hedged

returns management · volume growth · margin compression

TranscriptDeep diveQ1 FY276 minConsumer & Retail
ALLTIMEAll Time Plastics Ltd

Volume Surges, Profit Sinks — Khatalwada's Cost Burden Delays Margin Recovery

margin squeeze · Khatalwada expansion · pricing rollover

Result verdictFollow-upQ1 FY276 minConsumer & Retail
ALLTIMEAll Time Plastics Ltd

Volume recovery offset by margin squeeze; pricing rollover ahead

pricing pass-through · capacity utilization · geopolitical volatility

TranscriptDeep diveQ1 FY276 minConsumer & Retail