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Yesterday
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
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
Tue, 29 Sept
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
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
Mon, 28 Sept
NMDCNMDC LTD.

NMDC commissions the ₹5,427 crore Bastar pellet chain, adding a value-added product to its iron ore business

NMDC · iron ore · pellet plant

ResearchDeep dive4 minMetals & Mining
Sat, 26 Sept
ELECTHERMELECTROTHERM (INDIA) LTD.

ED attaches ₹25.08 Cr and 13.6 lakh promoter shares; Electrotherm's frozen bank balances now total ₹59.4 Cr

PMLA · Enforcement Directorate · provisional attachment

Research5 minMetals & Mining
COCHINMCOCHIN MINERALS & RUTILE LTD.-$

Kerala High Court stays Cochin Minerals' ₹120.26 Cr GST notice; the demand is paused, not decided

GST · show cause notice · HSN classification

Research4 minMetals & Mining
24 Sept 2026
PARADEEPCOROMANDEL+2

Sulphur up 231% YoY in GSFC's Q1 filing; the biggest results-day gain went to the company that sells it

sulphur · fertilisers · Q1 FY27 results

Research6 minMetals & Mining
21 Sept 2026
HSCLHimadri Speciality Chemical Ltd

Himadri to absorb Dalmia Bharat Refractories' tyre business; new shares add just 0.035% to its equity

demerger · scheme of arrangement · tyre business

Research4 minMetals & Mining
14 Sept 2026
SOLARINDSSOLAR INDUSTRIES INDIA LTD.

Solar Industries signs ₹12,951 Cr all-cash deal for Omnia, a target with more FY26 revenue than its own

acquisition · Omnia Holdings · explosives

ResearchDeep dive5 minMetals & Mining
12 Sept 2026
GRANDFONRYGRAND FOUNDRY LTD.

Grand Foundry approves a ₹99.22 Cr purchase of 62.01% of Tikona Infinet — about 2.2× its own market cap

acquisition · non-convertible debentures · wireless broadband

ResearchDeep dive5 minMetals & Mining
08 Sept 2026
INDOBORAXINDO BORAX & CHEMICALS LTD.-$

Strong Q1 execution masks FY27 slowdown; Kronox capex upside deferred

Kronox acquisition · guidance downgrade · margin compression

Result verdictFollow-upQ1 FY276 minMetals & Mining
INDOBORAXINDO BORAX & CHEMICALS LTD.-$

Strong Q1 delivery masks FY27 growth slowdown; Kronox upside deferred

Kronox acquisition · capacity utilization · DOT expansion

TranscriptDeep diveQ1 FY276 minMetals & Mining
30 Aug 2026
NAGARFERTNagarjuna Fertilizers and Chemicals Ltd

Nagarjuna Fertilizers: ₹5.56 Cr loss, zero revenue again; going-concern doubt persists

fertilizers · going concern doubt · zero revenue

ResultsQ1 FY273 minMetals & Mining
27 Aug 2026
DECNGOLDDECCAN GOLD MINES LTD.

India's First Gold Play in Central Asia: When Deccan Gold's Kyrgyz Bet Reaches Production

gold mining · Kyrgyzstan · international expansion

ResearchDeep dive5 minMetals & Mining
RATHISTRATHI STEEL & POWER LTD.-$

Volume Surge, Margin Stall: The Execution Gap at Rathi Steel

volume growth · margin compression · TMT integration

Result verdictFollow-upQ1 FY276 minMetals & Mining
RATHISTRATHI STEEL & POWER LTD.-$

Volume surge masks margin stall; integration execution key

volume growth · margin compression · TMT integration

TranscriptDeep diveQ1 FY276 minMetals & Mining
WELCORPWelspun Corp Limited

The End of an Era — Welspun Investments Steps Back from ₹1,365 Crore

promoter divestment · block deal · capital redeployment

ResearchDeep dive5 minMetals & Mining
HINDALCOHINDALCO INDUSTRIES LTD.

India's Own Specialty Alumina: Hindalco's Fire-Retardant PPT ATH Plant on 100% Renewables

specialty alumina · PPT ATH · fire-retardant

ResearchDeep dive6 minMetals & Mining
26 Aug 2026
TATASTEELTATA STEEL LTD.

Victory and Liability—The Dual Court Battle Reshaping Tata Steel's Risk Profile

legal · tax · mining

ResearchDeep dive6 minMetals & Mining
25 Aug 2026
HEGHEG LTD.

HEG's Three-Company Play: What the NCLT Scheme Means for Shareholders

demerger · amalgamation · NCLT

ResearchDeep dive6 minMetals & Mining
24 Aug 2026
HINDCOPPERHINDUSTAN COPPER LTD.

When Government Steps Back: Hindustan Copper's ₹3,000+ Crore Moment

Offer for Sale · PSU Divestment · Copper

ResearchDeep dive6 minMetals & Mining
22 Aug 2026
GODAVARIBGodavari Biorefineries Ltd

Godavari's ₹17-Crore ENA Trap: When GST Classification Threatens Margins

GST demand · ENA classification · regulatory risk

ResearchDeep dive5 minMetals & Mining
21 Aug 2026
RAGHUSYNCOROMANDEL+4

The August Enforcement Wave: Taxmen, Customs, and Auditors Aligned

GST enforcement · Customs audit · Tax compliance

ResearchDeep dive7 minMetals & Mining
INDIAGLYCOINDIA GLYCOLS LTD.

India Glycols' Three-Way Split: Demerger Listing Roadmap

demerger · NCLT approval · scheme of arrangement

ResearchDeep dive5 minMetals & Mining
GOODLUCKGoodluck India Ltd

Goodluck's 66% Crater: Bonus Signal vs. Market Verdict

bonus issue · liquidity crisis · stock crash

ResearchCatalyst check7 minMetals & Mining
20 Aug 2026
KRONOXINDOBORAX

Kronox Lab Sciences: The Acquisition That Lit Up Two Charts

acquisition · m&a · lab chemicals

ResearchDeep dive5 minMetals & Mining
19 Aug 2026
HEGHEG LTD.

The Value Unlock Play: HEG's Demerger Into Graphite and Green Energy

demerger · graphite · battery materials

ResearchDeep dive5 minMetals & Mining
FLUOROCHEMGujarat Fluorochemicals Ltd

Record R32 growth masks battery execution risk ahead

R32 refrigerants · fluoropolymers · battery materials

Result verdictFollow-upQ1 FY276 minMetals & Mining
FLUOROCHEMGujarat Fluorochemicals Ltd

Strong start masks execution risks ahead in battery capex.

R32 expansion · battery materials ramp · fluoropolymer mix shift

TranscriptDeep diveQ1 FY276 minMetals & Mining