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Tue, 15 Sept
MTNLMAHANAGAR TELEPHONE NIGAM LTD.

MTNL's monthly default letter: ₹9,654 Cr overdue to seven banks — its entire bank borrowing

MTNL · loan default disclosure · bank borrowings

Research5 minTelecom & Media
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
06 Sept 2026
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
30 Aug 2026
STLTECHSTERLITE TECHNOLOGIES LTD.

Sterlite Tech signs a three-year, ~USD 288 million cable supply deal — its third order filing in August

optical fibre cable · supply agreement · hyperscaler

ResearchDeep dive5 minTelecom & Media
27 Aug 2026
TEJASNETTejas Networks Ltd

Tejas Networks: The BSNL 4G RAN Order That Doubles the Visibility

BSNL 4G RAN · telecom infrastructure · 5G optionality

ResearchDeep dive5 minTelecom & Media
ZEELZEE ENTERTAINMENT ENTERPRISES LTD.

ZEE Promoters Take ₹2,639 Cr of Warrants at ₹126: ₹660 Cr Paid Up, 17.9% Diluted Stake, 18 Months to Convert

ZEE · warrants · preferential issue

Research4 minTelecom & Media
24 Aug 2026
QUINTQuint Digital Media Ltd

Strong revenue growth but operational loss signals execution risk

digital media · profitability gap · Time Out expansion

TranscriptDeep diveQ1 FY276 minTelecom & Media
HFCLHFCL Ltd

HFCL Q1 FY27: 40% Growth Guidance, ₹26,665 Cr Order Book, and a Defence Business Still Waiting on Army Trials

HFCL · optical fibre · order book

Research4 minTelecom & Media
18 Aug 2026
IDEAVodafone Idea Ltd

Operational turnaround masks ₹3,754 Cr loss; capex execution is the bet

subscriber growth · ARPU expansion · net loss

Result verdictFollow-upQ1 FY276 minTelecom & Media
IDEAVodafone Idea Ltd

Operational turnaround masks ₹3,754 Cr loss; capex delays threaten guidance

net subscriber additions · ARPU expansion · capex delays

TranscriptDeep diveQ1 FY276 minTelecom & Media
17 Aug 2026
ENILENTERTAINMENT NETWORK (INDIA) LTD.

Digital Surge Masks the Overall Loss — Gaana FY27 Breakeven Is Now Make-or-Break

digital growth · Gaana breakeven · radio weakness

Result verdictFollow-upQ1 FY276 minTelecom & Media
ENILENTERTAINMENT NETWORK (INDIA) LTD.

Digital surge masks overall loss; Gaana breakeven path remains critical

Digital growth 43% · Gaana loss reduction · Radio advertising weak

TranscriptDeep diveQ1 FY276 minTelecom & Media
RCOMEUREKAI+4

When Authorities Tighten: The Regulatory Squeeze on Marginal Capital

regulatory enforcement · tax audits · RBI penalties

ResearchDeep dive8 minTelecom & Media
TIPSMUSICTIPS INDUSTRIES LTD.

Revenue on Track, Profit's Credibility Dented

revenue growth · PAT miss · front-loaded costs

Result verdictFollow-upQ1 FY276 minTelecom & Media
TIPSMUSICTIPS INDUSTRIES LTD.

Strong revenue, profit stumbles—execution credibility test

content costs · subscription growth · PAT miss

TranscriptDeep diveQ1 FY276 minTelecom & Media
RAILTELRailTel Corporation of India Ltd

20% Growth Masks a 46% Quarterly Cliff—and Why the Market Sold

order book · seasonality · data center

Result verdictFollow-upQ1 FY276 minTelecom & Media
RAILTELRailTel Corporation of India Ltd

20% growth masks 46% revenue collapse; data center upside unproven

order book · data center · Kavach project

TranscriptDeep diveQ1 FY276 minTelecom & Media
PACEDIGITKPace Digitek Ltd

Revenue Delivers, Margins Disappoint—Pace's Q1 Reckoning

BESS manufacturing · Margin compression · Order book visibility

Result verdictFollow-upQ1 FY276 minTelecom & Media
PACEDIGITKPace Digitek Ltd

Revenue on track, margins soften; execution risk remains

BESS manufacturing · 10 GWh capacity · Order book visibility

TranscriptDeep diveQ1 FY276 minTelecom & Media
NAZARANazara Technologies Ltd

Gaming Surges but Guidance Collapses—A ₹82 Crore Loss Masks the Real Debate

gaming growth · margin deferral · Bluetile acquisition

Result verdictFollow-upQ1 FY276 minTelecom & Media
NAZARANazara Technologies Ltd

Gaming grows 14%, but ₹82Cr loss masks headline revenue decline

Bluetile acquisition acceleration · Margin compression via UA scaling · Gaming segment outperformance +14%

TranscriptDeep diveQ1 FY276 minTelecom & Media
SAREGAMASAREGAMA INDIA LTD.

Strong revenue growth masks margin compression amid heavy content spend

margin compression · subscription opportunity · content investment

TranscriptDeep diveQ1 FY276 minTelecom & Media
16 Aug 2026
INDUSTOWERIndus Towers Ltd

Towers grow 6%, profit stalls — the structural headwinds behind Indus Towers

tower additions · margin compression · order book

Result verdictFollow-upQ1 FY276 minTelecom & Media
INDUSTOWERIndus Towers Ltd

Soft profit growth masks steady tower momentum; margins compressed by seasonal energy headwinds

order book · 5G deployment · Africa expansion

TranscriptDeep diveQ1 FY276 minTelecom & Media
BHARTIHEXABharti Hexacom Ltd

Fortress Margins Hide a Growth Question—Hexacom at an Inflection

subscriber deceleration · quality-over-quantity · homes profitability

Result verdictFollow-upQ1 FY276 minTelecom & Media
BHARTIHEXABharti Hexacom Ltd

Strong margins mask deceleration in subscriber adds; quality over growth

sequential growth · quality acquisition · EBITDA margin

TranscriptDeep diveQ1 FY276 minTelecom & Media
15 Aug 2026
UNIMECHSTLTECH+14

16 results out of 4,000: the rarest earnings of this season, and what happened next

Q1 FY27 · results season · earnings

ResearchDeep dive6 minIndustrials & Infra
14 Aug 2026
PANORAMAPanorama Studios International Ltd

Panorama Studios Q1 FY27: consol PAT up 263% YoY on 34% revenue growth, margins expand

media entertainment · film production · margin expansion

ResultsQ1 FY273 minTelecom & Media
ZEEMEDIAZee Media Corporation Limited

Zee Media Q1 FY27: consolidated loss widens to ₹12.1 Cr YoY despite 4.7% revenue growth

news broadcasting · going concern · margin compression

ResultsQ1 FY273 minTelecom & Media
13 Aug 2026
ITIITI LTD.

ITI consolidated Q1 FY27 loss narrows 49% YoY to ₹32 Cr as revenue falls 15%

telecom equipment · psu · bsnl order

ResultsQ1 FY273 minTelecom & Media