📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
0 analysed today
FollowTelegram
0
Today
152,098
All-time analysed
43,626
Positive
6,746
Negative
92,878
Neutral
8,780
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
23 announcements match the current filters (relevance ≥ 5).
Delta Corp Q3 Standalone PAT falls 53% YoY to ₹19.38 Cr; ₹378 Cr hit from Online Gaming Act
Delta Corp reported a weak set of numbers for Q3 FY26, with standalone revenue from operations declining 21.5% YoY to ₹117.86 crore. Net profit for the quarter plummeted by 53.4% YoY to ₹19.38 crore, down from ₹41.61 crore in the same period last year. The company faced a massive ₹378.34 crore cumulative reduction in the fair value of its online gaming investments due to the enactment of the Promotion and Regulation of Online Gaming Act, 2025, which prohibits real-money stakes. Furthermore, the company remains embroiled in a legal battle over GST show-cause notices totaling ₹23,207.30 crore, with the Supreme Court judgment currently reserved.
Key Highlights
Revenue from operations fell to ₹117.86 crore in Q3 FY26 from ₹150.17 crore in Q3 FY25.
Standalone Net Profit declined significantly to ₹19.38 crore versus ₹41.61 crore YoY.
Recorded a ₹378.34 crore hit in Other Comprehensive Income due to fair value write-downs of online gaming entities.
Gaming operations revenue dropped to ₹103.81 crore from ₹135.79 crore in the previous year's quarter.
Contingent liability remains high with GST demands of ₹23,207.30 crore pending Supreme Court verdict.
👀 What to Watch
Investors should remain highly cautious as the company faces a double blow from a legislative ban on real-money online gaming and a massive pending GST litigation. The significant erosion in investment value and declining gaming revenues suggest a challenging recovery path in the near term.
Delta Corp Q3 FY26 Net Profit Drops 53% YoY to ₹19.38 Cr Amid ₹378 Cr Online Gaming Write-down
Delta Corp reported a weak set of numbers for Q3 FY26, with standalone revenue declining 21.5% YoY to ₹117.86 crore and net profit falling 53.4% YoY to ₹19.38 crore. The company's financials were heavily impacted by the enactment of the Promotion and Regulation of Online Gaming Act, 2025, which led to a cumulative fair value reduction of ₹378.34 crore in its online gaming investments. Furthermore, the company continues to face a massive contingent liability of ₹23,207.30 crore related to GST show-cause notices, with the Supreme Court judgment currently reserved. Operational revenue from gaming also saw a sequential decline of 15.4% compared to the previous quarter.
Key Highlights
Standalone Revenue from Operations fell 21.5% YoY to ₹117.86 crore in Q3 FY26.
Net Profit for the quarter plummeted to ₹19.38 crore from ₹41.61 crore in the year-ago period.
Recognized a ₹378.34 crore cumulative fair value loss in OCI due to the new federal ban on real-money online gaming.
Outstanding GST show-cause notices total ₹23,207.30 crore, with the legal matter now reserved for judgment by the Supreme Court.
Gaming operations revenue declined to ₹103.81 crore in Q3 FY26 from ₹122.74 crore in Q2 FY26.
👀 What to Watch
Investors should exercise extreme caution as the company faces significant regulatory headwinds in the online gaming sector and a potentially existential threat from the multi-billion dollar GST litigation. The stock is likely to remain volatile and underperform until there is a favorable resolution in the Supreme Court or a pivot in the business model.
Delta Corp to Close Loss-Making Zuri Casino in Goa Effective January 9, 2026
Delta Corp Limited has announced the closure of its casino operations at The Zuri White Sands Goa, managed by its subsidiary Delta Pleasure Cruise Company Private Limited. The unit contributed Rs. 15.51 crores to the consolidated turnover, which is approximately 2.13% of the total revenue. Significantly, the unit had a negative net worth of Rs. 15.26 crores and was operating at a loss. Management indicates that this closure will not materially impact the company's overall financial position as other operations remain unaffected.
Key Highlights
Closure of Deltin Zuri casino operations effective from January 9, 2026
Unit contributed Rs. 15.51 crores (2.13%) to consolidated turnover in the last financial year
Unit reported a negative net worth of Rs. 15.26 crores (-0.62% of consolidated net worth)
Decision driven by the unit operating at a loss, aimed at improving overall profitability
No material impact expected on the company's consolidated financial position
👀 What to Watch
Investors should view this as a prudent capital allocation move to eliminate a loss-making unit with negative net worth. This streamlining is likely to be margin-accretive for the company in the long run.
