📈 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
152,139
All-time analysed
43,645
Positive
6,747
Negative
92,898
Neutral
8,781
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.
97 announcements match the current filters (relevance ≥ 5).
ACC Board Meeting on April 30 for Q4 FY26 Results and Dividend Recommendation
ACC Limited has scheduled a board meeting on April 30, 2026, to approve audited financial results for the quarter and full year ended March 31, 2026. The board will also consider recommending a dividend for the financial year 2025-26. An earnings conference call is set for May 4, 2026, at 5:00 PM IST, featuring the CEO and CFO to discuss the business outlook. The trading window for the company's securities remains closed from April 1 until May 2, 2026.
Key Highlights
Board meeting scheduled for April 30, 2026, to approve Q4 and FY26 audited financial results.
Recommendation of dividend for the financial year 2025-26 to be considered during the board meeting.
Earnings conference call scheduled for May 4, 2026, at 5:00 PM IST with CEO Vinod Bahety and CFO Rohit Soni.
Trading window for insiders remains closed from April 1, 2026, until 48 hours after the results announcement.
👀 What to Watch
Investors should monitor the April 30 results for volume growth and margin trends, and listen to the May 4 call for management's guidance on the cement sector's outlook.
ACC Shareholders Approve Material Related Party Transactions with Ambuja and Orient Cement
ACC Limited shareholders have approved material related party transactions (RPTs) for the financial year 2026-27 with Ambuja Cements and Orient Cement. The resolution for transactions with Ambuja Cements received 83.70% approval, while the proposal for Orient Cement saw nearly unanimous support at 99.99%. These approvals are crucial for maintaining operational synergies and supply chain integration within the Adani Group's cement business. The voting was conducted via a month-long postal ballot process ending April 1, 2026.
Key Highlights
Resolution for RPTs with Ambuja Cements Limited for FY 2026-27 passed with 83.70% votes in favor.
Resolution for RPTs with Orient Cement Limited for FY 2026-27 passed with 99.99% votes in favor.
A total of 46,278,451 valid votes were polled, representing approximately 24.64% of the total paid-up equity capital.
Public institutional voting for the Ambuja resolution showed 83.69% in favor and 16.31% against.
The voting results ensure regulatory compliance for inter-company dealings for the upcoming fiscal year.
👀 What to Watch
Investors should note the strong shareholder support for these transactions, which suggests confidence in the group's integrated operational strategy. No immediate action is required as this is a standard regulatory approval for ongoing business operations.
Accuracy Shipping to Acquire Majority Stakes in Two Logistics Firms for ₹11.5 Crore
Accuracy Shipping Limited has approved the acquisition of majority stakes in two related-party entities, A.R.S. Liners (52%) and A.R.S. Terminals (99.80%), for a total consideration of approximately ₹11.5 crore. A.R.S. Liners is an active freight forwarding business that reported a turnover of ₹17.64 crore in FY25, showing consistent growth from ₹8.83 crore in FY23. Conversely, A.R.S. Terminals is currently non-operational with zero turnover over the last three years, focusing on warehousing and storage. The acquisitions, which involve the conversion of existing loans, aim to consolidate group operations and expand the company's service offerings.
Key Highlights
Acquiring 52% stake in A.R.S. Liners for ₹6.51 crore at a premium of ₹86 per share.
Acquiring 99.80% stake in A.R.S. Terminals for ₹4.99 crore at par value.
A.R.S. Liners turnover grew 100% over two years, reaching ₹17.64 crore in FY25.
A.R.S. Terminals reported zero turnover for FY23, FY24, and FY25.
Transactions are related-party deals involving the Chairman and Managing Director, to be completed within one month.
👀 What to Watch
Investors should exercise caution as these are related-party transactions involving a non-operational entity (A.R.S. Terminals). Monitor how the consolidation of these promoter-held businesses impacts the consolidated bottom line and whether the warehousing arm starts generating revenue.
ACC Limited Achieves Top-Tier "Care EDGE – ESG 1+" Rating from CARE ESG Ratings
ACC Limited has been assigned the highest ESG rating of "Care EDGE – ESG 1+" by CARE ESG Ratings Limited. This rating signifies a leadership position in managing environmental, social, and governance risks through best-in-class disclosures and performance. The disclosure, dated March 24, 2026, highlights the company's commitment to sustainability and governance standards. Such a high rating is likely to enhance the company's appeal to global institutional investors and ESG-focused funds.
Key Highlights
CARE ESG Ratings Limited assigned the 'Care EDGE – ESG 1+' rating to ACC Limited.
The rating denotes a leadership position in ESG risk management and disclosure quality.
Disclosure made under Regulation 30 of SEBI Listing Regulations and Master Circular dated January 30, 2026.
The rating reflects the company's superior performance in environmental, social, and governance policies.
👀 What to Watch
Investors should view this as a positive indicator of the company's long-term sustainability and governance strength. This rating may lead to increased institutional inflows from ESG-mandated portfolios.
Accelya Solutions Receives ₹17.49 Crore Income Tax Demand for FY 2022-23
Accelya Solutions India Limited has received an income tax order for the financial year 2022-23, resulting in a demand of ₹1,749.08 lakhs. The demand arises from specific additions and disallowances made during the assessment process under section 143(3). Furthermore, the Income Tax Department has issued a show cause notice for penalty proceedings under section 270A. The company has stated its intention to file an appeal against this order and believes there will be no material impact on its operations.
Key Highlights
Income tax demand of ₹1,749.08 lakhs raised for the financial year 2022-23.
Order received from the Assessment Unit under section 143(3) read with section 144B.
Show cause notice issued under section 270A for potential penalty proceedings.
Company intends to contest the demand by filing an appeal with the appropriate authority.
👀 What to Watch
Investors should track the outcome of the tax appeal as the demand represents a notable contingent liability. The stock may see some short-term pressure due to the regulatory notice.
CreditAccess Grameen Allots USD 40 Million Secured Non-Convertible Bonds
CreditAccess Grameen Limited has successfully completed the allotment of 4,000 USD-denominated Non-Convertible Bonds, raising a total of USD 40 million. These secured, rated, and listed bonds have a face value of USD 10,000 each and a tenure of 60 months. The interest rate is set at a floating rate of 240 basis points plus Term SOFR, with interest payments scheduled on a half-yearly basis. This issuance on NSE IFSC Limited signifies the company's ability to access international capital markets for long-term funding.
Key Highlights
Allotment of 4,000 USD-denominated Non-Convertible Bonds aggregating to USD 40 million.
Bonds carry a tenure of 60 months with a floating coupon of 240 basis points plus Term SOFR.
The issuance is secured by an exclusive first ranking charge over specific loan receivables and book debts.
The bonds will be listed on NSE IFSC Limited, enhancing international investor exposure.
Interest payments are scheduled on a half-yearly basis with principal repayment as per the Information Memorandum.
👀 What to Watch
Investors should view this as a positive development as it diversifies the company's borrowing profile and provides long-term capital. Monitor the company's cost of funds and deployment of this capital into high-yield microfinance assets.
CreditAccess Grameen Secures USD 75 Million Syndicated Social Loan Facility
CreditAccess Grameen (CA Grameen) has successfully raised USD 75 million through a syndicated social loan facility, with HSBC acting as the sole lead arranger. This fundraise is part of a larger strategy that has seen the company secure over USD 300 million in global commitments during FY 2025-26. The company has significantly diversified its liability franchise, increasing its share of foreign borrowings from 9% to 24% over the last five years. These funds, with a 3-5 year tenure, will improve the company's asset-liability management (ALM) and support its microfinance lending operations.
Key Highlights
Secured USD 75 million syndicated social loan facility from a diverse group of international banks including HSBC, Doha Bank, and Bank of China.
Total foreign commitments for FY 2025-26 now exceed USD 300 million, strengthening the liability franchise.
Share of foreign borrowings in the total liability mix has grown from 9% to 24% over the past five years.
Foreign sources accounted for over 15% of the company's total borrowing requirements in FY 2025-26.
The 3-5 year tenure of these borrowings significantly enhances the company's ALM profile and liquidity position.
👀 What to Watch
Investors should view this as a positive development reflecting the company's strong credit profile and ability to access low-cost international capital. The diversification of funding sources and improved ALM profile are likely to support stable margins and long-term growth.
ACC Seeks Shareholder Nod for Material RPTs with Ambuja and Orient Cement for FY 2026-27
ACC Limited has issued a postal ballot notice to seek shareholder approval for material related party transactions (RPTs) for the financial year 2026-27. The transactions involve its holding company, Ambuja Cements Limited, and Orient Cement Limited. These approvals are required under SEBI regulations as the transaction values are expected to exceed standard materiality thresholds. The remote e-voting period is scheduled to run from March 3, 2026, to April 1, 2026.
Key Highlights
Seeking ordinary resolution for material RPTs with Ambuja Cements Limited for FY 2026-27.
Seeking ordinary resolution for material RPTs with Orient Cement Limited for FY 2026-27.
Remote e-voting period begins March 03, 2026, and concludes April 01, 2026.
Cut-off date for shareholder eligibility to vote is February 27, 2026.
Transactions are stated to be conducted at arm's length and in the ordinary course of business.
👀 What to Watch
Investors should review the detailed explanatory statements to ensure RPTs are priced fairly and participate in the e-voting process to exercise their governance rights.
Accuracy Shipping Q3 FY26 Revenue Drops 39% YoY; PAT Declines to ₹5.65 Million
Accuracy Shipping Limited reported a weak set of numbers for the quarter ended December 31, 2025, with a significant decline in both revenue and profitability. Revenue from operations fell by 38.9% year-on-year to ₹1,547.93 million, while net profit dropped to ₹5.65 million from ₹8.42 million in the previous year's corresponding quarter. The company's core logistics segment saw a sharp revenue contraction, and the petroleum products division reported an EBIT loss of ₹3.15 million. For the nine-month period, net profit has halved compared to the previous year, indicating sustained margin pressure.
Key Highlights
Revenue from operations decreased by 38.9% YoY to ₹1,547.93 million in Q3 FY26.
Net Profit for the quarter fell to ₹5.65 million, down from ₹8.42 million in Q3 FY25.
9-month FY26 PAT stands at ₹18.89 million, a 50.4% decline compared to ₹38.12 million in 9M FY25.
Logistics Services segment revenue contracted to ₹1,126.60 million from ₹1,924.04 million YoY.
The Petrol & Petroleum Products segment recorded an EBIT loss of ₹3.15 million for the quarter.
👀 What to Watch
Investors should exercise caution as the company is experiencing a sharp downturn in its primary logistics business and reporting losses in its petroleum segment. The significant 50% drop in 9-month profitability suggests a challenging environment that may continue to weigh on the stock price.
CreditAccess Grameen Promoter Explores Stake Sale to Provide Exit for Long-Term Investors
CreditAccess Grameen's promoter, CreditAccess India B.V., has announced it is exploring the possibility of identifying new investors. This move is intended to provide an exit opportunity for the promoter's own long-term investors, as reported in The Economic Times on February 09, 2026. While the company has not confirmed a specific deal, this indicates a potential significant shift in the shareholding structure. Investors should note that no material development has been finalized yet, but the search for new capital partners is officially underway.
Key Highlights
Promoter CreditAccess India B.V. is seeking new investors to facilitate an exit for existing backers.
The announcement follows a news report in The Economic Times dated February 09, 2026.
The company clarified the situation under Regulation 30 of SEBI Listing Obligations.
No specific transaction size, valuation, or timeline has been disclosed at this stage.
The company has committed to making further disclosures as material developments occur.
👀 What to Watch
Investors should monitor the stock closely as a change in promoter backing or a large secondary market transaction can lead to price volatility. Wait for clarity on the profile of the incoming investors and the potential impact on management continuity.
ACC/Ambuja Cements Targets 155 MTPA Capacity by March 2028 in New Investor Update
ACC, operating under the Ambuja Cements platform, has outlined an aggressive growth roadmap to reach 155 MTPA capacity by March 2028, up from 109 MTPA in December 2025. The company is positioning itself to benefit from India's infrastructure super-cycle, supported by a $130 billion government capex allocation for FY26. By leveraging Adani Group synergies in logistics, energy, and digital infrastructure, the company aims to achieve significant cost leadership. The presentation highlights that India's per capita cement consumption of 290kg is still 45% below the global average, providing a long-term structural growth runway.
Key Highlights
Capacity expansion roadmap: 67.5 MTPA in Sept 2022 to 109 MTPA in Dec 2025, targeting 155 MTPA by March 2028.
India's FY26 GDP growth is estimated at 7.4%, with cement demand projected to grow at approximately 8%.
Infrastructure and housing segments are expected to drive demand with growth rates of 7.5-8.5% and 6-7% respectively in FY26.
Strategic focus on decarbonization with SBTi-validated net-zero targets for 2030 and 2050.
Adani Portfolio synergies provide vertical integration across ports, power, and multimodal transport to lower logistics costs.
👀 What to Watch
Investors should monitor the timely execution of the 155 MTPA capacity expansion and the realization of cost synergies from the Adani ecosystem. The stock remains a key proxy for India's infrastructure and urbanization themes.
Ambuja/ACC Q3 FY26: Normalized PAT Jumps 258%, Sales Volume Up 17% to 18.9 MT
Ambuja Cements (including ACC) reported a robust Q3 FY26 with sales volumes growing 17% Y-o-Y to 18.9 million tons, significantly outperforming the industry. Normalized EBITDA rose 53% to INR 1,353 crores, while normalized PAT surged 258% to INR 378 crores. The company is aggressively scaling capacity, targeting 115 MTPA by March 2026 and 155 MTPA by March 2028. Management highlighted a strong cost reduction trajectory, with December exit costs falling below INR 4,000 per ton.
Key Highlights
Reported highest ever quarterly sales volume of 18.9 million tons, up 17% Y-o-Y.
Normalized EBITDA per ton increased by 31% Y-o-Y to INR 718.
Current capacity stands at 109 MTPA following the commissioning of the 2.4 MTPA Marwar unit.
Renewable energy capacity reached 900 MW, with a target of 1,122 MW by FY27 to lower power costs.
Amalgamation of ACC and Orient Cement with Ambuja is underway to create a unified 'One Cement Platform'.
👀 What to Watch
Investors should monitor the successful integration of acquired assets and the progress toward the 155 MTPA capacity target. The company's focus on premiumization and cost leadership through green energy makes it a strong play in the consolidating cement sector.
CreditAccess Grameen Denies Axis Bank Buyout Rumors as Speculative
CreditAccess Grameen Limited has issued a formal clarification to the stock exchanges regarding media reports suggesting Axis Bank is in the lead to acquire the company. The management has labeled these reports as "baseless and speculative," stating that no decisions have been made regarding a potential sale by promoters. While the company acknowledged that promoters periodically evaluate liquidity options, they confirmed there is no material information currently requiring disclosure under Regulation 30. This response follows a sharp movement in trading activity triggered by the acquisition rumors.
Key Highlights
Company officially denies reports of Axis Bank leading a buyout, calling them speculative.
Promoters confirm no decision has been reached regarding any stake sale or investment by the named bank.
Management states no undisclosed material information exists under SEBI LODR Regulation 30.
The company maintains that promoters periodically evaluate liquidity options for shareholders as a standard practice.
👀 What to Watch
Investors should remain cautious and avoid trading based solely on acquisition rumors which the company has officially denied. Focus on the company's core microfinance performance while monitoring for any official updates regarding promoter stake changes.
ACC Q3 FY26: Consolidated EBITDA Jumps 53% to ₹1,353 Cr; Merger with Ambuja on Track
ACC Limited (as part of the Ambuja/Adani platform) reported a robust Q3 FY26 performance with consolidated revenue growing 20% YoY to ₹10,277 crore. EBITDA surged 53% YoY to ₹1,353 crore, driven by a 31% improvement in EBITDA per tonne to ₹718. The company remains debt-free with a net worth of ₹69,854 crore and is progressing with its amalgamation into Ambuja Cements to create a unified 'One Cement Platform'. Management has set an ambitious target to reach 155 MTPA capacity and ₹1,500 EBITDA per tonne by March 2028.
Key Highlights
Q3 FY26 consolidated EBITDA grew 53% YoY to ₹1,353 crore with EBITDA PMT increasing 31% to ₹718.
Total cement capacity reached 109 MTPA following the commissioning of the 2.4 MTPA Marwar unit.
The company remains debt-free with a strong net worth of ₹69,854 crore and a cash-rich balance sheet.
Amalgamation with Ambuja Cements and Orient Cement is underway, with completion expected during FY27.
Renewable energy capacity increased to 898 MW, contributing to a 38% green power share in 9M FY26.
👀 What to Watch
Investors should benefit from the significant operational synergies and cost leadership emerging from the 'One Cement' consolidation. The debt-free balance sheet and aggressive capacity expansion targets make this a strong long-term play in the Indian infrastructure sector.
Accelya Solutions Declares Interim Dividend of Rs 45 Per Share; Sets Record Date
Accelya Solutions India Limited has announced a substantial interim dividend of Rs 45 per equity share for the financial year 2025-26. The decision was finalized during the Board of Directors meeting held on January 29, 2026. The company has established February 6, 2026, as the record date to identify shareholders eligible for this payout. Investors can expect the dividend to be credited or dispatched by February 25, 2026.
Key Highlights
Interim dividend declared at Rs 45 per equity share for FY 2025-26
Record date for dividend eligibility is fixed as February 6, 2026
Dividend payout date is scheduled for February 25, 2026
Board meeting concluded at 3:55 PM on January 29, 2026
👀 What to Watch
Investors seeking dividend income should ensure they hold the shares before the ex-dividend date to qualify for the Rs 45 per share payout. The high dividend amount reflects a strong commitment to returning capital to shareholders.
Accelya Solutions Declares Interim Dividend of Rs. 45 Per Share
Accelya Solutions India Limited has announced a substantial interim dividend of Rs. 45 per equity share for the financial year 2025-26. The Board of Directors approved this payout during their meeting held on January 29, 2026. The company has established February 6, 2026, as the record date for identifying eligible shareholders. The dividend is scheduled to be paid out to shareholders by February 25, 2026, reflecting a strong commitment to shareholder returns.
Key Highlights
Interim dividend of Rs. 45 per equity share declared
Record date for dividend eligibility is February 6, 2026
Dividend payout to be completed by February 25, 2026
Announcement follows the Board meeting held on January 29, 2026
👀 What to Watch
Investors interested in the dividend should ensure they hold the shares before the ex-dividend date to be eligible for the Rs. 45 per share payout. This high dividend yield is a positive signal of the company's cash flow strength.
Accelya Solutions Q2 PAT at ₹28.57 Cr; Declares ₹45 Interim Dividend
Accelya Solutions India reported a sequential revenue growth of 5.6%, reaching ₹131.18 crore for the quarter ended December 31, 2025. Net profit for the quarter stood at ₹28.57 crore, down from ₹30.72 crore in the previous quarter, largely due to a one-time exceptional charge of ₹11.72 crore related to gratuity liabilities under the New Labour Codes. Despite the profit dip, the company declared a substantial interim dividend of ₹45 per share. The underlying operational performance remains stable within its niche of providing software solutions to the global airline industry.
Key Highlights
Revenue from operations increased to ₹13,117.94 lakhs from ₹12,425.21 lakhs in the previous quarter.
Declared an interim dividend of ₹45 per equity share with a record date of February 6, 2026.
Net profit of ₹2,857.42 lakhs was impacted by an exceptional item of ₹1,171.61 lakhs for past service gratuity costs.
Total comprehensive income for the quarter stood at ₹2,866.98 lakhs.
Basic and Diluted EPS for the quarter was ₹19.21 per share.
👀 What to Watch
The profit decline is primarily due to a non-recurring exceptional item, and the core business remains healthy. Investors should view the high dividend payout favorably and maintain positions for steady yield and niche market dominance.
ACC Q3 FY26: Revenue Rises 22% to ₹6,367 Cr; PAT Declines to ₹541 Cr Amid Management Changes
ACC Limited reported a strong 22% year-on-year growth in revenue from operations, reaching ₹6,366.82 crore for the quarter ended December 31, 2025. Despite the revenue surge, Profit After Tax (PAT) dropped significantly to ₹541.40 crore from ₹1,089.07 crore in the previous year, primarily due to a sharp rise in operating expenses and higher tax outgo. The results were supported by a net exceptional gain of ₹156.85 crore, which included a ₹125.41 crore gain from asset sales to a subsidiary. The company also announced key leadership changes in Sales, Marketing, and Security to drive future growth.
Key Highlights
Revenue from operations increased 21.9% YoY to ₹6,366.82 crore in Q3 FY26.
Profit After Tax (PAT) declined by 50.3% YoY to ₹541.40 crore compared to ₹1,089.07 crore in Q3 FY25.
Total expenses rose to ₹6,078.12 crore, driven by higher freight, power, and raw material costs.
Exceptional items provided a net gain of ₹156.85 crore, including a ₹125.41 crore gain from selling property to subsidiary AMRL.
Sanjay Kumar Behl appointed as Head of Sales, Marketing, and Logistics effective February 1, 2026.
👀 What to Watch
Investors should exercise caution as the bottom line was significantly impacted by rising operational costs despite robust top-line growth. Monitor the impact of the new management leadership on market share and margin recovery in the coming quarters.
ACC Q3 FY26 PAT Jumps 346% YoY (Normalised); Amalgamation with Ambuja Cements Announced
ACC Limited reported a robust Q3 FY26 with normalized Profit After Tax (PAT) surging 346% YoY to Rs 380 crore. The company achieved its highest-ever quarterly sales volume of 11.3 Mn T, marking a 15% YoY growth, while normalized revenue rose 22% to Rs 6,483 crore. A major strategic highlight is the announced amalgamation with Ambuja Cements to create a 'One Cement Platform' for enhanced operational synergies. The company remains debt-free with a strong net worth of Rs 20,326 crore and continues to improve its green energy mix to 31.3%.
Key Highlights
Normalised PAT surged 346% YoY to Rs 380 Cr; highest-ever quarterly volume at 11.3 Mn T.
Amalgamation with Ambuja Cements announced to streamline operations and create a unified cement powerhouse.
Normalised EBITDA grew 46% YoY to Rs 700 Cr with an EBITDA PMT of Rs 619.
Ready-Mix Concrete (RMC) volume increased by 36% YoY to 0.97 Mn M3.
Green power share increased by 12.6 percentage points YoY to 31.3% of total consumption.
👀 What to Watch
Investors should look favorably upon the strong volume growth and the proposed merger with Ambuja Cements, which is expected to drive significant cost and logistics synergies. The company's debt-free status and capacity expansion plans provide a solid foundation for long-term growth.
ACC Q3 Revenue Grows 22% to ₹6,367 Cr; PAT Halves to ₹541 Cr on Higher Costs
ACC Limited reported a strong 22% YoY growth in revenue from operations to ₹6,366.82 crore for Q3 FY26. However, Profit After Tax (PAT) saw a sharp decline of 50.3%, falling to ₹541.40 crore from ₹1,089.07 crore in the previous year's corresponding quarter. This profitability squeeze was driven by a 19% surge in total expenses, particularly in freight, power, and fuel, alongside a significant reduction in other income and government grants. The company also recognized a net exceptional gain of ₹156.85 crore during the quarter.
Key Highlights
Revenue from operations increased 22% YoY to ₹6,366.82 crore, though total income remained flat at ₹6,516.77 crore.
Profit After Tax (PAT) dropped significantly to ₹541.40 crore compared to ₹1,089.07 crore in Q3 FY25.
Total expenses rose to ₹6,078.12 crore from ₹5,109 crore YoY, with freight and forwarding costs up 20.5%.
Exceptional items included a ₹125.41 crore gain from asset sales to a subsidiary and a ₹49.54 crore provision for new Labour Codes.
Management changes announced with Sanjay Kumar Behl appointed as Head of Sales, Marketing, and Logistics effective February 1, 2026.
👀 What to Watch
Investors should monitor the significant margin compression as rising operational costs are currently offsetting robust top-line growth. The impact of the new Labour Code provisions and the ongoing consolidation within the Adani cement business warrants a cautious 'watch' approach.
