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AI-Powered NSE Corporate Announcements Analysis

422
Total Announcements
203
Positive Impact
18
Negative Impact
166
Neutral
Clear
EARNINGS POSITIVE 8/10
Crizac Q3 PAT Rises 16.7% to β‚Ή50.5 Cr; Declares β‚Ή8.00 Interim Dividend
Crizac Limited reported a strong performance for Q3 FY26, with consolidated revenue growing 28.1% year-on-year to β‚Ή27,883.60 Lakhs. Net profit for the quarter increased to β‚Ή5,052.77 Lakhs, up from β‚Ή4,329.47 Lakhs in the previous year. The board has declared a significant interim dividend of β‚Ή8.00 per share (400% of face value) with a record date of February 4, 2026. Furthermore, the company is enhancing its ESOP pool to include subsidiary employees, indicating a focus on long-term talent retention.
Key Highlights
Consolidated Revenue from Operations grew 28.1% YoY to β‚Ή27,883.60 Lakhs in Q3 FY26. Net Profit after Tax (PAT) increased by 16.7% YoY to β‚Ή5,052.77 Lakhs for the quarter. Declared an Interim Dividend of β‚Ή8.00 per equity share on a face value of β‚Ή2.00. 9-Month FY26 PAT stands at β‚Ή14,467.58 Lakhs, representing a 37.7% growth over 9M FY25. Board approved the enhancement of the ESOP pool and ratification of the Crizac-ESOP 2026 plan.
πŸ’Ό Action for Investors Investors should note the strong revenue momentum and the high dividend payout, which reflects healthy cash generation. The upcoming dividend record date of February 4, 2026, may provide short-term support to the stock price.
EARNINGS POSITIVE 9/10
Park Medi World Q3 PAT at β‚Ή368.8M; Announces β‚Ή3.3B in Strategic Acquisitions
Park Medi World Limited reported its first financial results post-listing, with Q3 FY26 consolidated revenue reaching β‚Ή3,670.96 million and a net profit of β‚Ή368.78 million. The company is aggressively pursuing inorganic growth, announcing acquisitions of K P S Wellness and SVPD Healthcare for β‚Ή2,450 million, and Krishna Super-Speciality Hospital for β‚Ή400 million. For the nine-month period ended December 2025, the group achieved a robust net profit of β‚Ή1,671.67 million. IPO proceeds are being actively deployed, with β‚Ή2,225.90 million already utilized for debt repayment and capital expenditure.
Key Highlights
Consolidated Q3 FY26 revenue stood at β‚Ή3,670.96 million with a PAT of β‚Ή368.78 million. Announced acquisition of K P S Wellness and SVPD Healthcare for β‚Ή2,450 million expected by Feb 2026. Acquired Febris Multispeciality Hospital for β‚Ή506.8 million via insolvency resolution process. Approved acquisition of Mahip Hospital Private Limited (250 beds) for β‚Ή400 million in January 2026. Utilized β‚Ή1,430.90 million of IPO proceeds for debt repayment to strengthen the balance sheet.
πŸ’Ό Action for Investors The company's aggressive M&A strategy and strong nine-month profitability suggest a high-growth trajectory post-IPO. Investors should monitor the successful integration of the newly acquired hospitals and their impact on consolidated margins.
EARNINGS NEGATIVE 8/10
RPG Life Sciences Q3 FY26: Revenue Up 4.2% to β‚Ή180 Cr, PAT Declines 20% YoY
RPG Life Sciences reported a modest 4.2% YoY revenue growth in Q3 FY26, reaching β‚Ή180 crore, primarily driven by a 12.5% growth in its Domestic Formulations segment. However, profitability faced significant pressure as PAT declined 20% YoY to β‚Ή27.9 crore and EBITDA margins contracted from 30.4% to 24.0%. The API segment was particularly weak, with a 19.4% revenue decline in 9M FY26 due to a fire incident at a manufacturing block. Despite these headwinds, the company remains debt-free and is proceeding with a β‚Ή140 crore capex plan for global expansion.
Key Highlights
Q3 FY26 Revenue grew 4.2% YoY to β‚Ή180 Cr, while 9M FY26 Revenue rose 4.0% to β‚Ή530.6 Cr. PAT for Q3 FY26 dropped 20% YoY to β‚Ή27.9 Cr, with EBITDA margins contracting to 24.0% from 30.4%. Domestic Formulations, contributing 70% of sales, grew 12.5% in 9M FY26, outperforming market growth. API segment revenue fell 19.4% in 9M FY26, impacted by a fire incident in one of the manufacturing blocks. The company maintains a debt-free balance sheet and is investing β‚Ή140 Cr in capex to expand its international footprint.
πŸ’Ό Action for Investors The significant margin contraction and the fire-related disruption in the API segment are short-term negatives. Investors should watch for the recovery of API operations and the impact of the β‚Ή140 crore capex on future growth before increasing exposure.
REGULATORY POSITIVE 7/10
Globus Spirits Gains from Rajasthan Excise Policy: 5% Price Hike and 50% Bottling Fee Cut
Globus Spirits has announced favorable amendments to the Rajasthan Excise and Liquor Control Policy for 2025-29. Starting April 1, 2026, the net selling value for regular brands in the Country Liquor and Rajasthan Made Liquor segments will increase by 5%. Furthermore, a 50% reduction in bottling fees for IMFL sold outside Rajasthan will benefit the company's luxury portfolio, including Terai Gin and Vodka. The policy also includes an 8% increase in guaranteed volume, ensuring higher operational throughput.
Key Highlights
5% increase in net selling value for CL and RML brands against FY 25-26 EDP effective April 1, 2026 50% reduction in bottling fees for IMFL bottled for sale outside the state of Rajasthan Guaranteed volume of liquor supply stipulated to increase by approximately 8% Increased flexibility for retailers to procure liquor stock of their choice Positive impact on luxury brands (Doaab, Terai Gin, Terai Vodka) supplied from the Behror Unit
πŸ’Ό Action for Investors Investors should view this as a margin-accretive development that strengthens the company's position in a key market. Monitor the impact on the luxury portfolio's profitability as bottling costs decrease.
EXPANSION POSITIVE 7/10
GAIL Signs Long-Term Charter Contract with MOL for LNG Carrier GAIL BHUWAN
GAIL (India) Limited has signed a long-term charter agreement with Mitsui O.S.K. Lines (MOL) for the LNG carrier 'GAIL BHUWAN'. The contract is executed through a joint venture, LNG Japonica Shipping Corporation, where GAIL holds a 26% stake and MOL holds 74%. This strategic move strengthens GAIL's logistics integration for its diversified LNG portfolio and supports its 18,001 km natural gas pipeline network. The agreement aligns with India's 'Maritime Amrit Kaal Vision 2047' to ensure energy supply chain security and meet rising domestic demand.
Key Highlights
Long-term charter agreement signed for LNG carrier 'GAIL BHUWAN' with Mitsui O.S.K. Lines. Contract executed via JV LNG Japonica Shipping Corporation (GAIL 26%, MOL 74%). Supports GAIL's extensive 18,001 km natural gas pipeline network across India. Strengthens GAIL's position as a top global LNG portfolio marketer with India's largest LNG fleet. Aligned with 'Maritime Amrit Kaal Vision 2047' and net-zero emission targets.
πŸ’Ό Action for Investors Investors should view this as a positive development for GAIL's long-term operational stability and logistics cost management. The expansion of its LNG fleet enhances its capability to handle global trading volumes and ensures supply security for its domestic pipeline business.
Awfis Space Solutions Schedules Q3 FY26 Earnings Call for February 02, 2026
Awfis Space Solutions Limited has announced its earnings conference call to discuss financial results for the quarter and nine months ended December 31, 2025. The call is scheduled for Monday, February 02, 2026, at 5:30 PM IST. Senior management, including the Chairman & MD and CEO, will be present to discuss operational and financial performance. This is a standard regulatory update following the conclusion of the third quarter of the fiscal year.
Key Highlights
Earnings conference call scheduled for February 02, 2026, at 5:30 PM IST. Focus on financial performance for the quarter and nine months ended December 31, 2025. Management participation includes MD Amit Ramani, CEO Sumit Lakhani, and CFO Ravi Dugar. The call is being hosted by Ambit Capital with pre-registration links provided.
πŸ’Ό Action for Investors Investors should monitor the call for management commentary on occupancy levels, seat pricing, and expansion plans. No immediate action is required as this is a routine scheduling announcement.
TICL Re-classifies 5 Promoter Entities to Public Category Following IBC Resolution
Twamev Construction and Infrastructure Limited (formerly Tantia Constructions) has applied to stock exchanges for the re-classification of five promoter entities to the public category. This move is part of the Resolution Plan approved under Section 31 of the Insolvency and Bankruptcy Code (IBC). The entities include individual promoters Mr. Ishwari Prasad Tantia and Mr. Rahul Tantia, along with three corporate entities. The Board of Directors had previously approved this request on May 27, 2025, as the company transitions post-insolvency.
Key Highlights
Application filed for re-classification of 5 promoter/promoter group entities to the public category. Action taken pursuant to a Resolution Plan approved under Section 31 of the IBC, 2016. Promoters involved include Mr. Ishwari Prasad Tantia and Mr. Rahul Tantia. Corporate entities Nigolice Trading, EDCL Infrastructure, and Tantia Financial Services are also being re-classified. The Board of Directors initially approved this re-classification request on May 27, 2025.
πŸ’Ό Action for Investors Investors should note this as a procedural step in the company's restructuring post-IBC. Monitor the final approval from BSE and NSE to confirm the updated shareholding structure.
ROUTINE NEUTRAL 2/10
Petronet LNG Issues Notice for Shareholder Email Registration and Updation
Petronet LNG Limited has issued a public notice via newspaper advertisements in Hindustan Times and Amar Ujala on January 28, 2026. The company is requesting all shareholders to register or update their email addresses to facilitate the electronic delivery of notices for Postal Ballots and Shareholders' Meetings. This is a routine administrative procedure in compliance with Regulation 30 of SEBI (LODR) Regulations, 2015. The move aims to ensure timely and efficient communication of corporate actions to the investor base.
Key Highlights
Advertisements published in Hindustan Times (English) and Amar Ujala (Hindi) on January 28, 2026. Compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Objective is to enable digital receipt of Postal Ballot and Shareholders’ Meeting notices. Shareholders are encouraged to update details with Depository Participants or the Company's RTA.
πŸ’Ό Action for Investors Shareholders should ensure their contact details are updated with their respective Depository Participants to receive official communications. This is a routine compliance matter with no impact on the company's financial fundamentals.
CreditAccess Grameen Schedules One-on-One Meeting with Ashmore Investment
CreditAccess Grameen Limited has announced a one-on-one investor meeting with Ashmore Investment scheduled for January 28, 2026. The meeting is set to take place virtually between 3:00 PM and 4:00 PM IST. This disclosure is a routine compliance filing under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Such interactions are standard practice for maintaining investor relations and discussing the company's operational landscape.
Key Highlights
One-on-one meeting scheduled with Ashmore Investment on January 28, 2026 The interaction is conducted via virtual mode from 3:00 PM to 4:00 PM IST Disclosure made pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015 Meeting confirmation was finalized on the same day as the intimation
πŸ’Ό Action for Investors No immediate action is required as this is a routine investor engagement. Investors may look for any subsequent presentation materials or transcripts that the company might release post-meeting.
Greenply Industries to Host Q3 & 9M FY26 Earnings Call on February 5, 2026
Greenply Industries Limited has scheduled its earnings conference call for February 5, 2026, at 12:00 PM IST to discuss the company's financial and operational performance for Q3 and 9M FY26. The call will be led by top management, including the JMD & CEO, JMD, and CFO. This is a standard regulatory notification following the conclusion of the third quarter of the fiscal year. Investors can access the call via universal dial-in numbers or a pre-registration link.
Key Highlights
Earnings conference call scheduled for February 5, 2026, at 12:00 PM IST Discussion will cover operational and financial performance for Q3 and 9M FY26 Management participants include Mr. Manoj Tulsian (JMD & CEO) and Mr. Sanjiv Keshri (CFO) Universal dial-in numbers provided: +91 22 6280 1317 and +91 22 7115 8218
πŸ’Ό Action for Investors Investors should monitor the call for management's outlook on the plywood industry's demand and raw material pricing. No immediate action is required as this is a routine announcement of a scheduled meeting.
MANAGEMENT NEUTRAL 6/10
SBI: Shri Ashwini Kumar Tewari Assumes Charge as Managing Director
State Bank of India (SBI) has announced that Shri Ashwini Kumar Tewari has officially assumed the role of Managing Director effective January 28, 2026. This follows the Government of India notification dated December 16, 2025, regarding his re-appointment to the position. The move ensures continuity in the bank's top leadership team, which is crucial for India's largest public sector lender. Investors typically view leadership stability at the MD level as a positive sign for long-term strategic execution.
Key Highlights
Shri Ashwini Kumar Tewari assumed the post of Managing Director on January 28, 2026 The appointment follows the Government of India Notification No. 2/1/2025-BO.I dated December 16, 2025 Disclosure made under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 The re-appointment ensures leadership continuity within the bank's executive management team
πŸ’Ό Action for Investors No immediate action is required as this is a planned re-appointment ensuring leadership stability. Investors should remain focused on the bank's upcoming quarterly results and credit growth trends.
ROUTINE NEUTRAL 3/10
CarTrade Tech Grants 75,000 ESOP Options Under 2021 Plan
CarTrade Tech Limited has announced the grant of 75,000 stock options to eligible employees under its Employee Stock Option Plan 2021 (I). Each option is convertible into one equity share of face value Rs. 10 upon exercise. The exercise price is determined by the 30-day average closing price preceding the grant date, reflecting no discount to the market price. The vesting schedule is spread over four years, with 25% of the options vesting annually.
Key Highlights
Grant of 75,000 ESOP options to eligible employees, including a relative of a Director. Exercise price set at 0% discount to the 30-day average closing market price. Vesting schedule follows a 4-year period with 25% vesting each year. Options must be exercised within a maximum period of 10 years from the grant date. Each option is convertible into one equity share of face value Rs. 10.
πŸ’Ό Action for Investors This is a routine administrative update regarding employee compensation and retention. No immediate action is required as the dilution impact from 75,000 shares is minimal relative to the company's total equity.
MANAGEMENT POSITIVE 7/10
RBI Approves Re-appointment of Rishi Gupta as MD & CEO of Fino Payments Bank for 3 Years
Fino Payments Bank has received formal approval from the Reserve Bank of India (RBI) to re-appoint Mr. Rishi Gupta as Managing Director & CEO. The new term will span three years, effective from May 02, 2026, until May 01, 2029. Mr. Gupta is a founding member of the group with over 31 years of experience and was instrumental in the bank's successful listing on the stock exchanges. This leadership continuity is expected to maintain the bank's strategic focus and regulatory compliance standards.
Key Highlights
RBI approved re-appointment for a 3-year term starting May 02, 2026, to May 01, 2029 Mr. Rishi Gupta has 31 years of industry experience and is a rank-holding Chartered Accountant He was a founding member of Fino PayTech and has served as MD & CEO since the bank's inception The re-appointment is still subject to final approval from the bank's shareholders Under his leadership, Fino became the first Payments Bank to list on Indian stock exchanges
πŸ’Ό Action for Investors Investors should view this continuity in leadership as a positive sign of stability and regulatory trust. No immediate action is required as the bank maintains its current strategic trajectory under an experienced founder-CEO.
EARNINGS POSITIVE 8/10
EPACK Durable Q3 FY26 Revenue Up 13.5% to β‚Ή427.8 Cr; EBITDA Margins Expand to 7.41%
EPACK Durable reported a resilient Q3 FY26 with revenue growing 13.5% YoY to β‚Ή427.8 crores, driven by a strategic shift toward non-AC segments. While the core Room Air Conditioner business saw a marginal 1% decline, the Components and Large Domestic Appliances segments surged by 61% and 74% respectively. EBITDA grew 31.5% YoY to β‚Ή31.7 crores with margins expanding by 102 basis points, though net profit growth was limited to 4% due to higher depreciation and finance costs from recent capex. The company's diversification strategy is yielding results, with RAC now contributing less than 60% of total revenue.
Key Highlights
Revenue from operations increased 13.5% YoY to β‚Ή427.8 crores in Q3 FY26. EBITDA margins improved significantly to 7.41% from 6.39% in the previous year. Components segment and Large Domestic Appliances grew by 61% and 74% YoY respectively. Incurred β‚Ή44 crores in capital expenditure during Q3 for capacity expansion at Sricity and Bhiwadi. Total customer base reached 67, including two new customer additions during the quarter.
πŸ’Ό Action for Investors Investors should focus on the company's successful transition from a seasonal AC manufacturer to a diversified electronics player, which is stabilizing margins. Monitor the impact of new BEE norms on Q4 volumes and the ramp-up of the Hisense JV facility for long-term growth.
EARNINGS POSITIVE 8/10
CarTrade Q3 FY26: Record Revenue of β‚Ή228 Cr, EBITDA Zooms 56% with 37% Margin
CarTrade Tech reported its highest-ever quarterly revenue of β‚Ή228.37 crores for Q3 FY26, marking an 18% YoY growth. The company demonstrated significant operating leverage as EBITDA surged 56% to β‚Ή78.25 crores, achieving record margins of 37%. Profit After Tax (PAT) grew 35% YoY to β‚Ή61.52 crores, while adjusted PAT (excluding labor code impact) rose by 49% to β‚Ή68.03 crores. Strong performance was seen across all segments, particularly in the Consumer Group and OLX India, which reported EBITDA margins of 43% and 37% respectively.
Key Highlights
Highest-ever quarterly revenue of β‚Ή228.37 crores, representing 18% YoY growth. EBITDA grew 56% YoY to β‚Ή78.25 crores with an all-time high margin of 37%. Adjusted Profit After Tax (excluding New Labour Code impact) grew 49% YoY to β‚Ή68.03 crores. Consumer Group segment delivered 27% revenue growth and a high EBITDA margin of 43%. Maintained strong digital presence with 85 million average monthly unique visitors and 95% organic traffic.
πŸ’Ό Action for Investors The company's record-high margins and strong operating leverage indicate a robust business model; investors should view this as a positive sign of maturing profitability. Long-term investors may consider the stock given its leadership in the digital auto ecosystem and consistent growth across all business verticals.
ROUTINE NEUTRAL 3/10
BlackBuck Limited Allots 2,09,416 Equity Shares Under ESOP Schemes
BlackBuck Limited (formerly Zinka Logistics Solutions Limited) has allotted 2,09,416 equity shares to employees following the exercise of stock options. The allotment includes 1,32,671 shares from the 2016 ESOP scheme and 76,745 shares from the 2019 scheme. Consequently, the company's paid-up equity share capital has increased from Rs. 18.13 crore to Rs. 18.15 crore. This is a routine administrative procedure to fulfill employee compensation obligations.
Key Highlights
Total allotment of 2,09,416 equity shares with a face value of Re. 1 each 1,32,671 shares issued under ESOP 2016 and 76,745 shares under ESOP 2019 Paid-up share capital increased to Rs. 18,14,91,278 from Rs. 18,12,81,862 Exercise price for the allotted shares was Re. 1 per share The new shares rank pari-passu with existing equity shares of the company
πŸ’Ό Action for Investors No action is required as this is a routine ESOP allotment with minimal impact on overall shareholding and negligible equity dilution.
EXPANSION POSITIVE 7/10
Wanbury Launches Anaesthetic API Production; Targets β‚Ή100 Cr+ Incremental Revenue in FY27
Wanbury Limited has commenced commercial production of a high-potent anaesthetic API at its Tanuku facility in Andhra Pradesh. This move is expected to generate incremental revenues of approximately β‚Ή18 crore in Q4 FY26 and over β‚Ή100 crore in FY 2026-27. The company is also expanding its capacity with a multi-purpose intermediate block scheduled for completion by March 2026. This expansion aims to capture a share of the global market for these new APIs, which is currently valued at over β‚Ή5,000 crore.
Key Highlights
Commenced commercial production of a key anaesthetic API at the state-of-the-art Tanuku facility. Projected incremental revenue of over β‚Ή100 crore in FY 2026-27 from the new API production. Expected immediate revenue contribution of approximately β‚Ή18 crore in Q4 FY 2025-26. On track to launch four additional high-value APIs (Antidiabetic, Anticoagulant, etc.) by March 2026. Targets a global market opportunity for these molecules valued at over β‚Ή5,000 crore.
πŸ’Ό Action for Investors Investors should track the company's ability to scale production and meet the β‚Ή18 crore revenue target in Q4 FY26 as a sign of execution capability. The successful launch of the additional four APIs in March 2026 could be a further re-rating trigger for the stock.
GMR Power Allots Equity and Warrants to Raise ~β‚Ή900 Crore via Preferential Issue
GMR Power and Urban Infra Limited has completed the allotment of 6.62 crore equity shares and 3.31 crore convertible warrants at an issue price of β‚Ή120.88 per share. The company raised approximately β‚Ή800 crore through equity allotment to non-promoter entities and received β‚Ή100 crore as the 25% upfront payment for warrants from a promoter group entity. This capital infusion increases the immediate paid-up equity capital to β‚Ή390.51 crore. The warrants are convertible into equity within 18 months, which would further increase the share capital to β‚Ή407.05 crore.
Key Highlights
Allotted 6,61,81,335 equity shares at β‚Ή120.88 each to non-promoter public investors Allotted 3,30,90,668 warrants to Promoter Group entity with 25% consideration (β‚Ή100 crore) received Total fundraise value approximately β‚Ή900 crore including the warrant subscription amount Paid-up equity share capital increased from 71.48 crore shares to 78.10 crore shares Warrants are convertible into equity within 18 months at the same price of β‚Ή120.88
πŸ’Ό Action for Investors Investors should view this as a positive capital infusion that strengthens the balance sheet, though it results in equity dilution. Monitor the company's upcoming disclosures regarding the specific utilization of these funds for debt reduction or project expansion.
EARNINGS POSITIVE 8/10
CarTrade Q3 PAT Jumps 35% YoY to β‚Ή61.5 Cr; Revenue Up 19%
CarTrade Tech reported a strong performance for Q3 FY26, with revenue from operations growing 19% YoY to β‚Ή209.7 crore. Profit after tax increased by 35% to β‚Ή61.5 crore, despite a one-time exceptional charge of β‚Ή6.5 crore related to new Labour Code provisions. All three business segmentsβ€”Consumer, Remarketing, and Classifiedsβ€”showed healthy growth, with the Consumer segment leading the revenue contribution. The company's operational efficiency improved significantly, as profit before exceptional items surged 58% YoY.
Key Highlights
Revenue from operations grew 19% YoY to β‚Ή20,967.18 Lakhs in Q3 FY26. Consolidated Profit After Tax (PAT) rose 35% YoY to β‚Ή6,152.30 Lakhs. Profit Before Exceptional Items saw a robust growth of 58% YoY, reaching β‚Ή8,450 Lakhs. Consumer segment revenue increased by 27% YoY to β‚Ή8,631.47 Lakhs. An exceptional item of β‚Ή650.71 Lakhs was recorded due to the implementation of new Labour Codes.
πŸ’Ό Action for Investors Investors should take note of the strong operational growth and margin expansion across all business segments. The company's ability to grow profits significantly faster than revenue indicates high operating leverage.
Bohra Industries: Mark AB Capital Becomes Promoter; Krishna Agarwal Reclassified to Public
Bohra Industries has announced a formal change in its promoter structure following the completion of an open offer by Mark AB Capital Private Limited. Krishna Agarwal, holding 10,98,239 shares (4.73% stake), has been reclassified from the 'Promoter' category to 'Public' category. Mark AB Capital is now officially recognized as the new promoter of the company. This transition follows the open offer completed on August 13, 2025, and adheres to SEBI's regulatory requirements for reclassification.
Key Highlights
Mark AB Capital Private Limited is now the official Promoter of Bohra Industries following an Open Offer. Krishna Agarwal reclassified to Public category with a 4.73% stake (10,98,239 shares). The reclassification is effective immediately as per SEBI Regulation 31A(10). The outgoing promoter will have no board representation or KMP roles for at least three years. Company confirms compliance with Minimum Public Shareholding (MPS) requirements.
πŸ’Ό Action for Investors Investors should monitor the new promoter's strategic plans and any potential changes in the company's operational management. The formalization of this leadership shift may lead to new growth initiatives or structural changes.