📈 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)
Latest filing: 2026-08-11 21:24
510 analysed today
510
Today
133,399
All-time analysed
40,108
Positive
6,279
Negative
79,197
Neutral
7,747
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.
8 announcements match the current filters (relevance ≥ 5).
83% Revenue Growth in Q1 FY27; Order Book Reaches ₹418.2 Cr
Delton Cables reported its highest-ever first-quarter performance with revenue surging 83.2% YoY to ₹286.4 Cr. Profitability saw a sharp jump as PAT rose 146.2% to ₹7.6 Cr, supported by an 80% growth in the EPC segment. The company's order book stands at ₹418.2 Cr, representing approximately 42% of its TTM revenue, providing strong short-term visibility. Management is successfully executing a strategic shift toward high-margin private EPC players and an asset-light manufacturing model.
Confidence: HIGH
What changedThe company has transitioned from a legacy railway cable supplier to a diversified player with 50% of revenue now coming from the EPC segment and a significantly leaner working capital cycle.
Why it mattersThe strategic shift to an asset-light model and private sector clients is addressing historical low-margin and high-working-capital issues, potentially re-rating the company's ROCE profile.
Q1 FY27 Revenue: ₹286.4 CrOrder Book vs TTM Revenue: 42.4%Q1 FY27 PAT Growth (YoY): 146.2%EBITDA Margin: 8.88%Cash Conversion Cycle: 51 days
📅 Short termThe stock may react positively to the record-breaking quarterly performance and the substantial improvement in operating margins compared to the previous fiscal year.
📈 Long termThe transition to high-growth sectors like 5G, Smart Metering, and Defense, combined with an asset-light expansion strategy, suggests a structural improvement in capital efficiency over the next 2-3 years.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High debt levels (₹184 Cr) relative to market cap
- Sensitivity to copper price volatility
- Intense competition in the low-voltage cable segment
Key Highlights
Revenue for Q1 FY27 grew 83.2% YoY to ₹286.4 Cr, driven by strong demand in EPC and Railways.
Order book as of June 30, 2026, stands at ₹418.2 Cr, with 88% concentrated in the EPC segment.
EBITDA margins improved to 8.88% in Q1 FY27, a significant jump from the 6.73% average in FY26.
Cash conversion cycle drastically improved to 51 days in FY26 from 214 days in FY22.
Manufacturing capacity utilization reached 81% in FY25, up from 44% in FY22, on a ₹1,500 Cr capacity base.
👀 What to Watch
Investors should monitor the sustainability of the 8.8%+ EBITDA margins and the execution timeline of the ₹418.2 Cr order book, which is heavily weighted toward the EPC sector.
83% YoY Revenue Growth in Q1 FY27; EBITDA Margins Recover to 8.88%
Delton Cables reported a strong start to FY27 with Q1 revenue reaching ₹286.36 Cr, an 83% increase YoY, despite a 10.6% sequential decline from Q4 FY26. Profitability showed a significant recovery as EBITDA margins expanded to 8.88%, a 408 bps improvement over the previous quarter. Net profit surged 146% YoY to ₹7.59 Cr, nearly five times the PAT of Q4 FY26. The growth was primarily driven by the Telecom/Others segment (up 207%) and the EPC segment (up 80%).
Confidence: HIGH
What changedThe company has successfully mitigated previous margin pressures, achieving a sharp recovery in operating profitability and reporting its highest-ever first-quarter revenue.
Why it mattersThe margin expansion to 8.88% validates the company's strategic shift from low-margin Railway cables to high-margin EPC and Telecom segments, which now contribute 50% and 31% of revenue respectively.
Q1 FY27 Revenue: ₹286.36 CrYoY Revenue Growth: 83.18%EBITDA Margin: 8.88%Q1 FY27 PAT: ₹7.59 CrOrder Book: ₹41.8 CrOrder Book vs TTM Revenue: 4.23%
📅 Short termThe stock is likely to react positively to the sharp YoY growth and significant margin recovery compared to the preceding quarter.
📈 Long termThe structural shift toward high-margin segments like EPC and Telecom is showing results; however, the relatively small order book suggests a high reliance on short-cycle orders or continuous flow business.
⚠ Risk flags
- Small order book (₹41.8 Cr) relative to quarterly revenue (₹286.36 Cr)
- Sensitivity to copper price fluctuations
- Intense competition in the low voltage cable segment
Key Highlights
Q1 FY27 Revenue grew 83.18% YoY to ₹286.36 Cr compared to ₹156.33 Cr in Q1 FY26
EBITDA margins improved by 408 basis points sequentially to 8.88% from 4.80% in Q4 FY26
PAT for the quarter stood at ₹7.59 Cr, up 146.26% YoY from ₹3.08 Cr
Telecom and other segments reported the highest growth at 207% YoY
Total order book as of June 30, 2026, stands at ₹41.8 Cr, with 90% from the EPC segment
👀 What to Watch
Monitor the sustainability of the 8.88% EBITDA margin in upcoming quarters, as it is significantly higher than the FY26 average of 6.73%. Investors should also track the conversion of the ₹41.8 Cr order book and any new high-margin contract wins in the Telecom and EPC sectors.
Delton Cables Q1 PAT Jumps 146% to ₹7.59 Cr; Dividend Record Date Set for Sept 22
Delton Cables reported a robust Q1 FY27 with revenue growing 83.2% YoY to ₹286.36 cr. Net profit surged 146.4% YoY to ₹7.59 cr, compared to ₹3.08 cr in the same quarter last year. The company's EPS for the single quarter reached ₹8.79, which is more than 50% of the total EPS achieved in the entire FY26 (₹17.04). Additionally, the board has fixed September 22, 2026, as the record date for the final dividend payment.
Confidence: HIGH
What changedDelton Cables has reported a significant year-on-year growth in both top-line and bottom-line for Q1 FY27 and finalized the administrative timeline for its annual dividend.
Why it mattersThe strong Q1 performance indicates that the company's strategic shift to high-margin segments is potentially scaling, as the quarterly profit is already half of the previous full year's profit.
Q1 Revenue: ₹286.36 crQ1 Net Profit: ₹7.59 crYoY Revenue Growth: 83.2%Q1 EPS: ₹8.79Record Date: September 22, 2026
📅 Short termThe stock may see positive momentum in the coming days due to the strong earnings beat and the upcoming dividend record date.
📈 Long termIf the company maintains this quarterly run rate, it could significantly re-rate its annual earnings profile, though rising finance costs and raw material price sensitivity remain key structural factors.
⚠ Risk flags
- Rising finance costs (up 67% YoY)
- Limited pricing power in a competitive industry
- High sensitivity to copper price spikes
Key Highlights
Revenue from operations increased 83.2% YoY to ₹286.36 cr in Q1 FY27 from ₹156.33 cr.
Net profit for the quarter rose 146.4% YoY to ₹7.59 cr from ₹3.08 cr.
Basic and Diluted EPS improved to ₹8.79 for the quarter compared to ₹3.57 in Q1 FY26.
Record date for final dividend entitlement is fixed as September 22, 2026.
Finance costs increased significantly to ₹12.94 cr in Q1 FY27 from ₹7.73 cr in Q1 FY26.
👀 What to Watch
Investors should monitor the sustainability of this high revenue growth and whether the company can maintain its improved margins as it shifts toward high-margin EPC and Telecom segments.
Delton Cables Q1 PAT jumps 146% YoY to ₹7.59 Cr; Dividend record date set for Sept 22
Delton Cables reported a strong start to FY27 with Q1 revenue growing 83% YoY to ₹286.36 Cr. Net profit surged 146% YoY to ₹7.59 Cr, driven by significant top-line growth despite higher finance costs of ₹12.94 Cr. The company has fixed September 22, 2026, as the record date for its final dividend. This performance represents a substantial improvement over the previous year's first quarter, with EPS rising from ₹3.57 to ₹8.79.
Confidence: HIGH
What changedThe company reported a sharp YoY increase in both revenue and profitability for the first quarter of FY27 and finalized dividend timelines.
Why it mattersStrong Q1 performance suggests the strategic shift towards high-margin segments is gaining traction, although high finance costs remain a significant drag on the bottom line.
Q1 Revenue: ₹286.36 CrQ1 Net Profit: ₹7.59 CrYoY Revenue Growth: 83.1%YoY PAT Growth: 146.2%Finance Costs: ₹12.94 CrRecord Date: September 22, 2026
📅 Short termPositive sentiment is expected due to the strong earnings beat and clarity on the dividend record date.
📈 Long termIf the company sustains this growth trajectory and manages its debt/finance costs, it could lead to a structural re-rating of the business.
⚠ Risk flags
- High finance costs relative to net profit
- Raw material price volatility
- Intense competition in the cable segment
Key Highlights
Revenue from operations increased 83% YoY to ₹286.36 Cr in Q1 FY27
Net profit for the quarter rose 146% to ₹7.59 Cr compared to ₹3.08 Cr in Q1 FY26
Earnings Per Share (EPS) improved significantly to ₹8.79 from ₹3.57 YoY
Finance costs increased to ₹12.94 Cr from ₹7.73 Cr in the same quarter last year
Record date for final dividend fixed as September 22, 2026
👀 What to Watch
Monitor if the company can maintain this high revenue run rate in subsequent quarters and observe the impact of rising finance costs on net margins.
Delton Cables Q1 PAT Jumps 146% to ₹7.59 Cr; Revenue Grows 83% YoY
Delton Cables reported a robust performance for Q1 FY27, with revenue from operations surging 83.2% YoY to ₹286.36 Cr. Net profit followed suit, growing 146.4% YoY to ₹7.59 Cr, compared to ₹3.08 Cr in the year-ago period. The company also fixed September 22, 2026, as the record date for its final dividend. While growth is strong, finance costs have increased significantly to ₹12.94 Cr, up from ₹7.73 Cr YoY, which warrants monitoring.
Confidence: HIGH
What changedDelton Cables has reported a significant step-up in quarterly revenue and profitability compared to the previous year, alongside announcing corporate action dates for its dividend and AGM.
Why it mattersThe sharp growth in Q1 suggests the company's shift toward high-margin EPC and Telecom segments is yielding results, potentially setting a higher base for FY27 performance compared to FY26 revenue of ₹986 Cr.
Q1 Revenue: ₹286.36 CrQ1 Net Profit: ₹7.59 CrYoY Revenue Growth: 83.2%Q1 Finance Cost: ₹12.94 CrDividend Record Date: September 22, 2026
📅 Short termThe stock is likely to react positively to the strong earnings beat and the confirmation of dividend timelines.
📈 Long termIf the company maintains this quarterly run rate, it could significantly exceed its historical annual performance, though high debt levels (D/E 0.53) and finance costs remain structural concerns.
⚠ Risk flags
- High finance costs relative to net profit
- Sensitivity to copper price volatility
- Intense competition in the cables industry
Key Highlights
Revenue from operations increased 83.2% YoY to ₹286.36 Cr from ₹156.33 Cr.
Net profit surged 146.4% YoY to ₹7.59 Cr, significantly higher than the ₹3.08 Cr reported in Q1 FY26.
Basic EPS for the quarter improved to ₹8.79 from ₹3.57 YoY.
Finance costs rose 67.4% YoY to ₹12.94 Cr, reflecting increased borrowing or working capital intensity.
Record date for final dividend fixed as September 22, 2026, with the AGM scheduled for September 29, 2026.
👀 What to Watch
Investors should monitor the sustainability of this high revenue growth in upcoming quarters and track if the company can optimize finance costs, which currently consume a large portion of operating profits.
Delton Cables Q1 Net Profit Jumps 146% to ₹7.59 Cr; Dividend Record Date Fixed for Sept 22
Delton Cables reported a robust Q1 FY27 with revenue from operations growing 83.2% YoY to ₹286.36 Cr. Net profit surged 146.4% YoY to ₹7.59 Cr, resulting in a significant EPS increase to ₹8.79 from ₹3.57 in the previous year's quarter. The company also finalized September 22, 2026, as the record date for its final dividend, with the AGM scheduled for September 29, 2026. While growth is strong, finance costs rose to ₹12.94 Cr, up from ₹7.73 Cr YoY, indicating higher capital intensity.
Confidence: HIGH
What changedThe company has reported a strong start to FY27 with significant YoY growth in both top-line and bottom-line, alongside setting the timeline for its dividend payout.
Why it mattersThe results indicate that the company's strategic shift toward high-margin EPC and Telecom segments may be yielding results, as revenue growth significantly outpaced the historical TTM average.
Q1 FY27 Revenue: ₹286.36 CrQ1 FY27 Net Profit: ₹7.59 CrYoY Revenue Growth: 83.2%YoY PAT Growth: 146.4%Dividend Record Date: September 22, 2026
📅 Short termThe stock is likely to react positively to the strong earnings growth and the clarity on dividend timelines in the coming weeks.
📈 Long termIf the company sustains this growth trajectory and successfully manages its debt/finance costs, it could lead to a structural re-rating, supported by its 81% capacity utilization.
⚠ Risk flags
- High finance costs relative to net profit
- Sensitivity to copper prices affecting margins
- Intense competition in the electrical equipment industry
Key Highlights
Revenue from operations grew 83.2% YoY to ₹286.36 Cr in Q1 FY27.
Net profit increased by 146.4% YoY to ₹7.59 Cr from ₹3.08 Cr.
Basic and Diluted EPS rose to ₹8.79 for the quarter compared to ₹3.57 in Q1 FY26.
Finance costs increased by 67.4% YoY to ₹12.94 Cr.
Record date for final dividend set for September 22, 2026, with AGM on September 29, 2026.
👀 What to Watch
Investors should monitor if the company can maintain these elevated revenue levels and margins in subsequent quarters. The rising finance costs relative to operating profit (₹12.94 Cr finance cost vs ₹7.59 Cr PAT) should be tracked to ensure debt servicing remains comfortable.
₹7.59 Cr PAT: Delton Cables Q1 Profit Jumps 146% YoY as Revenue Surges 83%
Delton Cables reported a robust start to FY27 with Q1 revenue growing 83.2% YoY to ₹286.36 cr. Net profit surged 146.4% YoY to ₹7.59 cr, already representing over 50% of the total PAT achieved in the entire previous fiscal year (FY26). However, finance costs rose sharply by 67% YoY to ₹12.94 cr, indicating higher borrowing or working capital needs. The company also confirmed September 22, 2026, as the record date for its final dividend.
Confidence: HIGH
What changedDelton Cables has delivered a significant YoY growth in both top-line and bottom-line for Q1 FY27, following a year (FY26) where profits had declined compared to FY25.
Why it mattersThe strong performance suggests the company's shift toward high-margin segments and improved capacity utilization (81% in FY25) is beginning to yield substantial financial results, potentially reversing the recent downward trend in stock price.
Revenue (Q1 FY27): ₹286.36 crNet Profit (Q1 FY27): ₹7.59 crQ1 Revenue vs TTM Revenue: 29.04%Finance Costs (Q1 FY27): ₹12.94 crDividend Record Date: September 22, 2026
📅 Short termThe stock is likely to react positively to the sharp earnings beat and the substantial YoY growth in profitability.
📈 Long termIf the company maintains this momentum, it validates its strategy of moving away from low-margin railway cables toward high-growth sectors like 5G and Smart Metering.
⚠ Risk flags
- Rising finance costs (up 67% YoY)
- Limited pricing power due to intense competition
- Sensitivity to copper price fluctuations
Key Highlights
Revenue from operations increased 83.2% YoY to ₹286.36 cr from ₹156.33 cr.
Net profit after tax grew 146.4% YoY to ₹7.59 cr compared to ₹3.08 cr in Q1 FY26.
Earnings Per Share (EPS) for the quarter rose to ₹8.79 from ₹3.57 YoY.
Finance costs increased significantly to ₹12.94 cr from ₹7.73 cr in the year-ago period.
Total comprehensive income for the quarter stood at ₹7.59 cr vs ₹3.06 cr YoY.
👀 What to Watch
Investors should monitor if the company can sustain this high revenue run-rate, as Q1 revenue alone is ~29% of the total TTM revenue. Watch for management commentary on the sharp rise in finance costs and whether it relates to the 'Strategic Transformation' into high-margin EPC and Telecom segments.
₹286 Cr Revenue: Delton Cables Q1 PAT jumps 146% YoY; Dividend Record Date Fixed
Delton Cables reported a strong start to FY27 with revenue from operations growing 83.2% YoY to ₹286.36 cr. Net profit surged 146.4% to ₹7.59 cr, driven by higher volumes despite a significant 67% increase in finance costs which rose to ₹12.94 cr. The quarterly revenue represents approximately 29% of the total TTM revenue, indicating a strong growth trajectory. The board has also fixed September 22, 2026, as the record date for the final dividend payment.
Confidence: HIGH
What changedDelton Cables reported a sharp jump in Q1 FY27 profitability and finalized the timeline for its annual general meeting and dividend payout.
Why it mattersThe results demonstrate successful execution of the company's shift toward high-margin EPC and Telecom segments, though high debt servicing costs remain a key financial constraint.
Revenue (Q1 FY27): ₹286.36 crNet Profit (Q1 FY27): ₹7.59 crRevenue vs TTM Revenue: 29.0%Finance Costs: ₹12.94 crRecord Date: September 22, 2026EPS (Q1 FY27): ₹8.79
📅 Short termThe stock is likely to react positively to the substantial growth in revenue and net profit figures.
📈 Long termStructural shift to high-margin segments is yielding results, but long-term value depends on margin expansion and debt reduction.
⚠ Risk flags
- High finance costs relative to net profit
- Raw material price volatility (Copper)
- Intense competition in the electrical equipment sector
Key Highlights
Revenue from operations increased by 83.2% YoY to ₹286.36 cr from ₹156.33 cr
Net profit for the quarter grew by 146.4% YoY to ₹7.59 cr compared to ₹3.08 cr
Finance costs surged to ₹12.94 cr from ₹7.73 cr in the previous year's quarter
Earnings Per Share (EPS) improved to ₹8.79 from ₹3.57 YoY
Record date for final dividend entitlement fixed as September 22, 2026
👀 What to Watch
Monitor the company's ability to sustain high revenue growth while managing the rising interest burden, as finance costs now exceed the quarterly net profit.
