📈 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: 2026-08-13 17:50
0 analysed today
FollowTelegram
0
Today
149,939
All-time analysed
42,983
Positive
6,669
Negative
91,579
Neutral
8,640
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.
2 announcements match the current filters (relevance ≥ 5).
Tirupati Sarjan Q1 PAT up 28% YoY to ₹1.36 Cr; Tender Division Drives 97% of Revenue
Tirupati Sarjan reported a 6.7% YoY increase in revenue to ₹32.90 Cr for the quarter ended June 30, 2026. Net profit grew more significantly by 28.3% YoY to ₹1.36 Cr, as margins improved despite a sharp 58.9% sequential revenue decline from the March 2026 quarter. The company's Tender Division remains the dominant revenue contributor at ₹32.21 Cr, while the core Construction Business saw a decline to just ₹0.37 Cr. Finance costs rose slightly to ₹1.01 Cr, reflecting the company's debt-servicing requirements on its ₹40 Cr debt pile.
Confidence: HIGH
What changedThe company has reported its first-quarter results for FY27, showing a continued shift in business mix toward government/tender work and away from private construction projects.
Why it mattersFor a micro-cap company with a ₹30 Cr market cap, maintaining profitability while revenue fluctuates seasonally is critical for valuation support, especially given its low P/E of 6.4.
Revenue (Q1 FY27): ₹32.90 CrNet Profit (Q1 FY27): ₹1.36 CrQ1 Revenue vs TTM Revenue: ~15.1%Tender Division Revenue: ₹32.21 CrFinance Cost: ₹1.01 CrEPS: ₹0.41
📅 Short termThe YoY growth in both revenue and profit is likely to be viewed positively by the market, though the sharp sequential drop in revenue from Q4 FY26 is a typical seasonal pattern in the construction industry.
📈 Long termThe heavy reliance on the tender division suggests a business model tied to government infrastructure spending; long-term re-rating depends on improving ROCE (currently 8%) and diversifying revenue streams.
⚠ Risk flags
- High segment concentration (Tender division >97% of revenue)
- Low promoter holding at 39.8%
- Significant sequential revenue volatility
Key Highlights
Net Profit increased to ₹1.36 Cr in Q1 FY27 from ₹1.06 Cr in Q1 FY26.
Tender Division revenue grew to ₹32.21 Cr, representing 97.9% of total operating income.
Construction Business revenue fell 63% YoY to ₹0.37 Cr from ₹1.00 Cr.
Earnings Per Share (EPS) improved to ₹0.41 from ₹0.32 in the year-ago period.
Total expenses stood at ₹31.10 Cr, with cost of materials consumed at ₹20.71 Cr.
👀 What to Watch
Monitor the sustainability of margins in the tender division and the timeline for reviving the private construction segment. Investors should also track the company's debt-to-equity ratio (currently 0.43) as finance costs consume a significant portion of operating profits.
Tirupati Sarjan Q1 Net Profit rises 27.7% YoY to Rs 1.36 Cr; Tender Division drives 98% of sales
Tirupati Sarjan reported a steady performance for Q1 FY27, with total income from operations rising 6.7% YoY to Rs 32.90 Cr. Net profit saw a more robust growth of 27.7% YoY, reaching Rs 1.36 Cr compared to Rs 1.06 Cr in the same period last year. The company's Tender Division remains the dominant revenue contributor, accounting for nearly 98% of total operational income. While sequential revenue dropped significantly from Rs 80.05 Cr in Q4 FY26, the year-on-year growth indicates a stable trajectory for this micro-cap entity.
Confidence: HIGH
What changedThe company released its unaudited financial results for the quarter ended June 30, 2026, showing improved profitability and a continued shift toward tender-based revenue.
Why it mattersFor a company with a market cap of only Rs 30 Cr, maintaining a P/E of 6.4 and delivering double-digit profit growth is notable. The heavy reliance on government/tender work makes the business model sensitive to public infrastructure spending.
Net Profit (Q1 FY27): Rs 1.36 CrRevenue (Q1 FY27): Rs 32.90 CrYoY Profit Growth: 27.7%Tender Division Revenue: Rs 32.21 CrEPS (Basic): Rs 0.41
📅 Short termThe stock may see positive sentiment due to the YoY profit growth and low valuation (P/E 6.4), though the sharp sequential revenue decline might lead to some caution.
📈 Long termThe company's long-term prospects depend on its ability to scale the Tender Division and improve margins beyond the current 5-6% range. The low price-to-book ratio (0.3) suggests significant asset backing relative to market price.
⚠ Risk flags
- High revenue concentration in the Tender Division (98%)
- Significant sequential revenue volatility
- Low promoter holding at 39.8%
Key Highlights
Net Profit increased 27.7% YoY to Rs 1.36 Cr from Rs 1.06 Cr in June 2025.
Total Income from Operations grew 6.7% YoY to Rs 32.90 Cr.
Tender Division revenue contributed Rs 32.21 Cr, representing 97.9% of total operational income.
Earnings Per Share (EPS) improved to Rs 0.41 from Rs 0.32 in the year-ago quarter.
Operating Profit before tax stood at Rs 1.89 Cr, up from Rs 1.51 Cr YoY.
👀 What to Watch
Investors should monitor the order book and execution timelines of the Tender Division, as it constitutes almost the entire revenue stream. The significant sequential revenue volatility (Rs 80 Cr to Rs 33 Cr) is typical for construction and tender-based businesses but requires careful tracking of quarterly consistency.
