📈 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: 2026-09-03 16:03
161 analysed today
FollowTelegram
161
Today
149,562
All-time analysed
42,894
Positive
6,654
Negative
91,341
Neutral
8,605
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.
16 announcements match the current filters (relevance ≥ 5).
Shanthi Gears Appoints Sai Krishna Alluri as Chief Financial Officer
Shanthi Gears Limited announced key managerial changes approved at its Board meeting on September 3, 2026. Mr. Sai Krishna Alluri, a Chartered Accountant and Cost Accountant with over 16 years of experience, has been appointed as the full-time Chief Financial Officer with immediate effect. He succeeds Mr. Sukanta Kumar Panigrahi, who ceases to be the Interim CFO. Additionally, Ms. Helena Susan has been appointed as Head – Human Resources with over 22 years of experience.
Confidence: HIGH
What changedAppointment of a permanent Chief Financial Officer (Mr. Sai Krishna Alluri) and a new Head of HR (Ms. Helena Susan), concluding the interim CFO arrangement.
Why it mattersRegularizes full-time leadership across corporate finance and human resources for the Rs 4,473 Cr market cap Murugappa Group engineering company.
Effective date: September 03, 2026CFO experience: 16+ yearsHR Head experience: 22+ years
📅 Short termAdministrative transition with no direct impact on daily operations or earnings performance.
📈 Long termProvides long-term stability in the corporate finance function and capital governance under the Murugappa Group umbrella.
Key Highlights
Mr. Sai Krishna Alluri appointed as Chief Financial Officer effective September 3, 2026
Incoming CFO brings 16+ years of experience across Finance, GST, Tax, and Cost Reduction
Mr. Sukanta Kumar Panigrahi ceases to be the Interim CFO with immediate effect
Ms. Helena Susan appointed as Head – Human Resources bringing 22+ years of HR experience
👀 What to Watch
Track the upcoming quarterly financial disclosures for any strategic commentary or capital allocation updates from the new finance leadership.
Shanthi Gears Q1 PAT Drops 56% to ₹9.85 Cr; Order Book Stands at ₹378 Cr
Shanthi Gears reported a weak Q1 FY27 with revenue declining 14.4% YoY to ₹115.49 Cr. Profitability was significantly impacted, with PAT falling 56.6% YoY to ₹9.85 Cr and PBT margins contracting from 22.7% to 12.3%. Despite the earnings dip, the company maintains a healthy unexecuted order book of ₹378 Cr, which represents approximately 73% of its FY26 annual revenue. Additionally, the Head of Strategic Sourcing, Mr. Malliraj S, has resigned effective September 2026.
Confidence: HIGH
What changedThe company experienced a significant double-digit decline in both top-line and bottom-line performance for Q1 FY27, alongside the resignation of its Head of Strategic Sourcing.
Why it mattersThe sharp margin contraction (PBT margin down to 12.3% from 22.7% YoY) suggests either higher input costs or a shift in product mix, which is critical for a high-ROCE engineering firm.
Revenue (Q1 FY27): ₹115.49 CrPAT (Q1 FY27): ₹9.85 CrOrder Book: ₹378 CrOrder Book vs FY26 Revenue: 72.8%PBT Margin (Q1 FY27): 12.3%
📅 Short termThe stock may face downward pressure in the short term due to the significant earnings miss and margin compression.
📈 Long termThe long-term outlook remains tied to the national infrastructure capex cycle and the company's ability to leverage its Murugappa Group ecosystem to execute its ₹378 Cr order book.
⚠ Risk flags
- Significant margin compression
- Revenue decline in a growth-targeted sector
- Management turnover in a key sourcing role
Key Highlights
Revenue from operations decreased by 14.4% YoY to ₹115.49 Cr in Q1 FY27
Net Profit (PAT) fell sharply by 56.6% to ₹9.85 Cr from ₹22.69 Cr in Q1 FY26
Unexecuted order book remains robust at ₹378 Cr as of June 30, 2026
Achieved a Return on average Invested Capital (ROIC) of 17% for the quarter
Generated Free Cash Flow of ₹16.2 Cr during Q1 FY27 despite lower profits
👀 What to Watch
Monitor the execution timeline of the ₹378 Cr order book and management's commentary on margin recovery in the next quarter.
₹9.85 Cr PAT in Q1 FY27; Revenue declines 14% YoY while Order Book stands at ₹378 Cr
Shanthi Gears reported a weak Q1 FY27 with revenue falling 14.4% YoY to ₹115.49 Cr and PAT dropping 56.6% to ₹9.85 Cr. Profitability was significantly impacted as total expenses remained relatively sticky, decreasing only 2.4% despite the double-digit revenue drop. On a positive note, the company maintains a robust unexecuted order book of ₹378 Cr, which is approximately 73% of its total FY26 revenue. Additionally, the Head of Strategic Sourcing, Mr. Malliraj S, has resigned effective September 15, 2026.
Confidence: HIGH
What changedThe company experienced a significant year-on-year decline in both top-line and bottom-line performance for the June quarter, alongside a senior management resignation in the sourcing department.
Why it mattersThe sharp margin contraction and revenue decline are concerning given the company's historical focus on high-margin replacement segments and operational efficiency; however, the strong order book provides some revenue visibility.
Revenue (Q1 FY27): ₹115.49 CrPAT (Q1 FY27): ₹9.85 CrOrder Book: ₹378 CrOrder Book vs FY26 Revenue: ~73%ROIC: 17%
📅 Short termThe stock may face downward pressure in the short term due to the significant earnings miss and margin compression compared to the previous year.
📈 Long termWhile the quarterly performance was weak, the company's debt-free status, strong order book, and backing by the Murugappa Group remain structural positives for long-term recovery.
⚠ Risk flags
- Cyclicality of end-user industries (Steel, Cement, Power)
- Margin compression due to poor cost absorption on lower revenues
- Key management personnel resignation (Strategic Sourcing)
Key Highlights
Revenue from operations declined 14.4% YoY to ₹115.49 Cr from ₹134.89 Cr in Q1 FY26
Profit After Tax (PAT) fell 56.6% YoY to ₹9.85 Cr compared to ₹22.69 Cr in the previous year
Unexecuted order book remains healthy at ₹378 Cr as of June 30, 2026
Achieved a Return on average Invested Capital (ROIC) of 17% for the quarter
Generated positive Free Cash Flow of ₹16.2 Cr during the quarter
👀 What to Watch
Investors should monitor the execution timeline of the ₹378 Cr order book to see if the Q1 revenue dip was a temporary timing issue or reflects a broader slowdown in industrial capex.
Shanthi Gears Appoints Mr. Sudhir R as Chief Financial Officer
Shanthi Gears Limited has announced the appointment of Mr. Sudhir R as the new Chief Financial Officer (CFO) of the company. The board approved the appointment on June 4, 2026, following a disclosure under Regulation 30 of SEBI (LODR) Regulations. The company clarified that the appointment will become effective from the actual date of his joining. A formal notification regarding the specific effective date will be shared with the exchanges once he assumes office.
Key Highlights
Mr. Sudhir R appointed as the Chief Financial Officer effective from his joining date.
The appointment was officially approved by the board on June 4, 2026.
The company will intimate the stock exchanges regarding the specific effective date post-joining.
Disclosure made in compliance with Regulation 30 of SEBI (LODR) Regulations, 2015.
👀 What to Watch
Investors should treat this as a routine management transition and monitor for the formal joining date and any subsequent financial strategy updates.
Shanthi Gears Appoints Sudhir R as CFO; Brings 20 Years of Finance Experience
Shanthi Gears Limited has appointed Mr. Sudhir R as its Chief Financial Officer effective June 4, 2026. Mr. Sudhir is a qualified Chartered Accountant with over 20 years of experience in finance, treasury, and M&A, previously serving as CFO at Revathi Equipment Limited. The Board also updated the list of Key Managerial Personnel authorized for materiality disclosures, including the CEO, Company Secretary, and the new CFO. This appointment follows a Board meeting held on the same day to ensure leadership continuity in the finance function.
Key Highlights
Mr. Sudhir R appointed as Chief Financial Officer effective June 4, 2026
New CFO brings 20 years of experience across finance, treasury, IPOs, and M&A
Previous professional background includes CFO role at Revathi Equipment Limited and experience at Arvind Limited
Board authorized three Key Managerial Personnel for determining event materiality under SEBI regulations
👀 What to Watch
Investors should view this as a routine management update; no immediate action is required, though the new CFO's impact on financial strategy may be observed in future quarters.
Shanthi Gears FY26 PAT Drops 20% to ₹76.66 Cr; Final Dividend of ₹2 Recommended
Shanthi Gears reported a decline in financial performance for the fiscal year ended March 31, 2026, with annual revenue falling 14% to ₹518.72 crore compared to ₹604.62 crore in the previous year. Net profit for the year decreased by approximately 20% to ₹76.66 crore, resulting in an EPS of ₹9.99. The company faced an exceptional charge of ₹4.78 crore due to the statutory impact of the new Labour Code. Despite the lower earnings, the Board has recommended a final dividend of ₹2 per share, bringing the total dividend for the year to ₹5.
Key Highlights
Annual Revenue from Operations decreased by 14.2% YoY to ₹518.72 crore from ₹604.62 crore.
Profit After Tax (PAT) for FY26 stood at ₹76.66 crore, down from ₹96.03 crore in FY25.
Recommended a final dividend of ₹2 per share, making the total FY26 dividend ₹5 per share.
Recognized an exceptional item of ₹4.78 crore for the year related to the new Labour Code impact.
Capital expenditure increased significantly to ₹52.98 crore compared to ₹24.35 crore in the previous year.
👀 What to Watch
Investors should be cautious as the company saw a significant contraction in both top-line and bottom-line performance; however, the increased capital expenditure suggests a focus on future capacity.
Shanthi Gears Sets July 17, 2026, as Record Date for Final Dividend
Shanthi Gears Limited has officially fixed July 17, 2026, as the record date for determining shareholder eligibility for its final dividend. This corporate action follows the company's prior board intimation on May 5, 2026. The final dividend payout is contingent upon approval from shareholders at the 53rd Annual General Meeting (AGM). The AGM is scheduled to take place on July 29, 2026.
Key Highlights
Record date for final dividend eligibility is July 17, 2026
53rd Annual General Meeting (AGM) scheduled for July 29, 2026
Dividend payment is subject to shareholder approval at the upcoming AGM
Announcement follows the initial dividend proposal dated May 5, 2026
👀 What to Watch
Investors seeking to receive the final dividend should ensure they hold shares in their demat account before the ex-dividend date. Monitor the AGM outcomes on July 29 for final confirmation of the payout.
Shanthi Gears FY26 Revenue Down 14%; Record Q4 Order Booking of ₹178 Cr; ₹2 Final Dividend
Shanthi Gears reported a 14% YoY decline in FY26 revenue to ₹518.72 Crores and a 21% drop in PBT to ₹102.70 Crores, citing lower order inflows in H1. However, the company saw a significant recovery in demand with a record quarterly order booking of ₹178 Crores in Q4 FY26, an 89% increase YoY. The Board has recommended a final dividend of ₹2 per share, bringing the total FY26 dividend to ₹5. Management changes include the resignation of the Head of Technology and the appointment of a new Independent Director.
Key Highlights
FY26 Revenue at ₹518.72 Crores (14% de-growth) and PBT at ₹102.70 Crores (21% de-growth).
Record Q4 FY26 order booking of ₹178 Crores, representing 89% growth over Q4 FY25.
Unexecuted order book as of March 31, 2026, stands at a healthy ₹349 Crores.
Final dividend of ₹2 per share recommended, totaling ₹5 per share for the full year 2025-26.
Head of Technology Suresh P L resigned effective June 13, 2026; Mr. K Ilango appointed as Independent Director.
👀 What to Watch
The strong Q4 order inflow provides significant visibility for future growth despite a sluggish FY26 performance. Investors should monitor the company's ability to execute its ₹349 Crore order book and the impact of the technology leadership transition.
Shanthi Gears FY26 PBT Drops 21% to ₹102.7 Cr; Record Q4 Order Inflow of ₹178 Cr
Shanthi Gears reported a 14% YoY revenue decline to ₹518.72 Crores and a 21% PBT drop to ₹102.70 Crores for FY26, attributed to lower order inflows in H1. However, the company saw a significant turnaround in momentum with a record Q4 order booking of ₹178 Crores, up 89% YoY. The Board recommended a final dividend of ₹2 per share, bringing the total FY26 payout to ₹5. Key management changes include the appointment of K Ilango as Independent Director and the resignation of the Head of Technology.
Key Highlights
FY26 Revenue at ₹518.72 Crores (down 14%) and PBT at ₹102.70 Crores (down 21%) due to schedule deferments.
Record Q4 order booking of ₹178 Crores, representing 89% growth over Q4 FY25.
Total FY26 dividend of ₹5 per share (500% on face value of ₹1) including ₹2 final dividend recommended.
Unexecuted order book remains strong at ₹349 Crores as of March 31, 2026.
Mr. K Ilango appointed as Independent Director for 5 years; Head of Technology Suresh P L to resign in June 2026.
👀 What to Watch
While FY26 results were weak, the record order inflow suggests a strong recovery ahead; investors should monitor the execution of the ₹349 Crore order book in upcoming quarters.
Shanthi Gears FY26: Total Dividend of ₹5/share; Q4 Order Bookings Surge 89% to ₹178 Cr
Shanthi Gears reported a 14% decline in annual revenue to ₹518.72 Cr and a 21% drop in PBT to ₹102.70 Cr for FY26, primarily due to lower order inflows in the first half. However, the company saw a significant recovery in Q4 with record order bookings of ₹178 Cr, an 89% YoY increase, bringing the total unexecuted order book to ₹349 Cr. The Board recommended a final dividend of ₹2 per share, taking the total FY26 dividend to ₹5 per share. Management changes include the appointment of Mr. K Ilango as an Independent Director and the resignation of the Head of Technology.
Key Highlights
Recommended final dividend of ₹2 per share, totaling ₹5 per share (500%) for FY26
Q4 FY26 order bookings grew 89% YoY to a record ₹178 Crores
Annual revenue de-grew 14% to ₹518.72 Crores; PBT fell 21% to ₹102.70 Crores
Unexecuted order book stands strong at ₹349 Crores as of March 31, 2026
Maintained a healthy Return on Invested Capital (ROIC) of 39% for the fiscal year
👀 What to Watch
While FY26 financials were weak due to early-year headwinds, the record Q4 order intake suggests a strong potential turnaround in FY27. Investors should monitor the execution of the ₹349 Cr order book and the impact of the technology head's departure on product development.
Shanthi Gears Q4 FY26: Profit Falls 30%, Record Order Booking of ₹178 Cr, ₹2 Final Dividend
Shanthi Gears reported a 21% annual de-growth in PBT to ₹102.70 Crores for FY26, driven by a 14% decline in revenue to ₹518.72 Crores. However, the company achieved its highest-ever quarterly order booking of ₹178 Crores in Q4, representing an 89% growth YoY. The Board recommended a final dividend of ₹2 per share, bringing the total dividend for FY26 to ₹5 per share. Management changes include the appointment of Mr. K Ilango as an Independent Director and the resignation of the Head of Technology.
Key Highlights
Annual revenue declined 14% to ₹518.72 Crores due to lower H1 order inflows and customer deferments
Q4 PBT stood at ₹21.81 Crores, down from ₹31.41 Crores in the same quarter last year
Achieved record quarterly order booking of ₹178 Crores in Q4 FY26, up 89% YoY
Total dividend for FY26 is ₹5 per share (500%) with a final dividend of ₹2 recommended
Unexecuted order book remains healthy at ₹349 Crores as of March 31, 2026
👀 What to Watch
Investors should focus on the execution of the record order book which suggests a potential turnaround in FY27 despite the weak FY26 earnings. The stock remains attractive for dividend seekers with a total payout of ₹5 per share.
Shanthi Gears FY26 Revenue Down 14%, Record Q4 Order Booking of ₹178 Cr; ₹2 Final Dividend
Shanthi Gears reported a 14% de-growth in annual revenue to ₹518.72 Crores for FY26, with Profit Before Tax (PBT) declining 21% to ₹102.70 Crores due to lower H1 order inflows. However, the company achieved its highest-ever quarterly order booking of ₹178 Crores in Q4 FY26, marking an 89% YoY growth. The Board has recommended a final dividend of ₹2 per share, bringing the total dividend for the year to ₹5. Management changes include the appointment of Mr. K Ilango as an Independent Director and the resignation of the Head of Technology.
Key Highlights
Annual revenue for FY26 stood at ₹518.72 Crores, a 14% decline compared to the previous year.
Record-high quarterly order booking of ₹178 Crores achieved in Q4 FY26, up 89% YoY.
Unexecuted order book as of March 31, 2026, remains strong at ₹349 Crores.
Recommended a final dividend of ₹2 per share (200%), totaling ₹5 per share for FY26.
Maintained a healthy Return on Invested Capital (ROIC) of 39% and Free Cash Flow of ₹29.83 Crores.
👀 What to Watch
While annual profitability was pressured, the record-high Q4 order inflow and strong closing order book of ₹349 Crores suggest a positive outlook for FY27. Investors should hold and monitor the company's ability to convert this order book into revenue amid management transitions in the technology department.
Shanthi Gears Q3 Revenue Falls 26%, Declares ₹3 Dividend, CFO Resigns
Shanthi Gears reported a challenging Q3 FY26 with revenue declining 26% YoY to ₹116.82 Crores and Profit Before Tax dropping 39% to ₹21.59 Crores. Despite the earnings contraction, the company achieved its highest-ever quarterly order booking of ₹169 Crores, indicating a strong future pipeline. The Board declared an interim dividend of ₹3 per share (300%) with a record date of January 29, 2026. Concurrently, CFO Ranjan Kumar Pati has resigned to pursue external opportunities, effective March 19, 2026.
Key Highlights
Revenue decreased to ₹116.82 Crores in Q3 FY26 from ₹157.51 Crores in Q3 FY25
Profit Before Tax (PBT) fell to ₹21.59 Crores compared to ₹35.43 Crores in the previous year
Achieved record quarterly order booking of ₹169 Crores, representing 28% YoY growth
Declared interim dividend of ₹3 per share; unexecuted order book stands at ₹305 Crores
CFO Ranjan Kumar Pati to step down effective March 19, 2026
👀 What to Watch
While the quarterly earnings were weak due to past order lags, the record-high new order bookings suggest a recovery in the coming quarters. Investors should hold for the dividend while monitoring the company's ability to convert its ₹305 Crore order book into revenue under new financial leadership.
Shanthi Gears Q3 Revenue Drops 26%; Declares ₹3 Dividend & Reports Record Order Booking
Shanthi Gears reported a weak Q3 FY26 with revenue falling to ₹116.82 Crores from ₹157.51 Crores YoY, primarily due to lower order bookings in previous quarters. Profit Before Tax also declined significantly to ₹21.59 Crores from ₹35.43 Crores. However, the company achieved its highest-ever quarterly order booking of ₹169 Crores (up 28% YoY), bringing the total unexecuted order book to ₹305 Crores. The Board declared an interim dividend of ₹3 per share and announced the resignation of CFO Ranjan Kumar Pati.
Key Highlights
Revenue declined 26% YoY to ₹116.82 Crores in Q3 FY26.
Profit Before Tax dropped to ₹21.59 Crores from ₹35.43 Crores in Q3 FY25.
Achieved record order booking of ₹169 Crores in Q3, with an unexecuted order book of ₹305 Crores.
Declared an interim dividend of ₹3 per equity share (300%) with a record date of January 29, 2026.
CFO Ranjan Kumar Pati resigned effective March 19, 2026, to pursue outside opportunities.
👀 What to Watch
While current earnings are weak, the record-high order book suggests a potential turnaround in revenue for future quarters. Investors should hold for the dividend yield but monitor the management transition and execution of the ₹305 Crore order book.
Shanthi Gears Declares ₹3 Interim Dividend; Q3 Revenue Drops 26% Despite Record Order Booking
Shanthi Gears has declared an interim dividend of ₹3 per share (300%) for FY 2025-26, with a record date of January 29, 2026. The company reported a 26% YoY decline in Q3 revenue to ₹116.82 crore and a drop in PBT to ₹21.59 crore, primarily due to lower order bookings in previous quarters. However, the company achieved its highest-ever quarterly order booking of ₹169 crore, bringing the total order book to ₹305 crore. Additionally, CFO Ranjan Kumar Pati has resigned to pursue outside opportunities, effective March 19, 2026.
Key Highlights
Interim dividend of ₹3 per equity share declared with record date of January 29, 2026
Revenue for Q3 FY26 fell to ₹116.82 crore from ₹157.51 crore in the previous year
Achieved highest-ever quarterly order booking of ₹169 crore, up 28% YoY
Unexecuted order book stands at a healthy ₹305 crore as of December 31, 2025
CFO Ranjan Kumar Pati to step down effective March 19, 2026
👀 What to Watch
Investors should focus on the strong order book growth as a lead indicator for future revenue recovery despite the current quarter's earnings dip. The dividend provides immediate yield, but the CFO transition and execution of the ₹305 crore order book are key monitorables.
Shanthi Gears Q3 Revenue Falls 26%, Declares ₹3 Dividend, Record Order Booking of ₹169 Cr
Shanthi Gears reported a challenging Q3 FY26 with revenue declining 26% YoY to ₹116.82 Crores and Profit Before Tax dropping to ₹21.59 Crores due to lower execution of previous orders. Despite the weak quarterly performance, the company achieved its highest-ever quarterly order booking of ₹169 Crores, representing 28% YoY growth. The Board declared an interim dividend of ₹3 per share (300%) with a record date of January 29, 2026. Additionally, the company announced the resignation of CFO Ranjan Kumar Pati, effective March 19, 2026.
Key Highlights
Revenue for Q3 FY26 stood at ₹116.82 Crores versus ₹157.51 Crores in Q3 FY25.
Profit Before Tax (PBT) declined to ₹21.59 Crores from ₹35.43 Crores in the same period last year.
Achieved record quarterly order booking of ₹169 Crores with a total unexecuted order book of ₹305 Crores.
Declared an interim dividend of ₹3 per equity share for the financial year 2025-26.
CFO Ranjan Kumar Pati to step down on March 19, 2026, to pursue outside opportunities.
👀 What to Watch
Investors should focus on the record order book and 31% ROIC as indicators of future recovery despite the current dip in revenue. Monitor the management transition following the CFO's resignation and the company's ability to convert the ₹305 Crore order book into revenue.
