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Filings

What could move each stock, across every company · up to 2026-10-08

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19 holdings
Voltamp TransformerswaitElectrical Transformers

Coming up: results date not yet announced

  • 7 Oct
    FilingCommenced commercial production at new power transformers plant

    Voltamp Transformers has commenced commercial production at its new state-of-the-art facility (Unit-III) for manufacturing power transformers near Vadodara, Gujarat. Operations began on October 7, 2026. This adds new capacity to support the company's future growth.

What we are watching (Q2 FY27): 2 · 1 settled lately
  • met · New plant starts production (October 2026) (Commercial production began 7 Oct 2026)
  • • Order book rising above ₹2,000cr
  • • No further promoter selling after the 7.8% block sale
HDFC BankownFinance

Coming up: Results 17 Oct

  • 7 Oct
    FilingShareholder nod sought for appointment of Anup Bagchi as MD & CEO

    HDFC Bank has issued a postal ballot notice seeking shareholder approval for the appointment of Anup Bagchi as Managing Director and CEO. The appointment is for a three-year term commencing October 27, 2026, subject to RBI approval.

  • 4 Oct
    FilingQ2 update: Advances grow 15.3% YoY to ₹33,075 bn; deposits up 18.8%

    HDFC Bank released its pre-earnings business update for the quarter ended September 30, 2026. Period-end advances under management grew 15.3% YoY to ₹33,075 billion, while total deposits rose 18.8% YoY to ₹33,275 billion. CASA deposits also saw a 10.8% YoY increase to ₹10,520 billion.

  • 1 Oct
    FilingAnup Bagchi appointed MD & CEO replacing Sashidhar Jagdishan

    HDFC Bank has appointed Anup Bagchi as Managing Director and Chief Executive Officer for a three-year term effective October 27, 2026. He will succeed Sashidhar Jagdishan, who completes his tenure at the close of business hours on October 26, 2026. The Reserve Bank of India has approved the appointment and the associated remuneration.

  • 12 Sept
    FilingBoard submits two candidates for MD & CEO role to RBI, adds Executive Directors

    HDFC Bank's board has approved submitting the names of two candidates to the RBI for the role of Managing Director and CEO for a three-year term. The board also appointed Jimmy Tata as a Whole-time Director for three years, re-appointed V. Srinivasa Rangan for a one-year term, and created a fourth Whole-time Director position to strengthen succession planning and oversight.

What we are watching (Q2 FY27): 2 · 1 settled lately
  • met · An RBI-approved new CEO in place before 26 October (RBI approved Anup Bagchi on 1 Oct 2026; MD & CEO from 27 Oct 2026, the day after Jagdishan's term ends)
  • • Margin steadying near 3.3% as bonds roll off (3.26% in Q1)
  • • Cheap current and savings deposits back above 34% of deposits (32% in Q1)
Mahindra Life. DevfollowRealty

Coming up: Results 22 Oct

  • 6 Oct
    FilingLaunches Mahindra Rivenza project in Pune with ₹3,500cr GDV

    Mahindra Lifespaces has launched Mahindra Rivenza, a 13.46-acre residential development in Baner Annex, Pune. The project has an estimated Gross Development Value (GDV) of ₹3,500 crore, which is highly significant compared to the company's yearly sales of about ₹2,109 crore. Phase 1 of the launch will introduce 1,236 units.

  • 30 Sept
    FilingAdded three Mumbai redevelopment projects with ₹1,500cr potential GDV

    Mahindra Lifespaces has added three societies to its residential redevelopment portfolio in Mumbai, comprising two in Borivali and one in Chembur. The projects have a combined potential Gross Development Value of ₹1,500 crore, representing a substantial pipeline compared to the company's yearly sales of ₹2,109 crore. This move significantly expands the company's redevelopment footprint in established city locations.

What we are watching (Q4 FY27): 2
  • • FY27 pre-sales of ₹4,500–5,000cr (up 32–47%)
  • • Mahalakshmi and the other H2 launches go ahead (about ₹10,000cr of launches guided)
Zydus LifesciencesfollowPharma

Coming up: results date not yet announced

  • 5 Oct
    FilingLaunches first generic of Adempas in the US market with MSN

    Zydus Lifesciences and MSN Laboratories have launched the first generic version of Adempas (riociguat tablets) in the US across all five strengths. The drug, used to treat pulmonary hypertension, had global sales of approximately $850 million in 2025. This first-to-market launch marks a significant milestone for the company's complex-generics pipeline in the US.

  • 26 Sept
    FilingUSFDA inspection at New Jersey office concludes with zero observations

    The USFDA conducted an onsite inspection of Zydus' pharmacovigilance and post-marketing surveillance system at its New Jersey office from September 22 to 25, 2026. The inspection concluded successfully with nil observations. This clean regulatory outcome is a positive for the company's US operations.

What we are watching (Q2 FY27): 3
  • • Operating margin holding about 24% through the Saroglitazar launch spending
  • • H1 operating cash recovering from FY26's 25% cash conversion
  • • The June 2026 US warning letter at Baddi closed
RaymondfollowAerospace defence

Coming up: results date not yet announced

  • 5 Oct
    NewsPrice move: Up 8.6%: Real estate division reported strong sales

    The company's real estate arm nearly doubled its second-quarter sales bookings to ₹902 crore. This kept the business on track for its financial targets and boosted investor confidence.

  • 28 Sept
    CallSpecial call · 28 Sep 2026 · positive

    Management introduced a new '25-25-25' long-term growth framework and detailed a ₹510cr capex plan for a new Andhra facility, though their evasiveness regarding the investors behind a recent preferential allotment raised minor governance concerns.

  • 24 Sept
    NewsPrice move: Up 8%: Raymond subsidiary wins tender to assemble fighter aircraft structures

    A subsidiary won a tender from an Indian aerospace manufacturer to build fighter aircraft wings and fuselages. This marks the company's entry into a new business area with high strategic value.

  • 23 Sept
    FilingWon a tender to assemble fighter-aircraft wings and centre fuselage

    Its subsidiary JK Maini Global Aerospace won a tender from a leading Indian aerospace OEM to assemble wing and centre-fuselage structures for a major indigenous fighter programme. It is Raymond’s entry into aircraft structures; no contract value was given, and management calls it strategically larger than its immediate revenue.

  • 11 Sept
    FilingEGM to approve ₹214.7cr preferential warrant issue to Minerva Ventures

    Raymond has scheduled an EGM on October 3, 2026, to seek approval for a preferential issue of 33.28 lakh warrants to foreign portfolio investor Minerva Ventures Fund. The warrants are priced at ₹645 each, aiming to raise up to ₹214.7 crore. Upon conversion, this will create 5.0% more shares (a 4.8% dilution for existing shareholders) at an issue price significantly below the current market price of about ₹1221.

What we are watching (Q2 FY27): 3
  • • Aerospace revenue growth of 25%-plus as committed
  • • Use of the promoter warrant money disclosed
  • • Five-year slice of the aerospace order book above ₹2,765cr
ICICI BankownFinance

Coming up: Results 17 Oct

  • 2 Oct
    FilingICICI Life MD & CEO Anup Bagchi resigns; Sidharatha Mishra to take over

    Anup Bagchi has resigned as MD and CEO of ICICI Life Insurance, a major subsidiary of ICICI Bank, effective October 13, 2026, to pursue outside career opportunities. Sidharatha Mishra, who currently heads digital channels and other groups at ICICI Bank, will succeed him and consequently step down as Senior Management Personnel of the Bank.

  • 1 Oct
    FilingReceived GST show-cause notice for ₹229 crore

    ICICI Bank has received a show-cause notice from Maharashtra GST authorities demanding ₹229.14 crore, plus interest and penalty, regarding services on minimum balance accounts. The bank noted that the event is being reported because the cumulative amount in similar ongoing litigation crosses its materiality threshold.

What we are watching (Q2 FY27): 4
  • • Deposit growth closing the gap with loan growth (14% against 19.6% in Q1)
  • • Core margin held 'range bound' near 4.28%, as guided
  • • Credit cost moving back toward the ~0.50% normal level (0.32% in Q1)
  • • Release of the ₹1,283cr RBI-ordered farm-loan provision
SwiggywaitPlatform Cos

Coming up: Earnings call 22 Oct, 17:00 hours IST · Results 22 Oct

  • 1 Oct
    NewsSBI Mutual Fund's stake in Swiggy crosses 5% after buying shares worth ₹300 crore

    SBI Mutual Fund bought shares worth ₹300 crore. This purchase increased their stake in the company to over 5%. Reported by the press; the exchange disclosure was not yet on record.

What we are watching (Q2 FY27): 2
  • • Instamart order value growing 10%+ a quarter while its contribution margin stays within 0 to −1%
  • • About 75 new dark stores opened
V-Guard IndustrifollowConsumer Durables

Coming up: results date not yet announced

  • 1 Oct
    FilingPromoter group sold 0.13% (₹17.1cr) at about ₹301

    Promoter group entities Kochouseph Chittilappilly and Arav Chittilappilly Trust sold 0.13% of the company for ₹17.1cr, reducing their holding from 12.7% to 12.5%. The market sale was executed at an average price of ₹301, compared to the current share price of ₹295.

What we are watching (Q2 FY27): 1
  • • Operating margin holding near 10% in Q2 FY27 as the price rises fade
RIR Power ElectravoidElectrical Equipment

Coming up: results date not yet announced

  • 1 Oct
    FilingPromoter sold 1.3% (₹19.3cr) at about ₹193

    Promoter and Director Bhavna H. Mehta sold 1.3% of the company (10,00,000 shares) in a market sale for ₹19.3 crore. She sold at an average price of ₹193 compared to today's price of ₹177, reducing her total holding from 56.3% to 55.0%.

  • 16 Sept
    FilingCompletes installation of SiC Epitaxial Wafer reactors at Odisha facility

    The company has completed the erection and installation of Silicon Carbide (SiC) Epitaxial Wafer Manufacturing Reactors at its Bhubaneswar, Odisha facility. This forms a major part of the company's planned ₹618 crore investment to establish India's first vertically integrated SiC semiconductor production ecosystem. Commercial production is expected to commence upon completion of remaining regulatory formalities.

  • 12 Sept
    FilingPromoter group sold 1.0% (₹15.5cr) at about ₹185

    Promoter group member Jitendra Uttamchand Mehta sold 8,37,240 shares (1.0% of the company) for ₹15.5cr in a market sale at an average price of ₹185, just below the current price of ₹186. This transaction reduced his holding from 1.3% to 0.22%.

What we are watching (Q2 FY27): 3
  • • The ₹70cr bank loan sanctioned and Phase 2 funding settled
  • • Halol plant revenue of ₹30cr-plus a quarter, as guided
  • • Epitaxy operations start
AXISCADES TechnologiespassAerospace defence

Coming up: results date not yet announced

  • 30 Sept
    NewsPrice move: Up 7.9%: Promoter Jupiter Capital sold a 10.9% stake

    Promoter Jupiter Capital sold 10.9% of the company for ₹843 crore at ₹1,825 per share. The stock rallied as large investors stepped in to buy the shares.

  • 29 Sept
    FilingPromoter sold 10.9% (₹843cr) at about ₹1,825

    Promoter Jupiter Capital Private Limited sold 10.9% of the company (46,20,230 shares) in a market sale for ₹843cr. The shares were sold at an average price of ₹1,825—below the current price of ₹2,067—bringing their total holding down from 55.7% to 44.8%.

  • 29 Sept
    NewsPrice move: Up 10%: Promoter Jupiter Capital sold 10.9% stake for ₹843 crore

    Promoter Jupiter Capital sold 10.9% of the company for ₹843 crore at an average price of ₹1,825 per share. The share price rallied as the market reacted positively to the large block of shares changing hands.

  • 24 Sept
    FilingRaised ₹200cr of unrated private debentures

    It allotted 20,000 secured, unrated and unlisted debentures of ₹1 lakh each, ₹200cr in all, on a private placement. On the same day it approved a ₹20cr corporate guarantee for its subsidiary Cloud Wave, replacing the personal guarantees of the sellers. New borrowing while most of the Akkodis sale money is still deferred adds to the balance-sheet risk flagged in the note.

  • 22 Sept
    FilingSet up Akkodis AXISCADES Aerospace Engineering

    It incorporated a new Indian subsidiary for the aerospace engineering venture with Akkodis announced in June. This is a step in the Akkodis deal; the note already treats most of that deal’s value as deferred.

  • 11 Sept
    FilingAcquired 90% stake in Cloud Wave Technologies for ₹234 crore

    AXISCADES Technologies has completed the acquisition of a 90% stake in Cloud Wave Technologies and its subsidiaries for a cash consideration of ₹234 crore. The target entities, engaged in precision aerospace manufacturing and prototyping, had a combined audited turnover of approximately ₹121 crore in FY26. The move aims to expand the company's capabilities from engineering services into aerospace manufacturing.

What we are watching (Q2 FY27): 4 · 2 settled lately
  • met · Aerospace acquisition signed and closed, with its price disclosed (Bought 90% of Cloud Wave for ₹234cr on 11 Sep 2026)
  • met · Aerospace acquisition signed and closed (Bought 90% of Cloud Wave for ₹234cr on 11 Sep 2026)
  • • Both phases of the Akkodis sale proceeds actually received on the new dates
  • • Retained business reporting a margin in the mid-teens (4.7% now), covering interest and depreciation
  • • No new one-off provisions: reported and "normalised" operating profit within about ₹3cr of each other (the Q1 gap was ₹13.1cr, of which ₹9.62cr was a provision on an aged defence receivable)
  • • Figures on the call and in the presentation agree (in Q1 the CFO said XiDA margin 33%, defence operating profit ₹13cr and phase 2 proceeds about ₹525cr; the slides said 29.7%, ₹11.2cr and ₹718cr)
LT FoodsownFood Products

Coming up: results date not yet announced

  • 28 Sept
    CallSpecial call · 28 Sep 2026 · positive

    Management introduced explicit long-term guidance targeting 11-12% revenue growth and 14% EBITDA margins, alongside a major >₹500 crore accelerated capex plan for FY27.

What we are watching (Q2 FY27): 2
  • • US ready-to-heat plant starting in Q2 FY27 (slipped from 'by July')
  • • US ready-to-heat plant operational
Praj IndustrieswaitIndustrials

Coming up: results date not yet announced

  • 16 Sept
    FilingPraj signs exclusive agreement with Gevo for Bio-IBA commercialization in India

    Praj Industries and Gevo Inc. have signed a Development and Commercialization Agreement, granting Praj exclusive rights to deploy Bio-Isobutanol (Bio-IBA) technology in India. To advance this technology for diesel blending, Praj is currently establishing India's first commercial Bio-IBA demonstration plant for a leading Oil Marketing Company.

What we are watching (Q2 FY27): 2
  • • A dated E25–E30 blending mandate
  • • Operating margin back above 7–8% (about 4% now)
ShalbypassHospitals

Coming up: results date not yet announced

  • 12 Sept
    FilingShareholders reject appointment of Shanay Vikram Shah as Whole-time Director

    Shareholders of Shalby Limited have rejected the ordinary resolutions to appoint Mr. Shanay Vikram Shah as Director and Whole-time Director at the AGM on September 10, 2026. Consequently, he automatically ceased to hold office on the board, although he will continue to act as President of the company.

What we are watching (Q2 FY27): 6
  • • Standalone hospital margin back near 20% by Q2 (promised “significant upside”; Q1: 18.4%)
  • • Implant stock (651 days) stops growing or falls by September
  • • A clear funding plan for the ₹300cr Mumbai project, or it dropped
  • • Implant segment loss narrowing from FY26 (−₹35cr before tax for the year; −₹40cr in FY25)
  • • Consolidated operating cash clearly positive for the half year (FY25 −₹4cr, FY26 about zero)
  • • Borrowings flat or falling at September (interest already ₹41cr a year, up from ₹8cr in FY22)
EPLownPackaging

Coming up: results date not yet announced

  • 11 Sept
    FilingInd-Ra places issuer rating on Watch with Developing Implications

    India Ratings and Research (Ind-Ra) has revised EPL's issuer rating to IND AA+ and placed it on 'Rating Watch with Developing Implications'. The agency reaffirmed the company's commercial paper rating at IND A1+.

What we are watching (Q2 FY27): 1
  • • Revenue growth in the 'high teens' for the next few quarters, as guided (raised from 11–13%)

Nothing new in the last 30 days: State Bank of India, Caliber Mining & Log, Caplin Point Labs, GMM Pfaudler, Marksans Pharma.

From NSE and BSE announcements and insider-trading disclosures, read each evening. "Price-moving" means record sales, promoter buying, selling or pledging, a fund moving 2% or more, orders worth about a tenth of yearly sales, plants starting, CEO, MD, CFO or chairman changes, rating changes, fund-raises and dilution, large deals, and big legal or regulatory outcomes. The "Market and policy" tab holds two things read each evening: government, regulator and market events from Economic Times, Moneycontrol and Business Line that directly affect a company, and the reason found for any share that moved 7% or more in a day or was held at its price limit.