Daily filing brief

3 Most Important Filings — 26 July 2026

A concise list of today's most consequential exchange filings, selected for relevance and impact.

  1. Waaree Renewable Technologies Ltd5:11 pm IST

    Waaree Renewable Technologies receives LOAs for two solar EPC plants aggregating 800 MWac from a domestic client

    Order details

    • Two LOAs for EPC of ground-mounted solar PV plants aggregating 800 MWac and 1,082 MWp.
    • Awarding entity is a domestic renewable energy company.
    • Nature: EPC contract for two solar PV plants.
    • Project completion targeted for financial year 2027-28.
    • Aggregate capacity: 800 MWac / 1,082 MWp.
    • LOA received on July 25, 2026.
    • Contract type: EPC (Engineering, Procurement and Construction).
    • No promoter group interest; no related party transactions.
    Read the original filing
  2. Associated Alcohols & Breweries Ltd6:57 pm IST

    AABL Q1FY27 net revenue Rs 2,809 mn; SDF acquisition completed; Kultur RTD launched; Tequila planned

    Business Overview

    • Largest single-location integrated liquor facility in MP with end-to-end value chain.
    • Core segments: IMFL Proprietary, IMFL Licensed, IMIL, Merchant ENA, and Ethanol.
    • ENA capacity 160 KLPD; Ethanol 130 KLPD; Malt plant 6,000 LPD.
    • 41 bottling lines enabling about 16 million annual cases.
    • 17 proprietary brands across IMFL and related categories.
    • 10-year CAGR: revenue 13%, EBITDA 14%, PAT 20%.
    • Strategic focus on premiumisation and pan-India expansion.

    Key Operational Highlights

    • Q1FY27 net revenue Rs 2,809 mn; EBITDA Rs 299 mn; PAT Rs 178 mn.
    • IMFL Proprietary revenue grew 58% YoY.
    • CP Series volume grew 260% YoY.
    • IMFL license volumes declined due to shift to contract manufacturing with Inbrew.
    • Ethanol margins declined on oversupply; expected to persist rest of year.
    • Machinery upgrade at SDF Industries underway; to be operational by Dec 2026.
    • Distribution network strengthened; expanding IMFL Proprietary brands reach.
    • Entered Odisha; plans to expand into Karnataka.
    • Tequila launch planned in Q2FY27, starting in MP.
    • Premium Brandy launch planned in Kerala in Q2FY27.
    • Launched Kultur RTD in MP; registrations underway across other states.
    • SDF Industries acquisition completed for Rs 30.85 Cr; wholly owned in Kerala.
    • Capex Rs 550 mn for malt plant; Rs 150 mn for casks in FY27.

    Financial Performance

    • FY26 net revenue Rs 10,194 mn; down ~5% YoY; EBITDA Rs 1,429 mn; PAT Rs 885 mn.
    • FY26 EBITDA margin 14%; PAT margin 9%; basic EPS Rs 47.42; diluted Rs 45.92.
    • Q1FY27 revenue Rs 2,809 mn; EBITDA Rs 299 mn; PAT Rs 178 mn; margins 11%/6%.

    Capital Structure & Liquidity

    • Equity: share capital Rs 201 mn; other equity Rs 6,745 mn; total equity Rs 6,946 mn.
    • Non-current borrowings Rs 96 mn; lease liabilities Rs 15 mn; deferred tax Rs 205 mn.
    • End-FY26 cash balance Rs 108 mn; net cash from operations Rs 518 mn.
    • Proceeds from share warrants Rs 888 mn raised.
    • Debt repayment schedule Rs 200 mn per year FY24-28.

    Strategic Priorities & Outlook

    • Aim to be among top 10 IMFL players in India with Pan-India presence.
    • Capex: malt plant Rs 550 mn; casks Rs 150 mn in FY27.
    • Target 2 million Kerala cases in FY27; expand to Karnataka and Andhra Pradesh.
    • SDF acquisition strengthens in-house bottling; malt maturation and cask procurement underway.
    • Backwards integration; 150-acre land bank; 10.5 MW captive power.
    • IMFL Proprietary revenue growth target 25-30% YoY; premiumisation drive.

    Risks & Mitigation

    • Ethanol oversupply pressures margins; mitigated by captive capacity and hedging.
    • Raw material price volatility; hedging and diversified feedstock sourcing.
    • Execution risk on capex and capacity expansions; leverage in-house manufacturing assets.

    Governance & Leadership

    • MD: Prasann Kedia; CEO: Anshuman Kedia; WTD: Tushar Bhandari; CFO: Dilip K. Inani.
    • Independent Directors: Debashis Das, Dr. Swaraj Puri, Apurva Joshi.
    • IBC/NCLT Kochi bench resolution plan approved 16-Apr-2026; SDF acquisition completed.
    Read the original filing
  3. Central Mine Planning & Design Institute Ltd5:09 pm IST

    CMPDIL 51st AGM & Integrated Annual Report FY2025-26 highlights

    Financial snapshot

    • Net sales (revenue) ₹2,316.53 crore in FY26.
    • Total income ₹2,397.45 crore; PAT ₹613.18 crore.
    • EPS ₹8.59; PBT ₹823.64 crore; ROCE 32.85%.
    • Net worth ₹2,283.24 crore; equity ₹142.80 crore.
    • Interim dividends ₹1.05 per share, three times; final ₹1.06 proposed.
    • Total dividend per share ₹4.21; interim and final combined.
    • Capex ₹65.85 crore; OCF ₹716.42 crore; closing cash ₹459.10 crore.
    • Outside-CIL revenue ₹752.03 crore; CIL group ₹1,564.50 crore.
    • CMPDIL listed on NSE & BSE on 30 Mar 2026.

    Operations and performance

    • Drilling: total 11.50 lakh metres; departmental 4.73; outsourcing 6.77; 105% of target.
    • Seismic: 455.23 line km; departmental 345.59; outsourced 109.64.
    • Geological Reports: 31 GRs; Measured 11,768.55 MT; Indicated 6,209.68 MT; Inferred 499.25 MT.
    • Hydrogeology: 136 CHR reports; 136 groundwater models.
    • Project Reports: 30 PRs; 19 OC; 11 UG.
    • Labs: NABL accreditation; ISO 9001/14001/45001 across labs.
    • CBM/UCG: 3 CBM blocks; Jharia CBM-I awarded to Prabha Energy; Phase II UCG underway.
    • 5G CNPN: 5G Centre of Excellence established; pilots underway; Jharia UG & MCL projects.
    • Coal e-Auction: 275 e-auctions; >166 million tonnes; ~8,000 bidders; 36 auctions in FY26.
    • Outside consultancy: 142 external jobs; ₹131.02 crore; 40 new clients.
    • Geomatics: Land reclamation monitoring on 110 projects; drone surveys.

    Dividends and capital structure

    • Interim dividends: ₹74.97 crore each for three quarters.
    • Final dividend proposed: ₹75.68 crore; ₹1.06 per share.
    • Equity capital after split: 750 million shares; paid-up ₹142.80 crore.
    • Scrip codes: NSE CMPDI; BSE 544739; ISIN INE05HV01027.
    • No long-term debt; liquidity adequate; current ratio 3.35.
    • Face value: ₹2 per share; single equity class.

    Governance and risk management

    • FY25-26 had no Independent Directors; two Independent Directors appointed 15 Jul 2026.
    • Board: 6 directors; 4 full-time; 2 part-time official; CMD Chaudhari.
    • Audit Committee: 4 members; 13 meetings; CFO permanently present.
    • Nomination & Remuneration Committee: no meetings in FY25-26; composition as per policy.
    • CSR Committee: 5 meetings; governance gaps noted; to be addressed.
    • Risk Management Committee: 2 meetings; formal policy in place.
    • Whistle Blower policy in effect; no access denial reported.
    • CEO/CFO certification submitted; Code of Conduct compliance confirmed.
    • Related party transactions policy in place; no material RPTs in FY25-26.

    Regulatory, litigation and risk highlights

    • Kusum Kanti Kujur vs CMPDIL land dispute; SC directed identification; ₹1 crore deposit; case pending in HC.
    • Contingent liabilities₹₹215.58 crore; includes income tax ₹126.32 crore and GST ₹71.10 crore.
    • Contractual commitments: remaining capital contracts ₹29.79 crore; revenue commitments ₹714.41 crore.
    • Bank guarantees: ₹1.64 crore; CMPDI collateral for consortium facility continues.
    • Litigation and compliance notes: adherence to corporate governance standards; miscellaneous contingencies disclosed.

    CSR and sustainability

    • CSR expenditure ₹13.23 crore; admin overhead ₹0.63 crore.
    • CSR obligations for year: ₹10.91 crore (net after adjustments).
    • Major CSR initiatives: GNMs, cancer hospital support, menstrual hygiene, clubfoot treatment, water etc.
    • Two-tier CSR governance with active oversight; annual CSR reporting and website disclosures.

    Outlook and strategic priorities

    • Diversify beyond CIL; expand outside clients; MoUs with RITES, BSNL, NTPC, NML.
    • Advance CBM/CMM/UCG and non-coal exploration; strengthen clean coal and energy transition services.
    • Accelerate adoption of 2D/3D seismic, IT, and automation; expand 5G use cases in mines.
    • Continue coal block auctions; CMPDIL supported 133 blocks auctioned by MoC; e-Auction portal enhancements.
    • Strengthen R&D via NaCCER; expand collaboration with IITs and international partners.
    Read the original filing