Daily filing brief

10 Most Important Filings — 29 July 2026

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

  1. Adani Power Ltd3:11 am IST

    Adani Power Q1 FY27: record continuing revenue and EBITDA; strong capex expansion plan

    Financial Performance

    • Continuing revenue from operations for Q1 FY27: 17,550 crores, up 28%.
    • Total continuing revenue including other income: 17,936 crores, up 27%.
    • Continuing EBITDA: 6,983 crores; up 22%; reported EBITDA: 8,369 crores, up 36%.
    • Profit after tax (continuing): 4,867 crores, up 47%; continuing PBT: 6,300 crores, up 50%.
    • Power generation: 31 billion units; dispatch: 28.8 billion units; PLF at 78%.
    • PPA realization: 5.93 per unit; merchant realization: 7.04 per unit.

    Operating Update & Projects

    • Korba Phase-II on track to be commissioned this year.
    • Mahan Phase-II 1,600 MW to COD in Q1 FY28.
    • Raipur Phase-II 62% and Raigarh Phase-II 54% progressed.
    • 1,600 MW Mirzapur greenfield project commenced.
    • Jaiprakash acquisition added 180 MW Churk plant; 24% JPVL stake; 11.49% Prayagraj stake.
    • 24 GW BTG supply ordered; land secured; 56% of upcoming capacity under long-term PPAs.

    Balance Sheet & Liquidity

    • Total debt: 58,381 crores; net debt: 47,643 crores as of 30 June 2026.
    • Capex program of over INR 2 lakh crores; funded mainly by internal accruals.
    • FY27 capex ~ INR 25,000 crores; FY28 ~ INR 33,000 crores; later years > INR 35,000 crores.
    • Interim funding gap ~ INR 60,000 crores to be bridged by debt market.

    Q&A Highlights

    • JPVL consolidation: 24% stake consolidated as profit share; P&L and balance sheet not consolidated.
    • Nuclear plan: 10 GW by 2035; rules awaited; ordering only after rules; 5–8 years to implement.
    • Bangladesh PPA: receivables around USD 400 million; monthly receipts about USD 100 million.
    • Korba II timing: sign a PPA this year; may serve merchant initially.
    • Equity raise via QIP: enabling provision; timeline to be decided by shareholders.

    Guidance & Outlook

    • Nuclear rules pending; potential 10 GW by 2035; execution contingent on government framework.
    • Target capacity expansion to 45 GW; 42 GW plan earlier; 45 GW target by around 2031.
    • Around 56% of capacity under long-term PPAs; rest via bids.
    Read the original filing
  2. Adani Enterprises Ltd8:25 pm IST

    Adani Enterprises posts record Q1 FY27 EBITDA; total income at Rs 33,546 cr with major capacity expansions

    Business Overview

    • Flagship infra-platform spanning New Energy, Airports, Roads, Data Centers, and growth incubators.
    • Green hydrogen ecosystem under ANIL with scalable module and cell capacity.

    Key Operational Highlights

    • Module line capacity expanded to 5.7 GW with 1.7 GW commissioned in June 2026.
    • Navi Mumbai Airport international operations started July 15, 2026.
    • Ganga Expressway toll collection commenced May 15, 2026.
    • Hyperscale data center order of 400 MW signed Vizag; cumulative tied-up capacity >960 MW.
    • Pune Phase II 9.6 MW capacity handed over; data centers running at 100% uptime.
    • QIP raised Rs 15,000 cr completed with 3.8x bids.

    Financial Performance

    • Total income Rs 33,546 cr, up 50% YoY.
    • EBITDA Rs 5,642 cr, up 49% YoY.
    • PBT Rs 1,295 cr (excluding OFAC settlement of Rs 2,644 cr).
    • PAT attributable to owners Rs (1,160) cr; OFAC settlement impacted profitability.

    Capital Structure & Liquidity

    • QIP of Rs 15,000 cr completed; promoter stake 71.97%.
    • Gross debt Rs 97,622 cr; external debt Rs 83,982 cr; net external debt Rs 73,998 cr.
    • Cash & bank balances Rs 9,984 cr as of Jun-26.

    Strategic Priorities & Outlook

    • Scale ANIL module capacity to 10 GW and cell capacity to 10 GW.
    • Grow airports, data centers, and roads with hyperscale opportunities.
    • Capex funded by Rs 15,000 cr QIP; pursue Navi Mumbai and Ganga Expressway ramp-ups.
    • Cumulative 960+ MW data center capacity; Vizag 400 MW hyperscale order.

    Risks & Mitigation

    • OFAC settlement of USD 275 mn reduced profitability; mitigated by ramp-ups and non-aero revenue growth.
    • Higher fuel costs increased operating costs; price realization provided offset.

    Governance & Leadership

    • Board independence 50%; 12.5% women directors; independent Audit, Risk, CSR committees.
    • RPT policy ensures arm's-length transactions with shareholder approvals as needed.
    • Audit committee comprises 100% independent directors.
    Read the original filing
  3. Adani Ports and Special Economic Zone Ltd6:13 pm IST

    APSEZ Q1 FY27 results: Revenue ₹10,821 Cr; EBITDA ₹6,541 Cr; BBB upgrade; strategic deals

    Financial highlights

    • Revenue ₹10,821 Cr, up 19% YoY.
    • EBITDA ₹6,541 Cr, up 19% YoY.
    • PAT ₹3,650 Cr, up 10% YoY.
    • Net debt to EBITDA 1.9x; pro forma 1.8x.
    • Gross debt ₹56,776 Cr; cash ₹12,428 Cr.
    • Domestic ports capacity 653 MMT; target 1,000 MMT by 2030.
    • FY27 guidance: Revenue ₹43,000-45,000 Cr; EBITDA ₹25,000-26,000 Cr; Net debt/EBITDA up to 2.5x.

    Ratings and ESG updates

    • S&P Global upgraded long-term issuer rating and senior notes to BBB with Stable outlook.
    • CARE Ratings and ICRA reaffirmed AAA domestic ratings.
    • APSEZ published TNFD-aligned disclosure, first Indian transport company.

    Strategic developments

    • TiL to invest USD 1.397bn for 49% stake in AVPPL (Vizhinjam port).
    • Astro Offshore contracted with Oceaneering International for Europe subsea capabilities.
    • 10-year marine services contract for Argentina's LNG export to India.
    • Kaleris to deploy AI-enabled solutions across 15 terminals in 9 ports; up to $100m.
    • Agreement to acquire KFCL for ₹1,500 Cr to gain 243 acres near Kanpur.
    • Dhamra BB-4 Phase-1 mechanisation completed; commissioned Jun 2026.

    Operational highlights

    • Mundra sets national record for single-vessel car export of 6,548 units.
    • Vizhinjam handles 7 vessels of LOA 399+m in May 2026 (record).
    • Vizhinjam 1,000th vessel call; MSC Luciana milestone.
    • Vizhinjam throughput highest monthly at 130,863 TEUs in May 2026.
    • Gangavaram Q1 FY27 highest quarterly volume at 9.64 MMT.
    • Dhamra dry bulk records: 132,000 MT in 24 hours; 165,000 MT in 38 hours.
    • Dahej first capesize vessel discharge of slag.
    • Adani Logistics launched double-stack container train JNPT–ICD Tumb.
    • Agri silo network expanded to 37 locations; storage capacity ~1.88 MMT.
    Read the original filing
  4. Ambuja Cements Ltd1:06 am IST

    NCLT orders equity shareholder meetings for ACC-Amalgamating and Ambuja-Amalgamated scheme scheduled for Sept 29, 2026

    Overview and key terms

    • NCLT directs equity shareholder meetings for ACC-Amalgamating and Ambuja-Amalgamated on Sept 29, 2026.
    • Appointed Date 01.01.2026; ACC to dissolve without winding up; new equity shares issued to ACC shareholders.
    • No secured or preference creditors; unsecured creditors meetings dispensed with due to asset-liability excess.
    • Rationale: consolidation, synergies, and long-term strategic alignment across the group.
    • NSE and BSE have issued no-objection certificates for the scheme's listing.
    • Amalgamated Company holds 50.05% of the Amalgamating Company as of 31.05.2026.
    Read the original filing
  5. Eicher Motors Ltd12:15 am IST

    EML Q1 FY27: Revenue up 32%; Rs 1,225 crores for Phase I Andhra expansion approved

    Financial highlights

    • Revenue from operations ₹6,632 crores, up 32% YoY
    • EBITDA ₹1,591 crores, up 32% YoY
    • PAT ₹1,463 crores, up 21% YoY
    • Royal Enfield motorcycle sales 332,940 units, up 27%
    • VECV Q1 revenue ₹6,610 crores, up 16.6% YoY

    Expansion & capex

    • Board approved Rs 1,225 crores for Phase I expansion in Andhra Pradesh; adds 4.5 lakh bikes/yr; completion FY2029-30
    • New greenfield facility planned in Tada, Andhra Pradesh to expand capacity; ~₹2,500 crores

    New products & launches

    • Flying Flea C6 electric motorcycle launched; deliveries started June 2026
    • Bullet 650 launched in India; new colorways
    • Hunter 350 updated with new colorways

    Strategic partnerships

    • MoU with Ministry of Road Transport and Highways under PARIVARTAN for NCR fleet modernization
    Read the original filing
  6. Canara Bank11:12 pm IST

    Canara Bank Q1 FY27: Strong growth across metrics; asset quality intact; FCNRB, RAM mix, and ECL plans noted

    Financial Performance

    • Q1 FY27 net profit ₹4,856 crore, up 2.19% YoY.
    • Net interest income ₹10,215 crore, up 13.39% YoY.
    • NIM guided at 2.50–2.60%.
    • ROE 18.07%.
    • Credit cost 0.49%.
    • Slippage ratio 0.60%.

    Asset Quality & Capital

    • CRAR 17.17%; CET1 12.91%.
    • Provisioning coverage ratio 94.76%.
    • Gross NPA 1.57%; Net NPA 0.36%.
    • Gold loan portfolio ₹2.59 lakh crore; Agriculture gold ₹1.51 lakh crore; LTV 60–65%.
    • LCR 115% (internal 119%).

    Operating Update

    • RAM advances ₹7.64 lakh crore; Retail RAM ₹3.19 lakh crore.
    • Housing RAM ₹1.29 lakh crore; Vehicle RAM ₹27,315 crore.
    • MSME RAM ₹1.68 lakh crore.
    • Gold loan book growth remains robust; total ₹2.59 lakh crore.
    • CASA at 29.70%; deposits growth guided 9–10%.

    Q&A Highlights

    • SMA movement due to two government-guaranteed accounts; total SMA under 3%.
    • ECLGS 5: ₹90,000 crore eligible; ₹11,000 crore sanctioned; ₹10,000 crore disbursed.
    • PSLC income in Q1 ₹1,947 crore; no fixed full-year target.
    • FCNRB deposits: guided USD 2.3–2.5 billion; July inflows ₹775 million; aim cross ₹1 billion.
    • RAM mix up to 59%; 86% of book rated A+ or better; better-rated corporate traction.

    Guidance & Outlook

    • Advances growth guided 10–12%; deposits 9–10%.
    • NIM maintained guidance 2.50–2.60%; potential to improve beyond.
    • ECL provisioning: ~₹12,000–₹13,000 crore; 95% PCR; CET1 12.91%.
    • Plan to absorb ECL within 2 years; maintain strong capital adequacy.
    Read the original filing
  7. ACME Solar Holdings Ltd2:14 am IST

    ACME Solar reports record Q1 FY27 revenue/EBITDA; 3,880 MW PPA signed and 10+ GWh BESS target

    Business Overview

    • Portfolio of 8,070 MW across solar, wind, storage, hybrid, and FDRE.
    • In-house EPC and O&M enable cost and scheduling control.
    • Central off-takers include SECI, NTPC, SJVN, NHPC; PPAs span 25 years.
    • Approximately 20 GWh of BESS installations in the portfolio.
    • Long-term cash flows via 25-year PPAs with government-backed entities.

    Operational Highlights

    • Q1 FY27: highest ever quarterly revenue and EBITDA.
    • CUF reached a record 30.9% in the quarter.
    • 600 MW FDRE/Hybrid PPAs signed with SECI; UC PPA 3,880 MW (~15 GWh).
    • Commissioned ~2.3 GWh BESS; cumulative 3.62 GWh.
    • BESS capacity 3.1 GWh generated INR 226 Cr revenue in Q1 FY27.
    • BESS capacity ordered for entire UC PPA signed portfolio; CATL and Hithium as suppliers.
    • Short-term BESS contracts bids; INR 1,400 Cr+ revenue lock-in for partial FY27 capacity.
    • ACME Renewtech Sixth (300 MW FDRE) tariff INR 6.28/kWh.
    • ACME Renewtech Fifth (300 MW Hybrid) tariff INR 3.25/kWh.
    • Capex incurred INR 2,958 Cr in Q1 FY27; PO ~INR 2,300 Cr.
    • Debt tied up for 85%+ of PPA-signed projects.
    • Connectivity inventory ~10 GW available for future projects.
    • Land acquired >18,000 acres.
    • DSO 20 days (excluding BESS); 37 days including BESS.
    • ALMM extension to 31.12.2026; ISTS waiver extension to 2028; CERC exit option; ROFR updates; grid-forming inverter mandate.

    Financial Performance

    • Consolidated revenue from operations INR 858 Cr; total income INR 954 Cr.
    • EBITDA INR 831 Cr; EBITDA margin 87.1%.
    • PAT INR 235 Cr; PAT margin 24.7%.
    • Asset base INR 24,910 Cr, up INR 8,593 Cr YoY.
    • DSO 20 days (ex-BESS); 37 days including BESS.
    • Standalone EPC revenue INR 2,266 Cr; EBITDA INR 262 Cr; PAT INR 122 Cr.

    Capital Structure & Liquidity

    • Capex incurred INR 2,958 Cr in Q1 FY27; purchase orders ~INR 2,300 Cr.
    • Debt tied up > INR 6,000 Cr for 700 MW UC FDRE projects with REC and PFC.
    • Debt tied up for 85% of PPA-signed projects.
    • Weighted average cost of debt for operational projects 8.4%.
    • Credit ratings: ICRA AA-, CRISIL AA- (Stable).
    • Connectivity across under-construction projects; ~10 GW connectivity inventory.
    • Land acquired >18,000 acres.

    Strategic Priorities & Outlook

    • FY27 target: commission ~1.5 GW renewables and 10+ GWh BESS.
    • Portfolio target: 10 GW generation capacity and 25 GWh BESS by 2030.
    • FY27 commissioning guidance: 1.5 GW renewables and 10+ GWh BESS.

    Risks & Mitigation

    • ALMM extension provides regulatory certainty for OA and net metering.
    • ISTS waiver extension mitigates transmission delays; 2028 horizon.
    • CERC free-exit option preserves LOA connectivity for unsigned PPAs.
    • ROFR connectivity accelerates BESS deployment; grid-forming inverter mandate improves stability.
    Read the original filing
  8. CreditAccess Grameen Ltd10:22 pm IST

    CreditAccess Grameen Q1 FY27: AUM up 16.4%, PAT ₹493 cr; ROE 24.4%; guidance unchanged

    Financial Performance

    • AUM INR 30,319 crore, up 16.4% YoY, 2.5% QoQ.
    • Disbursements ₹6,107 crore, up 11.9% YoY.
    • PAT ₹493 crore; up 720% YoY; ROA 5.9%, ROE 24.4%.
    • NIM 14.4%; C/I 29.3%; PPOP ₹873 crore, up 33.6% YoY.
    • Digital collections 24.2% of total in Q1 FY27.
    • Gross NPA 2.18%, Net NPA 0.76%, PAR 90 1.46%.

    Asset quality and liquidity

    • Credit cost ₹212 crore in Q1 (0.72% non-annualized).
    • X-Bucket collection efficiency June 2026: 99.68%.
    • Cash and equivalents ₹3,536 crore (10.4% of assets).
    • Undrawn lines ₹2,993 crore; funding pipeline ₹9,440 crore.
    • Private NCD ₹425 crore issued.
    • CRAR 24.9%; foreign borrowings 24% of liability mix.
    • Net worth ₹8,347 crore as of Q1 FY27; 20% CAGR since FY20.

    Growth and mix

    • Retail finance book at 20.6% of AUM, +250 bps QoQ.
    • Branch network 2,276; +42 in quarter; across 457 districts.
    • Active Grameen Mahi base 15.4 lakh; 4 lakh onboarded in Q1 FY27; 34.5% of borrowers.
    • Unnati internal 100%; Mortgage 55% internal, 45% external; target 60-40.
    • Mortgage vintage 6.2 years; score 714; Unnati vintage 7.7 years; score 732.
    • AUM target INR 50,000 crore by calendar year 2028.

    Guidance and Outlook

    • FY27 guidance unchanged; watch one more quarter before revising.
    • Pricing: end-Q2 FY27 potential 50 bps price cut if asset quality holds.
    • AUM target by CY2028: INR 50,000 crore; funded internally; no capital raise.
    • Credit cost: 3-4% annualized; current trailing ~2.8–2.9%; write-offs to decline.
    • Stage 1 PCR ~1.6%; could rise to 2.0% if West Asia event; ECL committee reviews quarterly.
    • Cross-cycle: ROA/ROE guidance; higher ROA in up cycle; benefits passed to customers if sustained.

    Q&A Highlights

    • Guidance unchanged; one more quarter before revision.
    • 91% of Retail Finance book is graduated unsecured business loans.
    • Mortgage mix: internal 55%, external 45%.
    • 2-wheeler sourcing: internal only; dealership network used for fulfillment.
    • Pricing/NIM: 50 bps cut possible by Q2 FY27.
    • Stage 1 PCR ~1.6%; could rise to 2.0%.
    Read the original filing
  9. State Bank of India7:01 pm IST

    SBI raises ₹4,691 crore Basel III Additional Tier 1 bond at 7.75%

    Issuance details

    • AT1 bond issue size ₹4,691 crore at 7.75% coupon.
    • Base issue size ₹3,000 crore; bids exceeded base size.
    • Perpetual tenor with call option after 5 years.
    • Ratings AA+ stable outlook from CRISIL and CARE.
    • First Basel III compliant AT1 issuance for the current financial year.
    • Diversifies long-term non-equity regulatory capital for SBI.
    • Investors included provident funds, pension funds, mutual funds, banks.
    Read the original filing
  10. Devyani International Ltd6:27 pm IST

    Devyani International Q1 FY27: revenue up 16.5%, EBITDA at record levels; Sapphire Foods merger progressing

    Financial highlights

    • Q1 FY2027 revenue Rs 15,805 million, up 16.5% YoY.
    • Highest ever quarterly EBITDA of INR 2.55 billion; margin 16.1%.
    • Operating EBITDA Rs 1,511 million; margin 9.6%; up 38% YoY.
    • Profit after tax Rs 171 million; highest in 8 quarters.

    Brand and store performance

    • KFC SSSG +3.3%; Costa +10.2%; BBK +7.2%; Vaango +7.1%.
    • Store network at 2,255; on-track to FY2027 expansion targets.

    Strategic developments

    • Merger with Sapphire Foods progressing along expected timelines.
    • NSE and BSE approvals received in June; completion targeted by end-FY27.
    • Yum! Brands confidence in DIL and RJ Corp acknowledged.

    Leadership and governance

    • Under Manish's leadership, management team strengthened; new team in place.
    • DIL 2.0 branding referenced for organizational changes.

    Outlook and risks

    • El Niño risk; below-normal season forecast; consumption recovery expectations cautious.
    • On-track to meet FY2027 store expansion targets.
    Read the original filing