Daily filing brief

3 Important BSE and NSE Announcements — 26 July 2026

Daily Briefer presents 3 important BSE and NSE announcements for 26 July 2026, selected for their relevance and potential impact on listed companies and shareholders. Each concise summary is linked to the original exchange filing so readers can verify the full context.

  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