Daily filing brief

10 Important BSE and NSE Announcements — 29 July 2026

Daily Briefer presents 10 important BSE and NSE announcements for 29 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. 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