Daily filing brief

10 Important BSE and NSE Announcements — 13 August 2026

Daily Briefer presents 10 important BSE and NSE announcements for 13 August 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. Larsen & Toubro Ltd4:56 pm IST

    L&T secures mega order with Together AI to build India's largest NVIDIA B300 AI Factory.

    Order details

    • Customer: Together AI, a US-based AI cloud innovator.
    • Scope: Build NVIDIA B300 AI Factory infrastructure at Vyoma Chennai data centre.
    • Capacity: 10,000 B300 GPUs; Phase 1 design 250 MW, 150 MVA readiness.
    • Value: Indicative order size ₹10,000–₹15,000 crore.
    • Timeline: execution timeline not disclosed.
    • Awarding entity: Together AI (US-based).
    • Related party: Vyoma.AI is an L&T subsidiary; arm's-length status not stated.
    • Impact: milestone in L&T's Gigawatt AI Infrastructure Mission; strengthens India's AI infra.
    • Location: Chennai data centre campus.
    • Contract type/terms: not specified.
    Read the original filing
  2. Hindalco Industries Ltd4:52 pm IST

    Hindalco Q1 FY27: EBITDA up 58% YoY; PAT up 75%; net debt/EBITDA at 1.95x; Novelis on track

    Financial Performance

    • Consolidated EBITDA rose 58% YoY to INR 13,481 crores.
    • Consolidated PAT rose 75% YoY to INR 7,013 crores.
    • India Upstream EBITDA rose 73% YoY to INR 8,606 crores; PAT 5,301 crores, up 86%.
    • Novelis Adjusted EBITDA at $516 million; Oswego fire net impact $18 million; insurance proceeds $47 million.
    • Consolidated net debt-to-EBITDA at 1.95x; target around 2x.

    Operating Update & Segment Trends

    • India upstream aluminum shipments up 3% YoY; revenues up 44% YoY.
    • India upstream EBITDA 7,390 crores; margin 55%.
    • Copper shipments 105 Kt; CCR 96 Kt; quarterly copper EBITDA INR 918 crores.
    • Novelis shipments 916 KT; YoY down 5%; EBITDA $516m; $563/ton.

    Market Environment & Risk Factors

    • Oswego restart in June; ramping to normal; headwinds recovery expected into next fiscal.
    • Tariffs: $70 million related to tariff impacts; not excluded from EBITDA on Novelis call.
    • MJP premium elevated due to Middle East supply disruptions; expected to ease as imports reconfigure.

    Balance Sheet & Cash Flow

    • Oswego insurance recoveries expected; cumulative cash impact is about $600 million net.
    • NK: Net debt/EBITDA targeted around 2x; Novelis leverage expected to improve from current levels.

    Projects & Capex

    • Aditya Alumina refinery: Phase 1 180 pots by Dec 2027; Phase 2 by Dec 2028.
    • Captive coal mines: Chakla 1.0 MT; Bandha 0.5 MT; Meenakshi development underway.
    • Bay Minette greenfield 600 KT on track for completion this year.
    • Renewables: add 414 MW; total 884 MW by FY27; 125 MW RE RTC capacity.

    Outlook & Guidance

    • Global macro: RBI expects FY27 GDP growth at 6.7%; inflation around 5%.
    • Novelis long-term EBITDA per ton guidance unchanged at $600.
    • 3-year cost-reduction target for Novelis: $350–$400 million; run-rate savings $225 million.
    • Downstream EBITDA target for FY30: fourfold increase; ongoing integration with copper.
    Read the original filing
  3. Solar Industries India Ltd8:22 pm IST

    Solar Industries reports record Q1 FY2027 revenue, EBITDA, PBT and PAT; order book at ₹21,350 crore

    Key operational and financial highlights

    • Net revenue for Q1FY27 was ₹3,668 crore, up 70% year-on-year.
    • EBITDA was ₹1,024 crore, up 82% year-on-year.
    • PBT was ₹911 crore, up 89% year-on-year.
    • PAT was ₹666 crore, up 89% year-on-year.
    • Defence business grew 123% year-on-year; defence order book over ₹18,000 crore.
    • International explosives grew 65% year-on-year; domestic explosives grew 52% year-on-year.
    • Total order book stands at ₹21,350 crore.
    • Revenue guidance for FY2026-27 is ₹14,000 crore.
    • Capex plan is ₹2,050 crore; ₹450 crore deployed in Q1 FY27.
    • Dhule plant commissioned; expansions at Dholpur and North India; Orissa facility upcoming.
    Read the original filing
  4. Shalimar Paints Limited5:39 am IST

    Shalimar Paints approves multi-track equity, CCPS issues, QIP and authorized capital increase

    Capital structure & MOA amendments

    • Increase authorized capital from ₹20 crore to ₹1,000 crore.
    • Authorised: 300 crore equity shares and 200 crore CCPS.
    • Amend MOA Clause 5; shareholder approval required.
    • Consequence: alterations under Companies Act, 2013.

    Equity preferential issues

    • Up to 12,454,608 equity shares at ₹85; size ₹1,05,86,41,680.
    • Post-issue holders total 2.31% for three non-promoter allottees.
    • Top allottees: Hathor Advisors, Plutus Capital, Pro Fin Capital (0.77% each).
    • Second tranche: up to 41,70,21,987 equity shares at ₹85; size ₹35,44,68,68,895.
    • Post-issue promoter/non-promoter combined stake 77.46%.
    • Top post-issue holders: Aaditya Sharda 36.54%, Souvik Sengupta 36.60%, Silverline Homes 6.11%.

    CCPS issuance

    • Up to 81,12,02,664 CCPS at ₹85; aggregate ₹68,95,22,17,869.
    • CCPS: non-cumulative, non-participating, compulsory convertible.
    • Issued to promoters and non-promoter allottees.

    QIP & strategic investment

    • Qualified Institutions Placement up to ₹1,000 crores.
    • Investment in Hella Infra Market via equity and CCPS swap; Infra.Market may become subsidiary.

    Governance & investor base

    • Top equity holders post second tranche include Aaditya Sharda (36.54%) and Souvik Sengupta (36.60%).
    • Annexures show 185 institutional/non-institutional investors for equity tranche 2.
    • Annexure III lists 196 investors for CCPS tranche; major holders around 36% and 18%.

    Management actions

    • Mr. Kundan Sangwar appointed as Chief Financial Officer.
    • Board approved AGM/EGM notices and related valuation reports.
    Read the original filing
  5. Afcons Infrastructure Ltd5:53 pm IST

    Afcons Infrastructure Q1 FY27: revenue down y/y; healthy order book; guidance intact for ₹30,000 crore inflows

    Financial Performance

    • Q1 FY27 total income ₹2,727 crore, down from ₹3,419 crore in Q1 FY26.
    • EBITDA ₹263 crore, margin 9.6% for the quarter.
    • PAT ₹30 crore; PBT ₹51 crore; weaker due to lower turnover.
    • ₹57 crore other operating income included; TBM depreciation largely absent this quarter.
    • End-Q1 order book ₹43,290 crore; Q1 inflows ₹13,219 crore.
    • FY27 YTD orders booked ₹15,695 crore; pending book over ₹45,000 crore.
    • Overseas revenue share was 16% in Q1; domestic 84%.
    • Capex in Q1 ₹150 crore; FY27 capex guidance ₹700–800 crore; FY28 ₹600–650 crore.
    • Net debt to equity around 0.68x; debt-related pressures influenced by capex funding.

    Operating Update

    • Mumbai-Ahmedabad HSR TBM drives commenced; main tunneling to start in coming months.
    • Croatia railway is the largest single order; Vadhvan port breakwater opportunity.
    • Overseas projects tend to yield higher margins; delta of 200–300 bps vs domestic.
    • Bid pipeline remains robust: ₹1.5 lakh crores for 9 months; ₹3.96 lakh crores long-term.
    • Geopolitical uncertainty weighing award activity; momentum expected as uncertainties ease.

    Balance Sheet and Cash Flow

    • Net working capital elevated due to project funding and certification delays.
    • Cash flow from operations negative in Q1, typical due to March-year-end payments.
    • Capex payments contributed to higher debt in the quarter.
    • Tax rate elevated due to JV and overseas entity contributions.
    • Collections and stuck receivables expected to improve gradually through year.

    Projects and Capex

    • Q1 capex about ₹150 crore; CWIP around ₹900 crore.
    • TBM depreciation expected to rise in H2 as TBMs capitalize.
    • Croatia turnover expected to be minuscule this year; Vadhvan geotech/design work this year.
    • Strategic equipment base around ₹4,300 crores; selective, high-utilization investments.

    Guidance and Q&A

    • FY27 full-year order inflow guidance ₹30,000 crore; execution ramp expected in H2.
    • Pipeline supports steady growth; Q&A indicates ramp in Q3/Q4 and FY28 strength.
    • Overseas revenue target around 30% again as order book diversifies.
    • Net debt target discussed: around ₹2,700–₹2,800 crores; capex pacing outlined.
    Read the original filing
  6. Honasa Consumer Ltd9:06 pm IST

    Honasa Consumer delivers highest-ever Q1 FY27 revenue and profit; revenue up ~32% YoY, EBITDA INR 110 Cr

    Key Highlights

    • Q1FY27 revenue reached INR 785 Cr, up 31.8% YoY; highest-ever quarterly revenue.
    • Q1FY27 EBITDA INR 110 Cr; margin 14.1%; ~2x YoY.
    • PAT rose to INR 90 Cr; PAT margin 11.5%.
    • Focus Categories grew 35%+; Mamaearth growth in high-teens; cross-channel demand.
    • Derma Co. NSV ARR hit INR 1,000 Cr; entered teens EBITDA club; two INR 1,000 Cr brands.
    • Younger Brands grew ~40%+; BTM Ventures ARR crossed INR 150 Cr; expanding geography and channels.
    • Offline scaled; General Trade and Modern Trade ~40%+ growth; outlets ~3 lakh.
    • Entered fragrance category with FIKN, India's first elixir brand.
    Read the original filing
  7. SPML Infra Ltd1:35 pm IST

    SPML Infra Q1 FY27: revenue up 74% to 3286 crore; PAT up 87% to 22.7 crore.

    Financial highlights

    • Revenue: 3286 crore, up 74% YoY.
    • EBITDA: 328 crore, up 81% YoY.
    • PAT: 22.7 crore, up 87% YoY.
    • EBITDA margin: 9.9% vs 9.5% in Q1 FY26.
    • Q1 order inflow: 31,293 crore.
    • Order book: ~35,094 crore.
    • FY27 growth guidance: minimum 25% growth.

    Operational & strategic updates

    • Q1 order inflow reinforces momentum for SPML 2.0 execution.
    • BESS facility at SUPA MIDC, Pune Phase 1 of 2.5 GWh completed; IEC/UL certifications underway.
    • Target to scale to 5 GWh and 600 containers by H1 FY28.
    • L1 in projects aggregating ~265 crore.
    • Legacy projects ~31,251 crore; newer projects with margins ~10%+.

    Balance sheet & credit

    • Total outstanding debt ~700 crore; portion repaid; balance backed by arbitration award and interest.
    • Arbitration claims ~34,526 crore with visibility on realization.
    • ICRA upgraded long-term rating to BBB (Stable); CRISIL BBB (Stable) on facilities.
    Read the original filing
  8. Godawari Power and Ispat Ltd6:20 pm IST

    GPIL maintains FY27 guidance; steel plant kept optional due to water approvals; CRM relocation to Maharashtra; BESS on track

    Financial Performance

    • Q1 FY27 revenue grew YoY and sequentially.
    • EBITDA margin 19.1%; PAT margin 12.7% in Q1 FY27.
    • Profitability softened sequentially due to higher input costs.
    • Beneficiation plant capex incurred till June 2026: INR 218 crores.

    Operations and Capex

    • Pellet capacity 4.7 mt; utilization 77% in Q1 FY27, ramp to 80–85% in FY27.
    • Ari Dongri mine ramp-up planned from Q3; full scale FY28; beneficiation capex INR 218 crores.
    • CRM complex moved to Maharashtra; land approval by Aug 2026; commissioning by Dec 2027.
    • CRM capex envisaged at INR 1,100 crores; debt funding ~INR 550 crores.
    • Integrated steel plant kept in abeyance due to water-allocation delays.
    • 20 GW base project scheduled for commissioning in Q1 FY28.
    • 9 MW WRHB plant commissioned; total WRHB capacity 49 MW.

    Outlook and Guidance

    • FY27 pellet production guidance of 4.0 mt; volumes may be slightly lower due to plant shutdown.
    • Iron ore price expected to hover around USD 90–100; Simandou ramp delayed.

    Q&A Highlights

    • Steel plant kept optional pending water approvals; Vision 2030 guidance adjusted.
    • BESS first container expected in Q1 FY28; tenders planned; Made in India components.
    • Maharashtra CRM may improve local demand and reduce transport costs; incentives uplift margins by 2–3%.
    • Gas supply costs and PNGRB pricing impact pellet economics; mining costs higher due to lower production.
    • CBAM and WSA emission intensity trends discussed; longer-term iron ore pricing outlook.
    Read the original filing
  9. Star Cement Ltd5:54 pm IST

    Star Cement Q1 FY27: Revenue ₹902 cr, EBITDA ₹203 cr; NE floods dampen volumes; capex plan intact

    Financial Performance

    • Total revenue for Q1 FY27: ₹902 crores.
    • EBITDA for the quarter: ₹203 crores.
    • PAT for the quarter: ₹74 crores.
    • Clinker production: 9.10 lakh tons; cement production: 13.08 lakh tons.
    • Cement sales: 13.02 lakh tons; clinker sales: 0.52 lakh tons.
    • NE cement sales: 8.71 lakh; outside NE: 4.31 lakh.
    • Blend mix: OPC 15%; PPC rest.
    • EBITDA per ton: ₹1,497.

    Operating and Market Trends

    • Premium cement share: 15.9% of total sales.
    • Trade share: 80%; lead distance: 210 km; clinker factor: 66.5%.
    • Q2 volume outlook: floods dent Q2; double-digit H2 growth expected.
    • Clinker sales in FY27 may degrow 5–10% versus FY26.
    • Prices broadly stable in NE and outside NE.
    • Assam floods depress volumes in Q2; August shows marginal improvement.

    Projects and Capex

    • Q1 capex spent around ₹93 crores.
    • Total capex guidance: ₹2,600–₹2,700 crores for North and Rajasthan.
    • FY28 capex guidance: around ₹1,500 crores.
    • Rajasthan Nimbol project: EC expected Sep end/Oct; 18–20 month timeline.
    • Siliguri grinding unit: policy clarity to decide West Bengal vs Bihar.
    • Wagon tippler at Siliguri; EVs on routes to cut logistics costs.
    • Capex focus for next 2 years: Rajasthan and North.

    Guidance and Outlook

    • Full-year cement volume growth revised to 8–9%.
    • Clinker sales expected flat to down 5–10% YoY.
    • Fuel cost per ton expected ~₹1.45 from Q2; further easing possible.
    • Non-cement revenue guidance: ₹150 crores; ARR by Q4.
    • Debt/EBITDA target around 1.5x–1.6x; QIP not planned now.

    Q&A Takeaways

    • Assam subsidy guidance revised to ~₹115 crores per year; outstanding receivable ~₹130 crores.
    • NE flood impact: Q2 volumes down; expects pent-up demand in H2.
    • Policy in West Bengal may shift grinding capacity depending on policy.
    • North region RMC opportunities under evaluation; not yet modeled in detail.
    • Capex and debt: capex progress steady; debt/EBITDA target comfortable at 1.5–1.6x.
    Read the original filing
  10. Ellenbarrie Industrial Gases Ltd8:23 pm IST

    Ellenbarrie Industrial Gases Q1 FY27: Revenue up 18%, EBITDA 39% margin, capex guidance maintained

    Financial Performance

    • Q1 FY27 revenue from operations: 987 million; up 18% YoY, 13% sequential.
    • EBITDA: 387 million; margin 39%; YoY +21%, sequential +50%.
    • PAT: 350 million; YoY +87%, sequential +53%.
    • Core gases revenue: 973 million; margin 38%; YoY +20%, sequential +13%.

    Operations and Capacity Update

    • Kurnool and Uluberia 2 ramp-up progressing; East India 320 TPD onsite commissioned; revenue from Q2 FY27.
    • Capex guidance FY27: 250 crore; FY28: 200 crore; two merchant plants total 450-500 TPD.
    • Legacy plants fully utilized; East India onsite has some spare capacity.

    Outlook and Margin Guidance

    • EBITDA margins expected to stabilize at around 40% or higher over time.
    • Power costs remain key; renewables PPAs to lower per-unit power costs.
    • FY27 capex guidance reiterated; East India revenue start Q2 FY27; utilization to improve.

    Q&A Highlights

    • No advance contracting for the 450-500 TPD merchant plants; ramp-up 18-24 months.
    • Argon pricing volatility; long-term trend upward; longer-term margins not solely Argon-driven.
    • Two merchant plants capex of ~450 crore; combined capacity 450-500 TPD.
    • Electronic gases margins lower than ASU; investment in containers and safety; payback ~3 years after build and ramp.
    • On-site revenue share vs bulk: onsite ~14 crores; bulk ~70 crores; capacity higher than revenue share.
    • East India onsite live by Q2 FY27; steel revenue ~one-third of total; non-steel two-thirds.
    • Inquiries for on-site plants robust; pipeline includes inquiries above 600 TPD; largest plant if signed.
    • Steel is one-third of revenue; non-steel two-thirds.
    Read the original filing