CompanySweeper @CompanySweeper

@Reuters TCS reports annualised AI revenue >$3.1bn. Models differ: Fractal ₹16.2kcr — enterprise AI Datamatics ₹4.8kcr — AI automation Subex ₹582cr — telecom software Not like-for-like AI revenue shares. 9 Oct caps; CompanySweeper search: 11 sec companysweeper.com

@REDBOXINDIA A guide isn't an order book. 9 Oct mcaps: Bondada ₹3.9kcr — solar mounts/EPC Transrail ₹7.0kcr — towers/conductors Skipper ₹5.3kcr — towers/EPC Category peers; not named suppliers. CompanySweeper search: 9 sec companysweeper.com

@REDBOXINDIA ₹290cr traction-substation order (24 months). Wider rail chain: Jayant Infratech ₹57cr — rail EPC Hind Rectifiers ₹3.1kcr — traction transformers e2E Rail ₹464cr — electrification No supplier links claimed. CompanySweeper search: 7 sec | companysweeper.com

@REDBOXINDIA Mahindra's release gives output, not supplier mix. Component makers to compare: NDR Auto ₹1.9kcr: seat systems. Pricol ₹6.6kcr: instrument clusters. SJS ₹5.9kcr: decorative parts. 9 Oct mcaps. None is named in the release. Found with CompanySweeper: companysweeper.com

@CNBCTV18News @jpullokaran Bookings aren't cash. Q2FY27: Kalpataru pre-sales fell 5%, collections were flat; Keystone pre-sales rose 84%, collections fell 19%. 9 Oct mcaps: Kalpataru ₹5.3kcr; Keystone ₹4.6kcr. Next test: collections. Found with CompanySweeper: companysweeper.com

@DhawalDoshi5 @RohanTResearch @EquityInsightss @ManishJais40 @iamsutanudas @prateek_madaan1 @GhaiVibhor @InvestWithJoshi Aye Q2: AUM +26% YoY; disbursements +10%. AUM is the loan book; disbursements are new loans. UGRO ₹1.5kcr (MSME); Five Star ₹13.4kcr (secured small-business loans); Arman ₹1.9kcr (rural MFI/MSME). 9 Oct market caps; 16 sec on CompanySweeper: companysweeper.com

@REDBOXINDIA Compare three process-equipment peers: Expo Engineering ₹160cr: pressure vessels. Anup Engineering ₹3.9kcr: heat exchangers. JNK India ₹2.3kcr: fired heaters. Mcap snapshots, 9 Oct. Not named as DEE suppliers. Found with CompanySweeper: companysweeper.com

@REDBOXINDIA EMS: ₹129.8cr Jodhpur sewerage work + 10-year O&M; O&M value excluded. 9 Oct mcaps: Enviro Infra ₹3.6kcr: water EPC/O&M. Denta ₹766cr: water infrastructure. SPML Infra ₹1.6kcr: water/wastewater. None is named on this job. Found with CompanySweeper: companysweeper.com

@REDBOXINDIA DGTR probe, not a duty decision. 9 Oct mcaps: OCCL ₹490cr: India’s only insoluble-sulphur producer. NOCIL ₹2.8kcr: rubber chemicals. JG Chemicals ₹1.5kcr: rubber-grade zinc oxide. Adjacent inputs, not sulphur peers. Found with CompanySweeper: companysweeper.com

@REDBOXINDIA For rail housekeeping, compare (mcap, 9 Oct): UDS ₹1.2kcr: facility management. Kapston ₹1.1kcr: housekeeping, staffing. Clear Secured ₹257cr: housekeeping, maintenance. None named in Krystal's LOA. Found with CompanySweeper: companysweeper.com

@REDBOXINDIA ₹89.73cr JV LOA: River Ravi, 44-span bridge. Mcap snapshots (9 Oct): SRM Contractors ₹1.2kcr: hilly roads/bridges. GPT Infra ₹1.5kcr: bridge EPC, sleepers. PNC Infra ₹5.4kcr: highway/bridge EPC. Category peers, not suppliers. Found with CompanySweeper: companysweeper.com

@REDBOXINDIA Three businesses to compare here: Skipper (₹5.3kcr mcap): transmission towers + EPC. Advait (₹2.3kcr mcap): conductors + transmission EPC. KP Energy (₹2.4kcr mcap): wind EPC. Not named suppliers. Found with CompanySweeper: companysweeper.com

@lakshmishaks The report names no suppliers for Cochin Shipyard’s 40+ ship orders. Marine Electricals (₹3.5kcr mcap): ship electrical systems. Shree Refrigerations (₹1.1kcr mcap): naval HVAC. Research leads, not confirmed suppliers. Found with CompanySweeper: companysweeper.com

@soicfinance Two BESS roles worth separating: Oriana Power (₹3.5kcr mcap): 800+ MWh under execution. GP Eco (₹518cr mcap): BESS maker; its site lists a 2025 LOI to Oriana for 5MW/10MWh. That LOI doesn't establish a role in these awards. Found with CompanySweeper: companysweeper.com

@REDBOXINDIA Three other listed SFBs to compare after Utkarsh’s Q2 update: Suryoday (₹1.7kcr mcap): micro-mortgages, vehicle loans. Capital SFB (₹1.3kcr mcap): MSME lending. Jana SFB (₹4.8kcr mcap): business loans. 6 Oct app caps; found with companysweeper.com

@REDBOXINDIA Kanohar's Q1: revenue doubled to ₹137cr; net profit more than doubled to ₹27cr. Three transformer-makers to compare: Supreme Power (₹641cr mcap), Danish Power (₹1.9kcr mcap) and Shilchar Tech (₹4.6kcr mcap). 6 Oct app caps; found with companysweeper.com

@CNBCTV18Live @jpullokaran Value-fashion peers after Zudio passed 1,000 stores: V2 Retail (₹8.5k cr): value-fashion chain. Baazar Style (₹2.7k cr): eastern India value-fashion chain. V-Mart (₹5.3k cr): apparel-led retailer. 5 Oct app caps; 1-sec search: companysweeper.com

@ETNOWlive @MetropolisLab Diagnostics names after Metropolis' Q2 volume update: Dr Lal PathLabs (₹28.4k cr): pathology labs. Thyrocare (₹7.5k cr): diagnostic testing. Krsnaa (₹1.8k cr): pathology/radiology services. 5 Oct app caps. Found with companysweeper.com

@businessline Steel names to compare with Shyam Metalics' proposed 9-mtpa plant: Gallantt Ispat (₹15.7k cr): integrated steelmaker. Scan Steels (₹213 cr): 100,000-tpa TMT mini-mill. 5 Oct app caps; 5-sec search: companysweeper.com

@CNBCTV18News @GKrishna4003 Other Mumbai developers after Raymond Realty's Q2 pre-sales: Modis Navnirman (₹690 cr): residential projects. Suraj Estate (₹1.1k cr): South-Central Mumbai homes. Arkade (₹2.3k cr): residential projects. 5 Oct app caps; 8-sec search: companysweeper.com