Daily Filing Digest — Sunday, 11 Oct 2026

A thin Sunday: 29 filings on NSE. 63 moons' cybersecurity subsidiary, 63SATS, said it billed ₹218 crore in the half year, provisionally, and raised its full-year guidance to ₹600 crore from ₹350 crore, without giving a profit figure. SJS Enterprises' subsidiaries signed agreements to sub-lease two build-to-suit plants in Pune district, about ₹130 crore in all (our arithmetic), one of them for cover glass and display electronics. Power Grid said a transmission system for Rajasthan's renewable energy zone was commissioned.

The one to read first

• 63 moons technologies filed a half-year investor update from 63SATS Cybertech, which it calls its material subsidiary.

• Billing was ₹102.57 crore in the June quarter and ₹115.64 crore in the September quarter.
• Its AI CyberOps product billed ₹88 crore, about 40% of the half year. Its consumer app, CYBX, contributed ₹18.09 crore, with 5,35,405 paying subscribers.
• The update says EBITDA will be reported with the audited half-year accounts, and that EBITDA "inflects from FY28".
• In a separate letter filed on 7 October, 63 moons said 63SATS had allotted 8.1 crore shares to an investor on 6 October on conversion of debentures, after which 63 moons' holding in 63SATS stood at 60.43%.

Full read: 63SATS Says It Billed ₹218 Crore in Six Months. The Number to Watch Is the Gross Margin

Capacity and operations

• SJS Enterprises: two wholly owned subsidiaries executed and registered agreements to sub-lease on 11 October for build-to-suit plants at Koregaon Bhima, in Pune district. Both are to be funded from internal accruals or debt. The two investments come to about ₹130 crore (our arithmetic), of which about ₹50 crore is the buildings on lease.
  • Walter Pack Automotive Products India will consolidate its three plants at Ranjangaon (64,273 sq ft, 75% used) into one new plant of about 1,27,359 sq ft, expected to start operations by May 2027. The filing puts the investment required at about ₹49 crore: about ₹15 crore for relocation and basic infrastructure, and about ₹34 crore for the building on lease.
  • SJS Display Electronics, the subsidiary whose incorporation SJS disclosed on 31 August, will set up a plant of about 60,000 sq ft for cover glass and display electronics, which the filing calls SJS's expansion into that business. It is expected to be ready by September 2027. The investment required is about ₹81 crore: about ₹65 crore for plant and machinery, and about ₹16 crore for the building on lease.
• Power Grid Corporation said the transmission system for evacuating power from the renewable energy zone in Rajasthan (20 GW), phase III part C1, was completely commissioned with effect from 22 September 2026. The notice gives no project cost.
• DreamFolks Services launched a members-only club, DreamFolks Club Nagavalli Wilderness Estate, on the Odisha–Andhra Pradesh border: about 30 acres including a 25-acre golf course, with 37 cottages. The release gives no cost, no ownership structure and no membership terms; its chairperson says only that the company now has "a place of our own".

Dates to note

• By May 2027: Walter Pack's new plant is expected to start. By September 2027: SJS Display Electronics' plant is expected to be ready.
• 63SATS: EBITDA is to be reported with the audited half-year accounts. The update gives no date.

What we're not reporting

• The rest of NSE's day: eight quarterly certificates (by file name, not opened), newspaper advertisements of results, a stock-option grant, two store openings, a not-for-profit company set up for an earlier award, a divisional appointment, a press release on a pedestrian corridor and two small orders. The list, with reasons, is in our coverage notes.
• BSE-only filings were not opened. By headline they were board-meeting notices (TTL Enterprises, Aeroflex Industries, Sharvaya Metals, Andhra Pradesh Tanneries), Telecanor Global's June-quarter results and AGM notice, Jaihind Industries' AGM proceedings and routine certificates.

Educational research, not investment advice. Every item above is drawn from the company's own filing on NSE, read from the primary document; unit conversions and the SJS totals are ours. No buy/sell recommendations, no price targets, no share prices. Moat & Margin is not a SEBI-registered Research Analyst or Investment Adviser.