Corporate announcements: why they matter, and how we break them down

Balaji Thanigaiarasu · 2026-09-15T04:52:25.318Z

A company tells you what it is doing before the numbers show it. An order win, a new plant, a credit downgrade, an auditor walking out — all of it is filed with the exchanges weeks or months before it reaches a quarterly result. We track 42,548 filings across 879 companies. This post covers why they matter, what the different kinds are, where to see them on TradeIdea, and how each one is broken down. Why announcements matter more than most people think Financial statements are history. Announcements are the present. A quarterly result tells you what a company earned three months ago, filed several weeks after the quarter closed. By the time you read it, the business has moved on. An order announcement tells you about revenue that has not been recognised yet. Three things announcements give you that statements cannot: Forward revenue. An order win names a value and an execution period. That is next year's revenue, disclosed today. Early warning. A credit rating downgrade, an auditor resignation, or a promoter pledging more shares arrives long before the damage appears in a profit number. These are the filings that matter most and get read least. Confirmation or contradiction of the story. A company guiding to expansion while filing nothing about capacity is telling you something. So is one quietly commissioning a facility it never promoted. The problem is volume. A single company files dozens a year, most of them routine. The work is separating the two, and that is what the classification below is for. What companies actually file Every filing is classified into one of nine groups. Counts are from our full history, 22 February to 14 September 2026. Two things to notice in that table. The growth and expansion group is only 3.6% of filings but carries most of the forward-looking information. Inside it: 580 new orders, 312 capex announcements, 272 facility commissionings, 209 new ventures, 180 product launches. And "other" is a third of everything. That is honest rather than flattering — a large share of exchange filings are procedural notices with no investment signal, and we would rather leave them unclassified than invent a category. Where to see them Three surfaces, each answering a different question. 1. The announcements page — /announcements Everything, across all companies, filtered by group, type and date. Use this when the question is what is happening in the market right now. It carries a calendar view and sector aggregates, so you can see that, say, order activity is concentrating in one industry. 2. The analysis page — /analysis-v5?symbol=SYMBOL Per-company filings, inside the report. Use this when you are researching one business and want to know what management has been saying and doing. The filings sit alongside the financials, which is the right place for them: an order win means something different next to falling margins than next to rising ones. The windows here are tuned per group rather than flat. An order win stays relevant for roughly a year, so it holds for 360 days. A routine business update is stale in weeks, so it holds for 45. A flat window made recent noise crowd out older filings that still mattered. 3. Your portfolio — /portfoliov2 The one most people miss. Your holdings are matched against the last 30 days of filings, and material ones surface in the Action Centre. This is the only surface that tells you about a company because you own it, rather than because you went looking. If you hold one stock in a sector and a competitor files a large order, the market view tells you. The portfolio view tells you when it is your company. How each announcement is broken down A filing arrives as a PDF and a headline, frequently something as unhelpful as "announcement is attached". Turning that into something usable takes three steps. Step 1: classify. Assign an event type from 43 defined types across the nine groups. Not the exchange's own label, which is too coarse — "new order" and "order cancellation" arrive under the same exchange category and mean opposite things. Step 2: summarise. Produce a one-line plain-English summary, so a filing headlined "announcement is attached" becomes something you can actually scan. Step 3: extract the numbers. This is where the value is. Each event type has its own fields, because an order and a credit rating have nothing in common. An order yields customer, value, execution period and whether it is domestic: `` WAAREEENER — New order for 739.71 MW solar modules worth Rs 1,234.57 Cr order_value_cr: 739.71 customer: a leading renewable energy solutions provider execution_period: FY 2026-27 and FY 2027-28 is_domestic: true ` ` HFCL — export order for optical fibre cables order_value_cr: 522.73 execution_period: January 2027 is_domestic: false `` That structure is what makes an order searchable and comparable rather than just readable. You can ask which companies won export orders above Rs 500 Cr this quarter. You cannot ask that of a PDF. A credit rating yie

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