- Atlanta Electricals notched 70% higher FY26 PAT of Rs.202 cr. EBITDA margin expanded 300 bps to 18.6% and the company became debt-free after repaying Rs.340 cr. debt. Very optimistic FY27 outlook. Stock may deliver strong returns.
- IOL Chemicals & Pharmaceutical’s non-Ibuprofen pharma share rose from 18% to 37% in six years, driven by backward integration and diversification. Key products include Paracetamol, Metformin, Clopidogrel, Fenofibrate and Pantoprazole. Optimistic outlook for next 2-3 quarters. Stock may re-test Rs.178.
- 180% dividend-paying, debt-free Mazda posted PAT of Rs.21.22 cr. for 9MFY26. It has reserves of Rs.226 cr. against equity of Rs.4 cr. Stock looks attractive at Rs.194 versus 52-week high of Rs.338. Board meeting for FY26 results and dividend on 26-5-2026.
- PNC Infratech bagged Rs.3483 cr. NHAI projects in Uttar Pradesh with 24-month execution timeline. The large order significantly strengthens order book visibility. Keep on radar.
- Dividend-paying Rashtriya Chemicals & Fertilizers posted 158% higher Q4FY26 PAT of Rs.186.72 cr. and 76% higher FY26 PAT of Rs.427.45 cr. It declared 13.4% final dividend. Stock looks attractive at Rs.130 versus all-time high of Rs.245.
- Shanti Gold International posted 465% higher Q4FY26 PAT of Rs.51.93 cr. and 159% higher FY26 PAT of Rs.140.15 cr. Capacity expansion benefits are expected from H2FY27. Above Rs.274, stock may move towards Rs.290-310.
- Sudarshan Pharma Industries posted PAT of Rs.10.73 cr. in Q4FY26 versus Rs.4.36 cr. in Q3FY26, a jump of 146% QoQ. FY26 PAT rose 56% to Rs.26.30 cr. Mainboard and NSE listing plans remain positive triggers.
