- In 2000 it was technology, in 2008 real estate and in 2025 silver. Different assets, same investor behaviour. Wealth is not created by predicting the next winner but through asset allocation, diversification, discipline and staying invested across cycles. No asset class protects investors all the time; a balanced portfolio does.
- Atlanta Electricals secured a Rs.285 cr. order from PSTCL for supplying 23 power transformers with NIFPES and spares. Strong order win boosts growth visibility. Stock may re-test its high of Rs.2200.
- IOL Chemicals & Pharmaceuticals reported Q4FY26 PAT of Rs.53.16 cr. vs Rs.20.58 cr. in Q3FY26, up 158% QoQ and FY26 PAT rose 36% to Rs.137.64 cr. Its Non-Ibuprofen contribution increased to 37% with Rs.164 cr. capex in FY26 and Rs.150-200 cr. planned in FY27. Positive outlook for the next 2-3 quarters. Stock may re-test Rs.178.
- VA Tech WABAG bags Rs.250-600 cr. UAE order. FY26 order inflows stood at Rs.8,000 cr. with backlog at Rs.16,800 cr. Its FY26 PAT rose to Rs.370 cr. from Rs.295 cr. and dividend increased to 250%. Strong pipeline and Gulf opportunities support growth. Stock can deliver decent returns.
- Atlanta Electricals posted 70% higher FY26 PAT of Rs.202 cr. with EBITDA margin expanding 300 bps to 18.6%. It became debt-free after repaying Rs.340 cr. of long-term debt. Capacity expansion, improved product mix and operating leverage support a strong FY27 outlook. Stock may surpass its 52-week high of Rs.2,200.
- Eco Recycling, India’s leading e-waste management company, posted 225% higher Q4FY26 PAT of Rs.7.14 cr. and FY26 PAT of Rs.22.90 cr. Promoters subscribed to 3 lakh convertible warrants at Rs.411, reflecting confidence. Stock may surpass its high of Rs.724.
