- Hero MotoCorp is set to invest Rs.3200 cr. in Andhra Pradesh over the next 2-3 years to ramp up capacity, manufacture global parts, strengthen exports and deepen its global supply chain. With higher margins and improving balance sheet strength, the stock looks attractive.
- CMR Green Technologies, a non-ferrous metal recycler with 15 plants and Japanese collaboration, posted Q4 EPS of Rs.2.9, which could lead FY27 EPS to around Rs.15. The long-term outlook remains strong.
- The government-owned, debt-free and cash-rich GNFC notched Q4 EPS of Rs.27 and FY26 EPS of Rs.55. The share trades at a P/E of 9.7x making it a sound investment bet.
- DDev Plastiks clocked Q4 EPS of Rs.5.3 and FY26 EPS of Rs.19.5. The share trades at a forward P/E of 12.5x vs peers of 38x, indicating good long-term potential.
- Manaksia clocked FY26 EPS of Rs.8 on small equity. The share trades at a P/E of 7.3x vs industry average P/E of 60x, indicating strong long-term potential.
- Sharda Cropchem clocked 55% higher Q4 EPS of Rs.35.3 and 124% higher FY26 EPS of Rs.75.5, reflecting strong operating leverage. The share trades at a P/E of 11.5x and long-term prospects remain bright.
