- HFCL is undertaking Rs.950 crore capex and has launched OptiQ AI for AI-driven optical connectivity solutions. It recently secured a Rs.496 crore export order for data centre connectivity and continues to bid for major defence and telecom projects. Keep the stock on the radar.
- Huhtamaki India has reserves of Rs.1,278 crore against equity of Rs.15 crore. Stock trades at a P/E of 14x, it paid a 100% dividend for FY26 and remains positive on FY27. The stock looks attractive at Rs.211 against its all-time high of Rs.452.
- IOL Chemicals & Pharmaceuticals reported 158% QoQ PAT growth to Rs.53.16 crore in Q4FY26, while FY26 PAT rose 36% to Rs.137.64 crore. Promoters increased their stake by 9.66% over the last two quarters. With ongoing capex and strong growth guidance, a sustained move above Rs.203 could open the Rs.220–230 range.
- IRB Infrastructure Developers reported 28% YoY growth in June gross toll collections, indicating healthy traffic momentum. Keep the stock on the radar.
- Jumbo Bag reported 158% higher FY26 PAT of Rs.8.36 crore with an EPS of Rs.9.98 and declared a 7.5% dividend. Promoters increased their stake, while capacity expansion and solar investments are underway. The stock may surpass its 52-week high of Rs.105.
- Manaksia Coated Metals & Industries reported 164% higher FY26 PAT of Rs.40.69 crore. Backed by a robust order book, strong Alu-Zinc demand and ongoing capacity expansion, the company remains confident of achieving its FY29 growth targets. Q1FY27 results are due on 14th July, followed by an analyst meet on 15th July. The stock looks attractive at Rs.123 against its 52-week high of Rs.182.
