- Rajesh Power has secured a Rs.70.05 crore order from Rajasthan Vidyut Prasaran Nigam, taking fresh order inflows over the last 30 days to more than Rs.1,003 crore. The company reported FY26 PAT of Rs.143 crore, EPS of Rs.80, ROCE of 48.6% and Q1 FY27 revenue of Rs.436.62 crore, while its unexecuted order book has grown to Rs.4,745 crore. Supported by strong fundamentals, attractive valuations and expansion into Battery Energy Storage Systems (BESS), the stock looks attractive at the current market price compared with its 52-week high of Rs.1,639.
- BMW Industries has reserves of 781 crore against equity of Rs.22.51 crore, with promoters holding 74.36%. It reported 87% higher Q4FY26 PAT of Rs.33 crore and FY26 PAT of Rs.80.77 crore, while announcing a 43% dividend. Its Bokaro greenfield steel project is on track for commissioning in Q1FY27. The stock looks attractive at Rs.48 versus its lifetime high of Rs.86.
- IRB Infrastructure reported 51.2% higher Q1FY27 PAT of Rs.306 crore. It expects 5–6% traffic growth, 22–25% toll revenue growth in FY27 and stronger ordering activity in H2FY27. Keep the stock on the radar.
- Morepen Laboratories has reserves of Rs.1,137 crore against equity of Rs.110 crore and exports APIs to over 90 countries. Its API facility received USFDA clearance with NIL Form 483 and it secured a Rs.825 crore CDMO contract, with another Rs.225 crore expected in Q2FY27. The stock looks attractive at Rs.57 versus its lifetime high of Rs.222.
- Talbros Engineering posted 80% higher Q4FY26 EPS of Rs.19 and FY26 EPS of Rs.57.4, while increasing its dividend to 30%. The company has expanded capacity through new facilities in Faridabad and Madhya Pradesh. Trading at just 12x PE against peers at 30x, the stock offers strong long-term potential.
- TGV Sraac has reserves of Rs.1,190 crore against equity of Rs.28 crore and trades at just 0.85x book value. Promoters increased their stake to 64.26%. FY26 PAT rose 43% to Rs.132 crore with a 10% dividend. Ongoing Rs.220 crore capex and solar capacity expansion are expected to support FY27 earnings. The stock looks attractive at Rs.103 versus its all-time high of Rs.182.
