- Cochin Minerals and Rutile is debt-free with Rs.164 crore reserves against equity of Rs.8 crore. It has paid an 80% dividend for four consecutive years and announced the same for FY26. Q1FY27 PAT surged 279% to Rs.12.38 crore, with EPS of Rs.15.81. The stock looks attractive at Rs.296 cum 80% dividend versus its all-time high of Rs.415.
- Him Teknoforge supplies defence, railway and automotive sectors and has six manufacturing plants. Its e-rickshaw launch could prove a game changer, while reputed HNI Zaki Abbas Nasser recently bought 1.70 lakh shares. A close above Rs.298 could open a new range of Rs.303–330. Q1 results are due on 12-8-2026.
- IOL Chemicals and Pharmaceuticals posted 36% higher FY26 PAT of Rs.137.64 crore, while Q4FY26 PAT jumped 158% QoQ to Rs.53.16 crore. Non-Ibuprofen products now contribute 37% of pharma revenue. With Rs.150–200 crore FY27 capex planned and promoters raising stake by 9.66%, growth visibility remains strong. Q1 results are due on 10-8-2026.
- Plastiblends India is debt-free with Rs.436 crore reserves against Rs.13 crore equity. Q1FY27 PAT rose 68% to Rs.15 crore and FY26 PAT to Rs.36.69 crore, while dividend increased to 60%. With Rs.24.33 crore capex planned, the stock looks attractive at Rs.198 cum 60% dividend versus its all-time high of Rs.398.
- Talbros Engineering posted 80% higher Q4 EPS of Rs.19 and FY26 EPS of Rs.57.4, with dividend raised to 30%. It acquired 40,000 sq. mtrs. of land in Madhya Pradesh for Rs.25 crore to support expansion. At 12x P/E versus peers at 30x, valuations remain attractive. Q1 results are due on 13-8-2026.
- Fredun Pharmaceuticals reported Q1FY27 total income of Rs.228.25 crore, up 90.44% YoY, with EBITDA of Rs.32.78 crore, EBITDA margin of 14.36%, net profit of Rs.13.17 crore and net profit margin of 5.77%.
