- Sarla Performance Fibers has reserves of Rs.428 cr. against equity of Rs.8 cr. and reported Q1FY27 PBT of Rs.46.30 cr., up 746% QoQ. Promoter holding rose to 59.98% from 57.11%, while reputed HNIs Anilkuma and Seema Goel hold 3.82%. With 200% FY26 dividend and expected FY27 EPS of Rs.21+, the stock looks attractive and may surpass its high of Rs.132.
- Northern Spirits operates “The Liquor Exchange” retail outlet and plans further expansion across India. With 55.7% five-year profit CAGR, 57.2% 10-year median sales growth and working-capital days improving to 13.2 from 17.4, the stock looks attractive at a forward PE of just 5x versus its lifetime high of Rs.576.
- Demand and rates of caustic soda remain firm, with Gujarat Alkali, Lords Chloro and TGVSL reporting strong Q1 results. TGVSL promoters bought 4.77 lakh shares over the last two quarters, signalling confidence. At PE of 8x and available cum 10% dividend, the stock looks attractive versus its all-time high of Rs.182.
- WABAG signed the Doha SWRO Desalination Plant Stage II contract in Kuwait worth over Rs.1,000 cr. The 60 MIGD (~272 MLD) project will be executed on DBO basis with 36 months of construction and 5 years of O&M. This marks WABAG’s first Kuwait project. Keep on radar.
- Atlanta Electricals Q1 FY27 started strongly with 58% EBITDA growth, 50% PAT growth and 105 bps YoY EBITDA margin expansion. Order backlog stood at Rs.3,117 crore, while Rs.340 crore long-term debt was repaid. The company also secured a Rs.285 crore power transformer order from PSTCL. Capacity expansion, better product mix, operating leverage and debt-free status strengthen the FY27 outlook. Stock may surpass its 52-week high of Rs.2152.
- Jyoti Ltd. entered into a technology transfer agreement with Germany’s Mr. Vlado Ostovic for Motors for Electric Bus Drive (MEBD), expanding its product portfolio into electric mobility. It also secured Rs.952 lakh orders from Megha Engineering & Infrastructures for VT pumps and HT motors. Valuable land bank in premium Vadodara locations adds further value. Stock looks attractive at Rs.63 v/s its high of Rs.208.
