- Morepenlab reported record Q1 FY27 performance with EBITDA/PAT growth of 207%/394%, supported by API recovery, exports, CDMO and Medical Devices. Stock looks attractive at CMP versus its lifetime high of Rs.222.
- RBL Bank submitted its US$1 billion EMTN programme offering circular, with CareEdge assigning a ‘BBB+/Stable’ rating. Keep on radar.
- Sukhjit Starch & Chemicals signed an MoU for a 1,200 TPD maize processing unit in Nashik with around Rs.500 crore capex. Stock looks attractive at CMP versus its 52-week high of Rs.231.
- VA Tech Wabag secured a medium-sized RIL order for an Effluent Treatment Plant at Jamnagar, to be completed in 13 months. The repeat order strengthens its RIL relationship.
- Ambica Agarbathies Aroma & Industries reported 604% higher FY26 PAT and has an optimistic FY27 outlook. Promoter allotment of 8,48,600 shares at Rs.25 is a positive confidence signal. At Rs.25, attractive versus high of Rs.48.
- Arrow Greentech is debt-free and a regular dividend payer. Q1FY27 PAT surged 269% QoQ to Rs.27.43 cr. from Rs.7.44 cr., while FY26 dividend was 50%. Above Rs.854, Rs.880-920 range may open. AGM on 18-9-2026. Keep on radar.
- Black Rose Industries has Rs.164.34 cr. reserves and 75% promoter holding. Q1FY27 PAT rose 145% YoY to Rs.10.40 cr. and interim dividend doubled to 200%. New capacity, Japanese amines partnership and PAM project offer strong earnings visibility. At Rs.115 versus lifetime high of Rs.239, attractive with multibagger potential.
