- Chemcon Speciality Chemicals has Rs.447 cr. reserves and 74.47% promoter holding. Q1FY27 PAT rose 72% to Rs.11 cr. New organic chemicals, product expansion and cost efficiencies support FY27 growth. At Rs.192, attractive versus 52-week high of Rs.295. AGM on 17-9-2026.
- Haldyn Glass has Rs.229 cr. reserves and paid 70% dividend. Q1FY27 PAT rose 90% to Rs.10.26 cr. on income of Rs.138.69 cr. Coloured beer bottles offer a new growth trigger. At Rs.145 versus all-time high of Rs.189, attractive.
- IOL Chemicals & Pharmaceuticals is expanding Ibuprofen capacity to 18,000 MT with Rs.350 cr. capex and adding CDMO and specialty chemicals facilities involving Rs.145 cr. capex. Expansion strengthens its product portfolio and may support multibagger potential.
- Jyoti reported Q1FY27 PAT of Rs.5.15 cr., up 58% QoQ, and trades at a PE of 8x. A Rs.6.64 cr. switchgear order and huge premium land bank in Vadodara add to the story. May surpass Rs.208 and offer multibagger potential. AGM on 24-9-2026.
- Morepen Labs completed Phase 1 expansion ahead of schedule, raising API/CDMO reactor capacity from 535 KL to 614 KL. The expansion supports CDMO scale-up and API growth. Attractive versus all-time high of Rs.222.
- Prince Pipes & Fittings has Rs.1,534 cr. reserves and 60.95% promoter holding. Q1FY27 PAT surged 600% to Rs.33.75 cr. Growth triggers include Bihar ramp-up, South India expansion, Rs.200-210 cr. FY27 capex and bathware. At Rs.266 versus lifetime high of Rs.897, risk-reward is highly favourable.
