- IVP reported FY26 PAT growth of 75% to Rs.18.80 cr. and EPS of Rs.18.09, along with a 15% dividend. Q1FY27 PAT surged 1,078% to Rs.14.02 cr., with quarterly EPS of Rs.13.57, which may lead to FY27 EPS of Rs.54-55. With debt reduction and strong earnings growth, the stock may surpass its Rs.290 high as market sentiment improves.
- NSE SME Kaushalya Logistics (KLL) operates 116 depots across 11 states, serving major cement companies including Dalmia Cement, ACC and Ambuja Cement. FY26 PAT stood at Rs.12 cr. with EPS of Rs.6.60, ROCE of 17% and ROE of 18.4%. Promoters hold 73.65%, while the stock trades at around 6x PE. Strong five-year profit CAGR of 31.6% and the appointment of cement-logistics veteran Rajendra Shekhawat as CFO are key triggers.
- Morepen Labs completed the first phase of its capacity expansion ahead of schedule, increasing API and CDMO reactor capacity from 535 KL to 614 KL. The expansion supports commercial CDMO scale-up and existing API operations. Stock looks attractive at Rs.120 versus its Rs.222 all-time high.
- NCC won a Rs.1,076.71 cr. Andhra Pradesh Government order for drinking-water supply under the Multi Village Scheme in Anakapalli, to be executed over 24 months. Keep on radar.
- Pennar Industries has Rs.1,096 cr. reserves against Rs.67 cr. equity and reported FY26 PAT of Rs.180 cr. It secured Rs.902 cr. orders in the last three months, while promoters plan to invest Rs.50.40 cr. through convertible warrants at Rs.168. Capex across PEB India, PEB USA and BIW is expected to support FY27 growth, while its 400-acre land bank provides expansion potential. Data-centre and semiconductor opportunities remain key focus areas. Stock looks attractive versus its Rs.280 52-week high.
- RDB Rasayan is debt-free with Rs.229.39 cr. reserves against Rs.17.71 cr. equity and 69.83% promoter holding. FY26 PAT stood at Rs.33.96 cr. and Q1FY27 PAT rose 88% QoQ to Rs.11.60 cr., with EPS of Rs.6.55, potentially leading to FY27 EPS of Rs.27-28. At around 7x PE, the stock remains on the radar.
