Pasupati Acrylon posted 154% higher Q3FY26 PAT of Rs.25.69 cr. and 81% rise in 9MFY26 PAT to Rs.43.63 cr., indicating FY26 EPS near Rs.12. A breakout above Rs.66 could open the Rs.70–75 range.
Dhabriya Polywood secured orders worth Rs.33.36 cr. and reported 101% higher Q3FY26 PAT of Rs.7.66 cr. and 72% rise to Rs.21.81 cr. in 9MFY26. Strong ratios with PE 15, ROCE 20.4% and ROE 19.8%; Ashish Kacholia holds 5.79%. The stock may revisit Rs.520 when sentiment stabilises.
As per market veteran, a wait-and-watch stance till March-end looks prudent amid muted Q3 earnings. Stay light and focus only on select growth-oriented, dividend-paying names with strong 9MFY26 performance and optimistic Q4FY26 outlook. In tough phases, capital protection matters more than aggressive returns.
The government plans to roll out CKYCRR 2.0 by month-end to simplify digital KYC. The upgrade will integrate DigiLocker, deploy AI-based deduplication and enable API checks with PAN, Aadhaar and DL databases. It aims to merge duplicate records and ease periodic KYC updates, especially for low-risk customers.
Tata Steel posted strong Q3 FY26 with EBITDA up 31% y-o-y to Rs. 24,894 cr. and PAT at Rs. 2,689 cr., aided by Rs. 8,600 cr. cost savings. Jamshedpur H-Blast crossed 50 mn tonnes, while EAF commissioning in March 2026 and high ResponsibleSteel certification keep outlook positive amid metal upcycle.
Oswal Pumps posted Q3 EPS Rs.8.3 and 9M EPS Rs.25.6, which may lead to FY26 EPS of Rs.36, with solar capex of Rs.291 cr. and debt repayment of Rs.280 cr. supporting growth. Stock trades at a PE of 10.5x vs peers at 25x.
Talbros Engineering reported 18% higher Q3 EPS of Rs.14.8 and 9M EPS of Rs.38.6, which may lead to FY26 EPS of Rs.50. Stock trades at a PE of 14.8x vs peers at 35x.
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