- Bal Pharma reported FY26 PAT of Rs.6.32 cr. and declared a 12% dividend. The company is setting up a new API manufacturing facility in Karnataka and has no exposure to US tariffs. Trading at 22x P/E, the stock may surpass its high of Rs.168.
- Godrej Agrovet inaugurated India’s first integrated palm oil complex in Telangana with a cumulative investment of Rs.300 cr., strengthening its integrated edible oil business. Keep on radar.
- GIPCL has a renewable expansion pipeline exceeding Rs.2,000 cr. and expects Rs.350–360 cr. additional EBITDA from its 600 MW Khavda solar project in FY27. Trading at just 6x P/E and 0.64x book value, the stock offers attractive valuations with potential for re-rating.
- HFCL reported a 1379% YoY jump in Q1FY27 EBITDA to Rs.414 cr. and raised its FY27 revenue growth guidance to 40%. Strong momentum across optical connectivity, defence and digital infrastructure, along with a healthy order pipeline, supports long-term growth.
- Himadri Speciality Chemical posted its highest-ever quarterly revenue, with Q1 profit rising 26.3% YoY to Rs.230 cr. The company also approved investments in carbon nanotube and specialty carbon black facilities, reinforcing its growth outlook.
- IOL Chemicals & Pharmaceuticals received China’s NMPA approval for its Clopidogrel Bisulfate API, strengthening its presence in the Chinese market. With no US export exposure, the company remains unaffected by proposed US tariffs. The stock may surpass its 52-week high.
- Rajesh Power secured a new Rs.40.58 cr. order from PGVCL, taking fresh orders in the last 30 days to Rs.928 cr. Q1FY27 revenue stood at Rs.436.62 cr., while the order book expanded to Rs.4,670 cr. Supported by strong profitability and entry into BESS, the stock appears attractive at current levels.
