- Debt-free dividend-paying Finolex Industries posted Q4FY26 PAT of Rs.261.25 cr., up 125% QoQ, and FY26 PAT of Rs.599 cr. with a 137.5% dividend. It has reserves of Rs.6,091 cr. against equity of Rs.124 cr. and plans Rs.200 cr. capex in FY27. Finpipe looks attractive at Rs.176 cum 137.5% dividend against its all-time high of Rs.355.
- Himadri Speciality Chemical is entering cathode and anode materials, targeting Rs.30,000 cr. topline with multi-fold growth across businesses. Keep on radar.
- JTL Industries secured a Rs.26.7 cr. GI pipe order from the Himachal Government. It reported 125% higher Q4FY26 PAT of Rs.37.86 cr., FY26 PAT of Rs.103.06 cr. and declared a 125% dividend. Expansion, strong demand, FY27 volume growth guidance of 30% and Abakkus Fund’s 97 lakh share purchase support a strong outlook. Stock may quote in 3 digits soon.
- Debt-free dividend-paying Prince Pipes & Fittings posted 133% higher Q4FY26 PAT and 73% higher FY26 PAT. With Rs.1,534 cr. reserves, Rs.200–210 cr. FY27 capex, bathware expansion and focus on premium products, Prince Pipe looks attractive at Rs.280 against its lifetime high of Rs.897.
- Shri Bajrang Alliance posted blockbuster Q4FY26 EPS of Rs.21.56 and FY26 EPS of Rs.49.18. It supplies leading brands including Dmart, Reliance Retail, Blinkit, Swiggy, BigBasket, Zepto, KFC and Nestlé. Trading at a P/E of just 3.6, it also holds a valuable stake in unlisted Bajrang Power. The stock offers strong multibagger potential.
- Somi Conveyor Beltings is expected to benefit from infrastructure, auto, cement, mining and power capex. Capacity expansion is nearing completion, supporting higher production and execution. A bullish breakout with heavy volumes was seen on 25th June. At Rs.115, the stock looks attractive against its high of Rs.228.
