- Chemcon Speciality Chemicals delivered a strong start to FY27, supported by improving realisations, newer products, customer traction and expanding manufacturing capabilities. With a 65% dividend for FY26 and positive growth outlook, the stock looks attractive at CMP versus its all-time high of Rs.731.
- Haldyn Glass commenced manufacturing coloured glass bottles for the growing beer segment, further diversifying its portfolio across liquor, food & beverages, pharmaceuticals, soft drinks and toiletries. Stock looks attractive at CMP versus its all-time high of Rs.189.
- IOL Chemicals & Pharmaceuticals reported record quarterly revenue and 90% YoY PAT growth to Rs.64.05 cr. in Q1FY27, while its Chemicals business delivered 29% revenue and 193% EBIT growth. China approval for Clopidogrel API further expands its market opportunity. Stock may give decent returns in the short to medium term.
- IRB Infrastructure Developers plans to invest up to Rs.351 cr. in IRB InvIT Fund through its proposed preferential issue, subject to unitholder approval, and has also approved amalgamation of certain wholly owned subsidiaries. Keep on radar.
- Jyoti reported Q1FY27 PAT of Rs.5.15 cr., up 58% QoQ, while the Bombay City Civil Court dismissed Navinbhai Cables’ Rs.1.84 cr. recovery suit. With PE of just 7x and a large premium land bank in Vadodara, the stock looks attractive versus its all-time high of Rs.208.
- Morepenlab reported its highest-ever quarterly revenue and earnings in Q1FY27, with EBITDA growing 207% and PAT 394%, supported by API recovery, exports, operating leverage and CDMO commercialisation. Medical Devices offers another growth engine. Stock looks attractive at CMP versus its lifetime high of Rs.222.
