- Dividend-paying Northern Spirits reported 86% QoQ growth in Q1 FY27 PAT to Rs.9.27 crore. Forward PE is just 5x, 5-year profit growth is 56% and ROE is 20%. Reserves stand at Rs.133 crore v/s equity of Rs.16.05 crore, with promoters holding 66.97%. NSL looks attractive at Rs.127 v/s its lifetime high of Rs.576.
- Debt-free, dividend-paying Simmonds Marshall has reserves of Rs.56.09 crore v/s tiny equity of Rs.2.24 crore. Q1 FY27 PAT rose 71% to Rs.3.84 crore, which may lead to FY27 EPS of Rs.14-16. ROE is 28.9% and 5-year profit growth is 23.1% CAGR. It paid 40% dividend for FY26, with record date on 16-9-2026. Stock looks highly undervalued at Rs.196 with multibagger potential.
- Debt-free, dividend-paying SNL Bearings has reserves of Rs.72.24 crore v/s equity of Rs.3.61 crore, with promoters holding 74.39%. Q1 FY27 EPS stood at Rs.9.58, which may lead to FY27 EPS of Rs.40+. It paid 150% dividend for FY26. SNL looks attractive at Rs.384 v/s its all-time high of Rs.514.
- Dividend-paying Tamil Nadu Petro Products (TNPetro) has reserves of Rs.928 crore v/s equity of Rs.90 crore. Q1 FY27 PAT surged 890% QoQ to Rs.80.11 crore, with EPS of Rs.8.90, which may lead to FY27 EPS of Rs.36+. Anti-dumping duty on LAB, rising prices, strong FMCG demand and Rs.500 crore planned expansion are major triggers. Forward PE is just 4x and the stock is available cum 15% dividend at Rs.111, making it a potential re-rating and multibagger candidate.
- Vodafone Idea could be moving towards a turnaround, with FY27 focused on network expansion, subscriber growth and tariff hikes. Addition of 240,111 subscribers in July after several months is a positive sign. Just keep on radar.
- Magellanic Cloud announced that its wholly owned subsidiary Provigil Surveillance Ltd. received a Rs.7.92 crore LOA from Western Railway, Ratlam Division, taking Group order wins to over Rs.111 crore in FY27.
