- Pennar Industries reported 9MFY26 PAT of Rs.98 cr. with Rs.780 cr. recent orders and strong outlook. Promoter warrant infusion and rising institutional holding signal confidence; stock attractive at Rs.167 vs high Rs.280.
- Caustic soda prices rose ~20% in India, benefiting players like Lords Chloro Alkali and TGV Sraac, making them attractive for short to medium term.
- Debt-free Mazda posted 9MFY26 PAT of Rs.21.22 cr. with strong reserves of Rs.226 cr. on small equity. Healthy shareholding mix and valuations make it attractive at Rs.214 vs high Rs.338.Debt free,
- Regular dividend-paying Plastiblends India has strong reserves of Rs.436 cr. vs equity of Rs.13 cr.; promoters hold 62.82%. Q4FY26 PAT rose 45% to Rs.13.86 cr., FY26 PAT at Rs.36.69 cr., dividend raised to 60%. Trading at PE 11.8 and ~1x book (Rs.173), stock looks attractive at Rs.167 vs high Rs.232.
- Debt-free, dividend-paying Resonance Specialities (IPCA group) reported 124% higher Q3FY26 PAT at Rs.2.51 cr. Strong shareholding and upcoming results (14th May 2026) with dividend consideration are key triggers. Stock looks undervalued at Rs.99 vs high Rs.254.
- Somi Conveyor Beltings posted strong Q3FY26 PAT of Rs.2.38 cr. vs Rs.0.86 cr. QoQ, benefiting from infra push. Capacity expansion underway to improve execution and scale; no export exposure limits war impact. Stock looks attractive at Rs.109 vs high Rs.228.
- VA Tech Wabag saw strong order inflows of Rs.8000 cr. in FY26, with order book at Rs.16800 cr. (4.4x revenue). Robust domestic and global pipeline ahead; iShares Global buying is positive. Target seen at Rs.1755, outlook remains strong.
