- POCL Enterprises posted FY26 PAT of Rs.41.48 cr. and declared 40% dividend. It has reserves of Rs.188.39 cr. against equity of Rs.6 cr. Lead refining capacity expanded from 21,000 MTPA to 37,500 MTPA, strengthening growth outlook. Stock looks attractive at Rs.175 against all-time high of Rs.290.
- Haldyn Glass has reserves of Rs.229 cr. against equity of Rs.5 cr. Promoters hold 59.01%. Q4 PAT rose 62% to Rs.7.31 cr., while FY26 PAT grew 32% to Rs.24.77 cr. Dividend declared at 70%. Stock looks attractive at Rs.109 against high of Rs.154.
- Modern Insulators into high-voltage insulators for Railways, Defence & Power, posted FY26 EPS of Rs.16.92, up 100% YoY. Stock trades at PE of 24 and holds strategic investments in NSE. Keep on track.
- Shri Bajrang Alliance posted blockbuster Q4FY26 EPS of Rs.21.56 against Rs.6.86 QoQ. FY26 PAT stood at Rs.48.16 cr. with EPS of Rs.49.18. Share trades at a PE of just 3.6x, it supplies to Dmart, Reliance Retail, Blinkit, Swiggy, KFC and others. Keep on track for multi-bagger gains.
- Available Finance posted FY26 EPS of Rs.105.22 and trades at PE of 1.4x with BV of Rs.1237. Debt-free company has reserves of Rs.1297 cr. against market cap of Rs.154 cr. It also holds stake in Aggarwal Coal and Aggarwal Fuel Corporation. Keep on track for decent gains.
- Vasundhara Rasayans has reserves of Rs.36 cr. against equity of Rs.3 cr. Q4 PAT surged 244% to Rs.2.48 cr., while FY26 PAT rose 36% to Rs.5.79 cr. with EPS of Rs.18.22. Stock may surpass its 52-week high of Rs.221.
- POCL Enterprises’s lead alloying and refining facility underwent modernization during Q4, impacting sales temporarily. Facility is now fully operational with improved efficiencies. Q1FY27 sales and profit may rise sharply. PE is 12x, while ROCE and ROE stand at 26.4% and 28.5%. Keep on radar.
