- Chemcon Speciality Chemicals reported a strong FY27 start, driven by better realisations, new products and customer traction. Attractive versus its Rs.731 lifetime high.
- Haldyn Glass entered coloured beer bottles, expanding its portfolio and exposure to the fast-growing beer segment. Attractive versus its Rs.189 lifetime high.
- HFCL signed a Rs.2,329 crore three-year international optical fibre cable supply agreement for CY27-CY29. Keep on radar.
- IOL Chemicals & Pharmaceuticals posted record Q1 FY27 revenue, with PAT up 90% to Rs.64.05 crore. Chemicals revenue/EBIT grew 29%/193% YoY, while Clopidogrel received NMPA approval in China. Multiyear breakout supports the strong fundamental story.
- JM Financial downgraded cables & wires stocks with Polycab target at Rs.9,550, KEI Industries at Rs.5,750 and RR Kabel at Rs.2,750.
- Morepenlab posted record Q1 FY27 earnings, with EBITDA/PAT up 207%/394%, driven by API recovery, exports and CDMO commercialisation. Medical Devices offers another growth engine. Multiyear breakout strengthens the outlook.
- Rajesh Power Services received a Rs.363 crore PGVCL order, taking order book to Rs.5,108 crore. Q1 FY27 revenue stood at Rs.436.62 crore, with FY26 PAT of Rs.143 crore and ROCE of 48.6%. Recent Rs.1,366 crore orders, promoter buying and BESS entry add to the growth story. Potential to double from current levels.
