- Munjal Showa reported a sharp turnaround with Q1FY27 PBT rising to Rs.12.87 crore from Rs.0.94 crore in Q4FY26. The debt-free company has reserves of Rs.670 crore, paid a 225% dividend for FY26 and trades at 0.81x book value. The stock may surpass its 52-week high of Rs.162.
- NOCIL reported 20% revenue growth and 61% PAT growth in Q1FY27, while announcing an additional Rs.130 crore brownfield expansion at Dahej over its ongoing Rs.250 crore capex. The stock looks attractive at CMP versus its lifetime high of Rs.336.
- Plastiblends India invested Rs.24.33 crore in capacity expansion, engineering plastics, renewable energy and infrastructure to strengthen manufacturing efficiency and long-term growth. Trading at 11x PE with a 60% dividend, the stock looks attractive at CMP versus its lifetime high of Rs.398.
- Rajesh Power secured a Rs.363 crore order from PGVCL, taking its unexecuted order book to Rs.5,108 crore. With FY26 EPS of Rs.80, ROCE of 48.6%, ROE of 44.3% and entry into BESS, the stock looks attractive at CMP versus its 52-week high of Rs.1,639.
- At the FICCI pharma event, the need for greater domestic production of medical devices and self-reliance in the sector was highlighted. Morepen Laboratories, a leading medical devices manufacturer, could benefit from this trend. The stock looks attractive at Rs.80 versus its all-time high of Rs.222.
- Archidply Industries posted an impressive 886% higher PAT of Rs.5.62 crore in Q1FY27. The stock may surpass its 52-week high of Rs.121.
