- Morepen Laboratories is a leading API and formulations player with exports to over 90 countries. It recently received USFDA clearance with NIL Form 483 and secured a Rs.825 crore CDMO order, with another Rs.225 crore expected in Q2FY27. The stock looks attractive at Rs.61 against its lifetime high of Rs.222.
- Pennar Industries reported FY26 PAT of Rs.180 crore and secured Rs.902 crore worth of orders in the last three months. Promoters are investing Rs.50.40 crore through warrants, while Bandhan Mutual Fund has raised its stake. The stock looks attractive at Rs.172 against its 52-week high of Rs.280.
- Rajesh Power reported FY26 PAT of Rs.143 crore with EPS of Rs.80, P/E of 11 and ROCE of 48.6%. Its order book stands at Rs.2,925 crore, supported by recent order wins worth Rs.865 crore and entry into Battery Energy Storage Systems (BESS). The stock looks attractive at Rs.865 against its 52-week high of Rs.1,639.
- VA Tech Wabag continues to strengthen its order book with major projects in Austria, UAE and India, taking its backlog to around Rs.19,800 crore. The company has also entered the waste-to-energy segment and remains well-positioned for further Gulf orders. The stock recently hit a new high on strong volumes and can deliver decent returns.
- YES Bank has received its first-ever S&P Global Ratings coverage with a BB+ (Stable) long-term and B short-term issuer credit rating, strengthening its credit profile. Keep the stock on the radar.
- Rathi Steel & Power reported Q1FY27 sales volume growth of 30% YoY to 28,372 MT with revenue rising 24%+ YoY to Rs.193+ crore, driven by strong TMT Rebar demand.
