- Bondada Engineering commissioned 221.7 MWp of solar projects in Q2 FY27, taking cumulative executed capacity to 1.7 GWp. It secured a Rs.1,153.93 cr. EPC order for a 270 MWp solar project in Maharashtra and is migrating to the BSE and NSE Main Boards. At Rs.288, the stock trades below its 52-week high of Rs.533.
- Chemcon Speciality Chemicals has reserves of Rs.447 cr., promoter holding of 74.47% and a 65% FY26 dividend. Q1FY27 PAT rose 72% to Rs.11 cr. Plans to expand organic chemicals and target import substitution support growth prospects. At Rs.211 versus its all-time high of Rs.731, the stock offers potential upside.
- Haldyn Glass reported FY26 PAT growth of 32% to Rs.24.77 cr. and Q1FY27 PAT growth of 90% to Rs.10.26 cr. It commenced coloured beer bottle manufacturing and announced Rs.150 cr. capex. The CEO’s wife bought 61,000 shares at Rs.141 last month. At Rs.140, a breakout above Rs.164 could open Rs.170–199.
- IVP reported FY26 PAT growth of 75% to Rs.18.80 cr. and Q1FY27 PAT of Rs.14.02 cr. versus Rs.1.19 cr. a year earlier. Debt reduction and strong earnings support its outlook. At Rs.211 and a reported forward P/E of 4x, a breakout above Rs.290 could open Rs.303–330.
- JTL Industries achieved record H1 FY27 sales of 2,20,806 MT, up 21.2% YoY, with 7,00,000 MT of value-added capacity expected in Maharashtra in H2. A Canadian export order worth US$3.4 million adds to growth prospects. Goldman Sachs Investments Mauritius bought 19,71,000 shares at Rs.82.03 on 7-10-2026. The company’s capacity expansion and exports support its medium- to long-term outlook.
- Jyoti reported Q1FY27 PAT of Rs.5.15 cr., up 58% QoQ, and secured a Rs.6.64 cr. order for 11 KV VCB panels. Cost controls, service orders and improving margins could support recovery. Its Vadodara land bank adds asset value, while the stock may challenge its all-time high of Rs.208.
