- Oswal Pumps posted Q3 EPS Rs.8.3 and 9M EPS Rs.25.6, which may lead to FY26 EPS of Rs.36, with solar capex of Rs.291 cr. and debt repayment of Rs.280 cr. supporting growth. Stock trades at a PE of 10.5x vs peers at 25x.
- Sportking lined up Rs.1,000 cr. expansion with captive solar and higher spindle capacity. It posted 9M EPS of Rs.6.8, which may lead to FY26 EPS of Rs.10 and stock trades at a PE of 10x vs industry 17.5x.
- Tembo Global acquired 75% stake in Tembo Defense Products for Rs.126.7 cr.; with Rs.1484 cr. order book and Rs.2185 cr. L1 pipeline. It posted 9M EPS ofRs.42.6, which may lead to FY26 EPS of Rs.60.
- Talbros Engineering reported 18% higher Q3 EPS of Rs.14.8 and 9M EPS of Rs.38.6, which may lead to FY26 EPS of Rs.50. Stock trades at a PE of 14.8x vs peers at 35x.
- Manoj Vaibhav posted 40% higher Q3 EPS of Rs.7.1 and 18% higher 9M EPS of Rs.17.8, which may lead to FY26 EPS of Rs.25. Stock trades at a PE of 7.7x vs peers at 65x.
