- Archidply Industries notched a remarkable 886% rise in Q1FY27 PAT to Rs.5.62 cr. The stock trades at an attractive PE of just 13x and may surpass its 52-week high of Rs.121.
- IRB Infra continues to show strong momentum, with group toll revenue rising around 26% YoY in July 2026. Just keep on radar.
- Demand and prices of caustic soda remain firm, with Gujarat Alkali, Lords Chloro and TGVSL posting strong Q1 results. TGVSL promoters bought 4.77 lakh shares in the last two quarters, signalling confidence. At PE of just 8x and 10% dividend, the stock looks attractive at CMP v/s its all-time high of Rs.182.
- IOL Chemicals & Pharmaceuticals delivered record Q1FY27 performance, with PAT rising 90% to Rs.64.05 cr. Non-Ibuprofen products contributed 43% of pharma revenue, while the Chemicals business recorded 29% YoY revenue growth and 193% EBIT growth. China approval for Clopidogrel API further strengthens the outlook. If the stock surpasses Rs.180, a new range of Rs.190-210 may open.
- Bodal Chemicals is an integrated chemical player with 8 plants, 200+ products, 600+ customers and exports to 30+ countries. Q1FY27 EPS rose 219% to Rs.2.4, potentially taking FY27 EPS above Rs.10. Forward PE of 7x v/s peers at 19x makes the stock attractive at Rs.68 v/s its life-time high of Rs.193.
- Donear Industries has reserves of Rs.267 cr. v/s equity of Rs.10 cr. Q1FY27 PAT rose 119% QoQ to Rs.11.26 cr. v/s Rs.5.14 cr. in Q4FY26. Stock may surpass its 52-week high of Rs.116.
