- Ajmera Realty posted strong Q3 with carpet area sold up 59% YoY and sales value jumping 123% YoY to Rs.603 cr. 9MFY26 sales rose 72% YoY and management is confident of exceeding FY26 guidance of Rs.1,600 cr. Keep on track.
- Bank of Maharashtra expects further improvement at NIMS with faster recovery in agri NPAs. Outlook remains positive. Keep on track.
- Waaree Renewable received an EPC contract for a 25 MWac / 35 MWp ground-mounted solar project with 50 MW evacuation infrastructure. Order value stands at ₹102.75 Cr (ex-taxes) from a large domestic pipe & casting manufacturer. Project is scheduled for completion during FY27, boosting the company’s solar EPC order book and revenue visibility. Just keep on track.
- Groww reported Q3 PAT of Rs.546 cr. QoQ and EBITDA of Rs.721 cr. with flat margins. Stock appears overpriced at current levels.
- Kernex Microsystems won a large order worth Rs.2,465.7 cr. with execution timeline of 12 months against a market cap of Rs.2,105 cr. Keep on track.
- Rama Phosphates Q3: PAT at Rs.140 mn vs Rs.37 mn, up 278%. EBITDA Rs.239 mn vs Rs.101 mn, up 137%. Margin expands to 10.05% from 5.62%. Keep on track.
