- Pennar Industries reported PAT of Rs.98 crore on sales of Rs.2,733 crore in 9MFY26 and received orders worth Rs.780 crore in the last three months. Promoters to invest Rs.50.40 crore via convertible warrants, while Bandhan MF increased stake to 5.0469%. The company also has a 400-acre land bank. Stock looks attractive at Rs.175 vs 52-week high of Rs.280.
- Salzer Electronics signed an MoU with Finland-based Wirepas to integrate wireless mesh technology into smart electricity meters. The company has reserves of Rs.526.27 crore vs equity of Rs.17.68 crore. Stock looks attractive at Rs.633 vs all-time high of Rs.1,650.
- Atlanta Electricals Pvt. has reserves of ~Rs.767 cr. against equity of Rs.14 cr. Q3FY26 revenue rose 80% to Rs.472 cr. and PAT surged 120% to Rs.91 cr. Order book stands at ~Rs.2,451 cr. with capacity expanded from 16,000 MVA to 63,000 MVA and shift toward higher voltage transformers up to 765 kV supporting strong margins and growth outlook.
- Bajaj Steel Industries has an order book of ~Rs.561 cr. with 38% contribution from diversified segments including infrastructure, heavy engineering and electrical panels. Diversification and improving profitability support growth prospects while the stock trades at Rs.498 against a 52-week high of Rs.849.
- Everest Kanto Cylinder has reserves of ~Rs.1,184 cr. against equity of Rs.22.44 cr. Q3FY26 PAT rose to Rs.35.73 cr. from Rs.13.66 cr. in Q2FY26. The company approved USD 5.5 mn capex and additional Rs.30 cr. capex while expanding Mundra operations and progressing Egypt facility expected by May 2026. The stock trades at Rs.119 against a 52-week high of Rs.157.
- Indo Amines acquired industrial land at MIDC Birwadi in Mahad for expansion. H1FY26 PAT rose 42% to Rs.46.95 cr. with strong 5-year profit CAGR of 34%. The company has reserves of ~Rs.324 cr. against equity of Rs.36 cr. and trades at ~11x P/E with strong return ratios.
