- Himadri Speciality Chemicals delivered record Q2 FY27 revenue of Rs.1,691 cr. versus Rs.1,071 cr. a year ago, up 58%. EBITDA grew to Rs.315 cr., PBT to Rs.307 cr. and PAT to Rs.231 cr., with EBITDA exceeding Rs.300 cr. for the first time. Keep the stock on the radar.
- Indo Rama Synthetics (India) reported 202% higher Q2 FY27 PAT of Rs.74.08 cr. and 79% higher H1 PAT of Rs.138 cr. H1 EPS of Rs.5.28 could translate into FY27 EPS of Rs.12–13; the forward P/E is around 7x, while debt-to-equity improved from 2.18x to 1.31x. Its Rs.200 cr. speciality fibre and filament capex plan supports future diversification.
- Jayaswal Neco Industries is investing Rs.720 cr. in a 1.50 Mn TPA pellet plant, a 2.0 Mn TPA iron-ore wet-grinding system and related facilities at its Siltara steel plant. The project aims to lower production costs, while product innovation could support higher-value steel grades and entry into new sectors.
- Jyoti, an engineering company serving the power and water sectors, reported Q1 FY27 PAT of Rs.5.15 cr. versus Rs.3.26 cr. in Q4 FY26, up 58% QoQ. It secured a Rs.6.64 cr. order for 11 kV VCB panels and is focusing on cost control, cash flows, spares and service orders. Its P/E is around 8x, with potential upside linked to improved execution.
- Lords Chloro Alkali reported Q1 FY27 PAT of Rs.14.95 cr. versus Rs.4.39 cr. in Q4 FY26, up 241% QoQ. Its expansion includes additional chlor-alkali capacity, 50 TPD CPW capacity and a 21 MW captive power plant, taking total captive capacity to 37 MW plus 10 MW group captive. At Rs.149, it trades below its 52-week high of Rs.233.
- BSE SME-listed Rajesh Power reported FY26 PAT of Rs.143 cr. and EPS of Rs.80, with ROCE of 48.6% and ROE of 44.3%. Q1 FY27 revenue reached Rs.436.62 cr., while its unexecuted order book stood at Rs.5,108 cr.; five recent orders worth Rs.1,866 cr. and its entry into battery energy storage systems (BESS) support growth prospects. At Rs.825, it remains below its 52-week high of Rs.1,639.
