- Rajesh Power reported FY26 PAT of Rs.143 cr. and EPS of Rs.80, with ROCE of 48.6%. Its order book stands at Rs.2925 cr., with recent wins worth Rs.887 cr. and entry into Battery Energy Storage Systems (BESS). Trading at Rs.865 versus its 52-week high of Rs.1639, the stock appears attractive.
- Shri Bajrang Alliance posted FY26 PAT of Rs.48.16 cr. and EPS of Rs.49.18. Trading at just 3.6x P/E and 0.42x book value, the company benefits from its GOELD brand, strong retail partnerships and stake in Bajrang Power. The stock may surpass its all-time high of Rs.406.
- Talbros Engineering reported 80% higher Q4 EPS of Rs.19 and FY26 EPS of Rs.57.4. Dividend increased to 30%, while the stock trades at just 12x P/E versus peers at 33x, indicating attractive valuations.
- VA Tech Wabag secured major water treatment projects in Austria and the UAE, taking its order backlog to around Rs.19,800 cr. The company also entered the Bio-CNG segment and raised its FY26 dividend to 250%. The stock may surpass its 52-week high of Rs.2253.
- Huhtamaki India, a subsidiary of Huhtamäki OYJ, has reserves of Rs.1278.42 cr. against equity of Rs.15.11 cr. Trading at just 15x P/E, it paid a 100% FY26 dividend and has guided positively for FY27. The stock looks attractive at Rs.237 versus its all-time high of Rs.452. Q1 results are due on 21-7-2026.
- Vivid Electromech reported Q1FY27 revenue of Rs.32.68 crore, up 36% YoY, maintained a Rs.210 crore order pipeline, and secured an amended Rs.30.13 crore order from STT Global Data Centres India for the NMDC02 project.
