- BSE SME Rajesh Power secured a Rs.211.68 cr. EPC contract from Odisha Power Transmission Corporation for a 220kV underground transmission line project. At a PE of around 11, the stock appears attractively valued compared to its 52-week high of Rs.1639.
- Chemcon Speciality Chemicals reported 61% higher Q4FY26 PAT of Rs.6.37 cr. It has reserves of Rs.447 cr. v/s equity of Rs.36.63 cr. Dividend increased to 65%. FY27 outlook remains positive. Stock trades at Rs.192 cum 65% dividend v/s 52-week high of Rs.295.
- Emami Paper is India’s largest newsprint manufacturer and a key player in coated board segment. It has reserves of Rs.484 cr. v/s equity of Rs.12 cr. Promoters hold 74.97%. Q4FY26 PAT jumped 704% to Rs.31.50 cr. FY26 PAT up 136% to Rs.61.38 cr. Dividend doubled to 160%. PE 7.7. Stock at Rs.84 cum dividend v/s high of Rs.214 looks undervalued.
- HFCL promoters’ linkage with Jio Platforms during pre-Jio fundraising phase involved strategic allotments and participation of global investors like Meta, ADIA, PIF, Silver Lake, Google, KKR, TPG, Qualcomm and others.
- Menon Pistons (group company of Menon Bearings) has reserves of Rs.173 cr. v/s equity of Rs.5 cr. FY26 PAT Rs.25.58 cr. with 100% dividend. ROCE 21.6%, PE 11. Stock at Rs.55 cum dividend v/s high of Rs.126 with strong momentum expectations.
- Metroglobal is debt-free with FY26 PAT up 134% to Rs.22.09 cr. Dividend raised to 25%. Reserves Rs.377 cr. v/s equity Rs.12 cr. PE 10, BV Rs.331. Stock at Rs.129 cum dividend indicates deep undervaluation.
