- TGV Sraac and other caustic soda manufacturers reported strong Q1 results amid firm demand and pricing. TGVSL promoters bought 4.77 lakh shares in the last two quarters, signalling confidence. With PE of 8x and 10% dividend, the stock looks attractive cum dividend v/s lifetime high of Rs.182. Dividend record date is 18-9-2026.
- Atlanta Electricals started Q1FY27 strongly with 58% EBITDA and 50% PAT growth, while EBITDA margin rose 105 bps YoY. With an order backlog of Rs.3,117 cr., Rs.340 cr. debt repayment and a fresh Rs.285 cr. PSTCL order, the debt-free company has a strong FY27 outlook. Stock may surpass its 52-week high of Rs.2,200.
- Cochin Minerals and Rutile is debt-free and a regular 80% dividend payer, with reserves of Rs.164 cr. against equity of just Rs.8 cr. Q1FY27 PAT rose 279% to Rs.12.38 cr., with EPS of Rs.15.81. At Rs.296 cum 80% dividend, the stock looks highly underpriced versus its all-time high of Rs.415.
- IOLCP Isobutylene and MTBE prices in China rose 35%, supporting its backward-integrated Ibuprofen business and cost advantage. Above Rs.180, the stock may move towards Rs.190-210.
- Jyoti Bombay City Civil Court dismissed Navinbhai Cables’ Rs.1.84 cr. recovery suit, removing a long-pending overhang. At Rs.62 and PE of just 7x, the stock looks attractive versus its all-time high of Rs.208.
- Mold-Tek Packaging Board meeting scheduled for 26th August to consider a bonus issue, making the stock worth keeping on radar.
