- NCC secured two transportation division orders worth Rs.534.85 cr. in June 2026, boosting its order book and providing healthy revenue visibility for the transportation business. The fresh wins further strengthen execution pipeline and support growth outlook. Keep on radar.
- Shri Bajrang Alliance notched blockbuster EPS of Rs.21.56 in Q4FY26 and FY26 EPS of Rs.49.18. It has strong tie-ups with Dmart, Reliance Retail, Blinkit, Swiggy, Big Basket and Zepto. Trading at PE of just 3.6, the stock can give multibagger returns. Stock may surpass its all-time high of Rs.406.
- VA Tech Wabag won a large order for Donauinsel water works in Vienna and also bagged Ajman Sewage Biorefinery order in UAE. Order backlog stands at Rs.19,800 cr., nearly 5x TTM revenue. FY26 PAT rose to Rs.370 cr. from Rs.295 cr. Dividend increased to 250%. Stock can give decent returns.
- Vodafone Idea unveiled its FY29 turnaround plan targeting double-digit annual growth by FY29, consistent net subscriber additions and a threefold rise in cash EBITDA over the next three years. The roadmap signals a sharper focus on improving operations, subscriber traction and profitability. Keep on radar.
- Yes Bank approved raising up to Rs.16,000 cr. to strengthen its capital base, support loan growth and future expansion. The proposed fund raise will improve financial flexibility, support business growth and further strengthen the balance sheet. Keep on radar.
- Ashapura Minechem, a diversified multi-mineral player, has huge reserves of Rs.1630 cr. against equity of Rs.19 cr. FPIs hold 19.51%. For FY26, it posted 44% higher PAT of Rs.416.47 cr. and doubled dividend to 100%. With 43% PAT CAGR over 5 years and PE of just 15 v/s GMDC’s 34, the stock looks attractive at Rs.645 v/s 52-week high of Rs.925.
