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EPack Prefab Technologies Q2 FY26 Results: PAT Up 105%, On-track FY26 Guidance
Outlook of 30-35% CAGR for FY25-27 with stable margins. Growth supported by order-book & structural tailwinds. Valuations don't discount the long-term…
Shilchar Technologies Q2 FY26 Results: PAT Up 40%, On-track FY26 Guidance
2x Revenue in FY26-29 at ~25% CAGR. Growth back-loaded due to capacity. Tariffs, competitive pressure, with reasonable valuations weigh in, but demand…
Manorama Industries Q2 FY26 Results: PAT up 105%, FY26 Guidance Revised Upward
Revenue CAGR of 40%+ FY26-28 with stable to improving margins. Growth driven by capex. Value-added products to support margins. At reasonable forward…
Karur Vysya Bank Q2 FY26 Results: PAT up 21%, On-track FY26 Guidance
Valuation offers downside protection when price is near all time highs, steady earnings, and re-rating potential — making it attractive for long-term…
SG Finserve Q2 FY26 Results: PAT up 101%, FY26 Guidance Revised Downward
2x+ PAT by FY27 at a CAGR of 50%+. Undemanding forward valuations. Downward revision of guidance is a red flag. Leadership transition needs to be…
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Yash Highvoltage H2 FY26: PAT up 119%, Ahead of FY26 Guidance
Guidance of 25-35% revenue CAGR for the next 5 years with stable margins. Valuations discount the growth till FY27. Opportunity if growth plays out for…
India Retail Q2 FY26: Discretionary Demand Stays Strong
Discretionary demand led the market. GST resets, Tier-II shoppers, and festive demand drive the shift from staples to style, from groceries to gold in…
V2 Retail Q2 FY26 Business Update: Revenue up 86%, On-track FY26 Guidance
Guidance of 40-50% revenue CAGR for the next 4-5 years with stable margins. Valuations discount the growth till FY27. Opportunity if growth plays out…
Oriana Power FY25 Results: PAT up 192%, Doubling in FY26
Conservative 100-150% growth guidance for FY26 with stable margins. Valuations discount FY26 growth. Opportunity emerges from FY27 as it executes Vison…
Real Estate Q1 FY26: Record Presales, Strong Market Outlook
Q1 FY26 Indian real estate outlook: record presales, robust cash flows, premium demand across NCR & Bengaluru; approvals and execution remain key risks.
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Sathlokhar Synergys FY25 Results: PAT up 64%, Strong Growth till FY27
Revenue CAGR of 50%+ till FY27 with stable margin. Growth projections supported by an order-book. Reasonable valuation for a company with 50% growth and…
Insolation Energy FY25 Results: PAT up 127%, Strong Growth till FY28
Guiding 6.5x revenue by FY28 with strong margin expansion. Undemanding valuations 3.3x FY28E PE, for a ₹8,000+ Cr business growing at 80%+, delivering…
Stallion India Fluorochemicals Q1 FY26 Results: PAT up 23%, On-track FY26 Guidance
Guiding 30-35% CAGR for FY25-28 with 3-4% margin expansion. Attractive valuations 10x FY28E PE, for a ~₹1,000 Cr business growing at 30%+, delivering…
Enviro Infra Engineers Q1 FY26 Results: PAT up 42%, On-track FY26 Guidance
Guidance of 35-40% CAGR for FY25-30. At 9x FY28E PE, attractive valuations for a ₹2,500 Cr business growing at 35%+ and delivering 22-24% EBITDA margins
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SRM Contractors Q1 FY26 Results: PAT up 167%, On-track FY26 Guidance
Guidance of 66% revenue growth in FY26 with stable margins, steady order-inflows and strong revenue visibility. At reasonable valuations based on FY26…
SJ Logistics Q1 FY26 Results: PAT up 33%, On-track FY26 Guidance
Guidance of 35-40% FY26 revenue growth. At 5x FY27E PE, attractive valuations for a ₹1,000 Cr business growing at 40% for FY25-27 delivering 12-13% PAT…
Genus Power Q1 FY26 Results: PAT up 194%, Can Beat FY26 Guidance
Guiding 60%+ growth with stable margins in FY26 with potential upgrades. Order-book 7x FY26 guidance provides long-term visibility. Attractive forward…
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