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Deep Industries Q2 FY26 Results: PAT up 78%, Can Beat FY26 guidance
Guidance of 35%+ revenue CAGR for FY25-27 with stable margins. Order-book provides revenue visibility till FY27. Valuations creates opportunity for…
Piramal Finance Q2 FY26 Results: PAT up 101%, On-track FY26 Guidance
Guidance of 3X PAT in FY26. Strong profitability drivers in place till FY28. Rerating possible if execution sustains and loan book productivity…
Senores Pharmaceuticals Q2 FY26 Results: PAT up 130%, On-track FY26 Guidance
Doubling FY26 PAT with 50% growth in revenue. Guidance of 25-30% revenue CAGR & 20-30% PAT CAGR for next 3-5 years. Available at reasonable forward…
Alpex Solar: PAT up 122%, Can Beat FY26 Guidance, Mixed Q2 FY26 Results
Guidance of 100% revenue CAGR till FY27. Weak margins a concern. Order-book supports FY26 guidance. FY27E valuations give comfort to support execution…
TD Power Systems Q2 FY26 Results: PAT Up 49%, Upward Revision of FY26 Guidance
Guidance of 40% growth in FY26. Industry tailwinds, order inflows and exports drive growth. Tariff risks remain. Expensive valuations demand strong…
Australian Premium Solar H1 FY26 Results: PAT up 119%, On-track FY26 Guidance
Guidance of 75% FY26 growth. Capacity expansion on-track to support growth. Revenue CAGR of 68% for FY25-27. At very attractive valuations with a margin…

October 2025

Bondada Engineering H1 FY26 Results: PAT Up 171%, On-track FY26 Guidance
Revenue CAGR of 69% for FY25-27. 2x revenue in FY26. Project margins are stable. Operating leverage to drive margin expansion. Available at attractive…
Sai Silks (Kalamandir) Q2 FY26 Results: PAT Up 69%, Upward Revision of FY26 Guidance
Guidance of 20% revenue growth with improving margins in FY26. 15% growth for the next 3-5 years with improving margins available at undemanding forward…
Bank of Maharashtra Q2 FY26 Results: PAT up 23%, FY26 Guidance on Track
Solid execution in H1 FY26 with ROA and NIM above guidance. Deposit & advance growth trails run-rate, but strong execution leaves room for re-rating if…
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…
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