Q1 FY27 Bullish Concalls | Industry-wise Classification
🏦 Banking & Financial Services - Jana Small Finance Bank: 80%+ PAT growth; 19–21% loan growth; 23–25% deposit growth. - Motilal Oswal Financial Services: 20%+ housing finance AUM growth (2–3 years). - SG Finserve: 43% PAT growth guidance. - Capri Global Capital: 30%+ AUM CAGR. - Suryoday Small Finance Bank: 30% deposit growth; CLOU customer base to double. - Aye Finance: 25–30% AUM growth. - Ujjivan Small Finance Bank: ~25% advances & deposits growth. - CreditAccess Grameen: 20–25% AUM growth. - Anand Rathi Wealth: 20–25% revenue & PAT growth. - Anand Rathi Share & Stock Brokers: 30–35% PAT growth. - RBL Bank: 23–24% retail deposit growth. - Fedbank Financial (Fedfina): 20–22% growth guidance. - Bandhan Bank: 20%+ non-EEB loan growth. - L&T Finance: 20%+ loan book CAGR by FY31.
💊 Pharmaceuticals & Healthcare - Senores Pharmaceuticals: 30–40% revenue; 50–60% PAT growth. - Sakar Healthcare: ~25% revenue CAGR; 50%+ PAT growth. - Acutaas Chemicals: 25% revenue growth (Pharma Chemicals).
🧪 Specialty Chemicals - Neogen Chemicals: ~40% revenue growth. - Jubilant Ingrevia: 32–40% EBITDA growth. - Tatva Chintan: 25–30% revenue growth. - Himadri Speciality: PAT to double by FY28.
🌱 Agro & Fertilisers - Madhya Bharat Agro: 50%+ revenue growth. - Krishana Phoschem: 30–35% revenue growth.
🔋 EMS / Electronics / Technology - HFCL: 40% revenue growth. - Sahasra Electronics: 100% revenue growth. - Netweb Technologies: 35–40% revenue growth. - Syrma SGS: 30–35% revenue growth. - Avalon Technologies: 24–27% revenue growth. - Atlanta Electricals: 40% revenue CAGR.
⚡️ Electrical Equipment & Power - Transformers & Rectifiers: 25% revenue growth. - Prostarm Info Systems: 25%+ revenue growth.
🏗 Infrastructure / Engineering / Capital Goods - M & B Engineering: ~25% revenue growth. - GRSE: 25–30% revenue growth. - Ramkrishna Forgings: 22–25% revenue CAGR.
🔌 Cables & Wires - Dynamic Cables: 25–30% renewable cable growth. - APAR Industries: 25% cable value growth.
🏢 Real Estate / Commercial - Sobha: 30%+ pre-sales growth. - Smartworks Coworking: 28–30% revenue growth.
🏭 Building Materials - Greenply Industries: 25–30% MDF volume growth.
🥤 Consumer / FMCG - CCL Products: 25–30% domestic branded growth. - Heritage Foods: ~25% VAP growth.
♻️ Recycling / Circular Economy - Gravita India: 25–30% PAT CAGR. - Tinna Rubber: 23–28% revenue growth.
☀️ Renewable Energy - Borosil Renewables: 60% revenue & EBITDA growth.
🧵 Textiles & Apparel - Sangam India: 100% PAT growth.
🛒 Trading & Distribution - SG Mart: 118% EBITDA growth.
🚚 Logistics - Shadowfax: 38–40% revenue growth.
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Key Sector Themes - Financials & NBFCs dominate with aggressive AUM and profit growth guidance. - EMS, Electronics and AI infrastructure remain structural growth themes. - Specialty Chemicals continue benefiting from capacity expansion. - Building Materials and Capital Goods supported by manufacturing capex. - Renewable Energy, Defence-linked Manufacturing and Power Equipment remain long-term beneficiaries. - Consumer, Logistics and Healthcare continue to see healthy demand-led expansion.
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