Demand and prices of caustic soda remain firm, with Gujarat Alkali, Lords Chloro and TGVSL posting strong Q1 results. TGVSL promoters bought 4.77 lakh shares in the last two quarters, signalling confidence. At PE of just 8x and 10% dividend, the stock looks attractive at CMP v/s its all-time high of Rs.182.
IOL Chemicals & Pharmaceuticals delivered record Q1FY27 performance, with PAT rising 90% to Rs.64.05 cr. Non-Ibuprofen products contributed 43% of pharma revenue, while the Chemicals business recorded 29% YoY revenue growth and 193% EBIT growth. China approval for Clopidogrel API further strengthens the outlook. If the stock surpasses Rs. 180, a new range of Rs.190-210 may open.
Bodal Chemicals is an integrated chemical player with 8 plants, 200+ products, 600+ customers and exports to 30+ countries. Q1FY27 EPS rose 219% to Rs.2.4, potentially taking FY27 EPS above Rs.10. Forward PE of 7x v/s peers at 19x makes the stock attractive at Rs.68 v/s its life-time high of Rs.193.
Donear Industries has reserves of Rs.267 cr. v/s equity of Rs.10 cr. Q1FY27 PAT rose 119% QoQ to Rs.11.26 cr. v/s Rs.5.14 cr. in Q4FY26. Stock may surpass its 52-week high of Rs.116.
GTV Engineering announced a 2:1 bonus issue and reported 92% higher Q1FY27 PAT at Rs.3.99 cr. The stock may surpass its 52-week high of Rs.84.
Jyoti reported Q1FY27 PAT of Rs.5.15 cr. v/s Rs.3.26 cr. in Q4FY26, a 58% QoQ rise. With PE of just 7x, the stock looks attractive at Rs.52 v/s its life-time high of Rs.208.
Manali Petrochemicals reported a 349% YoY jump in Q1FY27 PAT to Rs.64.36 cr. If the stock surpasses Rs.77, a new range of Rs.80-90 may open.
Morepenlab delivered its highest-ever quarterly revenue and earnings in Q1FY27, with EBITDA rising 207% and PAT 394%, supported by API recovery, exports and CDMO growth. Its medical devices business offers an additional growth engine. Stock looks attractive at Rs.84 v/s its life-time high of Rs.222.
National Fittings has reserves of Rs.84 cr. v/s equity of Rs.9 cr. Q1FY27 PAT rose 129% QoQ to Rs.3.94 cr., while five-year profit CAGR stands at 42.5%. EPS of Rs.4.34 in Q1FY27 could lead to FY27 EPS of around Rs.20. Stock looks attractive at Rs.164 cum dividend v/s its life-time high of Rs.285.
Northern Spirits reported 86% higher Q1FY27 PAT at Rs.9.27 cr. v/s Rs.4.98 cr. in Q4FY26. With PE of just 7x and five-year profit growth of 56%, the stock looks attractive at Rs. 129 v/s its life-time high of Rs.576.
Sarla Performance Fibers reported a remarkable 746% QoQ rise in Q1FY27 PBT to Rs.46.30 cr., potentially taking FY27 EPS above Rs.21. Promoter holding rose to 59.98% from 57.11%, signalling confidence. Stock looks attractive at Rs.101 and may surpass Rs.132.
Super Crop Safe reported 162% higher Q1FY27 PAT on revenue of Rs. 18.56 cr. Sucrosa looks attractive at Rs.14 v/s its life-time high of Rs.37.75.
Smrutht Organics turned profitable with Q1FY27 PAT of Rs.2.88 cr. v/s a loss of Rs.1.10 cr. in Q1FY26. Q1 EPS of Rs.2.57 could lead to FY27 EPS above Rs.12. Stock may surpass its 52-week high of Rs.164.
TGV Sraac reported 62% higher Q1FY27 PAT at Rs.45.42 cr. and has reserves of Rs.1,190 cr. v/s equity of Rs.28 cr. Promoter holding rose to 64.26%, while PE is just 8x and dividend is 10%. Stock looks attractive at Rs.106 v/s its life-time high of Rs.182.
Vodafone Idea reaffirmed its three-year growth targets with a $4.7 billion network investment plan, targeting double-digit revenue growth and threefold cash EBITDA. It plans to add around 3,500 4G sites monthly and expand 5G to 200+ cities. Just keep on radar.
Emerald Finance has partnered with Zirakpur-based Fireknott Fashion to offer Early Wage Access to employees.
Neetu Yosht has commenced commercial production at its new Haridwar facility from September 13, 2026, nearly doubling its overall manufacturing capacity.
Forcas Studio is leveraging two decades of industry experience with an asset-light, low-cost strategy to build a scalable fashion business.
Mitsu Chem Plast has invested Rs.1.94 cr. in machinery to add 3,550 MT annual capacity, taking total manufacturing capacity above 36,000 MT.
Sanjivani Parenteral reported strong Q1FY27 performance, with total income rising 34% YoY to Rs.23.99 cr. and PAT growing 44% to Rs.2.49 cr.
Advit Jewels reported strong Q1FY27 performance, with total income rising 37% YoY to Rs.35.40 cr. and net profit growing 38% to Rs.8.19 cr.
Captain Polyplast, a micro-irrigation and solar solutions provider, reported Q1FY27 revenue growth of 16% and EBITDA growth of 27%
Maiden Forgings completed the sale of its vacant Ghaziabad land parcel for Rs. 12.90 cr., unlocking capital for ongoing expansion.
Dhruv Consultancy Services reported Q1FY27 total income of Rs.15.94 cr. and strengthened its order book across key infrastructure verticals.
Khazanchi Jewellers reported strong Q1FY27 performance, with revenue rising 45% and EBITDA growing 89%, supported by its established jewellery retail business.
Supreme Power Equipment reported Q1FY27 total income of Rs.48.31 cr. and EBITDA of Rs.8.89 cr., strengthening momentum in its transformer business.
Patil Automation approved the acquisition of an additional 10% stake in Mii Robotics, taking its shareholding from 60% to 70%.
KRN Heat Exchanger and Refrigeration reported Q1FY27 revenue of Rs.252.32 cr., up 119% YoY, EBITDA of Rs.49.06 cr., up 179%, and net profit of Rs.32.90 cr., up 165%. Overseas revenue grew 177% to Rs.52.38 cr.
Magellanic Cloud subsidiaries secured two e-surveillance orders worth Rs.22.13 cr. from DFCCIL and NCR Corporation India, with contracts extending up to five years.
Praveg reported Q1FY27 total income of Rs.46.21 cr. and EBITDA of Rs.3.90 cr., while expanding its hospitality and tourism footprint.
Unihealth Hospitals successfully treated a complex pancreatic case through minimally invasive laparoscopic surgery at UMC Hospitals, Navi Mumbai, strengthening its advanced tertiary care capabilities.
Intense Technologies reported Q1FY27 total income of Rs.31.04 cr., EBITDA of Rs.1.53 cr. and net profit of Rs.87.16 lakh.
SEPC reported Q1FY27 total income of Rs.282 cr., up around 39% YoY, EBITDA of Rs.26 cr. and an order book of Rs.10,670 cr. as of June 30, 2026.
Iris Clothings saw Nippon India Equity Opportunities AIF acquire 15 lakh shares through a bulk deal at Rs.55 per share, representing around 0.79% stake worth Rs.8.25 cr.
Aartech Solonics is an R&D-driven engineering firm focused on advanced energy applications, with exports to Oman, Qatar and Africa. Q1FY27 PAT rose 146% to Rs.1.55 cr. and sales grew 68% to Rs.7.29 cr., indicating strong growth potential.
Univastu India has an order book of over Rs.1,750 cr. against a market cap of just Rs.286 cr., with major orders from L&T, IRCON and Pune Metro. Q1 sales rose ~260% to Rs.104 cr. and PAT grew 150% to Rs.10 cr.; at 19x PE, the stock looks attractive for a strong run when market sentiment improves.
Laser Power & Infra is an integrated power cable and conductor manufacturer serving power transmission, railways and renewable sectors. With over Rs.2,400 cr. annual revenue, 20.5% ROCE, a 25-acre Kharagpur facility and a partnership with US-based TS Conductor for advanced carbon-core conductors, the company has strong growth prospects.
Agarwal Toughened Glass manufactures value-added architectural and industrial safety glass, with an executable order book of Rs.55 cr. and Rs.68.04 cr. preferential fund raise for expansion. Q1FY27 revenue grew 22.86% QoQ to Rs.34.40 cr., while partnerships with Saint-Gobain support growth in safety and solar glass.
Century Extrusions is a leading aluminium extrusion manufacturer with 15,000 MTPA capacity and a planned 9,000 MTPA brownfield expansion. Q1FY27 net profit rose 59.75% YoY to Rs.3.77 cr. and sales grew 32.85% to Rs.138.36 cr., while the Rs.45 cr. rights issue will support expansion and liquidity.
DDev Plastiks clocked 24% higher Q1 EPS of Rs.6.2, which may lead to FY27 EPS of Rs.24 from Rs.19.5 in FY26. The stock trades at a P/E of 12.2x, making it attractive.
