Result - Part 2 (30 Jul 2025) Navin Fluorine #NavinFluro Blockbuster Q1FY26 Highest ever set Rev at 725cr vs 523cr, Q4 at 700cr PBT at 155cr vs 68cr, Q4 at 127cr PAT at 117cr vs 51cr, Q4 at 95cr Solid QoQ and YoY uptick All segments perform well🔥 Apcotex industries #Apcotex Good Q1FY26 Solid recovery quarter Margins bouncing back Rev at 375cr vs 336cr, Q4 at 349cr PBT at 26cr vs 20cr, Q4 at 24cr Decent QoQ uptick PAT at 19cr vs 14.8cr, Q4 at 16.7cr Birla Corporation #BirlaCorp Solid margin expansion Q4 is the strongest quarter for cement companies So QoQ can't be compared OPM at 14.5% vs 11.4% Rev at 2454cr vs 2194cr PBT at 177cr vs 44cr, Q4 at 327cr PAT at 120cr vs 33cr QoQ decline is sharpest vs peers Meghmani Organics #MeghOrg #MOL Good Q1FY26 Some margin compression QoQ Rev at 613cr vs 413cr, Q4 at 553cr PBT at 24cr vs loss, Q4 at 31cr PAT at 13cr vs loss, Q4 at 20cr NESCO #NESCO Solid Q1FY26 👏 Rev at 193cr vs 141cr, Q4 at 192cr PBT at 124cr vs 100cr, Q4 at 112cr PAT at 96cr vs 70cr, Q4 at 89cr Greaves Cotton #GreavesCotton Good Q1FY26 Rev at 745cr vs 640cr, Q4 at 823cr PBT at 43cr vs 15cr, Q4 at 27cr PAT at 21cr vs loss, Q4 at 1.5cr PNGS Gargi #Gargi #PNGSGargi Good Q1FY26 adjusted for normalised operations Last year Q1 had one off 25cr revenue  due to one time inventory sale Rev at 27cr vs 19cr, Q4 at 23cr PBT at 7cr vs 5.5cr QoQ PAT at 5.2cr vs 4.1cr QoQ Nila Infrastructure #NilaInfra Good Q1FY26 👏 Rev at 92cr vs 41cr, Q4 at 113cr PBT at 11cr vs 6.6cr, Q4 at 9.8cr PAT at 6.7cr vs 5cr, Q4 at 5.4cr Firstsource Solutions #FSL Health qtr Rev at 2220cr vs 1783c4, Q4 at 2167cr PBT at 213cr vs 167x4, Q4 at 202cr PAT at 169cr vs 135cr, Q4 at 160cr Decent QoQ,steady YoY Procter Gamble Hygiene #PGHH Rev flattish at 935cr vs 927cr Solid margin expansion QoQ and YoY PBT at 265cr vs 112cr, Q4 at 212cr PAT at 192cr vs 81 r, Q4 at 154cr Ami Organics Acutaas Chemicals #Acutaas H1 is leaner vs H2 Q1 is a lean qtr Rev at 207cr sv 176cr, Q4 at 308cr Other income at 16cr vs 1cr, Q4 at 6cr PBT at 58cr vs 20cr, Q4 at 82cr PAT at 44cr vs 15cr, Q4 at 63cr Rich valuations OCCL Ltd #OCCL Solid Q1FY26 Rev at 123cr vs 107cr QoQ PBT at 18cr vs 11cr QoQ PAT at 13cr vs 8.6cr QoQ SKM Egg Products #SKMEgg Good Q1FY26 👏 Rev at 175cr vs 117cr, Q4 at 117cr PBT at 22cr vs 14cr, Q4 at 10cr PAT at 16cr vs 12cr, Q4 at 6cr Maharashtra Seamless #MahSeamless Rev flattish , big degrowth QoQ Very big other income Other income at 160cr vs 65cr PBT at 302cr vs 163cr, Q4 at 299cr PAT at 230cr vs 128cr, Q4 at 242cr

Good #Q1FY26-30/7/25 till 5pm Navin Fluorine #NavinFluro Blockbuster Q1FY26 Highest ever set Rev at 725cr vs 523cr, Q4 at 700cr PBT at 155cr vs 68cr, Q4 at 127cr PAT at 117cr vs 51cr, Q4 at 95cr Solid QoQ and YoY uptick All segments perform well🔥 Apcotex industries #Apcotex Good Q1FY26 Solid recovery quarter Margins bouncing back Rev at 375cr vs 336cr, Q4 at 349cr PBT at 26cr vs 20cr, Q4 at 24cr Decent QoQ uptick PAT at 19cr vs 14.8cr, Q4 at 16.7cr Birla Corporation #BirlaCorp Solid margin expansion Q4 is the strongest quarter for cement companies So QoQ can't be compared OPM at 14.5% vs 11.4% Rev at 2454cr vs 2194cr PBT at 177cr vs 44cr, Q4 at 327cr PAT at 120cr vs 33cr QoQ decline is sharpest vs peers Meghmani Organics #MeghOrg #MOL Good Q1FY26 Some margin compression QoQ Rev at 613cr vs 413cr, Q4 at 553cr PBT at 24cr vs loss, Q4 at 31cr PAT at 13cr vs loss, Q4 at 20cr NESCO #NESCO Solid Q1FY26 👏 Rev at 193cr vs 141cr, Q4 at 192cr PBT at 124cr vs 100cr, Q4 at 112cr PAT at 96cr vs 70cr, Q4 at 89cr Greaves Cotton #GreavesCotton Good Q1FY26 Rev at 745cr vs 640cr, Q4 at 823cr PBT at 43cr vs 15cr, Q4 at 27cr PAT at 21cr vs loss, Q4 at 1.5cr PNGS Gargi #Gargi #PNGSGargi Good Q1FY26 adjusted for normalised operations Last year Q1 had one off 25cr revenue  due to one time inventory sale Rev at 27cr vs 19cr, Q4 at 23cr PBT at 7cr vs 5.5cr QoQ PAT at 5.2cr vs 4.1cr QoQ Nila Infrastructure #NilaInfra Good Q1FY26 👏 Rev at 92cr vs 41cr, Q4 at 113cr PBT at 11cr vs 6.6cr, Q4 at 9.8cr PAT at 6.7cr vs 5cr, Q4 at 5.4cr Firstsource Solutions #FSL Health qtr Rev at 2220cr vs 1783c4, Q4 at 2167cr PBT at 213cr vs 167x4, Q4 at 202cr PAT at 169cr vs 135cr, Q4 at 160cr Decent QoQ,steady YoY Procter Gamble Hygiene #PGHH Rev flattish at 935cr vs 927cr Solid margin expansion QoQ and YoY PBT at 265cr vs 112cr, Q4 at 212cr PAT at 192cr vs 81 r, Q4 at 154cr Ami Organics Acutaas Chemicals #Acutaas H1 is leaner vs H2 Q1 is a lean qtr Rev at 207cr sv 176cr, Q4 at 308cr Other income at 16cr vs 1cr, Q4 at 6cr PBT at 58cr vs 20cr, Q4 at 82cr PAT at 44cr vs 15cr, Q4 at 63cr Rich valuations OCCL Ltd #OCCL Solid Q1FY26 Rev at 123cr vs 107cr QoQ PBT at 18cr vs 11cr QoQ PAT at 13cr vs 8.6cr QoQ SKM Egg Products #SKMEgg Good Q1FY26 👏 Rev at 175cr vs 117cr, Q4 at 117cr PBT at 22cr vs 14cr, Q4 at 10cr PAT at 16cr vs 12cr, Q4 at 6cr Maharashtra Seamless #MahSeamless Rev flattish , big degrowth QoQ Very big other income Other income at 160cr vs 65cr PBT at 302cr vs 163cr, Q4 at 299cr PAT at 230cr vs 128cr, Q4 at 242cr Decent/Average: #PNB #Redington #Manyavar #MenonPistons #ShantiGears #TipsMusic #KPITTech #CosmoFerrites

Good #Q3FY25-8/2/2025 till 8pm Jyoti CNC Machines #JyotiCNC Good Q3FY25 Decent QoQ uptick Rev at 450cr vs 377cr, Q2 at 431cr No other income in Q3FY25 Other income at Q2FY25 was 11cr PBT at 93cr vs 64cr, Q2 at 88cr adj for other income PAT at 80cr vs 48cr, Q2 at 76cr Solid YoY, decent QoQ Valuations expensive Long runway for growth 9M PBT at 271cr vs 77cr 9m PAT at 207cr vs 51cr FY24 PAT was 151cr Already did 57cr additional PAT 8in 9MFY25 than entire FY24 combined Affle India #Affle Solid, steady, consistent Good Q3FY25 🔥 Great QoQ uptick Decent margin expansion QoQ and YoY Rev at 602cr vs 498cr, Q2 at 542cr Other income at 21cr vs 10cr Q2 at 29cr PBT at 124c4 vs 83cr, Q2 at 113cr PAT at 100cr vs 77cr, Q2 at 92cr PAT of 100cr in a single qtr for the first time Atul Auto #AtulAuto Good Q3FY25 Rev at 195cr vs 154cr, Q2 at 181cr PBT at 10cr vs 6.6cr, Q2 at 6.5cr PAT at 7cr vs 4.5cr, Q2 at 4.6cr Shaily Engineering Plastics #Shaily Good Q3FY25 Valuations Rich Rev at 197cr vs 158cr, Q2 at 192cr PBT at 32cr vs 19cr, Q2 at 27cr Good QoQ and YoY uptick in revenue, EBITDA PBT and PAT PAT at 25cr vs 15cr, Q2 at 22cr Jayant Agro Organics #JayantAgro Rev at 579cr vs 429cr, Q2 at 598cr PBT at 18.6cr vs 12.5cr, Q2 at 18.2cr PAT at 13.8cr vs 9.5cr, Q2 at 13.5cr Kapston Services #Kapston Good Q3FY25 Rev at 182cr vs 137cr, Q2 at 168cr PBT at 3.6cr vs 2.2cr, Q2 at 3.3cr PAT at 4.5cr vs 2.6cr, Q2 at 3.9cr Delivering steady qtrs consistently Arrow Greentech #ArrowGreentech YoY good , QoQ down Rev at 55cr vs 25cr, Q2 at 65cr PBT at 18cr vs 6cr, Q2 at 26cr PAT at 13cr vs 5cr, Q2 at 19cr Sarda Energy #SardaEnergy Good Q3FY25 Other income at 0 vs 51cr in Q2FY25 Rev at 1309cr vs 914cr, Q2 at 1151cr PBT at 226cr vs 143c4, Q2 at 276cr Flat QoQ adjusted for other income PAT at 200cr vs 114cr, Q2 at 203cr Brainbees Solutions #FirstCry Good Q3FY25 with healthy rev and EBITDA growth Rev at 2172cr vs 1900cr, Q2 at 1904cr EBITDA at 152cr vs 93cr, Q2 at 87cr Solid QoQ and YoY uptick in EBITDA and revenue PBT at 6.4cr vs -43cr, Q2 at -50cr Loss after tax at 14cr vs loss of 48cr Suraksha Diagnostics #Suraksha Rich valuations, seasonality in the business Q3 is dull qtr for diagnostic companies QoQ Rev at 60cr vs 52cr PBT at 8c vs 6cr, Q2 at 13.6cr PAT at 6cr vs 4.5cr, Q2 at 10cr Paras Defence #ParasDefence #Paras Rev at 85cr vs 64cr, Q2 at 87cr PBT at 19cr vs 8cr, Q2 at 18cr PAT at 14cr vs 6cr, Q2 at 13cr Rich valuations Meghmani Organics #MeghOrg #MOL Finally a turnaround Rev at 568cr vs 351cr, Q2 at 543cr PBT at 7.4cr vs -48cr, Q2 at -9cr Solitaire machine Tools #SMT #SolitaireMachine Rev at 7cr vs 6cr, Q2 at 4cr PBT at 1cr vs 0.5cr, Q2 at 0.6cr Tirupati Starch #TirupatiStarch Rev at 99cr vs 86cr, Q2 at 103cr Solid margin expansion PBT at 8.8cr vs 1.1cr, Q2 at 32lacs PAT at 7.4cr vs 1cr, Q2 at 66lacs Sejal Glass #SejalGlass Rev at 61cr vs 47cr, flat QoQ PBT and PAT at 3.4cr vs 0.9cr, Q2 at 2.6cr Sakar Healthcare #SakarHeatlh Rev at 43cr vs 37cr,flat QoQ EBITDA at 12cr vs 9cr, Q2 at 11.5cr PBT at 5.5cr vs 3cr, Q2 at 5.1cr PAT at 4.5cr vs 2cr, Q2 at 4.8cr Ambar Protein #Ambar Rev at 112cr vs 86cr, Q2 at 89cr PBT at 4cr vs 2.8cr, Q2 at 3.5cr PAT at 2.8cr vs 1.6cr, Q2 at 2.7cr #ConstronicsInfra Constronics Infra Rev at 16cr vs 14cr QoQ,last year Q3 had nothing PBT at 1.7cr vs 1.2cr QoQ #TexelIndustries Texel Industries Rev at 26cr vs 21cr Q2 at 28cr PBT at 1.8cr vs -1.7cr, Q2 at 0.8cr Oceanic Foods #Oceanic Rev at 36cr vs 28cr,flat QoQ PBT at 1.6cr vs 1cr, Q2 at 1.3cr #ExxaroTiles Huge equity!! Rev at 79cr vs 65cr, Q2 at 60cr PBT at 1.6cr vs 39lacs, Q2 at 73lacs Decent: #IceMake

Here is the list of the Strong stocks in this Bad fall in indices. #GUFICBIO #MEGHORG #DCMSHRIRAM #ASHOKLEYLAND #ITC #TVSMOTORS @VVVStockAnalyst @chartmojo @KommawarSwapnil @kuttrapali26

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(7/7) last but not least, and this one is specifically for @meghorg : the Christmas lobster aka Santa Claws