STOCKS WITH STRONG FY27
CONCALL GUIDANCE & LONG-TERM GROWTH VISIBILITY
💥 Pharma & Healthcare
- Senores Pharma: 30-40% revenue, 50-60% PAT growth — US ANDA launches EM acquisitions
- Kwality Pharma: 30% revenue, 50% PAT growth — exports biologics/onco pipeline
- Cupid: 50% revenue, 70% PAT growth — strong order book capacity expansion
💥 Chemicals & Speciality
- Solar Industries: 42% revenue growth (~₹14,000 Cr) — defense explosives demand
- Stallion Fluorochemicals: 30-35% revenue growth — specialty gases backward integration
- Acutaas Chemicals: 25% revenue growth — battery chemicals CDMO diversification
- Krishana Phoschem: 35-40% revenue growth — fertilizer & value-added products
💥 Power, Electrical & Cables
- KEI Industries: 20% revenue growth — ₹20,500 Cr order book Sanand plant
- TD Power Systems: 30% revenue growth — AI data centers renewables exports
- Yash Highvoltage: 50-70% revenue growth — transmission & renewable equipment
- V-Marc India: 40% revenue growth — cable demand exports
- HFCL: 20-25% revenue growth — ₹21,000 Cr order book
- KRN Heat Exchangers: 60% revenue growth — HVAC expansion exports
💥 Tech, Electronics & EMS
- Netweb Technologies: 35-40% revenue growth — AI/HPC server demand
- GNG Electronics: 25% revenue growth — EMS growth momentum
- Shadowfox Technologies: 27-30% revenue growth — niche tech solutions
- Avalon Technologies: 24-27% revenue growth — EMS growth in auto & industrials
💥 Defence, Aerospace & Engineering
- MTAR Tech: 80%±5% revenue growth — defense clean energy orders
- Aeroflex Industries: 35% revenue growth — cooling skids export demand
- Rossell Techsys: 80-90% revenue growth — aerospace & semiconductor visibility
💥 💥Others
- South West Pinnacle: 20% revenue growth — mining exploration contracts
- Northern Arc: 22-25% AUM growth — lending digital expansion
- Sirca Paints: 25-30% revenue growth — premium paints distribution
- Skipper: 15% revenue, 30% PAT growth — transmission tower order book
- Cemindia Projects: 25% revenue growth — infra execution ramp
💥💥Key Theme
- Strong order books and capex expansion
- AI, defense, renewables and exports driving growth
- Capacity additions supporting execution visibility
#Q4Results #Q4FY26 #Nifty