Pick of the Week

Gandhar Oil Refinery (India) Limited (GORIL) delivered its strongest-ever quarter in Q1FY27, with consolidated revenue from operations rising 91.8% YoY to ₹1,732 crore, compared with ₹903 crore in Q1FY26. The Personal Care, Healthcare and Performance Oils (PHPO) segment grew 18% YoY, while the Process and Insulating Oils (PIO) business grew 28%. Exports also increased significantly, […]

Goldiam International had a very strong Q1FY27. Revenue grew 41.9% YoY because demand in the US has recovered after tariff changes, and the company is also growing in non‑US markets. Lab‑grown diamonds now form 91% of exports, and online sales make up 19.3% of FY27 revenue. The order book is healthy at Rs 225 crore […]

Emmvee sustains industry‑leading EBITDA margins of 31–33% driven by premium realisations, a sticky customer base and disciplined procurement. Despite sector-wide margin‑compression risks, its strong positioning, ALMM‑II compliance and robust order book enhance resilience. Upcoming backward‑integrated cell lines (Q1FY28) will strengthen long‑term cost control. Operational efficiencies and entrenched market presence support a highly stable earnings trajectory.

CMPDI, a key subsidiary of Coal India (CIL), is among India’s largest coal and mineral consultancy firms, offering end‑to‑end services spanning exploration, mine planning, geomatics, environment, lab services, beneficiation and mine closure. With CIL producing ~768 MT of coal in FY26 and embarking on a massive multi‑year capacity expansion (projected 787 MT enhancement across 50 […]

UCO Bank delivered a strong Q1FY27, driven by robust NII growth, sharp operating profit expansion and continued asset‑quality improvement. Credit growth exceeded guidance, supported by healthy CASA traction, while GNPA/NNPA further declined with a best‑in‑class PCR of ~98%. The bank’s multi‑year transformation continues to strengthen balance‑sheet resilience. Planned equity dilution and foreign fund mobilisation will […]

Despite macro headwinds, Tech Mahindra’s deal wins have increased by 0.5% QoQ and 33.3% on YoY basis at $1,078 mn in Q1FY27, supported by broad-based momentum across verticals. LTM Deal wins at $ 4,063 Mn, up 37.5% YoY. The deal pipeline remains healthy and well-diversified across verticals. If the current environment remains stable, TCV could […]

Balrampur Chini Mills is one of India’s leading integrated sugar companies with a diversified presence across sugar, ethanol, and cogeneration power. Its strong scale, extensive farmer network, and operational efficiencies have helped establish a dominant position in the Indian sugar industry. The key investment thesis lies in BCML’s transformation from a traditional sugar producer into a […]

MPS is a leading learning and platform solutions company that combines content services, technology platforms, and artificial intelligence capabilities to serve the global education and knowledge ecosystem. Its integrated offerings and strong domain expertise have helped deepen client relationships and strengthen its position as a strategic digital transformation partner. The company is entering a new […]

Jana Small Finance Bank is undergoing a strong transformation, shifting from a microfinance-led model to a diversified, secured lending franchise. Growth is being driven by expansion in secured segments like housing, gold, and vehicle loans, supported by robust deposit mobilization and improving CASA mix. Asset quality has improved following aggressive clean‑up efforts, leading to lower […]

Sagility reported better-than-expected performance in Q4FY26, marking another strong quarter supported by solid traction across its global client portfolio. Consolidated revenue rose by 2.7% QoQ and 29.1% YoY to Rs 2,024 crore in Q4FY26, led by broad-based growth across segments and geographies. In USD terms, revenue remained largely flat QoQ but increased 17.2% YoY to […]