By Trendlyne AnalysisThiswires and cables (W&C) maker surged 17% over the past week after reporting Q1FY27 results. Revenue rose 22% YoY, driven by strong domestic demand, though it marginally missed Forecaster estimates due to weaker exports. Net profit jumped 40%, beating estimates by 13%, helped by a better product mix, a higher share of retail sales and operating leverage. The stock appears in ascreener of companies reporting YoY profit growth with improving margins.
Domestic sales accounted for over 90% of revenue and grew by around 30% inQ1, driven by strong demand for wires and cables. KEI holds over 12% share of the organised market and commands a quarter of the complex extra-high-voltage (EHV) cable segment. Sales through higher-margin retail channels now account for about 60% of the wires and cables business. This helped the company deliver an industry-leading EBITDA margin of over 13%.
Exportsdeclined 7.3% due to shipment disruptions in the Middle East and customs-related issues in the US. Management expects this to reverse over the rest of the year, with exports targeted to contribute 17-18% of revenue as shipments normalise and the US market reopens. The company ended the quarter with an order book of Rs 4,292 crore, including export orders worth Rs 822 crore.
Looking ahead, Chairman & Managing Director Anil Guptasaid, “Based on the strong demand in domestic and overseas markets, we are hopeful to grow more than 20% in the next two to three years.” To support this, the company plans annual capex of Rs 600-700 crore over the next three to four years. The investment includes a Rs 700 crore expansion at its Rajasthan facility for low- and medium-voltage cables. It is also ramping up the new Sanand plant, which is expected to generate up to Rs 2,000 crore in revenue this year and more than Rs 6,000 crore within the next two years as utilisation improves.
Motilal Oswalmaintains a ‘Buy’ rating on the stock, with a higher target price of Rs 6,630. The brokerage remains positive given the strong execution, industry tailwinds and an improving margin profile. They see the company well-positioned to capture a structural growth opportunity in the W&C industry.
This pharma company surged 6.6% on August 3 after its Q1FY27 revenue and net profit beat Forecaster estimates by 11.6% and 43.3%, respectively. Strong growth in the high-margin custom synthesis division, which produces specialised ingredients for drug companies, drove this performance.
The custom synthesis segment generated 60% of total revenue and expanded after the company distributed validation supplies. These are small initial batches that customers use to test Divi’s manufacturing process and complete regulatory filings.
Future growth depends on converting these validation-stage programmes into commercial orders. Divi’s has invested around Rs 2,000 crore in three dedicated facilities. Kiran Divi, CEO, said, “The validations have been completed, and we would be going commercial as and when the qualifications with the agencies are completed.”
Divi’s is also expanding its peptide-manufacturing business. Drugmakers use peptides, short chains of amino acids, as active ingredients in complex medicines. The company produces key raw materials used in peptide manufacturing in-house. This reduces dependence on external suppliers and improves control over costs and delivery schedules.
Management expects double-digit revenue growth for FY27. New custom synthesis deals, expanded peptide production, contrast media products and generic drug launches will drive this success.
Despite shipping disruptions in the Middle East that drove up both freight rates and raw material costs, Divi has avoided production bottlenecks. The company managed these supply-chain risks by keeping a three-month inventory buffer, diversifying its supplier base and sourcing more materials domestically. This strategy increased working-capital requirements but helped reduce production and shipment disruptions.
Following the results, Citi maintained its 'Buy' rating and raised its target price to Rs 11,700 from Rs 9,450. It also retained Divi’s as its top pick in the Indian pharma sector. Citi expects the new programmes to boost earnings, though regulatory delays, inconsistent shipments and generic pricing pressure remain key risks.
The stock of this realty company fell 2% over the past week after reporting weak June quarter results. Q1FY27 revenue declined 46.1% YoY to Rs 180.5 crore, with a sharp 94% drop in pre-sales to Rs 660 crore. Revenue came in 32.9% below Trendlyne Forecaster estimates due to delays in project rollouts. On the positive side, net profit edged up 4.1% to Rs 793.1 crore, driven by growth in office rentals and leasing demand. The stock features on a screener of companies in which mutual funds increased their shareholding over the past month.
Management said that delays in receiving regulatory approvals and the postponement of senior living project launches weighed on early pre-sales. Despite this, they are confident of achieving the full-year booking target of Rs 20,000 crore as new projects enter the market later this year. The Hamilton and Arbour 2 senior living projects in Gurugram are set to launch in the second half of FY27, while the next phase of its luxury project, Privana, is slated for early CY27.
Looking at the long game, DLF aims to expand its total operational footprint to roughly 76 million square feet (msf) by FY30, splitting that space into around 64 msf for offices and 12 msf for retail. The developer has set aside Rs 20,000 crore in capital spending through FY30 to fund this plan, and is directing ~Rs 12,000 crore straight into its commercial joint venture, DLF Cyber City Developers. With office rentals climbing around 9% during the quarter, management remains upbeat, projecting exit rentals to reach between Rs 7,300-7,500 crore for FY27 thanks to resilient domestic tenant demand.
Motilal Oswal retained its ‘Buy’ rating on the stock, though it trimmed its target price to Rs 755. The brokerage highlighted DLF’s medium-term launch pipeline worth Rs 60,200 crore and Rs 12,400 crore of balance inventory in existing projects as support for near-term pre-sales. Factoring in the rollout schedule, analysts expect pre-sales to grow at a modest 2% CAGR, reaching Rs 20,900 crore over FY27-28.
This steel producer rose 6.7% on Monday after its Q1FY27 revenue beat Forecaster estimates by 8.4%. Chairman and Managing Director Sanjay Gupta also maintained the company's guidance for more than 20% EBITDA growth in FY27.
APL Apollo Tubes reported an 8.5% YoY rise in revenue to Rs 5,607 crore, driven by higher realisations. Net profit grew 11%, thanks to better pricing and operating margins.
Sales volumes fell 6% due to supply chain disruptions in the UAE. Demand for the company's SG Premium products softened as rising input costs made them more expensive than the competition. Power shortages also disrupted production of rust-proof pipes and roofing products.
Sanjay Gupta said, “Demand itself doesn't fluctuate much. It's dealers cutting and rebuilding inventory that causes the bigger swings in our sales.” He maintained the company's guidance of 15-20% volume growth this year and expects volumes to improve over the next two months as dealers resume purchases and UAE operations return to normal.
The company is also shifting its product mix towards higher-value products to reduce the impact of steel price swings on earnings. The upcoming Malur plant will play a key role by manufacturing only higher-value products and increasing their share of sales to nearly 80%. Annual capacity is on track to expand by 60% to 8 million tonnes by next year.
Motilal Oswal reiterated its 'Buy' rating on the stock with a target price of Rs 2,240. The brokerage said rising use of structural steel tubes in housing, infrastructure, solar projects and data centres could expand APL Apollo's addressable market. It forecasts net profit growing at a CAGR of 21% through FY28.
This aerospace and defence manufacturer's stock surged 29.9% last week after securing an additional $85.9 million export order on July 30, pushing the total contract value from this client to $324.6 million. MTAR also reported robust Q1FY27 results.
Revenue climbed 134.5% YoY, beating Forecaster estimates, amid strong execution across the clean energy, aerospace, defence, and nuclear segments. On the other hand, a better product mix and higher factory utilisation helped net profit soar 4.6x. The clean energy division (61% of revenue) led the performance. Rising power demand, global energy transition, and expanding data centre networks fueled this segment.
The civil nuclear segment contributed just 1% to revenue and declined slightly, as the company scheduled project executions for H2FY27. However, this division is entering a ramp-up phase after securing its largest nuclear order. The segment has high potential for expansion, with the Government of India also targeting 100 gigawatts of nuclear power by 2047. MTAR also recorded its highest order inflow of Rs 2,895 crore, taking the order book to Rs 5,140 crore, already surpassing FY27 guidance.
Poised by the extensive order book and Q1 performance, Managing Director Srinivas Reddy highlighted a healthy outlook: “We reiterate our guidance of 80% revenue growth for FY27 with an EBITDA margin of 24% (from 23.6% in Q1).”
Management expects aerospace and defence revenue to double in FY27. The segment has entered a high-volume growth phase as several products moved from initial approvals to full-scale commercial production. The company adds that orders from global clients, domestic defence contracts, and high demand for specialised aircraft parts will drive this surge.
Following the results, Motilal Oswal retained a ‘Buy’ rating on MTAR with a target price of Rs 7,550. The brokerage sees revenue visibility, driven by a swelling order book, fuel-cell capacity expansion, scaling aerospace operations, and a booming data centre business. Analysts project revenue CAGR of 78% and net profit CAGR of 118% through FY28.
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