By Trendlyne AnalysisThisrealty firm's shares rose 3.5% on May 4 after it reported itsQ4FY26 results. Net profit surged 70.1% YoY, driven by strong inventory sales, while revenue rose 42%, supported by healthy housing demand and a robust launch pipeline. The company exceeded its FY26 business development target by over 2X, creating Rs 42,100 crore in future booking potential with 18 new project additions.
However, this massive pipeline relies heavily on just a few locations. Mumbai, Bengaluru, and Punecurrently hold 56% of the company's 22.8 million square feet (msf) of unsold homes. The upcoming 80 msf of new launches reveals the same trend, tying 59% of new homes to these three cities. This heavy geographic focus creates a serious risk if any of these local markets slow down.
Analystsworry that AI disrupting IT jobs might hurt housing demand in tech hubs like Bengaluru and Pune. GPL management however, dismisses these fears. Executive Chairperson Pirojsha Godrej,said “The worry that AI is somehow going to lead to core residential demand is probably a little bit overdone.” They believe strong buyer interest across Mumbai, Hyderabad, and other cities, along with a diversified project pipeline, will easily offset any dips in demand.
Looking ahead to FY27, GPL hasset a booking value target of Rs 39,000 crore, with a collection goal of Rs 24,000 crore and a delivery target of 13.5 msf. Godrejsaid, “We remain focused on delivering our return on equity target of 20% by FY28 by stepping up our speed on execution and project delivery.”
Company promoters believe in GPL's future, as it appears in ascreener of stocks where promoters have increased their shareholding QoQ. They spent Rs 2,373 crore tobuy an additional 4.5% stake in the business, taking total ownership to 51.7%, signaling strong insider confidence.
Despite the strong numbers, BOB Capital Marketsdowngraded the stock from ‘Buy’ to ‘Hold.’ The brokerage warned that global risks, like the West Asia conflict and high interest rates, will likely dampen homebuyer enthusiasm. They expect booking growth to slow to a 13.4% annual rate between FY27 and FY29.
Thistelecom infrastructure company rose 5.9% in the past week after its order bookjumped 79% to Rs 10,766 crore in FY26, with non-railway projects making up more than three-fourths of the pipeline. Chairman & MD Sanjai Kumar said, "Rs 3,000-3,500 crore of orders should get converted into revenue this year," highlighting high revenue visibility for FY27.
Revenue grew 28% YoY to Rs 1,669 crore inQ4FY26, driven by consistent execution in the projects business and a 25% rise in telecom services revenue. Net profit rose 25%, helped by telecom operating margins jumping nearly ten percentage points to 33.4%.
RailTel provides connectivity to CCTV cameras installed across railway stations as part of a video surveillance project for the railways. This brought in recurring revenue under the telecom segment this quarter. The company also recognised some delayed payments from earlier quarters, and management said this could continue as more stations go live over the next few quarters. This suggests the margin improvement may not be temporary.
Data center revenue rose 59% in FY26, with Kumar calling it the company’s main growth driver going forward. To support this expansion, RailTel is building a 10 megawatt (MW) data center in Noida, with the first 5 MW phase expected to be ready next year. The company is also setting up city-level data centers in Indore, Ujjain, Chandigarh, and Visakhapatnam this year as part of a broader plan to build 102 such facilities across India.
Third-party partners are funding much of the real estate infrastructure, helping keep RailTel’s capital spending under control.
ICICI Securitiesupgraded the stock to ‘Reduce’ with a higher target price of Rs 300. The brokerage flagged free cash flow (FCF) falling more than 86% between FY24 and FY26 as the projects business tied up more cash in working capital. While it expects FCF to recover next year, the gap between earnings growth and cash generation remains a key thing to watch.
The stock of this two- and three-wheeler manufacturer hit a 52-week high of Rs 10,740 on May 7 after reporting a strong Q4 FY26 performance. Its Q4 net profit soared 103.2% YoY to Rs 3,661.9 crore, driven by higher sales of premium motorcycles. Revenue didn't lag either, leaping 41.8% to Rs 18,493.9 crore. To top it off, the board approved a massive Rs 5,633 crore buyback, offering to scoop up 46.9 lakh shares at a premium price of Rs 12,000 each.
April was a global victory lap for the brand. Net exports skyrocketed 83% to 2.7 lakh units, actually overtaking domestic volumes (2.5 lakh units). Three-wheelers were the stars of the show with a 125% export jump, while two-wheelers rose 78%. Motilal Oswal highlighted that in Nigeria, the local currency finally stabilized, giving dealers the financial confidence to restock, while Sri Lanka’s broader economic recovery reopened trade opportunities. These two factors were major contributors to the surge in exports.
Its quarterly net profit and operating revenue surpassed Trendlyne’s Forecaster estimates by 4.8% and 1.7%, respectively. With exports accounting for over half of total volumes, Bajaj strengthened its position as a net foreign exchange earner, providing a hedge against domestic cost pressures. The stock appears on a screener for companies with 10% increase in share price over three months, with rising net profit growth.
Back home, growth was a more modest 13%, as entry-level buyers felt the pinch of geopolitical tensions and fuel costs. Executive Director Rakesh Sharma noted that the two-wheeler industry saw a slight dip in demand between Q4 and April. He said the company is closely monitoring fuel prices to assess how the demand environment shapes up. However, he added that expectations of higher petrol prices are boosting consumer sentiment toward electric vehicles, strengthening growth in the segment during April.
Looking toward FY27, the company aims to dominate the 125cc and 150cc motorcycle segments. Sharma confirmed the strategy: “Through Q1 and the rest of FY27, the team will remain absolutely focused on gaining share in the 125cc and 150cc segments, riding the continued industry growth, and this will be done based on new product launches and brand development in exports.”
Axis Direct has maintained its ‘Buy’ rating on Bajaj Auto and hiked the target price to Rs 11,410. The brokerage points to a strong "multi-cylinder" growth story driven by premium motorcycles, a rebound in exports, and a disciplined scale-up in the EV and three-wheeler segments. Even with minor supply chain hiccups in the EV space, Bajaj’s capital-efficient model and its expanding financial services business via Bajaj Auto Credit (BACL) provide a good foundation, according to the analysts.
Shares of thisdiagnostic company surged 15.1% on May 4 after the company reported its best quarterly revenue growth in four years. InQ4FY26, revenue grew 16.6% YoY, fueled by a 12.9% increase in volume samples and a better mix of tests.
But it wasn't all good news. Net profit fell 15.2%. Higher payments to collection centers and more ad spending squeezed EBITDA margins, whichdropped 150 bps to 26.6%.
The company is now shifting its focus to preventive healthcare. Executive Chairman Arvind Lalsaid, “India’s healthcare landscape is witnessing an emerging trend, moving from episodic care (reactive testing) to a wellness-oriented diagnostic model (proactive screening).” He added that this shift is being driven by an ageing population and rising chronic diseases.
To capture this shift, the company launched Sovaaka, a premium concierge-led wellness service. CEO Shankha Banerjeedescribed it as "a foray into AI-based precision health screening.” The launch expands the company’s offerings beyond traditional pathology testing and towards preventive care.
Looking ahead, managementprojects revenue growth in the low-to-mid teens for FY27. They plan to achieve this by attracting more patients, not by raising prices. They guide EBITDA margins to be between 27–28%, and will invest Rs 100–120 crore to add new labs and advanced centers.
Managementstates that the ongoing tensions in the Middle East impact the supply chain. However, it notes that strong inventory and long-term contracts will block any immediate problems. Still, the company imports most of its testing chemicals. If disruptions continue or oil-linked input costs rise, profits could shrink in the coming quarters.
Following the results, Nomurakept its ‘Buy’ rating and raised the target price to Rs 1,860 from Rs 1,800. The brokerage cited that the stock is trading near its seven-year low valuation. They expect an EPS CAGR of 15% over FY27–29, driven by strong volume growth and acquisition-led expansion, supported by a robust balance sheet.
This electrical equipment maker’s stock plunged 11% on April 30 after the company reported mixed Q4FY26 results. EBITDA margins shrank by 400 basis points due to high silver & copper prices and soaring freight costs caused by the West Asia conflict. A drop in high-margin export sales also hurt margins. Additionally, the company had to buy expensive solar cells from outside suppliers to meet demand for its modules.
Revenue soared 109.1%, and net profit jumped 71.5%, despite the margin squeeze. Revenue beat Forecaster estimates, while net profit missed estimates due to the drop in EBITDA margins. Surging solar module sales and inventory clearance drove this top-line growth. Sales in the core solar module business (~88% of revenue) and the engineering & construction segment (~12% of revenue) more than doubled during the quarter. Strong domestic and export demand, new factory capacity, and faster project execution fueled these gains. The company has a robust order book of Rs 53,000 crore, with a pipeline exceeding 100 GW.
CEO Jignesh Rathod outlined the positive outlook, stating, “We continue to remain upbeat on our growth prospects and guide for EBITDA of Rs 7,000-7,700 crores for FY27.” To reach these goals, management plans to invest Rs 30,000 crore over the next two years to build a fully integrated clean energy platform.
The company will spend Rs 10,000 crore of this budget to build a 20-gigawatt-hour battery cell and pack manufacturing plant. Waaree also plans to expand its inverter capacity to 4 GW from 3.1 GW and scale up hydrogen electrolyser production. To fund these plans, the board approved a Rs 10,000 crore fundraise through a share sale to institutional investors.
Following the results, Nuvama retained a ‘Buy’ rating on Waaree Energies and raised its target price to Rs 4,375, implying a 35.4% upside. The brokerage expects EBITDA to climb 25% in FY27. Stronger performance in the high-margin wafer and cell manufacturing businesses, along with expansions into battery storage, inverters, and transformers, will drive this earnings boost.
Trendlyne's analysts identify stocks that are seeing interesting price movements, analyst calls, or new developments. These are not buy recommendations.
