1. TVS Motor Company:

The stock of this 2 and 3-wheeler manufacturing company rose over 7% this past month, riding high on one of its strongest monthly performances in recent history. The auto major clocked its highest-ever sales for both a single quarter and a single month, delivering 16.3 lakh units in Q1FY27 and 5.9 lakh units in June alone. The stock features on a screener of companies that have shown relative outperformance compared to the industry over the past month.

This growth propelled TVS past heavyweights Hero MotoCorp and Honda, making it the top two-wheeler seller with 5.7 lakh units sold in June, a 47% YoY jump. The crown jewel of this update was its electric vehicle (EV) segment. TVS's electric two-wheeler sales jumped from 14,400 units in June 2025 to 48,537 units in June 2026. This allowed TVS to maintain its EV leadership with a 24.3% market share, driven by the popular iQube portfolio. The company is also expanding its EV presence in the electric three wheeler space through partnerships. In April, it signed a joint development agreement with Hyundai to co-develop electric three-wheelers, with Hyundai leading design and R&D, and TVS overseeing manufacturing and sales.

TVS also made waves internationally, with June exports up 47% to 1.7 lakh units, driven by a steady recovery in Sri Lanka and growing momentum across Latin America (LATAM), which management identified as a key market for the next two to three years. To support future growth, the company has earmarked Rs 3,500 crore in capex for FY27, including Rs 2,000 crore for product development. Management expects commodity inflation equivalent to 3-5% of revenue in Q1FY27, due to higher steel, aluminium, and crude oil derivative costs, with around 35% of the impact offset through price hikes.

Morgan Stanley retained its bullish ‘Buy’ rating on TVS with a target price of Rs 4,327, projecting that the stock price will march upward within the next 30 days. The brokerage highlighted the powerful sales momentum of TVS's premium motorcycles and scooters as major market-share winners, while backing its robust export engine as a critical driver for continued growth.

2. Kalyan Jewellers India: 

This jewellery retailer rose 33.3% over the past three trading sessions after Citi reiterated its ‘Buy’ rating and set a target price of Rs 750, implying an upside potential of 57.5%. The brokerage remained positive after Kalyan Jewellers reported a strong Q1FY27 business update, with revenue growing 38% YoY on healthy demand across India and international markets. However, growth was still below analysts’ estimate of around 45%.

Its India business grew over 38%, supported by a healthy same-store sales increase of around 28%. This indicates that improvement was driven not just by new store additions but also by stronger sales from existing stores. The strong performance came despite the 28-day Adhik Maas period, a traditional slowdown for wedding shopping that occurs every three years. 

However, Citi noted that Kalyan’s India business grew slower than Titan’s for the first time in 13 quarters, due to its slower expansion pace. Kalyan added 17 showrooms during the quarter, down from 24 in the previous quarter, while Titan added 77 stores in Q1FY27, up from 47. Commenting on store expansion, Ramesh Kalyanaraman, Executive Director of Kalyan, said, “We plan to open 150 showrooms across Kalyan, Candere and the new regional brand in FY27.”

International operations also delivered steady numbers, with revenue rising around 35%, contributing 14% of total revenue. The Middle East business jumped around 30%, even as geopolitical tensions reduced footfall in April.

Kalyan also launched a “Shine with India” campaign in May to increase the use of recycled gold and reduce its dependence on imported gold. This became important after the government raised import duty on gold and silver to 15% from 6%. A higher share of recycled gold helped Kalyan reduce its reliance on imports and manage cost pressures. 

Citi also flagged a few key risks. The brokerage said that weaker jewellery demand, slower debt reduction or any shift away from Kalyan’s asset-light expansion model could hurt investor sentiment. 

3. Torrent Pharmaceuticals:

This pharmaceutical company rose 5.2% over the past week after receiving NCLT approval for its merger with JB Chemicals & Pharmaceuticals (JBCPL). Torrent Pharma acquired the company for Rs 25,689 crore to boost its position in chronic therapies, expand its international footprint, and add a niche contract manufacturing business (CDMO).

While Torrent is already a major player in cardiac, gastro and paediatric therapies, JB adds scale in ophthalmology (eye care) and gynaecology (women's health). JB's lozenges-focused CDMO business also boosts Torrent's manufacturing capabilities.

The merger increases Torrent’s network of medical representatives by nearly 33%, allowing it to reach more doctors and sell a wider range of medicines. MD Aman Mehta said, "Certain low-margin businesses of JBCPL have been discontinued," and that the combined entity is expected to generate Rs 450 crore of cost savings over three years.

The acquisition has been largely debt-funded through Rs 11,000 crore of borrowings at an interest rate of about 7.2%. Forecaster expects interest expense to more than double this year before easing in FY28. Despite concerns over higher debt, Torrent's track record of successfully integrating acquisitions such as Elder Pharma and Curatio offers some comfort. 

Torrent was also the first to launch generic oral semaglutide in India and has introduced both injectable and oral versions under Semalix and Sembolic brands. It held a 38% share among generic players in April, thanks to its early launch and wider sales network. It is also looking to tap into international markets such as Brazil, where semaglutide has become a roughly $1 billion market.

ICICI Securities maintained its ‘Hold’ rating on the stock. It believes Torrent’s leadership in chronic therapies, pricing power in India and early traction in generic GLP-1 drugs (such as semaglutide) should support earnings growth. The brokerage feels that despite these tailwinds, most of the positives have already been factored into the current price.

4. Info Edge (India):

This internet company surged 13% on Tuesday after reporting its Q1FY27 business update. Standalone billings grew 14.4% YoY, accelerating from the 9-11% range seen through FY26. The company also acquired edtech platform Coding Ninjas for around Rs 40 crore, making it a wholly owned subsidiary.

The recruitment business, which includes Naukri, Naukrigulf, iimjobs and hirist, contributes over 70% of revenue and operates at margins of around 57%. Recruitment billings rose 17.5% in Q1, helped by strong demand for AI and machine learning talent. MD Hitesh Oberoi said, “If we are able to grow our topline in double digits, margins should remain the same.” However, he cautioned that margins could come under pressure if growth slows to 7-8%, as fresh investments in JobHai and AI will continue regardless.

Following the update, Citi upgraded the stock from 'Sell' to 'Buy' with a target price of Rs 1,400, noting that billings growth is being driven by higher average revenue per user (ARPU) rather than a recovery in hiring. Naukri's own JobSpeak Index shows hiring activity rose just 4.3% in Q1, with May nearly flat.

Outside recruitment, 99acres continues to gain ground in online real estate. Q1 billings rose 16.6%, rebounding from a near-flat Q4, while the platform maintained a traffic share of over 50% across major cities. Oberoi expects the business to double over the next three years, achieve EBITDA margins of 25-30%, and turn cash-generative this fiscal year.

Info Edge's other businesses present a mixed picture. Jeevansathi billings grew 14% as it moved closer to breakeven, supported by rising engagement in Hindi-speaking markets. Shiksha, however, remained under pressure, with Q1 billings falling 23% as AI-led changes in search behaviour reduced Google referral traffic. The company is pivoting toward counselling services and AI voicebots to offset this decline.

5. UNO Minda:

This auto parts maker rose 4% over the past week after announcing its foray into the passenger vehicle (PV) seating systems market. The company will invest around Rs 320 crore in a greenfield plant in Maharashtra. Commercial production is expected to begin by FY28.

The project marks Uno Minda's entry into a higher-value product category through its joint venture with Japan's TACHI-S, which until now manufactured only seat recliners. The venture has already secured an anchor order from a leading PV manufacturer. MD Ravi Mehra said the expansion will increase the company's value per vehicle by expanding its presence in a more technology-intensive segment.

The seating business is part of a broader expansion strategy. Uno Minda has earmarked around Rs 1,750 crore of capex for FY27, with nearly 60% allocated to growth projects. These include new alloy wheel plants for two- and four-wheelers and a powertrain facility to manufacture electric drive units and hybrid transmissions. Group CFO Sunil Bohra expects 7 of the company's 11 ongoing projects to commence or ramp up production this fiscal year.

The investment cycle is likely to keep margins under pressure in the near term. Mehra said, "We expect EBITDA margin to remain around 11% during FY27," despite commodity prices rising 30-40% and labour costs in Haryana increasing 35%. To offset these pressures, the company is negotiating with customers to shorten price-adjustment cycles from quarterly to monthly.

Following the announcement, Motilal Oswal initiated coverage with a 'Buy' rating and a target price of Rs 1,406. The brokerage believes Uno Minda's diversified, powertrain-agnostic portfolio spanning switches, lighting, alloy wheels and seating systems positions it well to expand into new product categories. It expects revenue and net profit to grow at CAGRs of 19% and 23%, respectively, through FY28. Key risks include input cost volatility linked to the West Asia conflict and margin pressure from new plant ramp-ups.

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