1. Eicher Motors:

This two-wheeler company rose 1.7% on Thursday after reporting Q1FY27 results that beat Forecaster estimates for both revenue and net profit.

Sales of Royal Enfield's (RE) 350cc portfolio, comprising the Classic, Bullet, Hunter and Meteor, rose about 34%. The brand also retained an 85% share of India's above-250cc motorcycle market. In Q1FY27, revenue grew 31.5% YoY to Rs 6,632 crore, led by higher RE motorcycle sales and increased commercial vehicle volumes at its joint venture, VE Commercial Vehicles (VECV), where sales rose 14.8%. Net profit rose 21.3%.

International revenue crossed Rs 1,000 crore for the first time and is now 15% of total revenue. Brazil has become one of RE's fastest-growing overseas markets, where it is the second-largest player in the middleweight motorcycle segment and is preparing to start local assembly operations.

Eicher also approved a Rs 1,225 crore greenfield manufacturing facility in Andhra Pradesh. The first phase will increase Royal Enfield's annual production capacity by 22.5% to 24.5 lakh motorcycles by FY30.

MD and CEO of Royal Enfield, B. Govindarajan, said, "Retail demand continues to outpace wholesale dispatches.” Dealers are heading into the festive season with only 10-12 days' worth of inventory. CFO Lalit Malik said, "We expect gross cost headwinds of around 4-4.5%," adding that value engineering initiatives and the price hikes in April should partly offset the impact. 

ICICI Direct reiterated its 'Buy' rating on the stock with a higher target price of Rs 9,160. The brokerage expects new launches, export recovery and ongoing capacity expansion to support RE's volumes, while VE Commercial Vehicles should provide an additional earnings lever.

2. PVR Inox:

This multiplex operator surged 12% over the past week after reporting its Q1FY27 results. Revenue grew 10% YoY, while the company posted a profit of Rs 56 crore compared with a loss a year ago, helped by stronger box office collections, blockbuster releases, increasing footfalls and higher spending by viewers. Looking ahead, the company expects momentum to strengthen as the release calendar becomes more crowded from Q2.

Ticket sales grew 15% YoY and contributed to over half of total revenue, thanks to dynamic pricing and premium formats such as IMAX and 4DX. Revenue from food & beverages rose 13% as customers spent more per visit, and now accounts for over a third of sales. Convenience fee income jumped 29% as online bookings reached 69% of ticket sales, although management expects penetration to stabilise at current levels.

PVR INOX plans to open 90-100 screens this year, with most additions coming through its franchise-owned, company-operated (FOCO) and other capital-light formats. Managing Director Ajay Bijli said that the company has been able to grow and deleverage “only because of the asset-light and FOCO model and expects to continue adding around 100 screens a year.”

The company has lowered its FY27 capex guidance to around Rs 350 crore as more screen additions shift to capital-light formats. With a net cash position of Rs 80 crore, its strongest since the INOX merger, management said future expansion can be funded entirely through internal accruals. Beyond movies, the company is also expanding its offerings through live sports screenings, concerts and other events to drive higher utilisation of its theatres.

ICICI Securities reiterated its 'Buy' rating with a higher target price of Rs 1,500, citing a broad-based content pipeline, improving margins and the capital-light expansion strategy. The brokerage expects margins to improve further as operating leverage increases and footfalls recover over the next two years.

3. Sona BLW Precision Forgings:

The stock of this auto parts and equipment manufacturer rose to a fresh 52-week high of Rs 773.20 on July 31 after reporting strong June-quarter results. Adding fuel to the rally, management unveiled an ambitious long-term strategic plan, termed "Sona Comstar 2.0". The company is targeting 10x growth over the next decade, driven by three key pillars: expanding into new product verticals, strengthening its presence in eastern markets, and developing robotics and physical AI alongside electrification as a long-term technology platform. The stock features on a screener of companies that have delivered consistent high performance over the past five years.

On top of its optimistic outlook, the company signed an agreement on July 22 with Japan’s DENSO Corporation to launch two joint ventures. These partnerships will focus on developing, manufacturing, and selling electric and hybrid powertrain systems. The deal came as Sona BLW’s BEV division gained momentum, with Q1 BEV segment revenue more than doubling 107% YoY and accounting for a record 44% of automotive products revenue during the quarter.

Driven by strong sales momentum across India and Europe, Q1FY27 net profit rose 44.7% to Rs 180.5 crore, while revenue increased 49.3% to Rs 1,336.1 crore. However, EBITDA margins contracted by 70 bps to 23.1%. MD & Group CEO Vivek Vikram Singh highlighted that profit margins were squeezed by higher labor costs, raw material inflation, and temporary delays in passing these costs on to clients. However, he reassured that corrective measures are already underway and will start yielding results from Q2.

Looking ahead, management estimates that India's hybrid and electric vehicle market will expand to over 2.3 million vehicles by 2030, opening up a Rs 24,000 crore addressable market. By 2035, leadership expects this domestic pie to grow approximately 3 times larger.

Motilal Oswal retained a ‘Neutral’ rating on the stock. The brokerage noted that while the new partnership with DENSO opens up long-term growth channels, a global auto slowdown and a sluggish EV transition in key markets remain key concerns, especially since EVs account for 64% of the company’s current order book.

4. Lodha Developers: 

This real estate developer surged 13.7% over two trading sessions after announcing its best-ever quarterly results on July 24. In Q1FY27, revenue rose 43% YoY, while net profit more than doubled to Rs 1,372 crore, helped by high-margin land sales. 

Land sales generated Rs 1,200 crore, contributing nearly Rs 600 crore to net profit. Management highlighted that land monetisation remains a regular part of the business, but cautioned that the Q1 EBITDA margin of 43% should not be treated as normal. The company completed almost half of its planned FY27 land sales during the quarter. Excluding land sales, margins remained in the low-30% range.

Housing pre-sales grew only 4% as Lodha postponed all new residential launches amid uncertainty over the Middle East conflict. As a result, pre-sales came entirely from existing projects. Managing Director Abhishek Lodha said, “We are off to a good start in July, and we expect pre-sales to be Rs 5,000 crore or more in Q2.” 

The developer plans to launch 21 projects and phases in FY27, with a combined sales potential of Rs 24,060 crore. The pipeline includes projects in Mumbai, Pune and Bengaluru, along with its first two launches in the NCR. The company has maintained its FY27 pre-sales guidance of Rs 24,000 crore.

Management expects Lodha’s annual rental income from data centres, offices, retail and warehousing to rise tenfold to over Rs 3,000 crore by FY32. To support this goal, the company plans to monetise 150 acres in its Palava data-centre park and raise Rs 10,000 crore over three to four years. The proceeds will fund buildings and power infrastructure for data centres with 1 GW of capacity. Lodha will lease these facilities to data-centre operators, creating a recurring source of rental income. 

Post-results, Motilal Oswal reiterated its ‘Buy’ rating and raised its target price to Rs 1,430, naming Lodha its preferred pick among large developers. The brokerage expects regional diversification beyond Mumbai and continued project additions to help pre-sales grow at a CAGR of 16% through FY28.

5. Larsen & Toubro (L&T): 

This construction & engineering giant soared 3.9% last week after securing a flurry of major orders and reporting healthy Q1 results. On July 24, L&T’s heavy engineering unit bagged international contracts worth up to Rs 5,000 crore for projects across Africa, the Americas, and Europe. Days later, the buildings segment won a Rs 10,000 crore housing redevelopment project in Mumbai. 

On July 28, its consortium with Hitachi Energy secured a Rs 15,000 crore offshore wind infrastructure contract from TenneT in Europe. The hydrocarbon onshore arm also received a Rs 10,000 crore order from Kuwait Oil Co to upgrade its export network. Lastly, L&T Energy CarbonLite Solutions won a Rs 15,000 crore order from NTPC to build a 1,600 MW thermal plant in Chhattisgarh.

The large order book matched a solid Q1FY27 performance. Net profit jumped 14% YoY, driven by inventory clearance and lower input costs, beating Forecaster estimates. Revenue grew 6.7%, topping expectations, as execution picked up across the conventional energy, manufacturing, technology, financial services and realty segments. However, operating margins slipped 90 bps to 9% due to West Asia supply chain disruptions and currency headwinds in the tech business.

Segment performance was a mixed bag. Logistics bottlenecks in West Asia slowed project execution in the infrastructure and green energy divisions. Conversely, the conventional energy business executed projects smoothly, while the manufacturing and technology segments also delivered growth. 

Total order inflows jumped 14%, led by international wins and domestic private-sector demand. CFO P Ramakrishnan said, “We remain committed to our FY27 revenue growth guidance of 10-12%, while maintaining our margins around 7.8%.” The company plans to negotiate with customers to cover cost increases amid geopolitical disruptions, limiting the extent of margin contraction.

Following the results, ICICI Direct retained a ‘Buy’ rating and raised its target price to Rs 5,000, implying a 26.9% upside. The brokerage noted that a record order book provides long-term revenue visibility. Analysts expect healthy cash generation, working capital discipline, and fast-growing value-added businesses to support margins. They project annual revenue growth of 13.4% and net profit growth of 15.6% through FY28.

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