Highest Upside

SRF delivered a strong 2QFY26, with EBIT surging 55% YoY, fueled by a robust 96%/44% YoY jump in the chemicals/performance films & foil (PFF) businesses, despite ongoing global headwinds.

SRF delivered a strong start to FY26, with EBIT surging 41% YoY in 1QFY26. This growth in EBIT was driven by a robust growth of 64%/62% YoY in the chemicals/packaging films businesses, despite a weak summer and ongoing global uncertainties.

Polycab India (POLYCAB) posted yet another strong quarter with revenue growing ~18% YoY to INR64.8b (in line) in 2QFY26, driven by ~19%/14% growth in Cables and Wires (C&W)/FMEG segments.

We met with the management of Polycab India (POLYCAB) to get an update on business trends across Cables & Wires (C&W), FMEG, and EPC segments, RM price trends, and the company’s key strategic initiatives.

LPC's OTC carve-out won't significantly impact financials, but aims to double OTC sales by sharpening focus

Godrej Properties (GPL) has clocked robust Q1FY26 gross sales bookings of 6.2msf, worth INR 70.8bn, led by several new launches across Bengaluru and Greater Noida.

Godrej Properties (GPL) has clocked robust Q2FY26 gross sales bookings of 7.1msf, worth INR 85.1bn, led by several new launches across Hyderabad, Bengaluru, NCR and MMR.

SRF held a conference call to clarify on the quota regime for refrigerant gases. Companies will be allocated product wise or GWP based quotas, with quota calculations eventually to expressed in GWP terms.

SRF Limited’s (SRF) reported revenue of Rs. 3,819 crore (up 10.2% y-o-y) was led by the strong growth in the chemical business (up 24% y-o-y).

Dixon’s strong Q4/FY25 revenue was driven by robust growth in the mobile category, with volumes reaching 28.3m in FY25; it targets 42m–45m/60m–62m units for FY26/FY27.