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The company reiterated its FY28 revenue target of $400 million, supported by a pipeline of 60+ pending low-competition U.S. product launches. Management also remains optimistic about other regulated markets, where portfolio expansion and new customer additions are expected to drive stronger growth and gradually scale revenues to levels comparable to the U.S. business....
About the stock: PG Electroplast (PGEL) is a diversified electronics manufacturing services (EMS) and plastic injection moulding company with strong footholds across consumer durables space, including Room air conditioners (RAC) with early teens market share, washing machines (WM), TVs and automotive parts, serving as both...
Our plant visit to JUBLINGR's Bharuch site reinforces conviction. FY27 is shaping up as the earnings inflection year, with management guiding EBITDA at the upper end of Rs7.5-8.0bn (vs ~Rs6.0bn in FY26), implying ~Rs7.6bn operating EBITDA vs our ~Rs7.3bn estimate.
CreditAccess Grameen (CREDAG) has emerged stronger from the recent MFI stress, with an improved operating momentum, a more resilient portfolio, and a structurally stronger business mix supported by an increasing focus on retail finance.
It has a substantial portfolio of projects spanning the MMR, with 39 Completed Projects, 17 Ongoing Projects and 21 Forthcoming Projects. So far, it has delivered over 29+ msf, with a pipeline of over 46 msf of...
Sheela Foam Limited is India's largest polyurethane (PU) foam manufacturer and a leading player in the branded mattress industry. The company operates across mattresses, comfort foam, technical foam, furniture, and home comfort solutions, catering to both retail and institutional customers. Its portfolio includes well-established brands such as Sleepwell, Kurlon, Feather Foam, Starlite, Tarang, and Aaram, enabling the company to address multiple consumer segments ranging from valuefocused to premium categories. The company manufactures and markets a wide range of products including mattresses, pillows, mattress protectors, furniture cushioning solutions, and technical foam products used across various end-user industries. Through its extensive distribution network comprising over 8,500 dealers, 125 distributors, and a growing omnichannel presence, Sheela Foam has established a strong pan-India footprint. The company has also strengthened its market leadership...
Jyoti CNC Automation Ltd. is one of India's leading manufacturers of Computer Numerical Control (CNC) machine tools. The company manufactures turning centres, vertical machining centres (VMCs), horizontal machining centres (HMCs), simultaneous 5-axis machines, multi-tasking machines and special-purpose machines for precision manufacturing applications. It has an installed base of more than 1,40,000 machines and serves over 15,000 customers across domestic and international markets. The company operates two manufacturing facilities in Rajkot, Gujarat, and one manufacturing facility in Strasbourg, France, through its wholly-owned subsidiary, Huron Graffen-...
We recently interacted (in a group meeting) with the management of Sheela Foam Ltd (SFL). The management remains optimistic on the company's medium-term growth prospects, driven by market share gains, distribution expansion, e-commerce penetration, and the successful integration of Kurl-On. SFL has already realized ~INR1.9bn of the targeted INR2.5bn synergy benefits from Kurl-On acquisition, with the balance expected to be captured by H1FY27. SFL continues to aggressively expand its retail footprint, supported by the unorganized-to-organized transition (U2O,...
Management aims to diversify beyond traditional microfinance lending by scaling Muthoot Small Enterprise Loan (MSEL), Loan Against Property (LAP) and gold loans, reducing reliance on Joint Liability Group (JLG) while increasing wallet share within its existing customer base. Management believes the Microfinance Institution (MFI) stress cycle has largely normalized, with credit costs declining to 3.5% and GNPA improving to 3.89%. Despite a gradual shift away from JLG, management remains confident of sustaining 12.5%...
Hindustan Copper (HCP) is undertaking multi-pronged strategy to expand its capacity. It has awarded a 20-year revenue-sharing contract to restart/upgrade/ maintain the 50k tonne Gujarat Copper Plant (GCP).
Cement demand outlook remains strong, driven by the GoI's continued focus on infrastructure and housing. Pricing pressures have eased, with realisations improving since Q4FY26. Margins are expected to strengthen further on higher utilisation, cost efficiencies, and rising green energy.
We hosted CA Grameen in Singapore for an investor roadshow. Takeaways: Management believes its business model is designed to benefit during an upcycle and withstand challenges with a relatively lower impact than the industry.
FY26 Product mix: Sale of products ~87%, Services ~13% Key Development: Company announced a bonus issue in ratio of 5:1 i.e. 5 new shares of the company will be allocated against existing 1 share of the company held as on record date i.e. 24th June 2026. The stock has adjusted for the bonus issue in the trade today. We see this as positive as it will substantially improve...
Growth continues to be secular, with the core region growing in high double-digits on the back of continued market-share gains and network expansion in newer clusters within Hyderabad. We expect the core region to continue performing well over the next 3-4Y.
Focus remains on growing Namakkal & Tiruchirappalli CNG station expansion remains on track We recently hosted a roadshow with the management of IRM Energy Ltd (IRM), with discussions focused on MWP targets, royalty impact, operational performance, and other key business areas. Industrial demand in Fatehgarh Sahib (FS) has remained subdued in recent quarters, as certain industrial customers have shifted from natural gas to lower-cost alternative fuel such as coal. Management indicated that the recently filed PIL in Feb'26 seeking conversion of industries towards cleaner fuels such as gas...
We reiterate our BUY recommendation on CreditAccess Grameen Ltd with a Target Price of Rs 1,840/share, implying an upside potential of 30% from the CMP.
