5 Nov 2026
|
Stock |
My classification |
Reason |
|---|---|---|
|
CENTUM |
Strong Buy candidate |
Strong growth in revenue, EBITDA and profit |
|
SCI |
Strong Buy candidate |
Very strong operating improvement |
|
JAYAGROGN |
Strong Buy candidate |
Strong growth across all three measures TRAP 100 PAN CARD |
|
SANATHAN |
Strong Buy candidate |
Exceptional revenue and profit growth |
|
SOMANYCERA |
Buy candidate |
Strong margin expansion and profit growth NO WARNING from ZERODHA so GOOD |
|
Stock |
My classification |
Reason |
|---|---|---|
|
PIIND |
Strong Sell signal |
Major deterioration in profitability; verify revenue data |
|
MAFATIND |
Strong Sell signal |
Revenue, EBITDA and profit all declined INTRADAY is BLOCKED |
|
ESABINDIA |
Sell |
Profit and margin deterioration |
|
PLATIND |
Sell |
Revenue growth not translating into profit |
|
MAXESTATES |
Sell / Wait |
EBITDA and profit declined despite revenue growth |
STOCKS TO WATCH: LENSKART, NYKAA, APOLLOTYRE, DABUR, KIRLOSENG, CHALET, SOMANYCERA, PWL, APOLLOHOSP, PREMIERENE, MAYURUNIQ, NHPC, UNIPARTS, PIIND, SCI, AUROPHARMA, ENTERO, GALAXYSURF, VINDHYATEL, MAXESTATES, CENTUM
Result-based assessment • Q2 FY27 • Not a valuation-based price target
|
Stock |
Result assessment |
Verdict |
My analysis |
|---|---|---|---|
|
LENSKART |
Excellent
|
BUY |
Revenue +32.5%, PAT +106%. Strong growth and improving margins. Valuation is the main risk. |
|
NYKAA |
Excellent
|
BUY |
Revenue +28%, PAT +207%; fashion business moving into profitability. Strong operating improvement. |
|
APOLLOTYRE |
Mixed
|
HOLD / AVOID FRESH BUY |
Revenue and profit increased, but EBITDA margin fell sharply from 14.94% to 10.74%. |
|
DABUR |
Positive
|
ACCUMULATE |
Revenue +11.6%, PAT +12.1%. Stable consumer business, but growth is moderate. |
|
KIRLOSENG |
Weak
|
SELL / AVOID |
Revenue grew, but EBITDA, margin and profit declined. Operating performance is deteriorating. |
|
CHALET |
Mixed
|
HOLD |
Revenue declined around 32%, while profit rose around 40%. Needs investigation into the source of profit improvement. |
|
SOMANYCERA |
Excellent
|
BUY |
Revenue +25.6%, PAT +237.6%. EBITDA and margin improved significantly. |
|
PWL |
Positive
|
BUY / ACCUMULATE |
Revenue +18.2%, PAT +106%. Good earnings growth; monitor cash flow and education-business economics. |
|
APOLLOHOSP |
Excellent
|
BUY |
Revenue, EBITDA and profit all increased strongly. Healthcare demand supports the growth outlook. |
|
PREMIERENE |
Positive
|
ACCUMULATE |
Revenue and profit increased substantially, but EBITDA margin declined. Growth is strong, though margin quality needs monitoring. |
|
MAYURUNIQ |
Positive
|
BUY |
Revenue +6%, EBITDA +17%, profit +7% approximately. Margin improvement is encouraging; growth is not particularly fast. |
|
NHPC |
Excellent
|
BUY / ACCUMULATE |
Revenue and profit grew strongly. However, project execution and capital expenditure remain important risks. |
|
UNIPARTS |
Positive
|
BUY |
Revenue +36.7%, PAT +38.2%. EBITDA and margins also improved. Good earnings momentum. |
|
PIIND |
Very weak
|
AVOID / SELL |
EBITDA and profit dropped sharply; margin nearly halved. Revenue figure in the feed appears inconsistent, so verify the official filing before acting. |
|
SCI |
Excellent
|
STRONG BUY CANDIDATE |
Revenue increased from ₹1,339 Cr to ₹2,291 Cr; PAT from ₹189 Cr to ₹578 Cr. Excellent earnings improvement, but shipping is cyclical. |
|
AUROPHARMA |
Excellent
|
BUY |
Revenue +23.9%, PAT +32.5%. EBITDA and margins improved. Strong pharmaceutical performance. |
|
ENTERO |
Positive
|
BUY / ACCUMULATE |
Revenue +33%, EBITDA improved substantially and profit increased. Watch its relatively thin operating margin. |
|
GALAXYSURF |
Positive
|
BUY |
Revenue +36%, EBITDA +73% approximately, with improved margins and profit. Good operating momentum. |
|
VINDHYATEL |
Mixed
|
HOLD |
Revenue declined, but EBITDA and profit improved. Better margins are encouraging, but revenue weakness needs monitoring. |
|
MAXESTATES |
Weak
|
AVOID FRESH BUY |
Revenue rose slightly, but EBITDA and profit declined significantly; margin compressed sharply. |
|
CENTUM |
Excellent
|
STRONG BUY CANDIDATE |
Revenue +57%, EBITDA nearly doubled and profit rose substantially. Strong improvement in operating margin. |
These are rankings by earnings quality and growth, not by expected share-price return.
|
Priority |
Stock |
Verdict |
|---|---|---|
|
1 |
CENTUM |
Strong Buy candidate |
|
2 |
SCI |
Strong Buy candidate |
|
3 |
LENSKART |
Buy |
|
4 |
SOMANYCERA |
Buy |
|
5 |
AUROPHARMA |
Buy |
|
6 |
APOLLOHOSP |
Buy |
|
7 |
GALAXYSURF |
Buy |
|
8 |
NYKAA |
Buy |
|
9 |
UNIPARTS |
Buy |
|
10 |
ENTERO |
Buy / Accumulate |
|
11 |
PWL |
Buy / Accumulate |
|
12 |
NHPC |
Buy / Accumulate |
|
13 |
PREMIERENE |
Accumulate |
|
14 |
MAYURUNIQ |
Buy |
|
15 |
DABUR |
Accumulate |
|
16 |
CHALET |
Hold |
|
17 |
VINDHYATEL |
Hold |
|
18 |
APOLLOTYRE |
Hold / Avoid fresh buy |
|
19 |
MAXESTATES |
Avoid fresh buy |
|
20 |
KIRLOSENG |
Sell / Avoid |
|
21 |
PIIND |
Avoid / Sell |
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