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Added: 2026-11-08 00:52:10 | Edited: 2026-11-08 01:28:23

Business news 7 - 8 (Deepavali) November 2026

1. Strong positive results – watchlist

Stock	Q2 profit growth YoY	Revenue growth YoY	EBITDA / margin trend	My view
DIVISLAB	+63.6%	+35.4%	EBITDA +76.4%; margin 42.60% vs 32.71%	Strong Buy candidate
SPECTRUM	+133.0%	+67.8%	EBITDA +147.5%; margin 18.98% vs 12.94%	Strong Buy candidate
FINCABLES	+53.8%	+65.0%	EBITDA +116.8%; margin 13.63% vs 10.40%	Strong Buy candidate
GLAND	+58.2%	+23.3%	EBITDA +54.1%; margin 26.40% vs 21.11%	Strong Buy candidate
GESHIP	+118.4%	+46.9%	EBITDA +58.9%; margin 63.43% vs 58.63%	Strong Buy candidate
OCCLLTD	+220.6%	+114.2%	EBITDA +149.7%; margin 18.68% vs 16.07%	Strong Buy candidate
NGLFINE	+68.7%	+32.5%	EBITDA +63.5%; margin 17.68% vs 14.27%	Buy candidate
TATASTEEL	+18.2%	+11.5%	EBITDA +18.4%; margin 16.10% vs 15.16%	Buy / Hold
PIXTRANS	+38.9%	+16.5%	EBITDA +36.8%; margin 29.09% vs 24.76%	Buy candidate
AGIIL	+39.2%	+17.2%	EBITDA +29.8%; margin 43.56% vs 39.41%	Buy candidate
GOLDIAM	+57.3%	+42.0%	EBITDA +46.0%; margin 20.42% vs 19.88%	Buy candidate
RAMKY	+21.7%	+28.2%	EBITDA +29.3%; margin broadly stable	Buy / Hold
MUKKA	+172.0%	+107.8%	EBITDA +104.0%; margin slightly lower	Buy candidate; monitor margins
SUPRAJIT	+4.8%	+20.6%	EBITDA +38.6%; margin 12.20% vs 10.58%	Buy / Hold
VOLТAS	+53.5%	+15.0%	EBITDA +81.8%; margin 4.72% vs 3.00%	Recovery candidate

2. Mixed results – wait for confirmation

Stock	What the results show	My view
SIEMENS	Revenue +17.0%, profit +3.9%; EBITDA margin declined to 10.92% from 12.44%.	Hold / Wait
BLUEDART	Profit +27.9%, revenue +14.5%; margin almost unchanged.	Hold
FOSECOIND	Profit +102%, revenue +31.8%; margin declined slightly.	Buy on confirmation
SURYAROSNI	Revenue +32.7%, profit +3.4%; margin declined.	Hold
INGERRAND	Profit +9.1%, revenue +23.6%; margin declined to 21.22%.	Hold
AZAD	Revenue +30.8%, EBITDA +37.5%, but profit fell 5.7%.	Wait
HERANBA	Returned to profit, but revenue and EBITDA declined.	Wait
PRADPME	Profit +27.2%, revenue +18%; EBITDA growth slower and margin lower.	Hold
DCMSRIND	Profit +275%, EBITDA +91%, but revenue declined 6%.	Speculative / Wait
DYNAMATECH	Profit rose sharply from a low base; revenue +15.6%, EBITDA +20.3%.	Buy only after price confirmation

3. Negative results – avoid fresh entry for now

Stock	Main concern	My view
TATACHEM	Turned from ₹770M profit to ₹1.22B loss; EBITDA down 29%.	Avoid
HBLENGINE	Profit down 53.4%; revenue down 28.3%; EBITDA down 57.7%.	Sell / Avoid
MAMATA	Turned from profit to loss; revenue declined.	Avoid
DATAPATTNS	Revenue down 56.7%; profit down 55.7%.	Sell / Avoid
COHANCE	Revenue down 14.8%; profit down 79.5%; margin sharply lower.	Avoid
INDOBORAX	Profit down 70.8%; EBITDA down sharply; margin collapsed.	Sell / Avoid
BAJAJST	Revenue, profit and EBITDA all declined.	Avoid
DENTA	Revenue, profit and EBITDA all declined.	Avoid
CIFL	Profit fell from ₹460.2M to ₹7.5M; revenue also declined.	Sell / Avoid
SCODATUBES	Profit down 65.7%; EBITDA down 29.3%.	Avoid
ANDHRSUGAR	Profit down 28.5%; EBITDA down 26.4%; margin contracted.	Avoid
KILITCH	Profit down 72.8%, despite improved EBITDA.	Avoid / Wait
PROSTARM	Revenue grew, but profit and EBITDA fell; margin contracted substantially.	Avoid / Wait
ALEMBICLTD	Revenue, profit and EBITDA declined.	Avoid

4. Important non-results news – positive and negative triggers

Stock	News from your file	My view
VA TECH WABAG	Medium-term revenue growth target 15–20%, EBITDA margin target 13–15%, positive net cash.	Positive long-term outlook
BHEL	₹600–900 crore synchronous condenser contract.	Positive order trigger
POWER MECH	Saudi Arabia subsidiary wins ₹387 crore contract.	Positive
SEAMEC	$26.14 million ONGC subsea installation contract through L&T.	Positive
INOX INDIA	Record ₹2,200 crore order backlog, including ₹1,100 crore from space sector; major US order.	Positive business outlook; price weakness needs attention
QUALITY POWER	Manufacturing expansion, new plants and capital-raising plans.	Watch; funding and execution matter
WAAREE RENEWABLE	285 MWp solar EPC contract.	Positive order trigger
HINDALCO	Novelis maintains $600 EBITDA-per-ton target and expects positive free cash flow and deleveraging.	Positive outlook
TATA POWER	Appeals Singapore court ruling; asset attachment issue remains.	Legal risk – cautious
COHANCE	USFDA VAI classification following facility inspection.	Regulatory risk
BOSCH	Management forecasts modest H2 due to inflation, weak monsoons and interest rates.	Cautious

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5. My final shortlist

Top 8 to track

Earnings-based ranking, not a live-price ranking

1

DIVISLAB

Strong profit and margin expansion

2

GESHIP

Strong profit growth and EBITDA margin

3

GLAND

Good revenue, profit and margin growth

4

FINCABLES

Strong improvement across all key metrics

5

OCCLLTD

Exceptional growth; check sustainability of base

6

SPECTRUM

Excellent growth; verify valuation and liquidity

7

NGLFINE

Consistent improvement across metrics

8

PIXTRANS

Good earnings and margin improvement

not only see current Q2 profit but also see what next you are seeing any plan like Q3 or future and tell

1. Forward-looking stocks — my priority list

These are stocks where the feed gives some evidence of future business momentum, not just a good Q2 result.

Stock	What supports future growth?	My view
DIVISLAB	Double-digit revenue growth outlook; annual capex guidance of around ₹2,000 crore, ±20%. H1 performance is also strong. StockAnalysis.com+1	Strong candidate
GESHIP	Strong shipping and offshore business, but Q2 profit included a sizeable ship-sale gain. Shipping earnings are cyclical. The Financial Economy	Positive, but don't extrapolate Q2 profit
VA TECH WABAG	Medium-term revenue growth target of 15–20%, EBITDA margin 13–15%, ROCE above 20%, and O&M target of 20% of revenue.	Strong forward-looking candidate
INOX INDIA	₹2,200 crore order backlog, including ₹1,100 crore from the space sector, plus a major US space-sector order.	Strong order visibility
VOLTAS	Management expects better unitary cooling products profitability and stronger Q3/Q4 FY27 results.	Q3/Q4 recovery candidate
HINDALCO	Novelis retains its $600 EBITDA-per-tonne target; expects positive free cash flow and deleveraging by FY27-end.	Positive, monitor execution
ONGC	DSF-2 production expected by FY-end; FY28 production growth estimated at 0.5–1 MMT.	Gradual improvement candidate
WAAREE RENEWABLE	New 285 MWp solar EPC contract, with completion targeted by FY28.	Positive, but execution is important
SEAMEC	$26.14 million subsea installation contract, expected to complete by May 2027.	Order-driven opportunity
GODREJ AGROVET	Targets double-digit PBT growth; oil-palm business expected to deliver strong double-digit EBITDA growth.	Positive outlook

These are source-based forward-looking observations, not verified buy signals. The feed does not establish current valuations or technical entry points.

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2. Strong Q2, but future growth needs confirmation

These companies delivered good numbers, but your feed does not give enough specific Q3 guidance or order visibility to confidently predict another strong quarter.

Stock	Q2 signal	What I need to see next
FINCABLES	Excellent profit, revenue and EBITDA growth	Order pipeline, margins and sustainability of growth
GLAND	Strong profit and margin improvement	New product launches, regulated-market sales and capacity utilisation
SPECTRUM	Very strong growth	Whether revenue and margins can sustain this pace
OCCLLTD	Very strong growth	Customer demand, volumes and repeatability
NGLFINE	Profit and EBITDA growth	Demand outlook and margin stability
PIXTRANS	Profit and EBITDA growth	Export demand and order pipeline
RAMKY	Good profit, revenue and EBITDA growth	Project execution and order inflows
GOLDIAM	Strong growth	Export orders and jewellery demand
TATASTEEL	Improving EBITDA and margins	Steel prices, demand and input costs
SUPRAJIT	Revenue and EBITDA growth	Whether profit growth catches up with operating growth

My interpretation: These are watchlist candidates, not automatic buys. A strong Q2 can be temporary; I want confirmation from Q3 commentary, order inflows and cash flow.

3. Stocks where I would be cautious about the future

Stock	Reason for caution	My view
COHANCE	Profit and EBITDA dropped sharply; USFDA VAI classification adds a regulatory issue to monitor.	Avoid until recovery is clearer
DATAPATTNS	Revenue and profit fell sharply.	Weak near-term visibility
HBLENGINE	Revenue, profit and EBITDA declined substantially.	Negative
TATACHEM	Moved from profit to loss; EBITDA margin compressed.	Negative
INDOBORAX	EBITDA and margin deteriorated significantly.	Avoid for now
PROSTARM	Revenue rose, but profit and EBITDA declined and margins contracted.	Caution
HERANBA	Returned to profit, but revenue and EBITDA declined.	Recovery not confirmed
AZAD	Revenue and EBITDA increased, but net profit declined.	Needs explanation
BOSCH	Management expects a modest second half and flat-to-modest Q3 two-wheeler market growth.	Cautious
SIEMENS	Revenue increased, but EBITDA barely grew and margin fell.	Wait for margin recovery

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4. What I will check before recommending a stock

I will use this priority order in future reports:

Future business visibility: Orders, contracts, order book, customer demand and management guidance.
Q3/Q4 outlook: Whether management expects acceleration, stability or slowdown.
Earnings quality: Revenue, EBITDA, margin and profit growth together—not profit alone.
H1 performance: Whether the Q2 result is part of a consistent trend.
Capacity and expansion: New plants, capacity utilisation, capex and expected returns.
Risks: Regulation, debt, raw materials, export exposure and one-off income.
Market price: CMP, valuation, chart trend, support and resistance before deciding Buy or Sell.

5. My revised priority

Best forward visibility in this feed

Priority	Stock	Reason
1	DIVISLAB	Strong Q2 + double-digit growth outlook + capex
2	VA TECH WABAG	Explicit medium-term growth and profitability targets
3	INOX INDIA	Large order backlog and space-sector exposure
4	VOLTAS	Management expects stronger Q3/Q4
5	HINDALCO	Cash flow, deleveraging and EBITDA targets
6	GESHIP	Strong operating business, but shipping cycle and asset-sale gains matter
7	WAAREE RENEWABLE	New EPC order and future execution pipeline
8	FINCABLES	Strong Q2; needs forward order and margin confirmation

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TAGS='Sharenews'

1. Strong positive results – watchlist

2. Mixed results – wait for confirmation

3. Negative results – avoid fresh entry for now

4. Important non-results news – positive and negative triggers

5. My final shortlist

Top 8 to track

1

2

3

4

5

6

7

8

1. Forward-looking stocks — my priority list

2. Strong Q2, but future growth needs confirmation

3. Stocks where I would be cautious about the future

4. What I will check before recommending a stock

5. My revised priority

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