StockWatch
·
HomeLiveReports

Research Reports

AllResearchResult previewResultsTranscriptResult verdict
SHYAMMETLResearch2 OctPREMEXPLNResearch2 OctSECURKLOUDResearch2 OctSRFResearch2 OctGMBREWResult preview2 OctGLASSWALLResult preview2 Oct
Latest coverage
Tue, 29 Sept
ESDSESDS Software Solution Ltd

Solid Q1, GPU upside unproven; Sharon AI deal delayed

GPU deployment · Sharon AI capacity · order book growth

TranscriptDeep diveQ1 FY276 min
25 Sept 2026
HTELHy-Tech Engineers Ltd

Strong revenue growth tempered by margin compression; bold 5-year roadmap.

capacity expansion · OEM diversification · margin recovery

TranscriptDeep diveQ1 FY276 min
23 Sept 2026
SKYWAYSSkyways Air Services Ltd

Record revenue growth masks wafer-thin 2.2% net margin

volume growth 23% · fuel pass-through · margin compression

TranscriptDeep diveQ1 FY276 min
22 Sept 2026
TEMPSENSTempsens Instruments (India) Ltd

30% revenue growth but margin pinch signals investment phase

export momentum · capacity expansion · margin pressure

TranscriptDeep diveQ1 FY276 min
17 Sept 2026
SHANKESHShankesh Jewellers Ltd

Strong growth corroborated, but margin sustainability opaque

55% YoY growth · handcrafted moat · corporate mix shift

TranscriptDeep diveQ1 FY276 min
GAJAGaja Alternative Asset Management Ltd

Strong debut: IPO-listed AMC posts 52% net margins, cagey on guidance

fund deployment · performance income growth · Fund IV IRR 29%

TranscriptDeep diveQ1 FY276 min
13 Sept 2026
HORIZONINDHorizon Industrial Parks Ltd

Strong operational momentum masks near-term P&L loss; 4-pronged strategy quantified

EBITDA margin 80% · contractual revenue ₹970Cr · in-city 2-3x rentals

TranscriptDeep diveQ1 FY276 min
12 Sept 2026
MOLBIOMolbio Diagnostics Ltd

Platform scaling, but near-term dilution from new acquisitions

Truenat scale-up · OptraScan integration · 25% FY27 growth

TranscriptDeep diveQ1 FY276 min
11 Sept 2026
SHIPROCKETShiprocket Ltd

Strong 34% growth offset by ₹13.7Cr loss; EBITDA inflection emerging

transaction growth · emerging acceleration · EBITDA inflection

TranscriptDeep diveQ1 FY276 min
BLELBehari Lal Engineering Ltd

Mix shift + Unit 3 unlock margin story; near-term growth moderate

high-value mix · capacity expansion · defense entry

TranscriptDeep diveQ1 FY276 min
10 Sept 2026
DHOOTTRANSDhoot Transmission Ltd

Strong debut, but EV battery pack single-customer risk

EV growth 79% · capacity expansion · Multilink integration

TranscriptDeep diveQ1 FY276 min
08 Sept 2026
INDOBORAXINDO BORAX & CHEMICALS LTD.-$

Strong Q1 delivery masks FY27 growth slowdown; Kronox upside deferred

Kronox acquisition · capacity utilization · DOT expansion

TranscriptDeep diveQ1 FY276 minMetals & Mining
07 Sept 2026
MILKYMISTMilky Mist Dairy Food Ltd

44% growth, modest margins—execution risk on milk inflation and capex

paneer growth · margin expansion · capacity rollout

TranscriptDeep diveQ1 FY276 min
04 Sept 2026
LEAPINDLEAP India Ltd

Strong margin expansion masks near-term headwinds

pallet pooling · movement hire · margin expansion

TranscriptDeep diveQ1 FY276 min
03 Sept 2026
INDIGOPNTSIndigo Paints Ltd

Strong growth, margins beat—but aggressive spend strategy unproven

demand recovery · volume growth · margin expansion

TranscriptDeep diveQ1 FY276 minIndustrials & Infra
ARDEEArdee Industries Ltd

Growth intact, margins squeezed; capacity ramp delayed to FY28

capacity expansion · margin compression · geopolitical disruption

TranscriptDeep diveQ1 FY276 min
02 Sept 2026
KMEWKnowledge Marine & Engineering Works Ltd

Exceptional Q1 execution masks margin compression risk ahead

order book depletion · shipbuilding scale-up · bid pipeline conversion

TranscriptDeep diveQ1 FY276 minIndustrials & Infra
01 Sept 2026
JNPRJuniper Green Energy Ltd

Record execution on FDRE, battery strategy shift drives margin expansion

FDRE capacity · battery cost deflation · merchant BESS strategy

TranscriptDeep diveQ1 FY276 min
RACLGEARRACL Geartech Ltd

Strong YoY growth masks Q1 flatness; new programs ramping cautiously

KTM recovery · BMW SOP · Royal Enfield ramp

TranscriptDeep diveQ1 FY276 minAutomobile
MVELECTROMV Electrosystems Ltd

Scale-up path clear, but Q1 loss masks execution risk

scale-up · order book · propulsion systems

TranscriptDeep diveQ1 FY276 min
31 Aug 2026
PRECAMPrecision Camshafts Ltd

Pipeline is strong; Q1 results and EMOSS drag weaken the signal

order book ₹1,500 Cr · new programs ramping · PAT -55% YoY

TranscriptDeep diveQ1 FY276 minAutomobile
30 Aug 2026
EPLEPL Ltd

Record 25% growth masks flat profit; execution risk on leverage

revenue growth · cost pass-through · Beauty & Cosmetics

TranscriptDeep diveQ1 FY276 minIndustrials & Infra
AVGAVG Logistics Ltd

Margin surge masks soft revenue growth; Haldiram scales execution

PAT growth · Margin expansion · Haldiram contract

TranscriptDeep diveQ1 FY276 minIndustrials & Infra
28 Aug 2026
TRITONVTRITON VALVES LTD.

Revenue momentum strong, margin quality soft amid commodity inflation

organic growth · commodity passthrough · EV tailwind

TranscriptDeep diveQ1 FY276 minAutomobile
AVANTIFEEDAVANTI FEEDS LTD.-$

Revenue beat, profit crushed: raw material inflation overwhelms pricing

margin compression · raw material inflation · pricing lag

TranscriptDeep diveQ1 FY276 minFMCG
KHAZANCHIKhazanchi Jewellers Ltd

45% growth, retail store ramping; 5,000Cr target by 2030

retail expansion · margin expansion · B2C growth to 40%

TranscriptDeep diveQ1 FY276 minConsumer & Retail
27 Aug 2026
MANIPALHOSManipal Health Enterprises Ltd

Volume led growth; margins solid but Sahyadri integration remains a lever

volume-led growth · greenfield ramp · Sahyadri integration

TranscriptDeep diveQ1 FY276 min
GLOBECIVILGlobe Civil Projects Ltd

Strong Q1 beat, but order book guidance softens vs prior 20-25% target

order book expansion · working capital intensity · government concentration

TranscriptDeep diveQ1 FY276 minIndustrials & Infra
RATHISTRATHI STEEL & POWER LTD.-$

Volume surge masks margin stall; integration execution key

volume growth · margin compression · TMT integration

TranscriptDeep diveQ1 FY276 minMetals & Mining
CONFIPETCONFIDENCE PETROLEUM INDIA LTD.

Crisis-led surge masks thin margins, guidance vague

volume growth · LPG pricing · West Asia crisis

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas