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1- LUMAXTECH
Summary of Good #Q1FY27
7/8/2026
Blockbuster/Very Good:
Cosmo First (48% rev and EBITDA growth, Peer Nahar Poly had 50% degrowth, Cosmo continues to deliver)
Visaka Industries (90+cr EBITDA, significant margin expansion,best ever qtr, more than 120% EBITDA growth)
Mold Tek Technologies (20% OPM, vision to reach 350cr rev in FY28 with 20-23% OPM, great comeback quarter with promise to deliver more consistent quarters given the better work flow orders)
Rategain Travel Technologies (22% OPM+Highest ever quarter,guided for OPM to improve further, solid concall with great insights, Q1FY27 growth isn't FIFA led as gossiped by an ex-anchor)
Gulshan Polyols (Record set with 53cr PAT, big margin expansion, all segments deliver, consistently performing well from 5 quartes, trades at 8.7 P/E!!)
Rain Industries (340+cr PAT, Advanced materials segment finally delivers a blockbuster quarter)
Shipping Corporation (#SCI)(solid Q1FY27 on all fronts, better rates, uncertainty regarding war should help them as prices should hold form for some more time)
Muthoot Microfinance (Better asset quality, improving RoE and RoA,48% PPOP growth, 12x jump in PBT and PAT, 48% Q1FY27 disbursements growth, highest ever)
IVP Ltd(18+cr PBT in a single quarter, biggest quarter)
Garware HiTech Films(guides for margin expansion)
Aegis Logistics (Gas terminal led growth uptick QoQ)
Goodluck India (40%+ growth in PBT, healthy revenue uptick, highest ever quarter)
Advance AgroLife (Best ever Q1, Q2 is historically strong)
Igarashi Motors (Turnaround)
BirlaNu (Turnaround)
Premier Energies(solid revenue growth,holds on to margins, much better quarter)
Shivalik Bimetal Controls (Consistent 30-35% kind of growth)
Lloyds Engineering Works(Rev, EBITDA, PAT all more than 2x, orderbook robust)
Wakefit Innovations (Continues to deliver health quarter with good margin expansion)
Sundrop Brands(good quarter on a low base)
Enkei Wheels(Turnaround)
GR Infra (growth come back after ages)
Orient CeraTech(solid margin expansion quarter)
Vijaya Diagnostics (Stable, steady and consistent)
Siemens Energy (Big beat vs estimates, record quarter)
Lupin (30% OPM almost, continues to outperform,solid beat vs ests)
IRM Energy (Gas led growth, sustainability uncertain, needs to be tracked for next few quarters)
IFB Industries (cost savings, healthy revenue growth, margin expansion)
Bajaj Electricals (rev growth tepid, margins expand big time)
Good:
Samvardhana Motherson
Sutlej Textiles
Sinclairs Hotels
TTK Healthcare
Trent
Hero Motocorp
Emcure Pharma
NCC
Varroc Engineering
Kewal Kiran Clothing
Sandur Manganese
PG Electroplast
SNL Bearings
GEE
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