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Focus on BBTC as Britannia’s Consolidated Sales for Q2 grew 4% while Net profit grew 23%

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  Focus on BBTC as Britannia’s Consolidated Sales for Q2 grew 4% while Net profit grew 23%  Britannia’s Consolidated Sales for the Quarter ended 30th September 2025 stands at Rs 4,752 Crores, growing 4.1% and Net Profit stands at Rs 655 Crores, growing 23% on a year-on-year basis.  Commenting on the performance, Mr. Varun Berry, Executive Vice-Chairman, Managing Director & Chief Executive Officer, said: “Our Revenue during the quarter registered a reasonable growth of 4.1% with the profits growing by 23.2%, driven by relatively stable commodity prices and sustained efforts to optimise costs across the value chain. The recent GST rate rationalization announced by the Government is a welcome step towards stimulating consumer demand and uplifting the overall economic sentiment in the country. However, transitional challenges arising from the GST-related changes in Supply Chain, Trade and Channels had a short-term impact on business during the latter part of the quarter, ...
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Finolex Industries H1 FY26 Strong liquidity with free cash (net) of ~ ₹ 2359 Cr

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  Finolex Industries H1 FY26  Strong liquidity with free cash (net) of ~ ₹ 2359 Cr Weaknesses: Susceptibility to volatility in raw material prices :  Being a commoditised product, the prices of PVC pipes are easily impacted by movement in the prices of PVC resins.  The company’s operating performance was adversely impacted in fiscal 2023 and during the second quarter of fiscal 2025 due to significant fluctuations in PVC resin prices.  Profitability remains volatile to movement s  in international prices of PVC and its raw materials: ethylene dichloride (EDC), ethylene and vinyl chloride monomer (VCM). Furt hermore, as most of the raw material required for manufacturing PVC resin is imported, inventory   risk is also high.   Exposure to intense competition  in the PVC pipes industry :  The pipes and fittings industry are highly competitive, especially in the commoditi s ed products segment ,  which has low differentiation. Strengths:...
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POCL Enterprises: Smallcap in metals

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  POCL Enterprises: Smallcap in metals POCL Enterprises Limited operates with a separate management team and has created it's own brand value with a registered trade name of POEL.  POEL was established in 1988 and currently has 3 major divisions:  이 Metallic Oxides Division - Lead Oxides & Zinc Oxide • PVC Stabilisers Division - Lead Stabilisers and Calcium-Zinc Stabilisers  о Metals Division – Lead Smelting, Refining & Alloying POEL currently has 5 factories as follows:  • Unit 1 at Puducherry - Zinc Oxide, Litharge, Grey Oxide, Barton Pot Oxide & Red Lead  • Unit 2 at Puducherry - PVC Stabilisers  •Unit 4 at Maraimalai Nagar - Lead Smelting, Refining & Alloying  이 Unit 5 at Thiruvallur - Zinc Refining & Zinc Oxide  • Unit 6 at Maraimalai Nagar - Lead Smelting, Refining & Alloying  POEL is a proud ISO 9001:2015, 14001:2015 and 45001:2018 сcertified Company.  POEL is also listed on the Bombay Stock Exchange (...
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Embassy Developments to Launch Six Residential Projects Valued at ~₹10,300 Crore in North Bengaluru

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Embassy Developments to Launch Six Residential Projects Valued at ~₹10,300 Crore in North Bengaluru Embassy Developments Ltd. (NSE: EMBDL / BSE: 532832) will launch six new residential projects valued at ~₹10,300 crore in North Bengaluru, reinforcing its strong growth trajectory for FY26.  Among the upcoming launches are two premium RERA-approved residential developments, Embassy Greenshore and Embassy Verde Phase II, within the landmark integrated township of Embassy Springs.  Embassy Greenshore will offer a differentiated collection of 800+ apartments across 2, 3, and 4 BHK configurations, featuring larger layouts, superior specifications, and elevated finishes. Building on the exceptional response to the fully booked Phase I, Embassy Verde Phase II will give homebuyers another opportunity to unlock value and be part of the North Bengaluru growth story.  Another key launch planned for FY26 is a new residential development in Hebbal. Located adjacent to the iconic, sold-...
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Epack Durable: YES Securities sees 50% upside in this 'undervalued' stock

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Epack Durable: YES Securities sees 50% upside in this 'undervalued' stock   and arrives at a target price of ₹545 Epack Durable stock , OEM/ODM manufacturer of living appliances, serving major consumer brands, with a 'Buy' rating, citing its commendable value prop including strategic partnerships with key players, robust manufacturing capabilities and prudent capacity expansion, focusing on components manufacturing resulting in backward integration, customer addition, and new product launches and improving margin trajectory.   "We stay bullish on the RAC and the Kitchen space as in the medium term, led by factors like strong realty-infused demand, recent GST rate cuts, growing share of organised sector, and Govt impetus towards manufacturing and export boost will drive growth. The company’s enviable value prop should help it outperform the industry in good time," the brokerage said. Manufacturing expansion and product diversification:  Epack is scaling up its ...
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Optiemus Infracom: Electronics Manufacturing Services (EMS)

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Optiemus Infracom: Electronics Manufacturing Services (EMS)  Trusted manufacturing partner for leading global electronics brands, delivering precision, quality and scalability across multiple product categories.  Partner of Choice for Global Brands Expanded production capacity in exiting facilities to deliver rising demand from strategic brand partners, ensuring scale alongside clients' growth ambitions.  Capacity Expansion Successfully delivered the first shipment of OnePlus Bullets Wireless Z3 Bluetooth Earphones this quarter, demonstrating our capability to launch new products at scale.  OnePlus Partnership EMS capabilities now include a powerful and clearly defined roadmap in wearables and hearables.  Advancing these categories to an entirely new level, driven by innovation, scale, and operational excellence. journey continues in partnership with the world’s top brands. India’s electronics manufacturing landscape is set for a historic transformation with the...
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Park Medi World: IPO stock

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  Park Medi World: IPO stock Haryana-based Park Medi World, the operator of the Park Hospitals network across North India, opened its  ₹920-crore IPO  for public subscription The healthcare chain aims to strengthen its balance sheet, accelerate expansion, and improve profitability over the next three years. The IPO is priced between ₹154 and ₹160 per share, comprising a ₹770-crore fresh issue and a ₹150-crore offer for sale.  A large portion of the proceeds will go toward debt reduction, positioning the company for a debt-free future. Sanjay Sharma, Group CEO & Whole-Time Director of Park Medi World said the company will repay about ₹380 crore of debt from the fresh issuance.  With total existing debt at around ₹425 crore, Park Medi World will effectively become a net cash company post listing.  This shift is expected to save around ₹15 crore annually in interest costs, directly enhancing profits. Additionally, ₹88 crore will be allocated for medical eq...
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