📍 STOCK WISE REPORT | EDITION: MAY 20, 2026 | RUPEE SPEAK
🏭 TRIDENT · Q4 NET PROFIT FALLS 24% TO ₹102 CR
CMP: ₹24.33▼ 0.04%
📉 Revenue from operations fell 12.4% YoY to ₹1,632.5 Cr. EBITDA declined 7.2% to ₹227.3 Cr but margin improved to 13.9% (vs 13.1%). Board approved first interim dividend of ₹0.50 per share (record date May 23, 2026). Also approved raising up to ₹500 Cr via NCDs. Reappointed Deepak Nanda as MD for 3 more years.
🎙️ RUPEE SPEAKProfit dip due to textile demand slowdown, but margin resilience and dividend approval signal stability. NCD proceeds will fund expansion — watch raw material costs. Labour code impact of ₹4.49 crore absorbed during quarter.
🔔 Record date: May 23, 2026 for interim dividend
💊 ZYDUS LIFESCIENCES · CONSOL NET PROFIT UP 9%
CMP: ₹1077.35▲ 5.73%
✅ Q4FY26 consolidated net profit at ₹1,272.5 Cr (+8.68% YoY). Total income increased 16.84% to ₹7,721.2 Cr. 52-week high touched ₹1,083. For FY26, consol PAT at ₹3,559.8 Cr. Promoters hold 75%.
🎙️ RUPEE SPEAKConsolidated numbers shine despite standalone dip. Strong US formulations & emerging markets drive growth. Stock momentum likely to continue with healthy pipeline and generic opportunities.
🏥 HCG · NEW CANCER HOSPITAL IN NORTH BENGALURU
CMP: ₹650.90▲ 0.65%
🌟 Launched comprehensive cancer hospital in Hebbal with up to 132 beds. Introduces Karnataka's first Elekta Unity MR-Linac for precision radiation therapy. Facility brings diagnosis, treatment, recovery support under one roof.
🎙️ RUPEE SPEAKHCG strengthens oncology leadership in South India. Advanced tech + under one roof care model attracts medical tourism & premium paying patients. Expansion in North Bengaluru fills critical gap.
💊 MANKIND PHARMA · ₹500 CR INVESTMENT IN SUBSIDIARY
CMP: ₹2569.20▲ 3.01%
🏭 Board approved additional investment up to ₹500 Cr in wholly owned subsidiary Mankind Medicare. Funds will be utilized for capacity expansion and plant setup. Promoters holding 72.66%.
🎙️ RUPEE SPEAKAggressive capex signals demand visibility. Subsidiary investment boosts manufacturing muscle — margin tailwind expected from operating leverage. Watch for execution timeline.
⚡ GODAWARI POWER · 25 MW SOLAR PLANT COMMISSIONED
CMP: ₹302.35▲ 4.12%
🌞 Commissioned 25 MWp captive solar power plant at Chawardhal, Rajnandgaon (Chhattisgarh). Power will be captively consumed at Ari Dongri and Boria Tibu iron ore mines, replacing high-cost grid power.
🎙️ RUPEE SPEAKGreen energy + cost reduction = earnings booster. Captive consumption improves realizations & reduces carbon footprint — ESG positive. Part of larger sustainability push.
🚀 NIBE · SURYASTRA ROCKET LAUNCHER TEST SUCCESS
CMP: ₹1109.00▲ 0.09%
🎯 Successfully tested SURYASTRA Universal Rocket Launcher at ITR Chandipur. Achieved CEP of 1.5m at 150Km range and 2m at 300Km range. Already received emergency procurement order from Indian Army in Jan 2026.
🎙️ RUPEE SPEAKDefence manufacturing at its best. Validated long-range capability opens export potential — order pipeline strong for indigenous artillery. Precision strike validated.
⚡ JSW ENERGY · ADDITIONAL STAKE IN TJPS
CMP: ₹533.90▲ 0.16%
🏭 Executed agreements to acquire additional stake in Toshiba JSW Power Systems (TJPS) for ₹150 Cr. Post-acquisition stake at 20.7% (non-diluted). Strengthens access to steam turbine generators for thermal expansion target of 10,658 MW by FY30.
🎙️ RUPEE SPEAKBackward integration in turbine generators de-risks supply chain. Thermal capacity scale-up gets strategic booster. Transaction to complete by June 15, 2026.
📈 DEV ACCELERATOR · TO RAISE ₹100 CR VIA NCDs
CMP: ₹40.93▲ 1.82%
💰 Board approved issuance of up to 1,00,000 secured, rated NCDs of face value ₹10,000 each on private placement basis. NCDs proposed to be listed on BSE.
🎙️ RUPEE SPEAKDebt fundraise to fuel growth plans. Small-cap but structured borrowing — watch utilization for expansion triggers. Listing on BSE adds transparency.
🚆 AIRFLOA RAIL · ₹2.68 CR ORDER FROM ICF
CMP: ₹310.00▲ 2.79%
🚄 Received order worth ₹2.68 Cr from Furnishing Division, Integral Coach Factory, Chennai (Indian Railways). Order for supply & installation of 38 sets of panelling inside wall, partition and roof.
🎙️ RUPEE SPEAKRailway modernization theme intact. Repeat orders from ICF boost revenue visibility; focus on execution margins. Small-ticket but consistent.
💧 MAHINDRA EPC · ₹3.30 CR MICRO IRRIGATION CONTRACT
CMP: ₹117.90▲ 0.38%
💦 Secured contract from Office of Executive Engineer, Water Resource Division for supply of Micro Irrigation Systems under community micro irrigation project. Execution within 11 months from site handover.
🎙️ RUPEE SPEAKGovernment's PMKSY push lifts irrigation orders. Small ticket but consistent order book — good for working capital rotation. Execution timeline moderate.
🏘️ MAHINDRA LIFESPACE · NEW PHASE AT CITADEL (PUNE)
CMP: ₹330.55▲ 0.69%
🏗️ Launched new phase at Mahindra Citadel (Pimpri-Chinchwad) spread across 9.66 acres. Towers E,F,G with premium 2/3 BHK residences. GDV for this phase expected ₹800-850 Cr (total project GDV ₹2,500 Cr). Features half Olympic pool, 30+ amenities.
🎙️ RUPEE SPEAKPremium real estate in Pimpri-Chinchwad gets strong demand. Sustained launch pipeline to drive cash flows. Sustainability-focused development adds to brand equity.
🐄 MAYANK CATTLE · LAUNCHES 'MAYANK FAT' & 'CAL GOLD'
CMP: ₹192.40▲ 1.29%
🥛 Launched 'Mayank Fat' (improves milk fat percentage) and 'Mayank Cal Gold' (liquid calcium supplement for lactating animals). Products address nutritional deficiencies for better dairy productivity.
🎙️ RUPEE SPEAKNiche animal health segment offers high repeat purchase. New launches target productivity — margin accretive. Dairy farmer economics improving post budget.
📦 MAAN ALUMINIUM · NEW DELHI OFFICE FOR BACK-OFFICE EXPANSION
CMP: ₹142.65▲ 4.09%
🏢 Purchased flat/office at Surya Kiran Building, Kasturba Gandhi Marg, New Delhi. Carpet area 2,210 sq.ft. Total expenditure ₹7.24 Cr (excluding stamp duty). For expanding back-office services.
🎙️ RUPEE SPEAKScale-up in support functions signals growth phase. Strategic location may boost corporate efficiency. Small-cap gradually institutionalizing operations.
⛽ MRPL · PNGRB NOD FOR ATF PIPELINE AT BENGALURU AIRPORT
CMP: ₹149.20▲ 2.44%
✈️ Received PNGRB authorization for ATF pipeline from Devangonthi to KIA Bengaluru (existing & upcoming fuel farm). System capacity 2.5 MTPA. Project execution within 36 months.
🎙️ RUPEE SPEAKAviation fuel demand takes off. Long-term infra play, will reduce logistics cost for MRPL. Bengaluru airport expansion drives volume growth.
🛍️ UNICOMMERCE · PARTNERS WITH THE BEAR HOUSE
CMP: ₹86.41▲ 3.21%
📦 Implemented Uniware platform for omnichannel order management, inventory tracking. Deploying omnichannel retailing to integrate online & offline operations for the menswear brand.
🎙️ RUPEE SPEAKSaaS tailwinds in retail tech. Brand wins expand recurring revenue — digital commerce backbone play. D2C + retail integration drives stickiness.
🔬 SPARC · PARTNER OCUVEX GETS CRL FROM USFDA
CMP: ₹180.40▲ 0.39%
📄 Licensing partner Ocuvex Therapeutics received Complete Response Letter for PDP-716 NDA due to inspection findings at finished product manufacturing facility. No other issues raised with the NDA.
🎙️ RUPEE SPEAKRegulatory overhang, but no clinical safety issues. Stock resilient; watch remediation timeline. Manufacturing facility re-inspection key trigger.
⛽ BPCL · CONSOL PAT JUMPS 28% IN Q4
CMP: ₹291.15▲ 1.61%
🛢️ Q4FY26 consolidated net profit at ₹5,624.54 Cr (+28.07% YoY). Total income ₹1,35,898 Cr (+6.4%). Full year FY26 PAT at ₹23,303 Cr (+75.5%). Promoters holding 52.98%.
🎙️ RUPEE SPEAKRefining & marketing margins expand. Strong cash flows & dividend potential; OMC rally continues. Crude volatility remains a watch factor.
🌍 INDOBELL · EXPORT ORDER WORTH $91,300 FROM GE VERNOVA
CMP: ₹60.01▲ 2.74%
⚙️ Secured export order worth $91,300 from GE Vernova Operations LLC, USA for Steam Turbine Insulation - Blanket Therm. Execution by June 2027. Previously secured domestic order from BHEL via GeM.
🎙️ RUPEE SPEAKSmall-cap export win adds prestige & diversification. Long gestation but GE repeat order potential. Global supply chain linkage positive.
🤖 PERSISTENT · AI VALUE COMPASS WITH IIM AHMEDABAD
CMP: ₹5101.80▲ 0.77%
📊 Collaborated with IIM Ahmedabad to introduce 'AI Value Compass' — strategic framework to prioritize and scale AI investments with measurable business outcomes. Combines Persistent's enterprise expertise with IIM-A's academic research.
🎙️ RUPEE SPEAKThought leadership in AI adoption. Strong brand equity with global clients — long-term differentiation. Enterprise AI spending remains resilient.
📊 KFIN · LAUNCHES 'AEGIX' AI POWERED IR PLATFORM
CMP: ₹826.50▲ 0.19%
🏢 Launched 'AEGIX' (Advanced Equity Governance Intelligence eXchange) — integrated investor relations intelligence platform. AI-native platform combining ownership intelligence, market insights, and IR workflows. Available for NSE & BSE listed companies.
🎙️ RUPEE SPEAKSaaS in capital markets — high margin & sticky. Expands TAM beyond RTA services. IR tech adoption rising among mid & large caps.
🏡 BIRLA ESTATES · ₹1007 CR SALES BOOKING IN THANE PROJECT
CMP: ₹1279.00▲ 0.55%
📍 Wholly owned subsidiary Birla Estates achieved sales booking of ~₹1,007 Cr for 'Birla Taranya' in Thane, MMR. Achieved within first 3 months post RERA approval (Feb 3, 2026). Reinforces premium residential demand.
🎙️ RUPEE SPEAKStrong real estate traction in MMR. Premium branding + execution leads to cash flow certainty. Thane micro-market seeing sustained demand.
🛵 OLA ELECTRIC · Q4 LOSS ₹500 CR BUT OPERATING CASH FLOW POSITIVE
CMP: N/ALoss sequential
🔋 Q4FY26 consolidated net loss ₹500 Cr (vs ₹487 Cr loss in Q3). Revenue ₹265 Cr (-56.6% YoY). Gross margin improved to 38.5% (vs 13.7% YoY). First operating cash flow positive quarter at ₹91 Cr. Service turnaround time reduced by 88%.
🎙️ RUPEE SPEAKLosses narrow from last year, OCF positivity is key. Service recovery could reignite demand. Turnaround watch: 4680 Bharat Cell certification adds tech edge.
👓 LENSKART · Q4 NET PROFIT ₹200 CR, REVENUE SURGES 46%
CMP: N/AStrong EBITDA growth
👁️ Q4FY26 consolidated net profit ₹200.28 Cr (down 8.5% YoY) but adjusted PAT surged 165%. Revenue ₹2,516 Cr (+46% YoY). Conducted 6.8 million eye tests (+45%). Same-store sales growth 24.2%. Expanded to 157 new tier-2 cities.
🎙️ RUPEE SPEAKOmnichannel disruption in eyewear. High-frequency business model & tier-2 expansion driving premiumisation. International business EBITDA margin expanded to 9.2%.
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This report is for educational and informational purposes only. It does not constitute investment advice, stock recommendations, or an offer to buy/sell any securities. Stock market investments are subject to market risks. Past performance does not guarantee future returns. The information is based on publicly available sources (BSE, NSE, exchange filings). No “buy/sell/hold” recommendations are made. Readers are strongly advised to consult a SEBI-registered financial advisor before making any investment decisions. The author/platform shall not be held liable for any financial losses or actions taken based on this report.