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Lokesh Machines Limited (lokeshmach) Q1 FY27: Resilience in Reopening Recovery

Lokesh Machines Limited (LOKESHMACH) Q1 FY27 results show resilience with revenue up 15.4% YoY, profit after tax up 121.7%.

Pranab Tyagi at TradeAlone

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Lokesh Machines Limited Lokeshmach Q1 FY27 Resilience

Lokesh Machines Limited (LOKESHMACH) showcased remarkable resilience in its Q1 FY27 results, marking a significant recovery from the previous sanctions-era quarter. The company reported a 15.4% year-on-year increase in revenue from operations to ₹55.46 crore, driven by a robust performance in its Defense and Components division.

Financial Highlights

The financials for Q1 FY27 reflect strong growth across key metrics. The profit after tax surged 121.7% year-on-year to ₹1.01 crore, while the EBITDA rose 11.6% to ₹9.92 crore. The effective tax rate also eased to 28.5% from 36.6% a year ago, contributing to the improved bottom line.

Segment Performance

The Machinery division faced challenges due to blocked USD and EUR channels during the final sanctions quarter, resulting in a 13.2% year-on-year decline in revenue to ₹40.22 crore. However, the reopening of export markets post delisting is expected to drive recovery from Q2 FY27. Conversely, the Defense and Components division saw a phenomenal 693% year-on-year increase in revenue to ₹15.55 crore, driven by resumed supplies to its principal customer.

As Lokesh Machines Limited navigates through these changes, its ability to maintain margins despite rising input costs and strengthen its balance sheet with ₹23.62 crore of preferential equity infusion highlights its strategic resilience. With an order book of ₹271 crore as of 12 August 2026, the company is well-positioned for sustained growth.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Lokesh Machines Limited

Lokesh Machines Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

LOKESHMACH
Industrials › Specialty Industrial Machinery
BREAKOUT
30
Fundamental
94
Technical
63
Overall

1W +3.54%
1M -12.81%
3M +16.43%
P/E: 183.6 Cap: Small
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Lokesh gains 37.9% over three months and trades near its 52-week highs. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock trades at 99% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The stock rises 37.9% in three months. Yet revenue grows at only 7.0% and the PEG stands at 99.00. Either the market prices in a turnaround that has not shown up yet, or this is momentum without substance. Check the next two earnings prints before drawing conclusions. Check Fundamentals of Lokesh Machines Limited.

Industrials

Triveni Turbine Limited (triturbine): Q2 & H1 FY27 Financial Results Reveal Revenue Growth and Record Order Booking

Triveni Turbine Limited (TRITURBINE) reports Q2 & H1 FY27 financials: revenue up 6.4% YoY, record order booking of ₹7.64B.

Deputy Editor, Equities for tradealone

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Triveni Turbine Limited Triturbine Q2 FY27 Results

Triveni Turbine Limited (TRITURBINE), a leading global steam turbine OEM, announced its financial results for the second quarter and half year ended September 30, 2026. The company reported a revenue of ₹ 9.34 billion for H1 FY27, marking a 6.4% year-on-year growth. For Q2 FY27, the revenue stood at ₹ 4.91 billion, a 3.0% decrease YoY. Despite the decline in Q2, the company achieved a record order booking of ₹ 7.64 billion, up 17.2% YoY. The company’s closing order book increased by 10.5% YoY to ₹ 24.53 billion.

Key Financial Highlights for Q2 FY27

The company’s consolidated revenue from operations for Q2 FY27 was ₹ 4.91 billion, down 3.0% YoY. Domestic revenue surged 51.8% YoY, while export revenue fell 46.6% YoY, making up 30.7% of total revenue compared to 55.7% in Q2 FY26. EBITDA was ₹ 858 million, down 35.5% YoY, with a margin of 17.5% compared to 26.3% in Q2 FY26. Profit Before Tax (PBT) was ₹ 757 million, down 39.2% YoY, with a margin of 15.4% compared to 24.6% in Q2 FY26. Profit After Tax (PAT) was ₹ 533 million, down 41.7% YoY, with a margin of 10.9% compared to 18.1% in Q2 FY26.

Key Financial Highlights for H1 FY27

For H1 FY27, the revenue from operations was ₹ 9.34 billion, up 6.4% YoY. EBITDA was ₹ 1.66 billion, down 27.7% YoY, with a margin of 17.7% compared to 26.1% in H1 FY26. PBT was ₹ 1.45 billion, down 31.4% YoY, with a margin of 15.6% compared to 24.1% in H1 FY26. PAT was ₹ 1.04 billion, down 32.9% YoY, with a margin of 11.2% compared to 17.8% in H1 FY26.

The company’s order booking for the quarter was a record ₹ 7.64 billion, driven by expanding global footprint and led by exports and the product business, with export order booking up 49.8% YoY. For H1 FY27, the company delivered record order booking of ₹ 13.33 billion, up 12.2% YoY, with strong international performance across North America, Europe, Southeast Asia, and Turkey. The closing order book stood at ₹ 24.53 billion, up 10.5% YoY, with the aftermarket order book more than doubling to ₹ 6.39 billion.

Mr. Dhruv M. Sawhney, Chairman & Managing Director, Triveni Turbine Limited, commented, ‘Our business fundamentals remain strong, as reflected in a healthy order book and record order booking, led by Europe, Turkey, and the USA. Looking ahead, rising global electricity demand and the transition to cleaner, more energy-efficient systems continue to support a favorable long-term environment.’ The company is well positioned for an improved performance in H2 FY27, driven by emerging opportunities in the USA, rising demand in Europe, and sustained investment in domestic and international markets.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Triveni Turbine Limited

Triveni Turbine Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

TRITURBINE
Industrials › Specialty Industrial Machinery
CONSOLIDATING DOWN
84
Fundamental
42
Technical
63
Overall

1W +6.12%
1M -1.12%
3M -13.11%
P/E: 48.7 Cap: Mid
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Triveni falls 13.1% over three months and has not found a floor yet. Revenue grows at 20.4% and profits at 22.0% CAGR. Both numbers are exceptional. The PEG of 2.21 is on the high side. However, it is acceptable for a quality compounder with a strong moat. The stock sits at 24% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 20.4% and profits at 22.0% CAGR — a genuinely strong business. Nevertheless, the stock drops 13.1% in three months. The market sells the stock, not the story. Watch whether that changes at the next earnings. Check Fundamentals of Triveni Turbine Limited.

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GRSE

Garden Reach Shipbuilders & Engineers Limited Q2 FY27: Revenue Up 9%, PAT Rises 12%

GRSE reports a 9% revenue growth and a 12% increase in PAT for Q2 FY27, marking significant milestones in shipbuilding and infrastructure.

preety tomer tradealone

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Garden Reach Shipbuilders & Engineers Limited Q2 FY27 Results

Garden Reach Shipbuilders & Engineers Limited (GRSE), a Navratna Public Sector Undertaking under the Ministry of Defence, GOI has announced its financial results for the second quarter ended September 30th, 2026. The revenue recorded during Q2 FY27 was Rs 1827 Cr, registering a growth of 9% over Q2 FY26. Similarly, the PAT has increased by 12% to Rs 232 Cr during the same period.

Financial Performance

The financial performance highlights include an 8% growth in total income, rising to Rs 1,886 Cr, and a 21% rise in revenue to Rs 3,641 Cr for H1 FY27. EBITDA and PBT also saw significant increases, with EBITDA up by 13% to Rs 254 Cr and PBT up by 23% to Rs 503 Cr.

Key Milestones

Cmde PR Hari, IN (Retd) Chairman and Managing Director, GRSE remarked, “The Q2 & H1 FY27 results have been encouraging, with GRSE once again delivering a strong financial performance. The quarter marked several significant milestones for GRSE, including the launch of the second Next Generation Offshore Patrol Vessel ‘Shruti’ for the Indian Navy and an Ocean Research Vessel ‘Sagar Manthan’ for NCPOR, Ministry of Earth Sciences, and the Bhumi Pujan of three new major brownfield infrastructure projects in West Bengal. These developments underscore GRSE’s continued commitment to strengthening indigenous shipbuilding capabilities, expanding infrastructure and contributing to India’s maritime security and defence preparedness in line with the vision of Aatmanirbhar Bharat.”

GRSE’s growth trajectory reaffirms its motto, “Infinite Passion Meets Unwavering Commitment,” as it continues to expand its capabilities and contribute to national defence and maritime security.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Garden Reach Shipbuilders & Engineers Limited

Garden Reach Shipbuilders & Engineers Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

GRSE
Industrials › Aerospace & Defense
—
88
Fundamental
66
Technical
77
Overall

1W +6.69%
1M +6.89%
3M -15.46%
P/E: 31.8 Cap: Large
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Garden falls 15.5% over three months and has not found a floor yet. The PEG of 0.65 signals undervaluation relative to growth. It is a potential re-rating candidate. Revenue grows at 40.0% and profits at 48.6% CAGR. Both numbers are exceptional. The stock gains 6.9% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 40.0% and profits at 48.6% CAGR, with D/E of 0.00. Meanwhile, the stock dips 15.5% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Garden Reach Shipbuilders & Engineers Limited.

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Conglomerates

Cyient Limited (cyient) Partners with 3-GIS to Turn Network Data into Operational Control

Cyient Limited and 3-GIS announce strategic partnership to transform network data into operational control, enhancing deployment and management.

Manas shah, Analyst — IT & Software

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Cyient Limited Cyient Partnership Network Data Control

Cyient Limited, a global lifecycle engineering services company, and 3-GIS, a leading provider of network management software, announced a strategic partnership to help telecom and utility operators turn network data into operational control. This collaboration combines Cyient’s extensive experience with 3-GIS’s platform capabilities to offer an integrated solution for deployment and long-term network management.

Integrated Offering for Telecom and Utility Operators

The partnership aims to address the growing complexity of managing network data by providing a single integrated offering. Traditionally, operators have had to rely on multiple vendors for software platforms, deployment services, and operational intelligence. However, Cyient and 3-GIS will now offer these capabilities together, simplifying the process and improving data quality.

Enhanced Deployment and Management

With over three decades of experience in serving telecom and utility customers, Cyient has managed and transitioned over 650 million network data elements. This expertise will now be combined with the 3-GIS platform to help customers accelerate deployment and simplify long-term network management. The integration of 3-GIS with Cyient’s Engineering Intelligence Platform, CYiNGINE, will enable customers to derive greater value from network data while improving operational efficiency and decision-making.

“By bringing the 3-GIS platform together with our engineering and managed services, we are giving operators across telecom, electric, and gas one partner accountable for the whole journey, from migrating their data to running the network of record day to day,” said Arunav Roy, SVP & Market Unit Head, Connectivity, Utilities & Spatial Intelligence, Cyient.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Cyient Limited

Cyient Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

CYIENT
Industrials › Conglomerates
—
54
Fundamental
90
Technical
72
Overall

1W -6.18%
1M -4.66%
3M +25.05%
P/E: 32.4 Cap: Mid
AI-Powered Analysis • TradeAlone
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Cyient gains 38.4% over three months and trades near its 52-week highs. Thin margins at 5.0% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue contracts at 6.5% CAGR. That signals structural headwinds, not a short-term blip. The stock trades at 89% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The stock rises 38.4% in three months on 6.5% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Cyient Limited.

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