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Sarda Energy & Minerals Limited (sardaen) Investor Presentation Q1 FY27: Resilient Operations and Growth

Sarda Energy & Minerals Limited (SARDAEN) Q1 FY27 investor presentation highlights resilient operations, 9.4% YoY EBITDA growth, and a record PAT of Rs.

Shruti singh - TradeAlone

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Sarda Energy & Minerals Limited Sardaen Q1 FY27 Results

Sarda Energy & Minerals Limited (SARDAEN) showcased resilient operations and growth in its Q1 FY27 investor presentation. Despite temporary operational disruptions, the company delivered a 9.4% year-over-year growth in consolidated EBITDA. The energy segment contributed nearly 70% to consolidated EBITDA, driven by stable plant load factor and improved realizations quarter-over-quarter.

Mining Operations

Mining operations continued to support captive requirements, strengthening integration and operational efficiency. Mine development remains on schedule, supporting the planned increase in production.

Energy Segment

The energy segment continued to drive growth, contributing nearly 70% of consolidated EBITDA. Hydropower generation was temporarily impacted by the shutdown at the Sikkim plant due to a transmission tower collapse. However, production resumed on July 5, 2026.

Metals Production

Higher iron ore pellet production supported operating performance. Steel production was temporarily impacted by the shutdown of a 30 MW turbine, but is expected to resume in August 2026. Steel realizations remained steady on a sequential basis.

The company reported its highest-ever quarterly profit after tax (PAT) of Rs. 478 crore, partly supported by the tariff true-up relating to the 113 MW Sikkim hydropower plant. With a net debt-free balance sheet, prudent capital allocation, and healthy cash generation, the company is confident in scaling operations by quadrupling mining capacity and doubling energy generation capacity over the medium term.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Sarda Energy & Minerals Limited

Sarda Energy & Minerals Limited belongs to the sector. Here’s a quick read on where the business and the stock stand today.

SARDAEN
Basic Materials › Steel
CONSOLIDATION
76
Fundamental
58
Technical
67
Overall

1W -5.64%
1M -2.72%
3M -3.19%
P/E: 15.8 Cap: Mid
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Sarda falls 12.7% over three months and has not found a floor yet. The PEG of 0.73 signals undervaluation relative to growth. It is a potential re-rating candidate. Revenue grows at 10.4% and profits at 22.5% CAGR. The market consistently rewards this kind of compounding. The stock gains 4.9% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Both the business and the stock move in the right direction. Revenue grows at 10.4%, profits at 22.5%, and the PEG sits at 0.73 — below its growth rate. That combination is rare. Check Fundamentals of Sarda Energy & Minerals Limited.

Basic Materials

Excel Industries Limited (excelindus) Achieves Silver Rating in Ecovadis Sustainability Assessment

Excel Industries Limited (EXCELINDUS) secures Silver Rating in EcoVadis Sustainability Assessment, placing among top 15% globally.

Reena Bhati - Tradealone

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Excel Industries Limited Excelindus Silver Ecovadis Rating

Excel Industries Limited (EXCELINDUS) has been awarded the Silver Rating in the EcoVadis Sustainability assessment, placing the company among the top 15% of businesses globally. This recognition highlights the strength of Excel’s sustainability management framework and the depth of evidence supporting its disclosures.

Sustainability Management Systems

The Silver rating recognises measurable progress across four areas: stronger sustainability management systems, deeper value chain engagement, improved environmental performance, and greater transparency in reporting. This achievement reflects the collective efforts of the Company’s employees and the continued integration of sustainability into its business practices.

Commitment to People, Planet, and Progress

Sustainability sits at the core of Excel’s operating philosophy, captured in its guiding principle of People, Planet and Progress and is embedded across its manufacturing sites, product development, and supply chain decisions. As we seek to expand our global footprint and our contract manufacturing presence, this rating will help establish us as a reliable supplier committed to sustainability, said Mr. Ravi A. Shroff, Managing Director, Excel Industries Limited.

Future Prospects

This achievement is expected to help in strengthening relations with existing customers and forging new relationships as the company seeks to expand its global footprint and presence in performance solutions and contract manufacturing.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Excel Industries Limited

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

EXCELINDUS
Basic Materials › Specialty Chemicals
CONSOLIDATING DOWN
44
Fundamental
58
Technical
51
Overall

1W -2.9%
1M -2.7%
3M +3.96%
P/E: 17 Cap: Small
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Excel posts a 3.6% three-month gain, but softens in the last few weeks. Thin margins at 6.6% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue contracts at 0.1% CAGR. That signals structural headwinds, not a short-term blip. The stock gives back 2.4% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 0.1% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of Excel Industries Limited.

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Basic Materials

S H Kelkar and Company Limited (SHK) Mourns the Loss of Chairman Mr. Ramesh Vinayak Vaze

S H Kelkar and Company Limited (SHK) announces the passing of its Chairman, Mr. Ramesh Vinayak Vaze, who played a pivotal role in shaping SHK into India’s le.

Blogger Kapil Rohilla TradeAlone

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S H Kelkar and Company Limited SHK Chairman Death

S H Kelkar and Company Limited (SHK), the largest Indian origin Fragrance and Flavour Company in India, today announced with profound sadness the passing of its Chairman, Mr. Ramesh Vinayak Vaze, at the age of 85. Mr. Ramesh Vaze’s association with SHK spanned more than six decades. He joined the family business in 1961 and played an instrumental role in shaping its evolution from an Indian fragrance house into India’s largest India-origin fragrance and flavour company, with a significant presence across international markets.

A Pillar of the Industry

Over the years, Mr. Vaze served the Company in several leadership capacities, including as Managing Director. Since 2019, he has served as Non-Executive Chairman of the Board, continuing to guide the Company and mentor its leadership team. His emphasis on quality, innovation, and nurturing talent played an important role in shaping SHK into the institution it is today.

Visionary in Perfumery

A Master Perfumer with an exceptional understanding of fragrances, customers, and markets, Mr. Ramesh Vaze devoted much of his professional life to advancing the art and science of perfumery in India. His deep knowledge of the industry and instinctive understanding of consumer preferences played an important role in expanding SHK’s fragrance capabilities and building enduring relationships with customers in India and overseas.

As a result, SHK continues to uphold the values, humility, and legacy left behind by Mr. Vaze, guiding the company in the years ahead.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of S H Kelkar and Company Limited

S H Kelkar and Company Limited belongs to the sector. Here’s a quick read on where the business and the stock stand today.

SHK
Basic Materials › Specialty Chemicals
CONSOLIDATING DOWN
56
Fundamental
62
Technical
60
Overall

1W -3.42%
1M -15.57%
3M -1%
P/E: 21.7 Cap: Small
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S posts a 10.3% three-month gain, but softens in the last few weeks. The PEG stands at 5.26 — severely stretched. Any earnings miss could trigger a sharp de-rating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock gives back 17.4% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 12.0% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of S H Kelkar and Company Limited.

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Basic Materials

Solar Industries India Limited (solarinds) Expands Global Footprint with Acquisition of South Africa’s Omnia

Solar Industries India Limited (NSE: SOLARINDS) announces acquisition of South Africa’s Omnia for 12,951 crores, expanding global footprint.

jyoti sharma

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Solar Industries India Limited Solarinds Acquisition of Omnia

Solar Industries India Limited (NSE: SOLARINDS) announced today the signing of definitive agreements for the acquisition of South Africa’s Omnia Holdings Limited for approximately 12,951 crores. This strategic move marks a significant expansion of Solar Group’s global footprint. The acquisition, proposed by Solar SA Investments Proprietary Limited, a wholly owned subsidiary of Solar Industries India Limited, will see the acquisition of all outstanding shares of Omnia in an all-cash transaction.

Strategic Rationale

The acquisition is expected to create a global platform for commercial explosives and blasting solutions. Solar Group has built a strong position in the global explosives industry through innovation, reliability, manufacturing excellence, and customer-centric solutions. The transaction marks a transformational milestone in Solar Group’s ambition to become a leading global explosives and mining solutions provider.

Enhanced Capabilities and Market Reach

Omnia’s mining business, operating under the BME brand, brings significant expertise in open-cast mining, bulk explosives, electronic detonation systems, digital blasting solutions, and mining chemicals. Omnia’s agriculture segment provides a platform that promotes sustainable agriculture and food security through a customer-centric approach. The acquisition is expected to drive commercial growth and operational efficiencies through technology innovation, broader customer coverage, enhanced supply chain resilience, and greater product and service integration.

Future Growth Prospects

The transaction is anticipated to become increasingly visible from FY2028, significantly boosting Solar Group’s revenue attributable to Africa’s mining market. The expanded footprint, strengthened industrial base, and broader customer access are expected to create significant value for shareholders, customers, employees, and all stakeholders.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Solar Industries India Limited

Solar Industries India Limited belongs to the sector. Here’s a quick read on where the business and the stock stand today.

SOLARINDS
Basic Materials › Specialty Chemicals
APPROACHING SUPPORT
78
Fundamental
56
Technical
67
Overall

1W -15.89%
1M -5.92%
3M +4.23%
P/E: 87.3 Cap: Large
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Solar gains 30.0% over three months and trades near its 52-week highs. The PEG reaches 3.35. The stock trades on brand and index weight, not on growth. Revenue grows at 12.4% and profits at 30.4% CAGR. The market consistently rewards this kind of compounding. RSI hits 75, a level that signals the stock runs hot. Notably, buyers drove volume on 16 recent sessions — though at these levels, some profit-taking is normal. The business grows revenue at 12.4% and profits at 30.4%, with D/E of 0.00. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 3.35 premium is usually justified. Check Fundamentals of Solar Industries India Limited.

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