Nandani Creation Limited, the company behind the Jaipur Kurti brand, has outlined its growth strategy and next phase of business expansion at its 14th Annual General Meeting held on September 30, 2026. The company highlighted significant progress made during FY2025-26 and outlined its roadmap to build Jaipur Kurti into a stronger, more scalable and nationally recognized Indian women’s fashion brand.

Focus on Quality Growth

Nandani Creation Limited recorded a turnover of approximately ₹110 crore in FY2025-26, representing growth of approximately 50% over the previous financial year. While the company continues to focus on revenue growth, its approach is increasingly centered on the quality and sustainability of growth. The company is strengthening operational efficiency, inventory productivity, working-capital management, asset utilization, cost discipline, and sustainable profitability.

Project 50: Expanding Retail Footprint

A key strategic initiative is Project 50, under which Jaipur Kurti is working towards expanding its Exclusive Brand Outlet network to 50 stores by March 2027. Each new store is intended to create a new customer touchpoint, provide insights into local consumer preferences, and strengthen Jaipur Kurti’s understanding of different geographies and customer segments.

Integrated Consumer Ecosystem

Jaipur Kurti is building an integrated omnichannel business across Exclusive Brand Outlets, Large Format Retail, Shop-in-Shop formats, Marketplaces, D2C, and social media. The company’s strategy is to give each channel a distinct role within the broader consumer ecosystem, with the objective of progressively converting interactions into long-term customer relationships.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Nandani Creation Limited

Nandani Creation Limited belongs to the Consumer Cyclical › Apparel Manufacturing sector. Here’s a quick read on where the business and the stock stand today.

Nandani trades in the lower quarter of its 52-week range. The PEG stands at 6.38 — 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. Sellers drive 2.0x the volume of buyers. Furthermore, they controlled 13 of recent sessions versus 17 for buyers — a clear distribution signal. Revenue grows at 19.0% yet the PEG reaches 6.38 — expensive for that growth. Furthermore, the stock drops 5.2% in three months. Neither value nor momentum supports this setup. It needs an earnings beat or a price reset first. Check Fundamentals of Nandani Creation Limited.

Hero MotoCorp, the world’s largest manufacturer of motorcycles and scooters, reported total dispatches of 7,66,348 units in September 2026, compared to 6,87,220 units during the same period last year. This represents a strong 12% year-on-year growth, driven by high consumer demand and strong momentum as the company prepares for the upcoming festive season.

Domestic Retail Growth Momentum

Domestic retail growth momentum was strong with VAHAN growth of 31% over the previous year, reflecting robust demand conditions ahead of the peak festive period. Domestic ICE business delivered strong dispatches of 7,10,436 units in September 2026 as compared to 6,32,253 units in the same period last year. This growth was led by the ICE scooters, recording a 60% YoY dispatch growth.

VIDA Unit Sustained Strong Retail Momentum

VIDA, Hero MotoCorp’s Emerging Mobility business unit, sustained its strong growth momentum in September 2026 with dispatches of 28,798 units and a healthy VAHAN growth of 83%.

As a responsible corporate citizen, the company announced a strategic partnership with Swiggy to empower delivery partners across India. This partnership will deliver comprehensive road safety training to Swiggy’s delivery partners, combining digital learning modules with instructor-led sessions.

As a result, Hero MotoCorp continues to build momentum in both domestic and global markets, reflecting its strong brand presence and distribution network.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Hero MotoCorp Limited

Hero MotoCorp Limited belongs to the Consumer Cyclical › Auto Manufacturers sector. Here’s a quick read on where the business and the stock stand today.

Hero posts a 7.7% three-month gain, but softens in the last few weeks. The PEG of 0.71 signals undervaluation relative to growth. It is a potential re-rating candidate. D/E stands at 0.00 with a 3.55% dividend yield. Furthermore, the business records zero revenue dips and zero loss quarters in five years — a fortress balance sheet. The stock gives back 3.8% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 11.7% and profits at 26.9%, and the dividend yield stands at 3.55%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Hero MotoCorp Limited.

JBM Auto Limited (JBMA) continues to lead India’s electric bus market, registering the highest number of electric buses in September 2026 with 274 registrations, according to data from the Vahan portal. This achievement marks a significant milestone for the company, reflecting its strong performance and leadership in the sector. The company also maintained its market leadership during H1FY26-27, registering 892 electric buses between April and September 2026, translating into a market share of approximately 24%.

Sustained Leadership

JBM Auto’s sustained leadership follows its strong performance in FY26, when the company recorded the highest electric bus registrations in the country. This continued momentum underscores the strength of JBM’s integrated electric mobility ecosystem, execution capabilities, and growing adoption of its electric bus solutions across public and institutional transport.

Commitment to Net Zero 2040

Speaking on the milestone, Mr. Nishant Arya, Vice Chairman & MD, JBM Auto, said, ‘Our continued leadership in India’s electric bus market is a true reflection of the scale, depth, and execution strength of the ecosystem we have built over the years. Our purpose-built born EV solutions offer innovation, efficiency, safety, and a passenger first approach. Aligned to our Net Zero 2040 commitment, our vision is to make every day travel cleaner, smarter, and more accessible for people across the country.’ JBM Auto operates the world’s largest dedicated integrated electric bus manufacturing facility outside China, located in the NCR region, with an annual manufacturing capacity of 20,000 buses.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of JBM Auto Limited

JBM Auto Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.

JBM falls 21.9% over three months and has not found a floor yet. D/E of 1.90 is elevated. As a result, debt servicing will compress free cash flow in a high-rate environment. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. RSI stands at 28, well into oversold territory. Yet sellers still dominated on 20 of recent sessions versus 10 for buyers, so the pressure has not fully lifted. The stock rises -21.9% in three months on 18.1% 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 JBM Auto Limited.