Industrials
Jyoti Structures Limited Secures ₹949.35 Crore Orders from Power Grid Corporation of India
Jyoti Structures Limited (NSE: JYOTISTRUC) secures ₹949.35 crore orders from Power Grid Corporation for 800 kV HVDC Transmission Lines.
Jyoti Structures Limited (JSL), a leading engineering, procurement, and construction (EPC) company specializing in power transmission infrastructure, has secured Notifications of Award (NOAs) from Power Grid Corporation of India Limited for two packages under the ±800 kV HVDC Bipole Barmer -II and South Kalamb Transmission Lines project in Rajasthan. The combined order value is ₹949.35 crore, excluding GST. The awards cover Lot 1 under package TL01, valued at ₹474.85 crore, and Lot 2 under package TL02, valued at ₹474.50 crore.
Project Scope and Significance
The scope includes the supply, erection, testing, and commissioning of ±800 kV high-voltage direct current (HVDC) transmission lines on a total turnkey basis. Both packages carry a completion period of 38 months from the date of the respective Notifications of Award. This project highlights JSL’s expertise in executing large-scale infrastructure projects, contributing to India’s power transmission network.
Company’s Experience and Capabilities
Commenting on the development, Amit Dutta, COO, Jyoti Structures Limited, said, “We are grateful for the opportunity to contribute to India’s transmission infrastructure through projects of this scale. Our experience in the sector guides our approach to infrastructure project delivery. We look forward to working closely with Power Grid Corporation of India Limited to deliver these projects as planned.” With over five decades of experience in transmission EPC, JSL brings integrated capabilities across design and engineering, manufacturing, prototype tower testing, and project execution.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Jyoti Structures Limited
Jyoti Structures Limited belongs to the Industrials › Specialty Industrial Machinery sector. Here’s a quick read on where the business and the stock stand today.
Jyoti drops 20.1% over three months and trades near its 52-week lows. Thin margins at 7.6% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock sits at 15% 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 48.2% 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 Jyoti Structures Limited.
Industrials
Supreme Industries Limited Q2 FY27: Revenue Surges 39%, PBT Up 46%
Supreme Industries Limited (SUPREMEIND) reports a 39% revenue surge and a 46% PBT increase for Q2 FY27.
Supreme Industries Limited (SUPREMEIND), India’s leading plastics product manufacturer, announced its Unaudited Standalone & Consolidated financial results for the Quarter and half year ended 30th September 2026, at its Board Meeting held today. The company reported a 39.28% increase in total income to Rs. 3416.26 Crores for Q2 FY27 compared to Rs. 2452.82 Crores in the same period last year. The company’s operating profit also surged by 44.95% to Rs. 431.11 Crores from Rs. 297.41 Crores.
Financial Highlights
The company’s Profit Before Tax (PBT) rose by 46.53% to Rs. 360.72 Crores from Rs. 246.18 Crores. The company’s net profit after tax (PAT) before OCI increased by 44.47% to Rs. 279.25 Crores from Rs. 193.29 Crores in the same quarter last year.
Consolidated Results
In consolidated terms, the company’s total income grew by 39.87% to Rs. 3369.96 Crores for Q2 FY27 compared to Rs. 2409.41 Crores in the same period last year. The consolidated operating profit increased by 47.50% to Rs. 460.61 Crores from Rs. 312.27 Crores. The consolidated PBT rose by 58.03% to Rs. 343.91 Crores from Rs. 217.63 Crores. The consolidated PAT before OCI increased by 59.31% to Rs. 262.44 Crores from Rs. 164.74 Crores.
The Board of Directors has declared an interim dividend @ 600% i.e. Rs. 12 per share of Rs. 2 each (FV), for the financial year 2026-27. The Dividend will be paid to those shareholders whose names stand on the Register of Members as on the Record date i.e. 30th October 2026. The Company has Net Cash Surplus of Rs. 685 crores as on 30th September 2026 as against Cash Surplus of Rs. 648 crores as on 31st March 2026.
The overall turnover of value-added products increased to Rs. 1476 crores during the current 2nd quarter as compared to Rs. 1072 crores in the corresponding quarter of previous year achieving growth of 38%.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Supreme Industries Limited
Supreme Industries Limited belongs to the Industrials › Building Products & Equipment sector. Here’s a quick read on where the business and the stock stand today.
Supreme moves sideways over three months, with neither buyers nor sellers taking control. The PEG stands at 13.39 — severely stretched. Any earnings miss could trigger a sharp de-rating. Thin margins at 9.1% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The stock holds at 40% of its 52-week range with RSI at 57. In other words, neither side has a clear edge right now. Revenue grows at 6.8% 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 Supreme Industries Limited.
Industrials
Kajaria Ceramics Limited (kajariacer) Q2 FY27 Investor Update: Revenue Up 24%, Ebitda Margin at 19.5%
Kajaria Ceramics Limited (KAJARIACER) reports a 24% YoY revenue growth for Q2 FY27, with consolidated revenue at INR 1468 crores.
Kajaria Ceramics Limited (KAJARIACER) has disclosed its Q2 FY27 investor update, revealing a robust financial performance. The company reported a 24% year-on-year revenue growth, reaching INR 1468 crores for the quarter. The consolidated revenue surge was driven by healthy volumes and positive market response to price hikes. The EBITDA margin for Q2 FY27 stood at 19.5%, reflecting efficient cost management and operational excellence.
Production and Sales Growth
In terms of production, the company achieved a 10% year-on-year volume growth, primarily due to better demand and market share gains. However, export demand in H1 FY27 remained subdued, with elevated freight rates and limited container availability posing challenges for manufacturers in Morbi. The consolidated tile volume data showed significant growth, with the own manufacturing subsidiaries and outsourced manufacturing units both performing well.
Subsidiary Performance
Kajaria Ceramics Limited’s subsidiaries also contributed positively to the overall performance. Kajaria Vitrified Pvt. Ltd., Kajaria Infinity Pvt. Ltd., South Asian Ceramics Tiles Pvt. Ltd., and Kajaria Surfaces Pvt. Ltd. all operated at optimum capacity during Q2 FY27. Additionally, Kajaria Bathware, Kajaria International FZCO, and Kajaria Ramesh Tiles Limited also reported satisfactory operational results.
Looking ahead, Kajaria Ceramics Limited remains confident in sustaining healthy growth, strengthening its market position, and creating long-term value for all stakeholders. The company’s capacity expansion plans at Srikalahasti and Gailpur are on track, expected to enhance manufacturing capabilities and deliver high-quality products at competitive costs.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Kajaria Ceramics Limited
Kajaria Ceramics Limited belongs to the Industrials › Building Products & Equipment sector. Here’s a quick read on where the business and the stock stand today.
Kajaria holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG of 2.92 makes it expensive versus peers. The premium needs earnings to catch up quickly. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock trades at 80% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The stock rises -2.3% in three months on 3.3% 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 Kajaria Ceramics Limited.
APOLLO
Apollo Micro Systems Limited (apollo) Q2fy27 and H1fy27 Results: Revenue Surges 97% to ₹306 Cr
Apollo Micro Systems Limited (APOLLO) reports record-breaking Q2FY27 and H1FY27 results, with revenue surging 97% to ₹306 Cr.
Apollo Micro Systems Limited (APOLLO) has announced its record-breaking Q2FY27 and H1FY27 results, showcasing the highest-ever performance across revenue, EBITDA, PAT, and EBITDA margin. The company reported consolidated revenue of ₹639 Cr, marking a 78% year-on-year growth compared to ₹358.8 Cr in H1FY26. The revenue for Q2FY27 alone was ₹388 Cr, a significant 97% increase from ₹197.6 Cr in Q2FY26.
Record-Breaking Financials
The financial performance highlights include consolidated revenue of ₹388 Cr in Q2FY27, up from ₹225.3 Cr in Q2FY26, and a consolidated revenue of ₹639 Cr for H1FY27, up from ₹358.8 Cr in H1FY26. The EBITDA (ex OI) surged to ₹165 Cr in H1FY27, a 65% increase from ₹100.1 Cr in H1FY26. Profit After Tax (PAT) also saw a robust growth, reaching ₹71 Cr in H1FY27, up from ₹47.7 Cr in H1FY26.
EBITDA Margin and Profitability
The consolidated EBITDA margin for Q2FY27 stood at 35%, up from 31% in Q1FY27. The standalone PAT margin for Q2FY27 was 15%, reflecting the company’s strong profitability. The consolidated order book stood at an all-time high of ₹1765 Cr as on 30th September 2026.
In the words of Mr. Baddam Karunakar Reddy, Managing Director of Apollo Micro Systems Limited, ‘Our best-ever Q2 performance reflects strong execution, resilience, and an unwavering focus on key priorities. Building on this momentum, we will accelerate execution, sharpen our strategic focus, and remain responsive to the evolving needs of the defence sector. With significant opportunities ahead, we are committed to strengthening our capabilities, advancing national defence preparedness, and delivering with greater speed, discipline, and purpose.’
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Apollo Micro Systems Limited
Apollo Micro Systems Limited belongs to the Industrials › Aerospace & Defense sector. Here’s a quick read on where the business and the stock stand today.
Apollo holds in the upper half of its 52-week range, a sign the market backs the stock. Revenue grows at 44.9% and profits at 81.9% CAGR. Both numbers are exceptional. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock trades at 87% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The business grows revenue at 44.9% and profits at 81.9%, with D/E of 0.55. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 1.54 premium is usually justified. Check Fundamentals of Apollo Micro Systems Limited.
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