Skipper Limited (NSE: SKIPPER) announced its Q2 FY27 results, marking a significant milestone with the highest-ever quarterly revenue and a 56% surge in Profit After Tax (PAT). The company’s robust performance underscores its continued focus on profitable growth and operational excellence. Skipper Limited’s revenue for Q2 FY27 reached ₹13,840 million, marking a 10% year-on-year increase. The company’s Profit After Tax (PAT) jumped to ₹575 million, reflecting a strong 56% growth compared to the same period last year.

Record Revenue and Margin Expansion

The company’s earnings report highlights a robust margin expansion, with the EBITDA margin improving to 10.5% from 10.4% in the previous year. This growth is attributed to the operating leverage and disciplined execution of higher quality Transmission & Distribution contracts. Skipper Limited’s strong performance is further evidenced by its highest-ever half-yearly revenue of ₹26,938 million, up 7% year-on-year, and a PAT of ₹1,139 million, which surged 40% compared to the previous year.

Record Order Book and Export Growth

The company’s order book reached a record closing value of ₹100,657 million, with 83% of the orders being domestic and 17% from the export market. Notably, Skipper Limited secured its highest-ever quarterly export order inflows of ₹10,540 million, driven by strong traction in both domestic and international markets. The company’s bidding pipeline also hit an all-time high of over ₹350,000 million, showcasing its robust demand and future growth prospects.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Skipper Limited

Skipper Limited belongs to the Industrials › Engineering & Construction sector. Here’s a quick read on where the business and the stock stand today.

Skipper holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG of 0.32 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock gains 0.7% 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 39.9%, profits at 81.6%, and the PEG sits at 0.32 — below its growth rate. That combination is rare. Check Fundamentals of Skipper Limited.

Ramkrishna Forgings Limited (RKFORGE) has reported a robust performance in Q2 FY27, with consolidated revenues reaching Rs. 1,405 crore, marking a significant 55% year-on-year increase. This growth is accompanied by improved profitability and a stronger balance sheet, reflecting the company’s strategic focus on operational efficiency and capacity expansion.

Strong Domestic and International Demand

The surge in revenue is driven by strong domestic demand and improving business in international markets. New contracts worth Rs. 673 crore have further strengthened the order book and growth visibility. The company’s diversified operations and longstanding customer relationships help it navigate the challenges posed by global trade policies, geopolitical developments, and supply chain uncertainties.

Operational Efficiency and Capacity Expansion

Ramkrishna Forgings Limited has made significant progress in scaling up its casting and aluminium forging operations. The company’s Mexico facility is strengthening its presence closer to international customers. Expansion in railways, passenger vehicles, and higher value-added products will further support growth. The company remains confident about its long-term prospects, focusing on sustaining growth momentum, improving cash flows, and strengthening its balance sheet.

Looking ahead, Ramkrishna Forgings Limited remains focused on achieving higher capacity utilization, improving efficiencies, and increasing profitability from investments made over the past few years.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Ramkrishna Forgings Limited

Ramkrishna Forgings Limited belongs to the Industrials › Metal Fabrication sector. Here’s a quick read on where the business and the stock stand today.

Ramkrishna gains 21.7% 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. 1 loss quarter(s) over five years signals earnings fragility — not chronic but worth noting. The stock trades at 74% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Revenue grows at 10.5% 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 Ramkrishna Forgings Limited.

Blue Star Limited (BLUESTARCO) showcased impressive financial results for Q2FY27, with a 21% surge in revenue and a 25% increase in profit. The company’s robust performance is driven by strong demand across its segments.

Financial Highlights

The company reported a revenue of ₹2,930.95 crore for Q2FY27, up from ₹2,422.37 crore in the same period last year. Profit before tax rose to ₹134.28 crore, up from ₹132.16 crore, while net profit climbed to ₹123.91 crore from ₹98.78 crore. The carried-forward order book also increased by 1.5% to ₹7,229.22 crore.

Segment Overview

Segment 1, Electro-Mechanical Projects and Commercial Air Conditioning Systems, saw revenue growth of 16.3% to ₹1,935.99 crore. Segment 2, Unitary Products, experienced a 29.4% revenue increase to ₹897.66 crore, while Segment 3, Professional Equipment & Industrial Solutions, recorded a significant 274.4% rise in revenue to ₹97.30 crore.

However, despite the revenue growth, EBIT margins faced pressure due to material cost escalations which could not be fully passed on to customers.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Blue Star Limited

Blue Star Limited belongs to the Industrials › Building Products & Equipment sector. Here’s a quick read on where the business and the stock stand today.

Blue trades in the lower quarter of its 52-week range. The PEG stands at 6.59 — 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 gains 4.2% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 15.8% 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 Blue Star Limited.