Railtel and Black Box dominate headlines with massive order wins and record revenues, driving sectoral interest. Ganesh Benzoplast secures a key legal victory despite Q1 margin compression. Here’s what’s moving.

Ganesh Benzoplast

• Regulatory: Supreme Court dismissed Progfin’s insolvency appeal, ending legal challenges to initiate CIRP. Stock closed at ₹118.06 in the previous session, up 5.00%.
• Earnings: Q1FY27 revenue jumped 23% YoY to ₹1,175 crore, but EBITDA margin narrowed sharply to 22.98% from 30.44% due to rising expenses.
• Corporate action: Ravi Pilani acquired a 3.97% stake via gift from promoters, leaving the aggregate promoter holding unchanged.

Krishna Institute of Medical Sciences

• Deal: Signed an O&M agreement to manage Arete Hospital, a 250-bed facility in Hyderabad, expanding its network. Stock closed at ₹790.00 in the previous session, up 0.17%.
• Fund raise: Allotted 77 lakh warrants to promoters at ₹779 each, collecting ~₹1,500 crore as upfront payment against a ₹6,000 crore issue.

Railtel Corporation of India

• Order Book: Secured ₹164.79 crore MPLS VPN order from Western Coalfields and a ₹166.80 crore IaaS extension from EPFO. Stock closed at ₹280.75 in the previous session, down 2.26%.
• Order Book: Won a ₹63 crore gate automation contract from Deendayal Port Authority, boosting infrastructure order book.
• Corporate action: Shareholders approved FY25-26 financials and dividends at the 26th AGM; Rajesh Gupta appointed as Part-time Director.

Coastal Corporation

• Product launch: Subsidiary Coastal Biotech secured an additional 4,310 KL ethanol allocation for Q4FY26, expanding supply commitments. Stock closed at ₹40.57 in the previous session, down 2.85%.

Chambal Fertilisers & Chemicals

• Product launch: Commenced commercial production of Technical Ammonium Nitrate (HDAN) at Gadepan plant for mining explosives. Stock closed at ₹433.95 in the previous session, down 0.21%.

Saatvik Green Energy

• Deal: Signed MoU with Odisha government for 3.6 GW Phase II solar cell facility at Gopalpur. Stock closed at ₹401.00 in the previous session, up 0.39%.
• Earnings: Q1FY27 net profit fell 95% YoY to ₹53.6 million due to geopolitical volatility and input costs, though order book stands at 6.35 GW.
• Order Book: Subsidiary secured ₹190 crore solar module order from an IPP/EPC player.

Manipal Health Enterprises

• Earnings: Q1FY27 revenue surged 38% YoY to ₹3,091 crore with inpatient volumes up 38.8%, but EBITDA margin slipped to 23.8%. Stock closed at ₹724.35 in the previous session, down 2.75%.

Diamond Power Infrastructure

• Earnings: Q1FY27 net profit soared 268% YoY to ₹571 million on 137% revenue growth. Stock closed at ₹353.90 in the previous session, down 1.53%.
• Product launch: Commissioned 1,500 MT/month copper cable line at Vadodara plant targeting data centres.
• Regulatory: Fined ₹9.1 lakh for MPS non-compliance; public stake restored via QIP.

Black Box

• Earnings: Q1FY27 revenue hit record ₹1,719 crore (+24% YoY) with $950 million backlog. Stock closed at ₹751.55 in the previous session, down 2.11%.
• Order Book: Won ₹1,240 crore confirmed order from US Hyperscaler for data centre buildouts.

DCW

• Earnings: Q1FY27 net profit rose 304% YoY to ₹34.5 crore; management targets net debt-free status by FY27. Stock closed at ₹44.01 in the previous session, up 1.73%.
• Rating: Recognized as Three Star Export House till 2031 under Foreign Trade Policy.

Ind Swift Laboratories

• Guidance: Targets ₹900 crore revenue and 18%+ EBITDA margin in FY27. Stock closed at ₹333.51 in the previous session, up 3.56%.
• Guidance: Long-term roadmap aims for ₹1,200 crore revenue by FY29 via CDMO partnerships.

Bottom Line

Infrastructure and IT services are leading the charge with Railtel and Black Box securing massive contracts, signaling robust demand in telecom and data centres. Meanwhile, healthcare players like KIMS and Manipal Health show volume-led growth, suggesting sector resilience despite margin pressures in chemicals.