Electric Equipment · Large cap
Suzlon delivers record 506 MW but warns on margins
The order book swelled to 6.1 GW, driven by the DevCo model, but management's capex hike and logistics concerns keep the story grounded.
IT - Software · Mid cap
Birlasoft delays manufacturing turnaround, guides FY27 margin at 15%
Q1 concal reveals manufacturing recovery pushed to Q3, wage hike to hit Q2 margin. Deal signings hit $169M, up 20% YoY, but EBITDA margin guidance drops sharply from recent above-18% levels.
Tobacco · Small cap
VST Industries' post-recovery run ends as tax shock cuts volumes 14%
February 2026 excise reform raised tobacco taxes by ~50% and reversed a year of volume gains. First-quarter revenue fell 13%, profit 25%.