Amit Malviya
@amit.malviya.4540
Indore
15+ Years of experience
SEBI Registration INH000020615SEBI-registered Investment Adviser and Research Analyst with Registration No. INA000007924 and INH000020615.
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Posts
shared an insight ⚡️ 14th Aug
MARKSANS
Marksans Pharma Ltd has posted a strong Q1 FY27 performanceMARKSANS
Marksans Pharma Ltd has posted a strong Q1 FY27 performance, driven by robust exports and steady domestic growth. The company’s consolidated revenue rose 22.4 % year‑on‑year to ₹ 706.5 crore, while net profit jumped 31.8 % to ₹ 118.2 crore.
💊 Q1 FY27 Financial Highlights
Metric Q1 FY27 Q1 FY26 Growth YoY
Revenue from Operations ₹ 706.5 crore ₹ 577.3 crore + 22.4 %
EBITDA ₹ 157.8 crore ₹ 122.6 crore + 28.7 %
EBITDA Margin 22.3 % 21.2 % + 1.1 pp
PAT ₹ 118.2 crore ₹ 89.7 crore + 31.8 %
EPS (Diluted) ₹ 2.85 ₹ 2.17 + 31.3 %
Key drivers:
Strong performance in regulated markets (US, UK, Australia).
Growth in OTC and prescription segments.
Operational efficiency from ABCnow GmbH acquisition and integration synergies.
🏭 Strategic Updates
ABCnow GmbH integration completed; expected to add ₹ 250 crore annual revenue.
New product launches in pain management and gastro segments.
Capex plan of ₹ 150 crore for expansion of Goa and UK facilities.
Focus on Europe and US growth through new ANDA filings and partnerships.
💹 Stock Performance (14 Aug 2026)
Exchange Price Change Trend
BSE ₹ 189.40 ▲ + 4.25 % Bullish short‑term
NSE ₹ 188.85 ▲ + 4.10 % Positive momentum
52‑week range: ₹ 132.50 – ₹ 192.00
Technical outlook: Consolidation near ₹ 190 resistance; breakout could target ₹ 210 levels.
⚠️ Risks & Investor Watchpoints
Regulatory compliance in EU and US markets.
Currency fluctuations impacting export margins.
Integration risks from recent acquisitions.
In summary: Marksans Pharma Ltd continues its upward trajectory with strong export‑led growth and successful integration of ABCnow GmbH. The company’s focus on regulated markets and new product launches positions it well for sustained profitability. shared an insight ⚡️ 14th Aug
BALUFORGE
Balu Forge Industries Ltd surged over 12% on 14 August 2026BALUFORGE
Balu Forge Industries Ltd surged over 12% on 14 August 2026 after reporting strong Q1 FY27 results — consolidated revenue rose 28.9% year‑on‑year to ₹300.71 crore and net profit climbed 15.9% to ₹66.09 crore. The board also approved a $60 million FCCB fund‑raise and plans to raise borrowing limits to ₹1,000 crore.
📊 Q1 FY27 Financial Highlights
Metric Q1 FY27 Q1 FY26 Growth YoY
Revenue from Operations ₹ 300.71 crore ₹ 233.20 crore + 28.9 %
Profit Before Tax (PBT) ₹ 80.73 crore ₹ 70.04 crore + 15.3 %
Profit After Tax (PAT) ₹ 66.09 crore ₹ 57.03 crore + 15.9 %
EPS (Diluted) ₹ 5.47 ₹ 4.89 + 11.9 %
Standalone Revenue ₹ 175.01 crore ₹ 150.00 crore + 16.7 %
Standalone PAT ₹ 37.79 crore ₹ 34.04 crore + 11.0 %
Key drivers:
Robust demand for forged crankshafts and machined components.
Growing contribution from subsidiaries Balu Advanced Technologies & Systems, Naya Energy Works, and Safa Otomotiz FZE‑LLC.
Sequential revenue growth of 14.1 % QoQ from ₹ 263.55 crore (Q4 FY26).
🏭 Strategic Moves & Corporate Actions
$60 million FCCB issue approved to fund global expansion.
Borrowing limit increase to ₹ 1,000 crore for future projects.
EGM scheduled for 4 September 2026 to seek shareholder approval.
Auditor remarks: flagged related‑party property purchase, delayed export receivables, and pending Income Tax Department block assessment — financial impact yet undetermined.
💹 Stock Performance (14 Aug 2026)
Exchange Price Change Volume Trend
BSE ₹ 500.25 ▲ + 12.15 % 3.17 lakh shares Biggest gainer in ‘A’ group
NSE ₹ 499.40 ▲ + 11.91 % 5.29 million shares Bullish short‑term trend
52‑week range: ₹ 341.35 – ₹ 696.00
Technical outlook: Moderately bullish long‑term; strong momentum in microcap segment.
🌍 Industry Context
The Nifty Microcap 250 index hit a 52‑week high, with Balu Forge (+13 %) and Manorama (+16 %) leading gains.
Rising investor interest in auto‑ancillary and engineering components stocks amid manufacturing revival. shared an insight ⚡️ 14th Aug
MANORAMA
Manorama Industries Ltd has reported a stellar Q1 FY27MANORAMA
Manorama Industries Ltd has reported a stellar Q1 FY27 performance with revenue surging 39.5% year‑on‑year to ₹4,040 million and profit after tax (PAT) jumping 67.6% to ₹786.6 million. The company also completed a ₹500 crore Qualified Institutional Placement (QIP) and announced a ₹460 crore capex plan for expansion.
📈 Financial Highlights (Q1 FY27)
Metric Q1 FY27 Q1 FY26 Growth
Revenue ₹4,040 million ₹2,895.5 million +39.5%
EBITDA ₹1,062.1 million ₹747.3 million +42.2%
EBITDA Margin 26.3% 25.8% +0.5 pp
PAT ₹786.6 million ₹469.2 million +67.6%
PAT Margin 19.5% 16.2% +3.3 pp
Key drivers:
Strong demand for value‑added specialty fats.
Higher capacity utilization and improved product mix.
Operational efficiency from upgraded fractionation and refinery units.
🏭 Strategic Developments
₹500 crore QIP completed (July 2026) to strengthen the balance sheet.
₹460 crore capex cycle planned over FY27–FY28 for expansion in fractionation, solvent extraction, and refinery capacities.
New subsidiaries being incorporated in Chad and Burkina Faso, with operations ramping up in Brazil.
Focus on West Africa and Latin America sourcing to secure raw materials and diversify supply chains.
💹 Stock Snapshot (as of 14 Aug 2026)
Exchange Price Change Trend
BSE ₹1,710.05 +₹94.90 (+5.88%) Bullish (long‑term)
NSE ₹1,614.10 −₹11.90 (−0.73%) Neutral (short‑term)
52‑week range: ₹1,064.50 – ₹1,705.00
Technical outlook: Long‑term bullish; short‑term neutral to moderately bearish. Investors are advised to await confirmation of trend reversal before fresh entry.
🧾 Regulatory & Corporate Updates
Clarification on delay in disclosure under SEBI (LODR) Reg. 30 (11 Aug 2026).
Compliance certificate under SEBI (DP) Reg. 74 (5) for Q1 FY27 (10 Jul 2026).
Incorporation of wholly owned subsidiary in Chad (9 Jul 2026).
Allotment of 12,500 equity shares under ESOP scheme (3 Jul 2026).
Closure of trading window (26 Jun 2026).FAQ's
What are the top stock recommendations by Amit Malviya?
Amit Malviya regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Borosil Renewables Ltd (Bullish), ASK Automotive Ltd (Bullish), MARKSANS, BALUFORGE and MANORAMA. Explore Amit Malviya's complete list of posts and trade views on their StockGro profile.
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Amit Malviya follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
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Amit Malviya has been a SEBI-registered Research Analyst and have 15+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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What is the SEBI Registration number for Amit Malviya?
Amit Malviya is a SEBI-registered Research Analyst with the SEBI Registration INH000020615. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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