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CA Barkha Kamra

Latest posts, stock views and market insights from CA Barkha Kamra on StockGro.

SEBI-Registered Research Analyst · INH000021164 · View advisor profile

CA Barkha Kamra

5 hours ago · SEBI-Registered Analyst

Magellanic Cloud – Q1 FY27 Results: Revenue Grows, Profit Declines

* $MCLOUD Ltd. reported consolidated Q1 FY27 revenue of ₹182.05 crore, up 10.7% YoY from ₹164.0 crore, indicating continued topline growth across its technology-focused businesses. However, consolidated net profit declined 14.6% YoY to ₹23…

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77 likes·44 comments
CA Barkha Kamra

8 hours ago · SEBI-Registered Analyst

Government PSU stake sales

* The government has significantly stepped up disinvestment in 2026, using the Offer for Sale (OFS) route to monetise minority holdings in listed PSUs. The move is aimed at raising non-tax revenue, supporting fiscal consolidation and easing…

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132 likes·25 comments
CA Barkha Kamra

13 hours ago · SEBI-Registered Analyst

RITCO Logistics – Growth Strategy

1. Focus on sustainable, profitable growth: Chairman Manmohan P.S. Chadha reiterated that $RITCO will prioritise profitable growth, operational leverage and sustainable value creation, rather than pursuing growth at the expense of margins.…

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203 likes·65 comments
CA Barkha Kamra

15th Aug · SEBI-Registered Analyst

Kalpataru Projects International – ₹3,526 Cr New Order Wins

1. Strong order inflow across multiple verticals: $KPIL has secured new orders and notifications of award worth ~₹3,526 crore from domestic clients. The order wins span Power Transmission & Distribution (T&D), Buildings & Factories (B&F), a…

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468 likes·76 comments
CA Barkha Kamra

14th Aug · SEBI-Registered Analyst

Escorts Kubota Limited

* Premium portfolio expansion: $ESCORTS has launched the MU4502 and MU5002 tractors, targeting the 41–50 HP segment. The new models strengthen the company’s premium utility tractor portfolio and are aimed at customers seeking higher perfor…

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458 likes·67 comments
CA Barkha Kamra

14th Aug · SEBI-Registered Analyst

HONASA CONSUMER – Bets on Newer Brands & Categories; Targets ₹100 Cr Franchises

* $HONASA is shifting towards a category-led, multi-brand growth strategy, with greater focus on building newer brands and scaling high-potential categories rather than relying predominantly on Mamaearth. The company plans to enter newer b…

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559 likes·54 comments
CA Barkha Kamra

14th Aug · SEBI-Registered Analyst

Galaxy Surfactants – Q1 FY27 Results: Strong Profit & Margin Expansion

* $GALAXYSURF reported a strong Q1 performance, with consolidated revenue rising to ₹1,780 crore vs ₹1,280 crore YoY, registering ~39% YoY growth. The robust topline growth indicates healthy demand across its specialty chemicals and surfac…

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759 likes·66 comments
CA Barkha Kamra

13th Aug · SEBI-Registered Analyst

L&T – Mega AI Infrastructure Order

1. $LT (L&T) has secured a mega order worth ₹10,000–15,000 crore from US-based AI cloud company Together AI to develop what is being positioned as India’s largest single-cluster AI infrastructure facility. The project will deploy around 1…

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762 likes·47 comments
CA Barkha Kamra

13th Aug · SEBI-Registered Analyst

AURIONPRO SOLUTIONS – ₹100 Cr Data Centre Order

* $AURIONPRO has secured another significant order worth ~₹100 crore from a global hyperscale data centre operator, strengthening its position in India’s rapidly expanding mission-critical data centre infrastructure market. The win adds to…

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447 likes·40 comments
CA Barkha Kamra

13th Aug · SEBI-Registered Analyst

₹1 Lakh Crore IAF Transport Aircraft Tender

* The Defence Ministry has issued a ~₹1 lakh crore tender for 60 multirole transport aircraft for the Indian Air Force, aimed at modernising/replacing the ageing AN-32 transport fleet and strengthening strategic airlift capabilities. The pr…

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566 likes·48 comments
CA Barkha Kamra

12th Aug · SEBI-Registered Analyst

JSW ENERGY: CO AND DRUK GREEN POWER CORPORATION SIGN SHA FOR 920 MW PUNATSANGCHHU-III HYDRO PROJECT

1. $JSWENERGY, through its subsidiary JSW Neo Energy, has signed a Shareholders’ Agreement with Bhutan’s state-owned Druk Green Power Corporation (DGPC) to jointly develop the 920 MW Punatsangchhu-III Hydroelectric Project. The JV will be 5…

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739 likes·58 comments
CA Barkha Kamra

12th Aug · SEBI-Registered Analyst

EIH LTD: CO TARGETS ~30 NEW PROPERTIES BY 2031

* $EIHOTEL , the flagship company of The Oberoi Group, has outlined an aggressive long-term expansion strategy, targeting the operational rollout of approximately 30 new properties by 2031. The expansion will strengthen its presence across…

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1,025 likes·16 comments
CA Barkha Kamra

12th Aug · SEBI-Registered Analyst

ETERNAL: BLINKIT FACES FDA SCRUTINY OVER FOOD SAFETY VIOLATIONS

* Maharashtra and Karnataka food safety authorities have intensified inspections of Blinkit’s dark stores/warehouses, amid concerns over hygiene and food-storage practices. In Maharashtra, the FDA has already suspended the food licence of B…

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1,136 likes·60 comments
CA Barkha Kamra

11th Aug · SEBI-Registered Analyst

Antony Waste Handling Cell – ₹243.22 Cr Order

* $AWHCL has secured a ₹243.22 crore work order from the Greater Noida Industrial Development Authority (GNIDA) for the procurement and deployment of Electric Mechanical Road Sweeping Machines (MRSMs) along with comprehensive operations & m…

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405 likes·76 comments
CA Barkha Kamra

11th Aug · SEBI-Registered Analyst

Krystal Integrated Services Ltd

* $KRYSTAL has secured two work orders from the Government of Maharashtra for development of Sewage Treatment Plants (STPs), with a total project value of ₹296 crore. The company will execute the projects as part of a consortium, with Krys…

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400 likes·70 comments
CA Barkha Kamra

11th Aug · SEBI-Registered Analyst

Zen Technologies Ltd

* $ZENTEC has received a ₹295 crore order from the Ministry of Defence, including GST, for the supply of military training simulators. The contract is to be executed within one year, providing near-term revenue visibility for the company.…

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417 likes·47 comments
CA Barkha Kamra

10th Aug · SEBI-Registered Analyst

Texmaco Rail & Engineering Ltd

* $TEXRAIL has signed an MoU with Belgium-based The Signalling Company (TSC) to collaborate on ETCS solutions and Kavach technology for the Indian railway market. * The partnership could strengthen Texmaco’s presence in railway signallin…

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998 likes
CA Barkha Kamra

10th Aug · SEBI-Registered Analyst

Bharat Forge Ltd

* $BHARATFORG : Board approved a fund raise of up to ₹2,500 crore, providing additional capital for the company’s growth and expansion plans. * The fund raise could support capacity expansion and investments across its key businesses, inc…

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525 likes·47 comments
CA Barkha Kamra

10th Aug · SEBI-Registered Analyst

Garuda Construction and Engineering Ltd

* !GARUDA reported Q1 FY27 net profit of ₹41.5 crore, up 48% YoY from ₹28 crore, while revenue stood at ₹175.3 crore. * EBITDA rose 54% YoY to ₹56.1 crore from ₹36.4 crore, with EBITDA margin improving to 32% from 29.1%, indicating healthy…

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1,129 likes·54 comments
CA Barkha Kamra

9th Aug · SEBI-Registered Analyst

P N Gadgil Jewellers Ltd

* $PNGJL launches “YOOU”, a new lightweight diamond jewellery brand targeting young, aspirational consumers with affordable and everyday-wear diamond jewellery. * YOOU plans aggressive expansion with 100 new stores by 2030, supporting PNG…

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1,163 likes·51 comments