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TrueNorth Capital

Latest posts, stock views and market insights from TrueNorth Capital on StockGro.

SEBI-Registered Research Analyst · INA000020040 · View advisor profile

TrueNorth Capital

25th Sep · SEBI Registration INA000020040

Deepa Jewellers eyes 46% earnings CAGR on capacity expansion

DEEPA
has raised Rs 250 crore through a fresh issue in its initial public offering to fund inventory needs. The stock currently trades at Rs 194, corresponding to a Nifty level of 23,063. The company is scaling up operations by adding tw…

#FundamentalViews
429 likes·58 comments
TrueNorth Capital

25th Sep · SEBI Registration INA000020040

Vijaya Diagnostic enters North-East via Arya Wellness

Vijaya Diagnostic Centre [

VIJAYA
] has acquired 100% of Assam-based Arya Wellness Centre for ~₹46 crore to launch its regional footprint. The target business reported ₹26 crore revenue and ₹5.6 crore EBITDA for FY26. This acquisition off…

#StockInNews
581 likes·59 comments
TrueNorth Capital

24th Sep · SEBI Registration INA000020040

Astra Microwave Microwave order book hits Rs 4,361 crore

Astra Microwave Products Limited

ASTRAMICRO
secured a Rs 2,205-crore Uttam Radar contract from HAL. This major win expands the total order book to a record high of Rs 4,361 crore. The company secured orders for 122 Active Antenna Array Un…

#WatchOutFor#EquityResearch
724 likes·89 comments
TrueNorth Capital

23rd Sep · SEBI Registration INA000020040

Hindustan Unilever falls 16% in 2026 as demand stays weak

Hindustan Unilever Limited (NSE:

HINDUNILVR
) has dropped 16% in 2026, touching levels last seen five years ago. Unfavourable macroeconomic conditions and a sustained slowdown in FMCG volume growth are dragging the stock down. Rising c…

#StockInNews
909 likes·64 comments
TrueNorth Capital

23rd Sep · SEBI Registration INA000020040

Symbiotec Pharmalab posts 7% revenue growth, profit halves

Symbiotec Pharmalab Limited [

SYMBIOTEC
] reported a 7 percent year-on-year growth in consolidated revenue for Q1 FY27. Net profit nearly halved during the quarter due to rising operational expenses and higher depreciation linked to new gr…

#StockInNews
595 likes·49 comments
TrueNorth Capital

22nd Sep · SEBI Registration INA000020040

Aptus Value corrects 28% despite maintaining an 8% RoA

APTUS
has corrected 28% over the past year despite maintaining a return on assets of 7.8% to 8.0%. The company is targeting an AUM growth of 22% to 24% for FY27 while maintaining credit costs at 50 to 60 basis points. The market has heav…

#FundamentalViews#EquityResearch
960 likes·73 comments
TrueNorth Capital

22nd Sep · SEBI Registration INA000020040

Control Print slowdown persists as core revenue growth drops

Control Print Limited (

CONTROLPR
) reported weak Q1 performance, with core domestic coding and marking revenue growth slowing down to 4% year on year. Sequential margin pressure and ongoing losses in its international packaging business c…

#StockInNews
1,033 likes·74 comments
TrueNorth Capital

22nd Sep · SEBI Registration INA000020040

Paytm Q1 profit jumps 79%, eyes wealth products

PAYTM
reported a 79% YoY rise in net profit to ₹220 crore in Q1 FY27, with revenue up 28% to ₹2,448 crore. The company is reshaping its strategy by tightening spending and expanding into wealth products beyond lending. Why it matters: St…

#FundamentalViews
456 likes·63 comments
TrueNorth Capital

21st Sep · SEBI Registration INA000020040

Mphasis deal wins hit $461M, revenue conversion remains key

MPHASIS
recorded net-new deal wins worth $461 million in Q1FY27, marking its fifth straight quarter above $400 million. While new bookings remain steady, converting these wins into actual revenue growth will decide the stock's next leg.…

#WatchOutFor#FundamentalViews
925 likes·63 comments
TrueNorth Capital

21st Sep · SEBI Registration INA000020040

Tata Chemicals falls 10% as soda ash weakness drags earnings

Tata Chemicals Ltd (

TATACHEM
) reported a 14% year-on-year decline in Q1FY27 Ebitda to ₹555 crore, even as consolidated revenue rose 14% to ₹4,255 crore. Shares fell nearly 10% on Friday, despite a recent boost from the Reserve Bank of I…

#StockInNews
893 likes·57 comments
TrueNorth Capital

20th Sep · SEBI Registration INA000020040

Hindustan Copper outlines 2030 plan, profit near target

Hindustan Copper Ltd (

HINDCOPPER
) has announced a roadmap to triple ore output to 12.2 million tonnes by FY30, up from 3.67 million tonnes in FY26. The company’s FY30 profit target of ₹1,568 crore is already nearly achieved, with FY26 pr…

#FundamentalViews
870 likes·55 comments
TrueNorth Capital

20th Sep · SEBI Registration INA000020040

Shaily Engineering sells 9 mil devices as GLP-1 demand rises

Shaily Engineering Plastics Limited [

SHAILY
] reported 9 million device sales in Q1 FY27, with GLP-1 pen platforms making up 50% to 60% of total volumes. Healthcare revenue grew 84% year-on-year, now contributing 51% of consolidated reve…

#WatchOutFor
984 likes
TrueNorth Capital

20th Sep · SEBI Registration INA000020040

Premier Energies plans ₹5k cr QIP for backward integration

Premier Energies Limited (

PREMIERENE
) plans to raise ₹5,000 crore via a QIP to fund upstream manufacturing. The capital will support expansion into ingot, wafer, and TOPCon cell capacity, strengthening backward integration. The market v…

#FundamentalViews
744 likes·1 comment
TrueNorth Capital

19th Sep · SEBI Registration INA000020040

NTPC Q1 PAT grows 13% as capacity expansion picks up

NTPC Limited (

NTPC
) reported a 13 percent YoY growth in net profit for Q1FY27, reaching Rs 6,896 crore. The stock has corrected sharply from around Rs 410 in May to Rs 329, pulled down by broad profit-booking in PSU energy names, slower…

#WatchOutFor
440 likes·58 comments
TrueNorth Capital

18th Sep · SEBI Registration INA000020040

CSB Bank Q1 RoA falls to 1.09% as margins narrow

CSB Bank Limited [NSE:

CSBBANK
] reported a weak first quarter as its return on assets fell to 1.09% due to margin compression and lower non-interest income. Despite this drop, the management expects performance to improve and has maintain…

#FundamentalViews
471 likes·70 comments
TrueNorth Capital

18th Sep · SEBI Registration INA000020040

Brookfield to invest $600 million in ACME’s green molecules

Brookfield has agreed to invest $600 million in

ACMESOLAR
Cleantech Ventures through a structured equity deal. The capital will fund four green ammonia and methanol projects across India and Oman. This matters because ACME is positioning…

#EquityResearch
998 likes·78 comments
TrueNorth Capital

17th Sep · SEBI Registration INA000020040

Polycab stock may see Q2 margin relief as costs ease

POLYCAB
reported margin pressures in Q1 FY27, but analysts expect some relief in Q2 as raw material costs stabilise. The company’s wire and cable segment, its largest business, continues to face rising competition from peers such as KEI In…

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600 likes·69 comments
TrueNorth Capital

17th Sep · SEBI Registration INA000020040

UPI Revenue Shift: Paytm’s Uncertain Windfall

Starting 15 October, the National Payments Corporation of India (NPCI) will impose a 0.4% merchant discount rate (MDR) on UPI person‑to‑merchant (P2M) transactions above ₹2,000, capped at ₹300. While this marks a move away from subsidies to…

#WatchOutFor
667 likes·59 comments
TrueNorth Capital

16th Sep · SEBI Registration INA000020040

Happy Forgings Powers Ahead with Strong Order Book

HAPPYFORGE
reported a 23% year-on-year volume growth in the June quarter, driving a 27% revenue increase. Management expects high-teens volume growth for FY27, supported by robust domestic demand and improving export momentum. Order book…

#FundamentalViews
508 likes·73 comments
TrueNorth Capital

16th Sep · SEBI Registration INA000020040

Merger Pains and Margin Pressures Cloud HDFC Bank’s Outlook

HDFCBANK
’s stock has fallen sharply, trading at one of its lowest valuation multiples in years. Analysts note the price‑to‑book ratio is well below historical averages, raising questions about whether this presents a buying opportunity.…

#StockInNews
730 likes·80 comments