STOCKS IN FOCUS (04th Nov 2026)

STOCKS IN NEWS

• Hindustan Zinc: The company has launched two value-added zinc products, VedAZ and VedAyush. These next-generation zinc alloys have been developed specifically for the galvanising industry.

• GNG Electronics: The company’s management has raised its growth guidance to 40% from the earlier projection of 30%, keeping the stock in focus.

• JNK India: The company has secured a major order worth approximately ₹300–600 crore from JNK Global for the design and engineering, supply and transportation of a heater package.

• Highway Infrastructure: The company has received a Letter of Acceptance (LoA) worth ₹198.3 crore for the planning, design and construction of residential and non-residential infrastructure under Phase I of the CISF 12th Reserve Battalion project at Village Jamunia Talab, Madhya Pradesh. The project will be executed on an EPC Mode-I basis.

• Lupin: The pharmaceutical company has announced the launch of Raltegravir Tablets USP, 600 mg, in the US following approval from the US Food and Drug Administration (FDA) for its Abbreviated New Drug Application (ANDA).

• Awfis Space Solutions: The company reported a 19.6% year-on-year increase in Q2 revenue to ₹439 crore, while EBITDA grew 31.8% to ₹174 crore. EBITDA margins expanded to 39.6% from 36% in the year-ago quarter, and net profit nearly doubled to ₹31 crore.

• National Stock Exchange of India: The exchange reported a 22.8% year-on-year increase in consolidated net profit to ₹2,577.6 crore for the second quarter, compared with ₹2,098.5 crore a year ago. Revenue rose 10.6% to ₹4,066.8 crore from ₹3,676.8 crore.

• ASK Automotive: The company reported a 47.7% year-on-year jump in Q2 revenue to ₹1,555 crore, surpassing estimates, while net profit increased 27.5% to ₹102 crore. EBITDA rose 13.9% to ₹178 crore, although the EBITDA margin contracted to 11.4% from 12.9%.

• Chambal Fertilisers: The company reported a 9% year-on-year increase in Q2 revenue to ₹6,999 crore and a 7% rise in EBITDA to ₹900 crore. The commissioning of its Technical Ammonium Nitrate (TAN) plant in August 2026 has added a new revenue stream. However, net profit declined 2.5% to ₹632 crore.

• Global Health: The healthcare services provider reported 33.7% year-on-year revenue growth to ₹1,469 crore in Q2, while net profit increased 39.9% to ₹221 crore. EBITDA rose 60.2% to ₹370 crore, with margins improving to 25.3% from 21% in the corresponding period last year.

BULK DEALS

• SFC Environmental Technologies: Trust Mutual Fund acquired 6.02 lakh shares for approximately ₹25.67 crore at ₹426.10 per share. Vikas Khemani-led Carnelian Asset Management & Advisors purchased 10.7 lakh shares at ₹393.01 apiece, amounting to ₹42.07 crore. Sunil Singhania-led Abakkus Investment Managers acquired 13.15 lakh shares for approximately ₹49.83 crore at ₹379 per share. The combined purchases by these three investors represented 3.05% of the company’s paid-up equity capital and were valued at approximately ₹117.5 crore. Separately, HNI investor Sanjay Popatlal Jain purchased 5 lakh shares at ₹368.57 apiece, amounting to ₹18.42 crore. On the selling side, Rajasthan Global Securities offloaded 7.17 lakh shares for approximately ₹25.48 crore at ₹355.10 per share.

• Womancart: Nexus Global Opportunities Fund acquired an additional 1.5 lakh shares, representing 1.82% of the company’s paid-up equity capital, from promoter Madhu Sudan Pahwa for approximately ₹1.16 crore.

• Vardhman Polytex: Pine Oak Global Fund acquired an additional 25 lakh shares, equivalent to a 0.49% stake in the company, from HNI investor Anupama Kothari. The transaction was valued at approximately ₹1.17 crore, with the shares changing hands at ₹4.71 apiece.

Source: Moneycontrol, Business Standard

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