CEAT: Nomura on CEAT Limited Buy with Target Price ₹4,276 as strong growth and ongoing initiatives support gradual cost pass-through via price hikes, though near-term margins remain subdued (EBITDA margin cut to ~10.5–12.1%) leading to EBITDA/EPS downgrades despite higher revenue outlook.

Waaree Energies: Nomura on Waaree Energies Buy with Target Price ₹3,750 as revenue beat (~12%) driven by higher volumes, though EBITDA missed (~8–11%) due to margin contraction, with strong FY27 EBITDA guidance (₹70–77bn), planned ₹100bn fundraise, and reasonable valuations (~16x/13x FY27/28 EBITDA) supporting outlook.

Navin Fluorine International: DAM Capital on Navin Fluorine International Buy with Target Price ₹7,769 as strong all-round performance with 6th consecutive quarter of growth, robust specialty chemicals and CDMO momentum (new cGMP-4 plant), HPP strength, improving utilization (Project Nectar 75–80% by FY27), and management guiding ~30% EBITDA margins with better working capital efficiency.

Navin Fluorine International: Citigroup on Navin Fluorine International Sell with Target Price ₹6,500 as despite strong EBITDA growth (up 80% YoY) led by CDMO ramp-up and capacity additions, rich valuation (~29x FY27E EV/EBITDA) and potential R32 pricing pressure amid rising competition (high sensitivity to price changes) limit further upside.

Ceat: CAMSO To Complete Customer Interface Transition By September 2026 And Full Manufacturing Control By March 2027, With Revenue Growth Expected In Second Half Of FY27 And Margin Effects By FY28.

CEAT: Plans Price Increases Across All Areas, With 5% Already Implemented for Replacement in March-April. Another 5% Increase Scheduled for May-June, Along With a Small Hike for OEMs in Q1. A Bigger Increase Expected from July 1st, and Nearly 10% Rise in International Business, With 3-5% Already Applied and Additional 5% Announced.

CEAT: Expects Raw Material Costs To Rise By 15% In Q1 Due To Current Inventory And Orders, Though Replacement Cost Might Be Even Higher. Truck-Bus Radial Replacement Demand Is Expected To Slow To Low Single Digits, But Should Remain Positive Based On Fuel Prices And GDP Sentiment.

Welspun Enterprises: Company Acquires ₹7,300 Crore Pune-Shirur Project, Increasing Order Book To ₹18,755 Crore.

EMMVEE Photo: The Company Aims To Shift Its Cell Production To G12R By End Of Q1 FY27 With Little Disruption And Is Sure Of Keeping Cell Utilization Around 85%. Margins For New Orders In FY27 Are Expected To Match FY26 Levels, With EBITDA Spread Remaining Strong.

EMMVEE Photo: Reveals Plans For A 9 Gigawatt Ingot And Wafer Facility, With A 5 Gigawatt Expansion Planned For Phase 1 And A 4 Gigawatt Phase 2 Expansion Set For Next Year, Aiming For The First Facility By FY29 (Calendar Year 2028) At A Capex Of INR600-700 Crores Per Gigawatt.

EMMVEE Photo: Company Anticipates FY27 Will Focus On Execution With Efforts On Increasing Integration, Scaling Operations Carefully, Enhancing Technology And Efficiency, Maintaining A Strong Balance Sheet, And Strengthening Supply Chain Resilience. The New 6 Gigawatt Manufacturing Facility For Cells And Modules Is Set To Have Its Module Line Ready By The End Of 2026 And The Cell Line By FY27, Resulting In A Total Capacity Of 16.3 Gigawatt For Modules And 8.9 Gigawatt For Cells By FY27.

AWL Agri Business: Estimates Steady EBITDA Per Ton For Edible Oil At INR 3,500 To INR 3,600 Despite Market Fluctuations. Company Is Increasing Its Blended Oil Range With An Emphasis On Health And Convenience.

AWL Agri Business: Plans To Focus On Volume Growth Over Margins For FY27 And Part Of FY28, Aiming For Mid-Teens Double-Digit Growth. The Food Segment Is Expected To Maintain EBITDA Neutrality Until FY27, With A Goal Of Achieving INR 1,500 To INR 2,000 Per Ton EBITDA Starting FY28 After Surpassing 1.5 Million Tons.

ICICI Prudential Life Insurance to focus on growing absolute VNB amid slump in FY24

Tata Elxsi Q4 net profit, revenue decline QoQ; firm declares dividend of Rs 70 per share

ICICI Pru Life Q4 net profit falls 26% to Rs 174 cr, insurer announces dividend

Cyient DLM's profit after tax in FY24 surges 93%