1. Alkem Laboratories:

This pharma company rose 10% over the past week after posting strong Q1FY26 results and unveiling plans to expand into Saudi Arabia. Jefferies upgraded the stock from ‘Underperform’ to ‘Buy’, calling Alkem’s “pivot towards accelerating growth” a “refreshing” shift already visible in the numbers.

Revenue grew 11% YoY in Q1, beating Forecaster estimates by 4.3%, thanks to robust domestic sales and a rebound in the US business. Net profit also came in well ahead of estimates after rising 22%, due to a better product mix and lower raw material costs. EBITDA margin expanded 300 bps to 22.5%. Management expects margins to sustain at this level for FY26, aided by cost efficiency programs and a higher share of branded generics.

The domestic market, which contributes over 60% of total sales, grew on the back of new launches and rising demand in both chronic and acute therapies. The US business, which accounts for more than one-fifth of revenue, grew 9% despite price erosion, helped by market share gains in key products. 

Still, management warns that revenue could take a hit if President Donald Trump follows through on tariff threats against the pharmaceutical sector. Addressing this concern, MD Sandeep Singh said, “We are actively diversifying our portfolio, increasing local manufacturing in the US through partnerships, and focusing more on complex generics and branded products that face less price erosion.”

Diversifying beyond the US forms a key pillar of Alkem’s growth strategy, with international markets other than the US currently contributing only 10% to the total revenue. The firm recently signed a joint venture agreement to build a manufacturing facility in Saudi Arabia to expand its presence in the Middle East. “Our partner brings strong local market access, and combined with our robust product pipeline, we are confident about the opportunity,” Singh adds. The new facility is expected to start operations in FY27.

2. Hero MotorCorp:

This two-wheeler manufacturer surged 5.2% over the past week following the announcement of its Q1FY26 results on August 6. Hero MotoCorp’s net profit increased 63% YoY to Rs 1,705.3 crore, beating Forecaster estimates by 61.5%, driven by lower raw materials and inventory expenses. The company features in a screener of companies with increasing profits every quarter for the past four quarters.

Revenue fell 3.8% to Rs 10,037.7 crore, mainly due to a 10.9% drop in volumes from a temporary production halt that slowed dispatches. The management highlighted that it had taken a five-day shutdown in April at four plants to address supply chain issues and carry out maintenance, but production has since normalised. Meanwhile, global business grew 27%, remaining a bright spot. Hero exports to Latin America, Africa, West Asia, and Europe and remains focused on expanding its footprint.

If we look at the domestic two-wheeler industry, performance in the first four months of FY26 was a mixed bag. April and May saw strong growth, driven by the marriage season and improved rural demand. However, this momentum slowed in June and July due to the early arrival of the monsoon. Ashutosh Varma, the Chief Business Officer, said, “We expect demand to recover as the festive season approaches. Volume growth was slow for the industry, but we feel that it's a postponement and volumes will come back to the 6–7% range for the full year”.

During the quarter, Hero MotoCorp continued to strengthen its product range. It launched Destini 125 and Xoom 125 in the 125cc scooter segment, boosting its position in the premium category. In the 100cc motorcycle space, Hero added the HF Deluxe Pro to its HF Deluxe range, targeting value-conscious buyers. The company’s two-wheeler market share improved 100 bps QoQ to 30.9%.

Following the company’s Q1 performance, Motilal Oswal reiterated its ‘Buy’ rating with a Rs 5,355 target price. The brokerage expects volume growth driven by new launches and higher exports. It believes the company will gain from a gradual rural recovery, backed by its strong brand in the economy and executive segments.

3. Kalpataru Projects International:

This construction & engineering player has risen by 10.4% in the past week after announcing its Q1FY26 results on August 7. The company’s revenue beat Trendlyne’s Forecaster estimates by 11.4%. Net profit exceeded expectations by 23.3%, driven by strong execution in transmission & distribution (T&D), buildings & factories (B&F), and oil & gas segments.

Over 75% of Kalpataru's order book is in the T&D and B&F segments. Management notes that they have a tender pipeline of Rs 1.2 lakh crore in these two areas over the next 12–18 months, helped by investments in grid expansion and energy transition in India and abroad. These segments deliver EBITDA margins of 9–10%, higher than the company’s total margin of 8.5% in Q1FY26. This should provide an overall margin boost.

However, the water infrastructure segment, which makes up about 14% of the company’s order book, posted a 5% YoY revenue decline in Q1 due to delayed payments in states such as Uttar Pradesh and Jharkhand. The company is now prioritising projects only in states with better payment records and centrally funded projects with approved budgets. It expects the water infra segment to see single-digit growth in FY26, supported by improving collections and a selective approach to new orders.

MD & CEO Manish Manod said the company expects FY26 revenue growth of 20–25% and is targeting order inflows of over Rs 26,000 crore. He added that many of the recent orders are design-build contracts, which may take longer to convert into revenue. “It would not happen in Q2 or Q3. It would only start in Q4, so the impact will be more visible on an annualised basis,” Manod noted.

Motilal Oswal has a ‘Buy’ rating on Kalpataru, citing improved execution of existing orders and healthy cash flow from better customer advances and claim settlements. A spike in commodity prices and higher promoter pledges are key concerns, but new T&D orders domestically and internationally should support growth. On Trendlyne, the stock is overvalued at the current PE but undervalued based on future earnings estimates.

4. PG Electroplast:

This consumer electronics equipment manufacturer fell 35% over the past week following the announcement of its Q1FY26 results on August 8 and weak FY26 growth guidance. The company's net profit fell 20% YoY due to lower sales of room air conditioners (RACs) and coolers, and higher finance costs. However, its revenue grew 15%, helped by higher sales from the washing machine segment. Both revenue and net profit missed Forecaster estimates.

PG Electroplast is a third-party manufacturer that makes and assembles electronic products like RACs, washing machines, and TVs for brands such as Godrej, Blue Star and Honeywell. The stock features in a screener of companies where mutual funds increased their shareholding in the past quarter.

Faced with operational challenges, soft seasonal sales and excess inventory with brands, the management revised its FY26 revenue growth guidance to 19%, down from the earlier 30%. It also lowered its EBITDA margin guidance by over 150 bps on account of fixed costs surpassing sales.

Vishal Gupta, Managing Director, notes, "60% of our total revenue comes from the air conditioners business. The early arrival of the monsoon affected their sales, making Q1 a subdued start to the year." 

The company’s management highlighted that it remains confident in its long-term growth prospects. However, in the short term, due to higher inventory build-up, it trimmed its FY26 capital expenditure plan by 15% from the earlier guidance to Rs 750 crore. 

The company earns 14% of its total revenue from the washing machine and television businesses. For FY26, management expects 45% growth in the washing machine segment and 60% growth in the television segment.

Gupta said, "We expect inventory levels to normalise in Q3 as brands start picking up inventory for the festive season, and we plan to use Rs 300 crore of capex to build a new plant for the refrigerator business and increase washing machine capacity from 1.2 million to 2 million units in FY26."

Following the guidance revision, Nuvama maintained a 'Buy' rating but cut its price target by 35% to Rs 710, citing high inventory levels and softer air conditioner demand. The brokerage revised FY26 EPS estimates by 36% due to higher interest costs and margin contraction in the air conditioner segment.

5. Fortis Healthcare:

This healthcare company has surged 8.6% over the past week, hitting its all-time high on August 14 after the company announced its Q1FY26 results. Fortis Healthcare’s net profit rose 56.8% YoY to Rs 260.3 crore, and revenue increased 16.6% to Rs 2,166.7 crore. The growth came from strong performance in the healthcare and diagnostics segments.

The healthcare segment posted an 18.6% YoY revenue increase in Q1 FY26, driven by a 10.2% rise in average revenue per occupied bed (ARPOB) and a higher occupancy rate of 69%, versus 67% a year ago. The diagnostics business, operated under Agilus Diagnostics, reported a 7.4% increase in revenue. This was supported by expansion of its network to 4,261 centres, growth in preventive and genomics portfolios, and the launch of 30 new tests.

Fortis Healthcare is pursuing aggressive capacity expansion. Ashutosh Raghuvanshi, MD and CEO of Fortis Healthcare, said, “We are going to add capacity of approximately 900 beds in the current financial year, and expect to operationalize approximately 50% of these beds." This expansion includes the recent acquisition of Shrimann Superspecialty Hospital in Jalandhar, which added 228 beds and was worth Rs 420 crore. The company also plans to add 450 beds in Mohali and 180 beds in Amritsar over the coming years.

In July 2025, Fortis Healthcare signed an operations and maintenance agreement with Gleneagles India to manage around 700 beds across five hospitals and a clinic. This deal expands Fortis’ presence to new cities, including Hyderabad and Chennai. The company will receive a monthly service fee of 3% of the net revenue from these facilities.

Following the results, Prabhudas Lilladher maintained a ‘Buy’ rating, expecting continued margin gains from treating higher value specialties, improving cost efficiency, and adding capacity. The brokerage sees acquisitions and brownfield projects as key growth drivers, but notes that execution will be critical to sustain the current momentum.

Trendlyne's analysts identify stocks that are seeing interesting price movements, analyst calls, or new developments. These are not buy recommendations