Fractal Analytics: The company approved unaudited consolidated and standalone financial results for Q1 FY27, subject to limited review. The Board also revised the effective date for the sale of certain business units to Analytics Vidhya Educon Private Limited from April 1, 2026, to May 1, 2026. The aggregate consideration was revised to ₹11.6 crore from ₹10.9 crore. The trading window for designated persons will remain closed until July 25, 2026.
Diamond Power Infrastructure: The Management Committee approved the Qualified Institutional Placement (QIP) issue and adopted the preliminary placement document. The issue is scheduled to open on July 23, 2026. The floor price has been fixed at ₹238.92 per equity share, with a potential discount of up to 5%.
Atlanta Electricals: Motilal Oswal maintained a BUY rating on the stock with an unchanged target price of ₹1,950. The brokerage highlighted a strong Q1 FY27 performance, with revenue rising 48% YoY to ₹470 crore, supported by a 26% increase in volumes and a 22% price hike. Order inflows stood at ₹970 crore, taking the order book to ₹3,120 crore, up 97% YoY. The brokerage expects revenue, EBITDA and PAT CAGR of approximately 31%, 34% and 40%, respectively, over FY26–29E.
Allied Blenders & Distillers: Q1 FY27 income from operations rose 5.8% YoY to ₹984 crore, driven by volume growth across its portfolio. Prestige & Above volumes increased 10.7% YoY, while ICONiQ White volumes grew 33.8% to 3.1 million cases. Gross margin expanded by 277 bps YoY, while EBITDA margin declined by 55 bps due to investments in brands, employees and the luxury portfolio. PAT stood at ₹45 crore. Operating cash flow was ₹174 crore, while net debt declined to ₹947 crore.
IIFL Finance: Motilal Oswal reiterated its BUY rating with a target price of ₹700, implying potential upside of around 23%. The brokerage raised its FY27E EPS estimate by approximately 9%. Q1 FY27 NII increased 55% YoY, while PAT after NCI rose 189% YoY. NIM expanded to 7.2%, while annualised credit costs moderated to approximately 1.6%. Consolidated AUM grew 38% YoY to ₹1.15 trillion. Management expects 25% AUM growth in FY27, with RoA of 3.1–3.3% and RoE of 16–20%.
