Query Board

Arvind Manor / 22 Jan 2026 / Categories: DSIJ_Magazine_Web, DSIJMagazine_App, Query Board, Query Board, Regular Columns

Query Board

Investment Horizon : Query-Specific : Subscribers can ask their queries regarding stocks they hold and get our expert guidance.

Investment Horizon : Query-Specific : Subscribers can ask their queries regarding stocks they hold and get our expert guidance. [EasyDNNnews:PaidContentStart]


KPI Green Energy Limited is a leading renewable power producer in India, operating as both an Independent Power Producer (IPP) and a Captive Power Producer (CPP) under the ‘Solarism’ brand. The company specialises in solar and hybrid energy solutions, with an expanding portfolio in green hydrogen and battery energy storage systems (BESS). 

Financially, Q2FY26 had a consolidated revenue of ₹641.1 crore (up 77 per cent YoY) and a net profit (PAT) of ₹116.6 crore (up 67 per cent YoY). The company has maintained profitability with an EBITDA margin of 32.7 per cent, despite a capital intensive expansion phase. 

Operational momentum is robust, evidenced by a massive order pipeline of over 3.11 GW and new strategic MOUs with the Gujarat government for green hydrogen infrastructure. 

The company's consistent quarterly performances and its aggressive target to achieve 10 GW capacity by 2030 suggest that the long-term growth story is intact. The fundamentals remain exceptionally strong with a 118 per cent 5-year profit CAGR. Hence, we recommend HOLD

Yatharth Hospital & Trauma Care Services Limited is a premier super-speciality healthcare network in North India, operating eight hospitals with over 2,550 beds. The company provides advanced care in high-value specialities such as oncology, organ transplants and robotic surgery 

Financially, Q2FY26 with revenue of ₹279 crore (up 28 per cent YoY) and EBITDA of ₹64.5 crore (up 18 per cent YoY). Net profit (PAT) grew 33 per cent YoY to ₹41.3 crore. 

While new hospital operations in Delhi and Faridabad initially weighed on consolidated EBITDA margins (23.1 per cent), profitability excluding these units remained high at 26.7 per cent. Operational metrics showed an ARPOB of ₹32,015 and a 66 per cent occupancy rate. 

The company's recent record-breaking Q2 revenue and its aggressive expansion into new markets like Agra suggest that the long-term growth story is intact. 

Hence, we recommend HOLD.