Recommendation from Healthcare and Capital Goods Sector

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.[EasyDNNnews:PaidContentStart]

Emcure Pharmaceuticals Ltd.
CMP - ₹1,994.15
BSE CODE 544210
Volume 30,066
Face Value ₹10
Target ₹2,150 - ₹2,190
Stoploss ₹1,850 (CLS)

Emcure Pharmaceuticals is a research-driven Indian pharma company with a strong presence across domestic formulations, Europe, Canada, and other international markets. In Q1 FY27, revenue grew 22.8 per cent year-on-year to ₹2,580.4 crore, while EBITDA rose 25.8 per cent to ₹508 crore. PAT increased 36.2 per cent to ₹292.5 crore, with the margin improving to 11.3 per cent. International business remained the key growth driver, rising 34.2 per cent, while domestic revenue grew 10.2 per cent. The company also completed the acquisition of the remaining 12.05 per cent stake in Gennova Biopharmaceuticals for ₹231.87 crore, making it a wholly owned subsidiary. Emcure also received CDSCO approval for Pozvitra for the treatment of MASH, strengthening its specialty portfolio. With healthy earnings growth, improving margins, and continued investments in R&D, the company remains well placed for growth. Considering these positives, we recommend BUY.

GMM Pfaudler Ltd.
CMP - ₹1,347.80
BSE CODE 505255
Volume 47,177
Face Value ₹2
Target ₹1,455 - ₹1,485
Stoploss ₹1,255 (CLS)

GMM Pfaudler is a global engineering solutions provider catering to the chemical and process industries, with a diversified presence across India and international markets. In Q1 FY27, the company reported consolidated revenue of ₹924.76 crore, up 16.4 per cent year-on-year, supported by healthy growth across geographies. Profit before Tax increased 27.2 per cent to ₹40.20 crore, while profit for the period more than doubled to ₹22.10 crore from ₹10.15 crore in the corresponding quarter last year. Overseas revenue remained the key growth driver, rising 20.4 per cent to ₹699.63 crore, while India revenue increased 5.5 per cent to ₹225.13 crore. The company also reported order intake of ₹1,007 crore, with its order backlog standing at ₹2,289 crore, up 20 per cent year-on-year, offering healthy revenue visibility. In August, its wholly owned subsidiary repaid EUR 7 million of debt through internal accruals, further strengthening the balance sheet. Considering these positives, we recommend BUY.

[EasyDNNnews:PaidContentEnd] [EasyDNNnews:UnPaidContentStart]

[EasyDNNnews:UnPaidContentEnd]