Guidance upgardes during Q1FY27 (Part-1)

Guidance upgardes during Q1FY27 (Part-1) # 1. Godrej Agrovet- * Q4FY26: Early double digit revenue growth [](https://substackcdn.com/image/fetch/$s_!k6yx!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb2391ca7-b640-4604-8c99-29429eef9880_600x142.png) * Q1FY27: 20% growth [](https://substackcdn.com/image/fetch/$s_!CE-N!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F57a8c872-9d12-418a-9c73-e82075047771_775x120.png) # 2. Shree Pushkar- * Q4FY26: [](https://substackcdn.com/image/fetch/$s_!zbMp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8a8f768c-d06e-43fc-a2ef-91ea06d3f2a4_1137x260.png) * Q1FY27: [](https://substackcdn.com/image/fetch/$s_!k7KO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F023d2eda-b32f-43ae-90eb-561116b13cac_618x142.png) # 3. Alicon Castalloy- * Q4FY26: 8-10% growth [](https://substackcdn.com/image/fetch/$s_!8fGc!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fda144986-0a91-4bcc-9b43-8fed8d9ca528_657x175.png) * Q1FY27: 12-15% growth guidance [](https://substackcdn.com/image/fetch/$s_!WF2b!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Feb38f5a4-1b00-4053-99b7-83e0603e7ff9_647x233.png) # 4. ASK Automotive- * Q4FY26: Mid-teen growth [](https://substackcdn.com/image/fetch/$s_!xnXN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90ad75f8-2de3-4070-aac0-3b06b7138ce9_572x102.png) * Q1FY27: High-teen growth guidance [](https://substackcdn.com/image/fetch/$s_!Y0ij!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4619fa11-06e0-4d63-986b-3a58e46c9114_581x110.png) # 5. Carraro India- * Q4FY26: Management was doubt ful [](https://substackcdn.com/image/fetch/$s_!Fz_a!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff5305a37-6e1e-4b86-89a2-ad8280634329_927x546.png) * Q1FY27: Management looked more confident. # 6. Rico auto- * Q4FY26: 3000 cr revenue guidance at 10.25%+ EBITDA [](https://substackcdn.com/image/fetch/$s_!2_w1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F74b3230f-89e2-4a25-be14-dc56e1f744e2_811x295.png) * Q1FY27: 3200 cr+ revenue with 12% EBITDA [](https://substackcdn.com/image/fetch/$s_!eCMG!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8204fa2-7a64-4f0f-835d-ecfa5ff1ce72_567x83.png) [](https://substackcdn.com/image/fetch/$s_!ol_-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff76b3dcd-73b4-4a05-81d3-9c9a9387f1f1_580x115.png) [Subscribe now](%%checkout_url%%) # 7. KSH International- * Q4FY26: Min 21% volume growth [](https://substackcdn.com/image/fetch/$s_!h_dl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb87df1d2-4c89-4009-842d-9984dd8c5e3b_827x155.png) * Q1FY27: Can sustain 27% volume growth [](https://substackcdn.com/image/fetch/$s_!BoEW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6fc3167d-6bbf-4ac7-9332-0c8e87813de0_592x183.png) # 8. Steelcast- * Q4FY26: 20% volume growth [](https://substackcdn.com/image/fetch/$s_!u_gN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F57b8eb4b-a8c0-4259-bc26-791bbd857f9f_778x318.png) * Q1FY27: Can do 25% volume growth [](https://substackcdn.com/image/fetch/$s_!0-eR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fbdd15e-9f4d-446a-b9c0-20b979effabc_795x123.png) # 9. IOL Chemicals- * Q4FY26: 15% revenue growth with 14% EBITDA. [](https://substackcdn.com/image/fetch/$s_!d3XZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F04457e10-f26b-4c93-9d17-0c9327440cf4_765x62.png) * Q1FY27: Can do 20% also [](https://substackcdn.com/image/fetch/$s_!OB9H!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F400ce139-cbbe-4f42-b2c9-94f863854df8_832x305.png) # 10. IOL Chemicals- * Q4FY26: 25% growth guidance with 20-22% EBITDA [](https://substackcdn.com/image/fetch/$s_!Dp1Q!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcdaf03c0-bb9c-45b6-a376-40acd035ba38_792x200.png) * Q1FY27: 25-30% growth possible [](https://substackcdn.com/image/fetch/$s_!DF4m!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc547c9c8-7cd7-4d1e-b33e-e8f74e007fe4_782x242.png) # 11. GNG Electronics- * Q4FY26: 25% revenue growth with 50 bps margin expansion [](https://substackcdn.com/image/fetch/$s_!52dw!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86ba4aeb-2150-466d-ba1b-20f2edc4fd82_795x110.png) * Q1FY27: 30% revenue growth with 75-100 bps PAT margin expansion [](https://substackcdn.com/image/fetch/$s_!tAfJ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3a97432b-e9b2-417e-9354-39ce465fe849_840x166.png) # 12. Knowledge Marine- * Q4FY26: 30% growth for next 2 years with 35-405 EBITDA. [](https://substackcdn.com/image/fetch/$s_!1WpZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cec3bc4-fa42-4b38-a750-e9d67f7596f6_781x246.png) * Q1FY27: can do 60% + revenue growth [](https://substackcdn.com/image/fetch/$s_!zPra!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00413128-7fb2-4165-9dc4-dec46e618a4b_831x192.png) # 13. Visdem techsys- * Q4FY26: At least 25-30% revenue growth for FY27. [](https://substackcdn.com/image/fetch/$s_!Otj_!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2a86842-89c7-4560-b76d-8429b2e54b1e_658x130.png) * Q1FY27: Even 60% growth is possible [](https://substackcdn.com/image/fetch/$s_!70L4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffaf2428e-fa27-4de0-baa9-65986b387cc5_803x243.png) # 14. GEE Ltd- * Q4FY26: 500 cr+ revenue with 10%+ EBITDA (35% revenue growth). [](https://substackcdn.com/image/fetch/$s_!mqVl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd86d0744-1b06-46a0-9f82-2d63880cb20b_810x182.png) * Q1FY27: A bit more optimistic in the con call [](https://substackcdn.com/image/fetch/$s_!k0cB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F213dbcf3-c73c-418a-ab49-d5f1d4420599_826x367.png) # 15. Syrma SGS- * Q4FY26: 35% revenue growth with 10-10.5% EBITDA. [](https://substackcdn.com/image/fetch/$s_!jyWj!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb901b2da-fcb5-4884-ae20-0150a0683c98_587x145.png) * Q1FY27: Will outperform the guidance. [](https://substackcdn.com/image/fetch/$s_!PJdb!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F401c11b1-3b79-429e-9c7c-49d36bc8b054_788x258.png) *\*\* I am not a registered analyst, these are just personal notes.* *\*\* This is not a buy/sell recommendation, DYOR.* [My Substack](https://substack.com/@investorchandann)