SMC Global Securities Limited

4️⃣ Key strengths: • Works across small and large molecules • Pioneers in green and flow chemistry in India • Advanced tech use: RNAi, antibody-drug conjugates • 96.76% success rate with a client-centric fee-for-service model

3️⃣Lupin: High-dose growth Net profit expected to rise nearly 59% YoY in Q1FY26 US business is the growth engine, with strong complex generics and specialty launches https://t.co/TvjmQBD2Ol

For example: HDFC Bank: Positive earnings outlook, solid loan growth, and strong margins Mahindra & Mahindra: Driven by farm equipment and strong auto launches

New ABS mandate from Jan 2026 will aid growth Tariff escalations and Europe slowdown are risks to watch

Tolvaptan and 100+ NPLs to drive future growth Global demand for complex generics and biosimilars supports long-term tailwinds

Track these stocks during Q1FY26 earnings. See who delivers. If they do, you'll understand why it is smart to follow high-conviction, sector-aligned plays—not just market noise. ⚠️ Not a recommendation. Always do your own research before investing. If you found this useful,

4️⃣Endurance Technologies: Shifting gears Q1 FY26: Expected profit growth of 29% YoY, revenue by 15% Focused on auto components for 2W/3W in India and Europe Strong EV and hybrid pipeline, with major orders from Volkswagen and BMW https://t.co/M0vehjNR4G

5️⃣Firstsource Solutions: The ‘UnBPO’ strategy On track for 10th straight quarter of YoY revenue growth Estimated revenue growth of 24% YoY in Q1 FY26, profit up 32% Pivoting from traditional BPO to tech-led, AI-driven services https://t.co/oSnJoaHn3t

5 major deals in Q4FY25 (4 over $10M each) Healthcare, BFSI, and media-tech verticals showing strong deal traction 📌Bonus: Stocks with high upside forecasts Some large caps also show strong potential: 🏦ICICI Bank, HDFC Bank, SBI, Axis Bank 🚗Mahindra & Mahindra 🧱ITC,