SMC Global Securities Limited

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

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

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

While markets are sideways, these 5 focused plays and high-upside large caps can help you position for FY26 Look for: ✅Clear profit visibility (YoY & QoQ) ✅Sectoral tailwinds ✅Past Quarters Growth ✅Management Commentary This is where selective investing wins

Growth driven by tariff hikes, customer additions, and family plans Broadband user surge and 5G adoption are macro tailwinds for sustained growth

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,