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BN Agrochem Closes at the Upper Circuit: A 47% Rebound from the Low as Q2FY27 Results Approach

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Small-Cap Stock Watch BN Agrochem Closes at the Upper Circuit: A 47% Rebound from the Low as Q2FY27 Results Approach An upper-circuit close at ₹154.92, a 46.7% recovery from the 30 October low of ₹105.60, 76.24% delivery and a sequential EBITDA recovery: BN Agrochem heads into its September-quarter results with momentum, but valuation and liquidity deserve equal attention. Market data as of 12 November 2026. Results status subject to subsequent exchange announcement. BN Agrochem Ltd (₹154.92) closed Thursday's session, 12 November 2026, at its 5% upper price band, gaining ₹7.37 or 4.99%. The Nifty50 advanced just 0.18% during the same session. The stock's outperformance was conspicuous. The latest move extends a sharp rebound from the 52-week low of ₹105.60 recorded on 30 October. At ₹154.92, the stock has recovered approximately 46.7% in less than two weeks. Yet the rebound needs...
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SEPC’s Q2FY27 Loss: A ₹95.35 Crore Deferred-Tax Charge Overshadows an Improved Operating Quarter

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Quarterly Results · Infrastructure SEPC’s Q2FY27 Loss: A ₹95.35 Crore Deferred - Tax Charge Overshadows an Improved Operating Quarter Consolidated PBT rose 241% to ₹36.81 crore, H1FY27 EBITDA reached ₹73.04 crore and operating cash outflow narrowed by about ₹100 crore, while a non-cash ₹95.35 crore deferred-tax charge produced the ₹58.54 crore net loss. SEPC Ltd (₹5.40) reported a consolidated net loss of ₹58.54 crore for Q2FY27. Read the line above it first. Consolidated profit before tax rose to ₹36.81 crore, against ₹10.80 crore a year ago, a jump of roughly 241%. The gap between those two numbers has a single cause: a ₹95.35 crore deferred-tax charge. The company describes it as a non-cash accounting adjustment with no effect on cash flows, liquidity or its ability to service debt. Interestingly, the pre-tax improvement came while other income fell from ₹13.61 crore to ₹1.25 crore. Operat...
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Morepen Q2FY27 Results: Standalone PAT Up 442%, CDMO Scales

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence PHARMACEUTICALS | Q2FY27 EARNINGS Morepen Laboratories Q2FY27: Standalone PAT Up 442%, CDMO Turns Commercial A standalone profit of ₹77.87 crore against ₹14.38 crore a year ago, consolidated profit of ₹88.89 crore, and CDMO revenue up roughly 334% to about ₹253 crore. Add exports of ₹397 crore for the quarter and 20 million glucose meters in the field, and Morepen no longer fits the label of a sleepy API maker. Morepen Laboratories (₹99.15) (NSE: MOREPENLAB | BSE: 500288 | ISIN: INE083A01026) did something rare in the September quarter. It earned a standalone profit of ₹77.87 crore, against ₹14.38 crore a year ago, a rise of 442%. On a consolidated basis, net profit more than doubled to ₹88.89 crore, up 117.48%, on revenue from operations of ₹746.50 crore, up 81.4%. A 442% jump sounds like a typo until you look at the base. The percentage is the headline, but the rupee figure is the part worth framing:...
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