GHCL Textiles Achieves Record Yarn and Fabric Output

GHCL Textiles reported a robust Q2 FY26 performance with revenue of ₹339 crore, up 11% YoY, led by record-high yarn output and improved fabric sales. EBITDA rose 31% YoY to ₹38 crore, with PAT at ₹16 crore. The share of fabric in total revenue exceeded 11% for the first time.

The company’s H1 FY26 revenue reached ₹860 crore, up 23% YoY, reflecting expanding global demand and efficient utilization of new spindle capacity. Renewable energy contributed significantly to cost optimization, improving yarn EBITDA margins to around 11%.

Azad Engineering Reports Strong Growth Led by Global Orders

Azad Engineering posted its best-ever quarterly performance in Q2 FY26 with revenue of ₹143 crore (+28% YoY) and PAT of ₹33 crore (+57% YoY). EBITDA margin improved to 36%. H1 FY26 revenue touched ₹277 crore with a 65% YoY rise in profits.

The company’s energy and oil & gas segment contributed 81% of Q2 revenue, while the aerospace & defense vertical continued to expand. Major contracts with Mitsubishi Heavy Industries and Safran Aircraft Engines strengthen its export order book. The upcoming GTRE jet engine project marks a key milestone in indigenous defense manufacturing.

For traders following defense and engineering counters, Nifty Intraday Tip setups remain relevant to capture momentum plays around order wins and execution updates.

Dynamic Services Secures Major Government Contract

Dynamic Services & Security Ltd announced a ₹71.6 lakh order from the Department of Health & Family Welfare, Government of West Bengal. The three-year contract (Nov 2025–Oct 2028) includes cleaning and facility management services across 14 healthcare centers. This strengthens the company’s public sector portfolio and expands its footprint in state projects.

The order enhances visibility for recurring service revenues and positions the firm as a key player in institutional facility management — a sector benefiting from consistent government outsourcing.

Cosmic CRF Bags New Orders from Railway Wagon Manufacturers

Cosmic CRF Ltd received multiple fresh orders from domestic wagon manufacturers totaling ₹5.83 crore. These include supplies of precision-engineered components for railway wagons, with delivery timelines ranging between 2 to 5 months. The company continues to diversify its customer base and enhance its share in India’s rail infrastructure supply chain.

These orders add further momentum to the ongoing “Make in India” initiative in industrial manufacturing.

Manufacturing Sector Outlook

Indian manufacturing remains on a structural uptrend with engineering exports, defense production, and textiles emerging as high-growth areas. Government capex and PLI initiatives are likely to continue supporting growth in these segments through FY26.

Investors tracking industrial plays should balance medium-term exposure with disciplined derivatives positioning using sector-aligned indicators like Bank Nifty Intraday Tip signals for tactical trade setups.

Investor Takeaway

The latest quarter highlights manufacturing resilience with margin stability across engineering, textiles, and logistics support services. GHCL Textiles and Azad Engineering demonstrate operational excellence, while Cosmic CRF and Dynamic Services add strength in public contracts and infrastructure-linked supply chains.

Long-term investors can focus on quality engineering and textile companies that exhibit export competitiveness and cash flow consistency.

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