5 Fundamentally Strong Stocks With Net Profit Growth of Up to 140% in FY26

Synopsis:A group of fundamentally strong companies from sectors including power, renewable energy, commodities and engineering delivered impressive profit growth in FY26, supported by expansion, operational strength and improving business demand.

Several fundamentally strong companies across sectors such as power transmission, renewable energy, commodity exchange, metals and industrial technology reported robust earnings growth in FY26. Improved demand conditions, expansion in operations, stronger execution and better efficiency supported profitability during the year. 

Businesses linked to infrastructure development, clean energy transition, industrial activity and financial market participation continued to benefit from sectoral momentum. The performance also reflects increasing focus on scalable business models, healthy fundamentals and long-term growth opportunities despite a mixed global economic environment.

GE Vernova T&D

GE Vernova T&D India is a power transmission and distribution solutions company focused on grid infrastructure, electrification and energy transition projects. The company provides transformers, substation equipment, grid automation and digital solutions for utilities and industries. Backed by GE Vernova, it supports renewable energy integration and modernization of power networks across India.

With the market capitalization of Rs. 1,24,441 Crores, the shares of GE Vernova T&D India Ltd were trading at around Rs. 5016 per share which is 3.2 percent discount from its 52 weeks high of Rs. 5184per share and is trading at a P/E of 100 whereas industry P/E stands at 36.6. The company has delivered an ROCE and ROE of 76.4 percent and 57.3 percent respectively 

Revenue from operations has increased from Rs. 4292 Crores in FY25 to Rs. 6206 Crores in FY26, up 44 percent. Operating profit has increased from Rs. 831 Crores to Rs. 1684 Crores, up 102 percent and net profit has increased from Rs. 608 Crores to Rs. 1233 Crores, up 102 percent. 

Waaree Renewable Technologies Ltd

Waaree Renewable Technologies Ltd is a renewable energy company engaged in solar EPC projects, rooftop solar installations and clean energy solutions. The company develops and executes solar power projects for commercial, industrial and utility-scale customers. It is part of the Waaree Group, a major player in India’s solar energy industry.

With the market capitalization of Rs. 10,309 Crores, the shares of Waaree Renewable Technologies Ltd were trading at around Rs. 988 per share which is 27 percent discount from its 52 weeks high of Rs. 1358 per share and is trading at a P/E of 21.6 whereas industry P/E stands at 29.2.  The company has delivered an ROCE and ROE of 83.6 percent and 68.9 percent respectively. 

Revenue from operations has increased from Rs. 1598 Crores in FY25 to Rs. 3331 Crores in FY26, up 108 percent. Operating profit has increased from Rs. 311 Crores to Rs. 641 Crores, up 106 percent and net profit has increased from Rs. 229 Crores to Rs. 479 Crores, up 109 percent

MCX

Multi Commodity Exchange of India Ltd, popularly known as MCX, is India’s leading commodity derivatives exchange. The company offers trading in bullion, energy, metal and agricultural commodity futures and options. MCX provides a platform for price discovery and risk management for traders, investors, producers and industrial users across commodity markets.

With the market capitalization of Rs. 77,291 Crores, the shares of MCX were trading at around Rs. 3031 Crores which is 13 percent discount from its 52 weeks high of Rs. 3480 per share and is trading at a P/E of 58 whereas industry P/E stands at 60.5. The company has delivered an ROCE and ROE of 71.4 percent and 60.5 per cent respectively.   

Revenue from operations has increased from Rs. 1113 Crores in FY25 to Rs. 2302 Crores in FY26, up 106 percent. Operating profit has increased from Rs. 665 Crores to Rs. 1642 Crores, up 146 percent and net profit has increased from Rs. 560 Crores to Rs. 1332 Crores, up 137 percent. 

Lloyds Metals & Energy Ltd

 Lloyds Metals and Energy Ltd is engaged in iron ore mining, pellet manufacturing and sponge iron production. The company operates mining assets in Maharashtra and supplies raw materials to the steel industry. It is also expanding its mining and processing capacities to strengthen operations and support long-term growth in the metals and mining sector

With the market capitalization of Rs. 102,765 Crores, the shares of Lloyds Metals & Energy Ltd were trading at around Rs. 1826 per share which is 3.3 percent discount from its 52 weeks high of Rs. 1889 per share and is trading at a P/E of 32.2 where as industry P/E stands at 19.2. The company has delivered an ROCE and ROE of 32.2 percent and 35.1 percent respectively

Revenue from operations has increased from Rs. 6721 Crores in FY25 to Rs. 13,681 Crores in FY26, up 103 percent. Operating profit has increased from Rs. 1953 Crores to Rs. 4516 Crores, up 131 percent and net profit has increased from Rs. 1451 Crores to Rs. 3194 Crores, up 120 percent. 

Sedemac Mechatronics Ltd

Headquartered in Pune, SEDEMAC specializes in control electronics and mechatronics for the automotive and industrial markets. By pioneering “sensorless control” technology, they have become a critical supplier to leading OEMs for two- and three-wheelers, EVs, and industrial applications

With the market capitalization of Rs. 9418 Crores, the shares of Sedemac Mechatronics Ltd were trading at Rs. 2133 Crores which is 2 percent discount from its 52 weeks high of Rs. 2175 per share and is trading at a P/E of 90.9 where as industry P/E stands at 27.9. The company has delivered an ROCE and ROE of 35.7 percent and 27.5 percent respectively

Revenue from operations has increased from Rs. 658 Crores in FY25 to Rs. 1058 Crores in FY26, up 61 percent. Operating profit has increased from Rs. 121 Crores to Rs. 217 Crores, up 79 percent and net profit has increased from Rs. 47 Crores to Rs. 104 Crores, up 121 percent 

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