The split has happened: Syrma's Q1 FY27 print jumped to 8.2 and it now expects to beat its 35%+ growth and 10.5-11% margin guide; Avalon raised FY27 growth to 26-30%; Aimtron guides a 40-50% CAGR with a Rs 112 cr data-centre UPS order; Vinyas sees FY27 inflows 25-30% above FY26. Centum (flat at 6.1) and the below-cut names are the laggards. The watch item is component supply: West Asia disruptions and the AI-driven memory-chip shortage.

Avg read 6.7·9 covered · scores as of Q2 FY27