Centrum Broking Ltd has named CCL Products, Mold-Tek Packaging, and La Opala RG as standout mid-cap investments for the upcoming Q4FY26. The brokerage firm anticipates sustained growth momentum across these consumer-focused stocks. This positive outlook is supported by expectations of steady volume expansion and an improving product mix, even as the market navigates volatility.
Centrum Maintains 'Buy' Rating on Key Mid-Cap Players
Centrum's Q4FY26 results preview report suggests that robust demand and efficient operations will continue to drive performance. The brokerage maintains a 'BUY' rating across all three stocks. They project specific price targets: CCL Products at ₹ 1,330, Mold-Tek Packaging at ₹ 730, and La Opala RG at ₹ 260.The brokerage noted that while reported growth might appear tempered compared to previous quarters, this is attributed to a high base effect rather than fundamental weakness. Furthermore, Centrum does not foresee significant disruptions from the West Asia crisis impacting either demand or supply for these sectors.
CCL Products Poised for 15% Volume Growth in Q4FY26
Centrum Broking forecasts that CCL Products is set for consistent volume growth, underpinned by an expanded product lineup. The brokerage anticipates a year-on-year volume growth of approximately 15% for the fourth quarter of FY26, with EBITDA expected to follow a similar upward trajectory.Despite persistent fluctuations in global green coffee prices, CCLP is expected to maintain its strong growth path. The underlying demand for instant coffee remains highly resilient across global markets. Historically, Robusta coffee prices have decreased nearly 30% over the last year, yet they continue to surpass historical average levels.
Mold-Tek Packaging Benefits from Sourcing Advantage and Sector Strength
Mold-Tek Packaging is predicted to achieve significant growth in Q4FY26, driven by stable raw material sourcing and sustained demand across key industrial sectors. Management’s ability to secure a reliable supply of polypropylene from Reliance Industries Ltd is cited as a major advantage.This stable sourcing strategy allows the company to efficiently fulfill orders while passing on rising raw material costs to customers. Centrum estimates around 12% year-on-year volume growth, fueled by strong traction in the paints and food & FMCG segments. Profitability indicators are also positive, with EBITDA per kg projected to improve to ₹ 42.1 in 4QFY26.
La Opala RG Expected to Maintain Margins Amid Revenue Plateau
For La Opala RG, the expectation is a gradual demand recovery, although revenue is projected to remain largely flat sequentially in 4QFY26. This moderation is primarily attributed to slower-than-anticipated demand improvement and ongoing pressures in the Middle East export market.Crucially, the company is expected to shield its profitability through strong margin performance. Cost savings realized from the closure of the old Madhupur plant are contributing factors. Centrum estimates a healthy EBITDA growth of around 17% year-on-year, which is expected to cushion earnings despite flat top-line figures due to higher base effects from other income and taxes.
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