Softening US wage growth and easing one year inflation expectations are shifting views on how aggressive central banks might need to be. That creates a window where investors can focus less on guessing every policy move and more on finding companies with clear earnings growth potential and solid balance sheets. This article walks through 3 stocks from the Healthy high growth potential screener that fit that profile.
The stocks covered below are just a small sample of this idea. The full screen surfaced 131 more companies with similarly compelling growth stories and balance sheet profiles that are not included here. If you want to move straight from reading to action, use the Healthy high growth potential screener to identify, filter and analyze the highest conviction opportunities that fit your own criteria.
Shaily Engineering Plastics (BSE:501423)
Overview: Shaily Engineering Plastics is a Vadodara based manufacturer of precision injection moulded plastic components, supplying complex drug delivery devices, personal care packaging, home and kitchen products, and industrial parts for lighting, appliances and autos, with exports to around 40 countries and contract development services for global pharma clients.
Market Cap: ₹145.3 billion
Shaily Engineering Plastics is drawing interest because it ties high precision healthcare plastics and export led growth to reported earnings, with revenue of ₹9,984.49 million and net income of ₹1,699.12 million in FY2026 and a net margin of 17.2%. The ShailyPen Neo platform for semaglutide injections, USFDA tentative approval in Canada, and a growing pipeline of drug delivery devices reflect deeper relationships with multinational pharma customers. At the same time, heavy capacity expansion, reliance on GLP 1 demand and a funding model that leans on external borrowing raise the stakes if volumes or regulatory approvals disappoint. Investors weighing a premium valuation against this mix of growth, quality and execution risk may wish to study the company in more detail.
Shaily Engineering Plastics ties precision healthcare plastics, exports and reported earnings into a tight story. Yet the real question is whether the growth path is as robust as it looks. For a deeper read on how the revenue, margins and expansion plans fit together, walk through the analysis report for Shaily Engineering Plastics
Build your own high growth shortlist
Shaily Engineering Plastics and the other two stocks in this article all came from a single screener, but the real edge is in shaping one that fits your style. Use our flexible Screener to blend filters like earnings growth, balance sheet strength and valuation, or tap into the ready made ideas in our Investing Ideas.
Apollo Micro Systems (NSEI:APOLLO)
Overview: Apollo Micro Systems is a Hyderabad based company that designs and assembles specialised electronic and electromechanical systems for defence, aerospace, transportation and security, supplying products such as missile hardware, avionics modules, satellite payload test gear, public information systems and surveillance solutions, alongside contract design and manufacturing services.
Operations: Apollo Micro Systems generates its revenue of about ₹9,043 million almost entirely in India from electromechanical components, systems and related services.
Market Cap: ₹151.9 billion
Apollo Micro Systems has caught attention because it links high growth defence electronics work with rising profits, as seen in FY 2026 revenue of ₹9,105.97 million and net income of ₹1,129.2 million, plus recent contracts like the IPREK precision range extension kit and SAVIOR-ASW autonomous vessel for the Indian armed forces. Earnings growth has been strong and margins have widened. However, the very high P/E multiple, heavy reliance on external borrowing and a high level of non cash earnings raise questions about how durable that momentum is. With fresh capital raising and a possible Premier Explosives acquisition also on the table, investors who like the defence demand story may want to look closely at whether the growth quality matches the expectations already priced in.
Apollo Micro Systems connects defence contracts, earnings growth and a very high P/E, which suggests that the real story lies in the balance between momentum and expectations. Get the full picture in the 2 key rewards and 2 important warning signs (1 is major!)
Schneider Electric Infrastructure (NSEI:SCHNEIDER)
Overview: Schneider Electric Infrastructure designs and services equipment and digital systems that move electricity from the grid to end users, including transformers, medium voltage switchgear, ring main units, substation automation and IoT enabled grid software for utilities, data centers, renewables and transport projects in India and abroad.
Operations: Schneider Electric Infrastructure generates its revenue of about ₹28,906 million from products and systems for electricity distribution.
Market Cap: ₹323.9 billion
Schneider Electric Infrastructure sits where several themes meet, from grid upgrades under large government programs to rising data center and renewable energy demand. Forecast earnings growth of around 34% a year and a high return on equity near 27% are among the factors behind its appearance in a high growth screener. However, the recent drop in profit margins, a rich P/S multiple and reliance on external borrowing indicate that expectations are already demanding. Fresh capex to expand vacuum interrupter and breaker capacity reflects confidence in long term orders, while execution slippage or slower project rollouts could be risks to monitor. For investors willing to accept valuation and funding risk, this mix of growth characteristics and governance watchpoints may warrant closer examination.
Schneider Electric Infrastructure sits at the crossroads of grid expansion and digital power systems. However, the real story may be how growth expectations stack up against funding needs and pricing. Get the context around its valuation and balance of opportunity and risk in the 1 key reward and 1 important warning sign
Seeking Fresh Alternatives Before They Run
Markets move fast and the strongest breakout stories rarely stay under the radar for long. Find fresh momentum while it matters, before others get caught chasing. Act now.
- Spot companies quietly building strength before headlines catch on by scanning the 553 high quality undiscovered gems and see which stories look early, not crowded.
- Follow the shift toward electrification and infrastructure upgrades by tracking the 37 power grid technology and infrastructure stocks so you can position while interest is still building.
- Identify automation trends by using the 37 robotics and automation stocks and review curated contenders before valuations change significantly.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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