Simon Harmer kept it simple to script South Africa’s famous win over India
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SMART STOCKS NEWS
Inside HAL’s 37x P/E: Decoding the defence giant’s valuation premiumSubscriber Only
November 15, 2025 09:54 IST
HAL has benefited significantly from India’s defence indigenisation push, but the stock’s rally has moderated despite fresh defence orders and civil aviation MoUs. Still, analysts remain bullish, citing strong order visibility and long-term growth drivers.
Azad Engineering: Rolls-Royce and Boeing’s go-to Indian supplier — But is it overvalued?Subscriber Only
November 4, 2025 06:30 IST
Azad Engineering, a key supplier of precision engine parts for giants like Boeing and Rolls-Royce, boasts a massive Rs 6,000 crore order book. But with its stock trading at a 100x+ P/E, can it justify the sky-high valuation?
Air India Express losses rise: Is Air India’s 2027 profitability target now in turbulence?Subscriber Only
November 1, 2025 09:00 IST
Air India Express’ losses ballooned fourfold while IndiGo’s profits fell 11% in FY25. Delays in new aircraft deliveries, rupee depreciation, closure of Pakistan and Middle East border, are hurting the bottomline of airlines. Will Tata’s ambition to turn Air India profitable fructify?
Why Axis Bank could be the next value play on the Indian stock marketSubscriber Only
October 27, 2025 14:50 IST
Axis Bank stock is nearing its 52-week high as the Q2 FY26 earnings hint recovery. Its 5-year-long restructuring has helped it clean up its balance sheet and improve asset quality. Is the bank set to turn a new leaf next year?
Vodafone Idea’s stock trades sideways: Can govt backing trigger a re-rating?Subscriber Only
October 15, 2025 14:55 IST
Vodafone Idea, now 49% owned by the Indian government, is making operational progress through network upgrades but still faces a Rs 76,000 crore AGR liability. The company’s long-term survival may depend on a potential government waiver.
Occupancy at 85%, profits up 69%: Can Mahindra Holidays keep the momentum?Subscriber Only
October 11, 2025 19:19 IST
Mahindra Holidays’ June quarter was a paradox of strength and slowdown. Occupancies stayed high at 85%, profits surged 70% YoY, and cash hit a record Rs 1,576 crore — yet new memberships halved and sales fell 30%. With margins at a record 39%, the company is pivoting to fewer, higher-value customers and an asset-light model. Investors are now watching whether Mahindra Holidays can turn full resorts and fat margins into sustainable, long-term growth.
65% rally in 6 months: Is Sammaan Capital rising from the ashes?Subscriber Only
October 10, 2025 10:40 IST
A multibagger housing finance stock in 2016-17, it lost 90% value between 2018 and 2022. Learning from past mistakes and rebranding itself as Sammaan Capital, the firm is making a fresh start with private equity funding. Is this the beginning of a turnaround?
Rs 5,000 crore cash, 60x P/E: Can ABB India’s premium valuation hold as growth moderates?Subscriber Only
October 8, 2025 06:30 IST
ABB India’s stock trades at 60x earnings and sits on over Rs 5,000 crore in cash, backed by a Rs 10,000 crore order backlog. But with margins narrowing and order inflows slowing, investors face a key question: can ABB’s premium valuation hold?
Debt down 55%, EBITDA positive: Is the India Cements run sustainable?Subscriber Only
October 6, 2025 11:23 IST
UltraTech’s takeover of India Cements is driving a rapid transformation. Debt is down 55%, and Q1 FY26 EBITDA has turned positive. A Rs 1,500 crore green power capex aims to push EBITDA to Rs 1,000 per tonne by FY28. The question now: can the turnaround withstand market volatility?
Ventive at 150x earnings: Is this luxury hotel stock too rich for retail investors?Subscriber Only
October 4, 2025 19:32 IST
In Q1 FY26, Ventive reported Rs 520 crore in revenue, up 18 percent year on year. Of this, hotels brought in Rs 386 crore while the rental business added Rs 124 crore. The real highlight was operating profit: EBITDA was Rs 220 crore, with margins at 42 percent. The question now is whether this premium pricing in the market reflects a business already delivering, or one that still needs to prove it can scale without losing its shine.
45x earnings, 20 quarters of growth: Can Happiest Minds keep delivering?Subscriber Only
October 3, 2025 07:03 IST
In Q1 FY26, Happiest Minds Technologies posted revenue of Rs 579.9 crore, up 18.5% year-on-year, with net profit rising 12% to Rs 57.1 crore. The company has been investing aggressively in cloud, automation, cybersecurity, and now Generative AI, while strengthening its presence in BFSI and healthcare. For long-term investors, the question remains: is the market rewarding this foresight, or already pricing it all in?
From airport lounges to boardrooms: Why Chalet Hotels is catching investor attentionSubscriber Only
September 30, 2025 07:05 IST
In Q1 FY26, Chalet Hotels’ revenues surged 146 percent to Rs 908 crore, with EBITDA up 150 percent to Rs 371 crore. Average daily rate rose 17 percent to Rs 12,207, while occupancy slipped to 66 percent. For retail investors, the stock offers exposure to India’s hospitality upcycle, with double-digit ADR growth and rising RevPARs. But the key question is: can the momentum last?
Bosch India reaches a new all-time high of Rs 41,000: Is it still a buy?Subscriber Only
September 27, 2025 11:04 IST
With auto sales flat in Europe, India’s automotive market is rebounding. Bosch India hit a new high of Rs 41,945 as changing regulatory norms and electrification create opportunities for domestic-focused auto ancillaries. While its fundamentals are solid, the key question is how effectively it can seize India’s electrification opportunity and expand market share.
This small-cap makes tools for Boeing and Airbus. Can it justify its 65x valuation?Subscriber Only
September 24, 2025 13:10 IST
Unimech Aerospace, a niche MRO tools and precision parts maker, is riding India’s aerospace surge. The stock currently trades at a trailing twelve-monthP/E multiple of 65x, highlighting strong growth expectations. Yet, the question remains: Is Unimech Aero another aerospace-and-defence hype story, or does it truly warrant a rich premium?
This small-cap defence stock surged 2,147% in 3 years: What makes it different?Subscriber Only
September 19, 2025 07:34 IST
Apollo Micro Systems started its defence sector rally in 2023 and has outperformed its PSU peers. The momentum has been fuelled by innovations moving into large-scale production and order inflow. But with the stock now trading at a 149x PE ratio, the question is: has it peaked or is this the first stage of its growth journey?
Fevicol maker Pidilite delivers double-digit growth, but is 70x earnings justified?Subscriber Only
September 16, 2025 07:32 IST
In Q1 FY26, Pidilite’s consolidated revenue rose 10.6 percent year-on-year, EBITDA grew 15.8 percent, and net profit increased by 18.7 percent. While the double-digit growth is impressive, the key question for investors is: can it keep compounding at a pace that justifies 70 times earnings?
Aditya Birla Fashion & Retail’s expanding wardrobe shows profit discipline, but investors still wait for returnsSubscriber Only
September 15, 2025 12:51 IST
Aditya Birla Fashion & Retail Ltd has built India’s most diverse fashion portfolio — from Pantaloons and Van Heusen to Sabyasachi and Tasva — but its stock still hasn’t rewarded long-term investors. The question is: is ABFRL building a fashion powerhouse or just juggling too many brands to deliver real returns?
Phoenix Mills goes all in: Will India’s retail revival deliver long-term profits?Subscriber Only
September 11, 2025 07:49 IST
Phoenix Mills is doubling down on India’s retail revival. From crowded atriums and premium tenants to a Rs 5,449 crore buyout of its partner’s stake in marquee malls, the country’s largest mall operator is reshaping its portfolio for long-term gains. But while footfalls and spending are surging, rental income growth remains modest. The question for investors is whether Phoenix can balance growth with debt and turn today’s shopping boom into lasting profits.
Gokaldas Exports faces tariff turbulence: Should you exit or buy the dip?Subscriber Only
September 10, 2025 11:45 IST
A 50% US tariff has rattled Indian textile exporters, but upcoming UK and EU trade deals could present an opportunity. Gokaldas Exports is betting on diversification and cost control to stay resilient.
Parks, resorts, and a Rs 600 crore bet on Chennai: Where is Wonderla heading next?Subscriber Only
September 9, 2025 06:30 IST
In Q1 FY26, Wonderla Holidays’ average revenue per user rose 6% to Rs 1,775, revenue dipped 3% to Rs 169 crore, and net profit moderated to Rs 52.6 crore. Beyond the numbers, the company is reshaping itself into a broader leisure brand with premium resorts like The Isle in Bengaluru and a Rs 600 crore Chennai park slated for 2025, signalling long-term growth ambitions despite near-term cost pressures.
Apar Industries’ 90% CAGR run: Can the power sector darling keep delivering?Subscriber Only
September 8, 2025 12:21 IST
Apar Industries grew into a Rs 31,000 crore power giant with 90% stock CAGR. Now, with high valuations and modest growth ahead, investors must weigh risks versus rewards.
From loans to mutual funds: Is Jio Financial the next big bet for investors?Subscriber Only
August 30, 2025 06:45 IST
In the June 2025 quarter, Jio Financial Services’ consolidated income rose 48 percent YoY to Rs 619 crore, and the lending arm has expanded its AUM to Rs 11,665 crore from Rs 217 crore a year ago. Yet, the stock price has not matched the pace of expansion. This raises the question: is Jio Financial an investment worth exploring at this stage?
After Q1 margin squeeze, is Tata Consumer still a buy?Subscriber Only
August 28, 2025 06:52 IST
In Q1 FY2026, Tata Consumer’s revenues grew 10% to Rs 4,779 crore, but the EBITDA margin slipped to 12.9% from 15.4% a year ago. For investors, the key question is whether the stock, already trading at rich valuations, still has meaningful upside.
From 80x returns to 60% slide: Can Aarti Industries bounce back?Subscriber Only
August 26, 2025 07:19 IST
In the last three years, Aarti Industries’ stock has fallen nearly 60% as Chinese oversupply eroded margins and heavy capex dragged returns. With raw materials bottoming, a Rs 1,800 crore EBITDA target, and Zone-4 ramp-up underway, is a turnaround possible?
The Emami paradox: Why a household favourite has been a stock market laggard for a decadeSubscriber Only
August 22, 2025 11:49 IST
In Q1 FY26, Emami’s gross margin stood at nearly 70 percent, among the highest in the FMCG space, and net profit increased by 9% to Rs 164 crore. Yet, Emami’s stock has spent much of the last ten years moving sideways. As the company celebrates fifty years of brand building, will the next decade be different for its shareholders?
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