Simon Harmer kept it simple to script South Africa’s famous win over India
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Journalism of Courage
SMART STOCKS NEWS - Page 2
Luxury, land, and a Rs 90,000 crore pipeline: Is Godrej Properties still a buy?Subscriber Only
August 20, 2025 07:51 IST
Godrej Properties’ business fundamentals remain strong. In Q1 FY26, the company delivered its highest-ever quarterly net profit of Rs 600 crore, EBITDA of Rs 915 crore, and collections stood at Rs 3,670 crore, a 22 percent rise from a year ago. Yet the flat share price raises questions: is the growth pace slowing, is the premium valuation already pricing in the next few years, or is the broader housing cycle entering a more balanced phase?
928 stores in 206 cities, 60% gross margin: Can Metro Brands continue to deliver growth?Subscriber Only
August 18, 2025 13:35 IST
Metro Brands’ stock is currently trading in the range of Rs 1,150-1,200. The company has maintained gross margins near 60 percent while introducing new brands, adding store formats, and expanding into smaller cities and towns. The question now is: can it continue to deliver growth in the years ahead?
Is Tata Motors a deep value buy or a turnaround trap?Subscriber Only
August 14, 2025 06:51 IST
Tata Motors’ stock has lagged its peers as the company prepares for a demerger and an acquisition in FY26. The planned purchase of Iveco mirrors Tata’s familiar strategy of acquiring assets in a declining market. The key question is whether the demerger can unlock shareholder value and steer both the passenger and commercial vehicle businesses toward a successful Turnaround 2.0.
8x stock surge, record Q1 FY26 revenue: Can Polycab sustain the momentum?Subscriber Only
August 12, 2025 06:30 IST
Polycab’s stock is currently trading at Rs 7,000, an eight-fold jump in five years. In Q1 FY26, the company reported Rs 5,906 crore in revenue, up 26% YoY. The wires & cables division brought in around Rs 5,130 crore or about 87% of total sales, growing a strong 31% YoY. For investors, the question now is whether the next phase can match or even exceed the voltage of its past run.
SpiceJet’s flight to recovery: Can the airline engineer another turnaround?Subscriber Only
August 7, 2025 13:46 IST
With over Rs 4,000 crore in fresh capital, major debt settlements, and plans to double its fleet by year-end, SpiceJet is positioning itself to ride India’s air travel rebound. Yet, persistent operating losses and delayed fleet additions leave one question unanswered: can it engineer another turnaround?
33 million folios, stock above Rs 800: Is NAM India worth a buy?Subscriber Only
August 6, 2025 14:24 IST
In 2025, Nippon Life India Asset Management's stock price crossed Rs 800. The company’s revenue from operations stood at Rs 606.6 crore, up 20% YoY from Rs 505 crore in Q1 FY25, and it reported a PAT of Rs 396.1 crore. The question now is: is the real growth phase for NAM India only just beginning?
Beyond the rally: Is 360 ONE WAM just getting started?Subscriber Only
August 5, 2025 12:34 IST
Five years ago, 360 ONE WAM was a little-known wealth firm trading at Rs 200. Today, it manages over Rs 6.6 lakh crore, serves 8,000+ clients, and has posted record profits. After a 6x stock surge, investors are asking: is this the beginning or the peak?
Riding the Schneider-Nvidia AI wave: Is this Indian small-cap the next big winner?Subscriber Only
August 1, 2025 06:35 IST
After a decade of balance sheet struggles, Schneider Electric Infrastructure has delivered multibagger returns, supported by four consecutive years of profits. But can it sustain strong order inflows and extend its rally, riding on India’s AI-driven infrastructure boom?
Rs 87,000 crore AUM, Rs 94 crore quarterly profit: Is Anand Rathi still a buy?Subscriber Only
August 6, 2025 16:31 IST
In Q1 FY26, Anand Rathi Wealth posted a 28% jump in net profit to Rs 94 crore. Its revenue grew 16% year-on-year to Rs 284 crore, and AUM crossed Rs 87,000 crore. So what is driving this business, and is it worth tracking closely?
Fine Organics is about to spend Rs 750 crore on expansion. Is it worth a buy?Subscriber Only
July 28, 2025 13:14 IST
With annual profits of around Rs 400 crore and over Rs 1,000 crore in cash and internal reserves, Fine Organics is deploying Rs 750 crore to build a new export-oriented plant in a SEZ in Maharashtra and its first manufacturing unit in the US. The question now is: can a company, known for its high return ratios and steady margins, scale globally while maintaining the discipline that has made it what it is?
How Rakesh Jhunjhunwala turned Rs 5,000 into billions without playing it safeSubscriber Only
July 26, 2025 07:00 IST
Rakesh Jhunjhunwala invested in companies others overlooked — and held them through market crashes until they turned into massive winners. Over time, he shifted focus toward long-term investing, backing businesses with strong earnings potential, trustworthy promoters, and a clear path for sustained growth.
Can Rs 2,700 crore in cash and 33% margins justify 1.5K net adds? IndiaMART’s dilemmaSubscriber Only
July 23, 2025 08:46 IST
In Q1 FY26, IndiaMART’s revenue rose 12% YoY, deferred revenue grew 16%, and net profit margin was 33%. But despite strong financial performance, the stock is below its 2021 highs. The question now is: Can IndiaMART start operating with momentum in a market that is still largely offline and slow to convert?
From a 90% crash to a 1,000% rally: Can PC Jeweller regain its shine?Subscriber Only
July 21, 2025 06:51 IST
PC Jeweller’s fortunes plummeted in 2018 after insider trading allegations shattered investor confidence, sparking a series of legal and financial crises. Five years on, the company is staging a comeback, with fresh capital infusion, debt restructuring, and a return to profitability. Its stock has rallied over 1,000%, but challenges remain. The question now is: could PCJ be another comeback story be in the making?
How Charlie Munger changed Warren Buffett, and what investors can learnSubscriber Only
July 19, 2025 07:46 IST
Warren Buffett’s investing journey underwent a shift — from chasing cheap stocks to owning exceptional businesses. At the heart of this transformation was Charlie Munger, whose core ideas reshaped Buffett’s approach to wealth creation. A look at the four key principles Munger brought to Buffett’s investing philosophy.
Stock sinks 50%, profit dives 76%: Can Prince Pipes’ Rs 70 crore Bihar push spark a revival?Subscriber Only
July 17, 2025 08:30 IST
In FY25, Prince Pipes reported a 76% decline in PAT, revenue fell by 2% to Rs 2,524 crore, and EBITDA margin halved to 6% from 12% last year. But the company has been expanding capacity, entering new segments like bathware, and doubling down on higher-margin products like CPVC pipes. The question now is: can the strategic moves turn Prince Pipes into a more diversified growth story or does this downturn signal deeper structural headwinds?
Hindustan Zinc: Fundamentals intact, but is the stock worth the risk?Subscriber Only
July 17, 2025 12:15 IST
Despite record production and strong earnings, Hindustan Zinc has lagged behind the Nifty Metal Index, weighed down by concerns over Vedanta’s debt. But is there still a silver lining for investors?
The MSME financier that delivered 40% stock returns: Can SBFC keep winning?Subscriber Only
July 15, 2025 06:30 IST
In FY25, SBFC’s assets under management grew 28% year-on-year to Rs 8,747 crore. The secured MSME loan book increased by 27% to Rs 7,249 crore, and PAT grew even faster at 46%, reaching Rs 345 crore. The question now is: can SBFC keep delivering, or is the easy growth already done?
3 businesses, 1 deep discount: DCM Shriram’s demerger is a Buffett-style betSubscriber Only
July 17, 2025 12:22 IST
DCM Shriram Industries is unlocking value through a strategic demerger — separating its Sugar, Rayon, and Chemicals businesses into focused, independent units. A classic Buffett-style "work-out" trading at a ~36% discount to its SOTP valuation. A quiet opportunity with significant upside potential.
What the legendary fund manager Peter Lynch would tell Indian investors todaySubscriber Only
July 12, 2025 10:09 IST
Peter Lynch always said that many good stock ideas are right in front of us. Today, when many investors are looking for fast profits, Lynch’s lessons feel more important than ever. In a market full of tips, he reminds us to look for strong businesses, understand them well, and give them time to grow.
Tata Steel rallied 484% in 5 years: Does the stock have more upside?Subscriber Only
July 11, 2025 13:11 IST
Tata Steel enjoyed a 5-year bull run despite geopolitical tensions and rising Chinese steel imports. Can strong domestic demand and cost optimisation in Europe fuel its bull run in FY26 and beyond?
Strong margins, cautious expansion: Can Go Colors! sustain its winning formula?Subscriber Only
July 9, 2025 08:12 IST
Go Colors! has grown into a Rs 850 crore brand with a presence in 180 cities. By avoiding deep discounts and focusing on everyday essentials, the company has built high margins and strong brand loyalty. Now, it is testing new ground with women’s top-wear and select men’s styles, aiming to become a broader daily-wear retailer. Can it keep its winning formula as it moves beyond bottomwear?
Is Aditya Vision the next DMart? Rs 2,260 crore sales and a bold new planSubscriber Only
July 8, 2025 09:30 IST
In FY25, Aditya Vision crossed Rs 2,260 crore in revenue, while its net profit rose by 37% to Rs 105 crore. As the company looks to spread further across the Hindi heartland, the question is: Can this regional retailer keep its momentum going, and is there still room for investors to ride this wave?
5 red flags that signal trouble for investorsSubscriber Only
July 5, 2025 13:15 IST
Many investors believe that reading market reports and diligent research can protect them from incurring losses. However, there are clear red flags — from promoter share sales to unrelated investments — that can lead to wealth destruction. Recognising these signals early can help investors steer clear of risky companies before problems escalate.
CDSL’s bull run faces a margin crunch: Should investors worry?Subscriber Only
July 4, 2025 14:11 IST
Shares of CDSL have soared over 80% from their March lows, defying gravity even as its fundamentals weaken. In its latest quarter, India’s second-largest depository reported falling revenues, shrinking margins, and slowing account growth. The key question now is: How long before the traffic picks up again?
From timber troubles to thin MDF: What Greenpanel’s FY25 results signal for investorsSubscriber Only
July 3, 2025 07:27 IST
In mid-2022, Greenpanel’s share price peaked above Rs 600. However, the journey since then has been bumpy. Rising timber costs, intense competition, and shifting regulations pushed the stock to Rs 300 levels today. So, what went wrong and what retail investors should look for in the coming quarters?
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