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SMART STOCKS NEWS - Page 4

maps

30 million app users, 80% auto market share: Can MapmyIndia double its revenue by FY28?Subscriber Only

May 21, 2025 12:00 IST

With Rs 515 crore in revenue, 39% EBITDA margins, and an order book of Rs 1,500 crore, MapmyIndia is quietly and profitably building the backbone of India’s digital mobility infrastructure. But can it sustain this pace and deliver on its Rs 1,000 crore revenue target by FY28?

Titan Stock Prices: A Tanishq store in New Delhi

Titan: Is India’s jewellery giant ready to shine again?Subscriber Only

May 20, 2025 07:51 IST

Gold is near all-time highs. Demand is holding up. But Titan’s profits are flat, and its stock is treading water. Why isn’t India’s most trusted jeweller shining on the bourses?

smart stocks

India’s global brand moment? Titan, Royal Enfield, boAt are betting big on the world stageSubscriber Only

May 17, 2025 16:11 IST

After decades of staying local, Indian consumer companies are showing global ambition. What’s changed in capital, consumers, and confidence to make that possible now?

angel one

Is Angel One a value trap?Subscriber Only

May 16, 2025 11:12 IST

Angel One, once a top beneficiary of India's retail investing boom, is now facing headwinds due to tighter SEBI regulations on F&O trading. In Q4FY25, its profits dropped nearly 49% year-on-year, and order volumes fell 25%. The company is trying to pivot from a low-cost broker to a full-fledged financial services platform. However, this shift is expensive and slow. The stock is down 22% YTD, and investors must weigh the risks of near-term pain against long-term transformation potential.

According to Swiggy’s Q4FY25 shareholder letter, food delivery is a relatively mature category that needs innovation to attract new consumers to sustain growth.

Is Swiggy walking down Paytm’s path? A comparative look at India’s new-age IPOsSubscriber Only

May 15, 2025 06:53 IST

Swiggy’s rising losses and falling share price have sparked comparisons with Paytm, another new-age digital company that has struggled with profitability. Both platforms follow a flywheel strategy and have adopted the one-app approach to cross-selling services. The next two years could be a turning point for both Paytm and Swiggy as they aim for profitability.

HCL tech, smart stocks, indian express

From Rs 500 to Rs 2,000 (and back to Rs 1,600): What’s next for HCL Tech?Subscriber Only

May 14, 2025 08:35 IST

After a 4x rally from 2020 to early 2025, HCL Tech’s stock has pulled back from Rs 2,000 to around Rs 1,650. Yet the fundamentals remain strong. In FY25, the company saw 6.5% revenue growth, 10.8% profit rise, and 38% ROIC. But with FY26 growth guidance trimmed, the question is: is this just a breather, or is the best behind us?

Unlike peers who often scale on volumes or single chemistry platforms, Aether’s moat lies in its deep chemistry capabilities and R&D intensity.

Contracts, capex, and chemistry: Is Aether Industries building an Asian Paints of specialty chemicals?Subscriber Only

May 30, 2025 18:43 IST

Specialty chemicals company Aether Industries is expanding capacity and shifting focus toward high-value contract manufacturing. Its revenue grew from Rs 1,092 million in FY18 to Rs 6,511 million in FY23, and EBITDA margins hovered between 21% and 29%. But since its IPO in 2022, the stock has been flat, delivering essentially no returns. The question is: does Aether have the pieces in place to break out? Or is it another story where the promise is strong, but the execution needs to catch up?

solar

Is Solar Industries entering a new growth phase with defence orders?Subscriber Only

May 8, 2025 15:08 IST

After a 20% correction in the second half of 2024, Solar Industries’ stock rebounded strongly, surging over 50% over the last two months. It recently hit an all-time high of Rs 13,664, a staggering 1,490% rally over five years, surpassing the Nifty Defence Index’s rally of 1,211.64%. So what makes the company’s management, brokerages, and investors bullish?

Can Fin Homes is regarded as one of the most respected housing finance companies (HFCs) in India.

Can Fin Homes is no longer a market darling, but are better days ahead?Subscriber Only

May 7, 2025 07:54 IST

Despite pristine asset quality and consistent profitability, Can Fin Homes faces market scepticism amid regulatory shifts, tech overhauls, and evolving risk dynamics.

Cera bathrooms India

Cera has over Rs 600 crore cash, no debt, and big plans, but is the market already paying for it?Subscriber Only

May 5, 2025 11:14 IST

Cera’s stock is down 40% from its peak, but profits are at record highs. With over Rs 600 crore cash, zero debt, and a Rs 2,900 crore revenue target in the next three years, is India’s bathroom king ready to compound again?

radhakishan damani, Dmart

The Damani playbook: How a reclusive investor built a Rs 2 lakh crore empireSubscriber Only

May 3, 2025 09:14 IST

Radhakishan Damani built a Rs 2 lakh crore fortune by focusing on value rather than trends. Starting as a stock trader in the 1980s, and later shifted to long-term investing in quality businesses like VST Industries and CRISIL. His biggest success, however, is DMart, a retail empire shaped by his disciplined investment philosophy. Damani’s story offers key lessons on patience, conviction, and the power of compounding.

where does PNB Housing Finance lie on the valuation spectrum? It’s not as ‘expensive’ as Bajaj Housing Finance nor as ‘cheap’ as Repco Home Finance. It lies somewhere in the middle. (Credit: www.pnbhousing.com)

After surging 3x in 3 yrs, can PNB Housing Finance sustain the momentum? Subscriber Only

May 3, 2025 10:19 IST

PNB Housing Finance has sharply reduced NPAs and nearly doubled PAT since FY23. Write-backs have boosted short-term gains, but sustainable growth hinges on managing asset quality as the affordable housing book grows.

landmark cars India

MG, Mercedes, Mahindra, Kia, and BYD: Will Landmark Cars’ big brand expansion pay off?Subscriber Only

May 1, 2025 07:05 IST

Landmark Cars generates over Rs 4,000 crore in revenue by selling premium vehicles across India. After a year of slow growth, it is betting big on new brands . The question is: Can it finally shift gears and pick up speed again?

Brainbees Solutions

India’s largest baby products brand is turning around. Will it sustain?Subscriber Only

April 30, 2025 06:30 IST

Brainbees Solutions, the parent company of popular baby and kids brands FirstCry and Babyhug, is trading nearly 50% below its listing price. While its core business shows promise, diversification into other businesses clouds outlook. The question is: Is Brainbees still a value buy?

bse

Shrewd strategy and a lucky break vault BSE to all-time high; what’s next?Subscriber Only

May 2, 2025 16:52 IST

The multibagger BSE share just reached its all-time high, riding on a series of fortunate events. The changes in F&O trading rules have worked in its favour. The options premiums could drive earnings growth, but can stretched valuations limit the stock’s upside in the short term?

hdfc

Smart Stocks | The silent revolution: How ICICI Bank is closing in on HDFC BankSubscriber Only

May 2, 2025 16:54 IST

Strong corporate loan growth, better margins and disciplined risk management are helping ICICI Bank rapidly close the gap with HDFC Bank. Under CEO Sandeep Bakhshi, ICICI has outperformed HDFC in profitability and return ratios, while the latter struggles with post-merger challenges.

Markets bounce back on buying in bank stocks; Sensex jumps over 800 points

Bluechip stocks at 60% discount: Genuine opportunity or value trap?Subscriber Only

May 2, 2025 16:55 IST

Let's take a look at why holding companies stay cheap even when their assets soar. When does the discount shrink or vanish? And can retail investors turn this disconnect into long-term gain?

ixigo

Rs 10,000 crore in bookings, 94% users from tier-II and beyond: Is Ixigo India’s most overlooked travel giant?Subscriber Only

May 2, 2025 16:57 IST

By offering flight, train and bus bookings on one integrated platform with superior mobile UX and local-market tuning, online travel agency Ixigo is shaping up as a dark horse in India’s travel-tech race.

prestige group

Rs 21,000 crore bookings with 63% surge, 40% stock crash: Is Prestige a buy or a warning sign?Subscriber Only

May 2, 2025 17:04 IST

Prestige Estates Projects Ltd is now one of the largest listed real estate developers in India by sales. But while the company’s booked revenue is building a base for future growth, that growth will be closely scrutinised for timeliness, discipline, and cash flow impact.

Refrigerant gas supplier SRF’s stock soared 34 per cent and is now trading at its 52-week high.

SRF’s stock price hit an all-time high. Can it go higher? 3 things to watchSubscriber Only

May 2, 2025 17:04 IST

SRF’s stock is well placed to benefit from improved pricing, but no one knows what the prices will be in the future. Here are three trends that could drive this company’s stock price.

In FY24 alone, Ultratech Cement, which is part of the Aditya Birla Group, added Rs 7,000 crore in profit and crossed Rs 70,000 crore in revenue.

From cement to cables: Is UltraTech building the blueprint for India’s next infrastructure giant?Subscriber Only

May 2, 2025 17:06 IST

Cement major UltraTech has announced a ₹1,800 crore bet on wires and cables. If the new venture succeeds, it could bring an additional ₹9,000–12,000 crore in annual revenue by the end of the decade, reinforcing the company’s role in India’s infrastructure economy.

BHFL’s historical GNPA, the percentage of loans overdue by 90 days or more, is impressive. Despite a spike in FY21, an industrywide phenomenon, GNPA has remained under 0.35 per cent.

Does Bajaj Housing Finance deserve a kingly valuation?Subscriber Only

May 2, 2025 17:07 IST

Key factors influencing Bajaj Housing Finance Limited's valuation include asset quality, profitability, and growth potential. Its GNPA remains impressively low at under 0.35%, but concerns arise from its unseasoned loan portfolio.

Vijay Kedia investor

The Vijay Kedia blueprint: How one man turned small stocks into Rs 1,400 crore wealthSubscriber Only

April 20, 2025 08:33 IST

Vijay Kedia built his fortune not by chasing trends but by holding conviction. He focused on small, underappreciated companies with clear market opportunities, trustworthy promoters, and room to scale. A look at the patterns that guide Kedia’s entry and exit, how he identifies businesses worth holding for a decade, and how he evaluates risk in companies that look cheap but may not be scalable.

The first phase of the Talegaon plant that Hyundai bought from GM is expected to be operational by Q4 of CY25, just as Hyundai plans to launch the Creta EV and other new models. This timing isn’t coincidental.

From Santro to SUVs to EVs: Can Hyundai now deliver for investors like Maruti did?Subscriber Only

April 17, 2025 11:05 IST

Between FY21 and FY24, Hyundai Motor India’s net profit jumped over 3x and its operating margin expanded from 10.4% to 13.1%. The stock is already valued at ~24x earnings, close to Maruti’s historic average. With margins near their peak and competition intensifying, the question is: can Hyundai grow and deliver consistent shareholder returns, like Maruti once did?

Suzlon remains largely unaffected by US tariffs as it generates most of its revenue within India. Its wind turbines are also manufactured domestically.

What to expect from Suzlon Energy in the next 2 yearsSubscriber Only

April 16, 2025 13:31 IST

Suzlon Energy remains resilient amid global tariff tensions, backed by a strong domestic order book and growing retail investor confidence. With steady earnings from OMS and limited import exposure, it’s well-positioned for near-term growth, but long-term sustainability hinges on policy support and new orders after FY27.

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