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Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
- J Kumar Infra with Rs.20,160 cr. order book posted Q2 EPS of Rs.12 and H1 EPS of Rs.25.7, which may lead to FY26 EPS from Rs.57 vs Rs.51.7 in FY25. Share trades at a P/E 10x vs industry 37x.
- Federal-Mogul Goetze (India) posted 29% higher Q2 EPS of Rs.8.9 and 25% higher H1 EPS of Rs.16.6, which may lead to FY26 EPS of Rs.36+ from Rs.29 in FY25. Share trades at a forward P/E of 13.9x vs industry 38x.
- GNFC is debt free with Q2 EPS up 72% to Rs.12.2 and H1 EPS up 17% to Rs.17.8, which may lead to FY26 EPS of Rs.48 vs Rs.40.6 in FY25. Capex Rs.750 cr for power & chemical expansion. Share trades at a P/E of 10.3x vs peer 29x.
- Nile Ltd posted Q2 EPS up 40% to Rs.39 and H1 EPS up 61% to Rs.88.7 on small equity of Rs.3 cr., which may lead to FY26 EPS of 175+ vs Rs.135. Share trades at a P/E of 10.2x, trading 36% below lifetime high Rs.2798.
Sportking added 68,000 spindles to total 2,72,880 and 10 MW solar capacity. It posted Q2 EPS of Rs.2.2, H1 EPS of Rs.4.9, which may lead to FY26 EPS of Rs.10. Share trades at a P/E of 10x vs industry 17.5x. Long-term outlook strong.
