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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.
- KIOCL – Government-owned Miniratna PSU, over four decades in iron ore pellet manufacturing & export. Profit-making, dividend-paying, positive net worth. Recently exited 100% EOU scheme; plans new pellet plants for cost efficiency and expansion. Strong long-term value and resilience in steel/mining sector.
- Ola Electric – Raised Rs.877 cr. to expand battery cell manufacturing and R&D. Gen 3 scooters eligible for PLI incentives till 2028. Turned operationally profitable (positive EBITDA) in Sep’25 quarter. Vertical integration with indigenous ‘Bharat Cells’ and new EV technologies supports 1M+ riders and market presence.
- Reliance Power – Sold five Indonesian coal subsidiaries for $12M, unlocking value and improving cash flexibility. Subsidiaries contributed negligible revenue (0.53% of net worth). Stock rose ~3% post-divestment. Legal matters have no operational impact; long-term returns strong with 179% gain over 3 years.
- Rudra Global Infra – Diversified in ship recycling, oxygen plants, induction furnace, and high-strength TMT bars. Strong dealer network of 400+ in Gujarat; standalone Q1 FY26 PAT Rs.3.91 cr., ROCE ~12%. New product launches expected to drive market expansion and investor interest.
- Aartech Solonics – Industrial equipment company improved PBT in Q1 FY26 despite lower revenue. Cost-cutting led to better profitability. Strategic focus on Adaptive Alternate Power Module (AAPM) with Sudarshan Chakra Corps & IIT Mumbai. Positioned well for growth with tech focus and efficient operations.
