Money Times Talk (MTTs) – 29/10/25

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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.

  • Summit Securities, RPG Group’s core investment NBFC, Q2FY26 revenue rose 334% QoQ to Rs.119.6 cr., PAT surged 349% to Rs.90.6 cr., driven by portfolio gains. Holdings in CEAT, KEC, Zensar & RPG Life Sciences provide diversified exposure and strong financial footing for long-term value.
  • Aartech Solonics posted Q1 FY26 PBT recovery despite lower revenue, aided by cost cuts and efficiency. Strategic focus on Adaptive Alternate Power Module (AAPM) with Sudarshan Chakra Corps & IIT Mumbai highlights innovation. Strong operational control supports future growth.
  • Univastu India posted FY25 sales rose 42%, PAT up 48%. Bonus issue boosted investor interest. Operating margin >16%, low debt, strong returns. Stock outperformed sector over 3 years, reflecting financial consistency and growth momentum
  • Tembo Global posted 300% higher Q1 EPS of Rs.17, which may lead to FY26 EPS of Rs.60+ from Rs.33 in FY25. The long-term outlook is strong.
  • Rashi Peripherals posted Q1 EPS of Rs.7.8, which may lead to FY26 EPS of Rs.36 from Rs.31.3 in FY25. Share trades at a P/E of 8.6x vs the industry average P/E of 65x. Its prospects looks bright.

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