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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.
- Quant MF’s Sandeep Tandon cautioned investors over irrational IPO valuations, stating that ‘stupidity’ is driving them to pay unjustified prices for companies global markets would reject.
- boAt is gearing up for its big stock market debut – again. The consumer electronics brand’s parent, Imagine Marketing, has filed its updated draft papers with SEBI to raise ₹1,500 Cr, marking its third attempt at going public after pausing its 2022 IPO plans.
- Shadowfax Technologies Ltd has Filed UDRHP with SEBI for the IPO
Issue Size: ₹2,000 Cr
Fresh Issue: ₹1,000 Cr
OFS: ₹1,000 Cr
Retail Portion: 10%
FV: ₹10
Employee Portion: Yes - Bondada Engineering posted 138% higher H1 EPS of Rs.8.1, which may lead to FY26 EPS of Rs.18. Operating in EPC and O&M across telecom, renewables and railways, it trades at a P/E of 25x with medium-term growth visibility.
- Welspun Corp, part of a US$5 bn group, posted 41% higher Q1 EPS of Rs.13.3, which may lead to FY26 EPS of Rs.68 vs Rs.45.9 in FY25. With Rs.6,324 cr. fresh orders, total order book stands at Rs.23,500 cr. Trades at P/E of 13.2x vs peers’ 33x.
- Panama Petrochem posted FY25 EPS of Rs.30. The share trades at a P/E multiple of 9.7x Vs the industry average P/E of 24x.
- Cheviot Co, a jute product leader, posted 8.5% higher Q1 EPS of Rs.49.2, which may lead to FY26 EPS of Rs.110. With Rs.563 cr. reserves and small equity of Rs.5.84 cr., trades at forward P/E of 10.2x, making it attractive for investors.
- Karur Vysys Bank posted 21% higher Q2 EPS of Rs.5.9 and 16% higher H1 EPS of Rs.11.3, which may lead to FY26 EPS of Rs.24 vs Rs.20.1 in FY25. Share trades at a PE of 10.2x vs 18.5x for peers, maintaining strong long-term prospects.
