Nile Ltd posted 40% higher Q2 EPS of Rs.39 and 61% higher EPS of Rs.88.7 in H1FY6, which may lead to FY26 EPS of 175+ in FY26. The expansion is expected to be completed by the end of Q3FY26.The share trades at a P/E of 9.1x is at a discount of 36% from its high of Rs.2798.
Cheviot (jute products leader) posted H1 EPS of Rs.74.6, which may lead to FY26 EPS of Rs.110 vs. Rs.98 on equity of Rs.5.84 cr. and reserves of Rs.585 cr. Share trades at a PE of 10.2x, making it attractive.
SEPC associated with the JARPL–AT Consortium for the Rampur Batura Opencast coal mine project (~Rs.3,300 cr) and secured a Rs.269.69 cr railway EPC sub-contract under the Ajmer–Chanderiya doubling project.
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Friday night cues were positive with Infosys ADR up 5.42%, Dow +183, S&P +60, Nasdaq +301 and GIFT Nifty +141, indicating a likely gap-up opening on Monday.
Alert: As per market grapevine, the US–India trade deal may not conclude till March 2026. Till then, it may be prudent to stay away from export-oriented companies, especially those with high US exposure, and focus only on select companies with strong H1 performance, optimistic H2 outlook and solid domestic demand.
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Alembic Pharma operates in pharmsaceuticals, real estate, and power, trading at an attractive PE of 9. Market cap Rs.2,600 cr; 29% stake in Alembic Pharma valued at Rs.5,000 cr.
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