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.

Alert: Indian markets are struggling to react to positive macro cues like strong GDP growth and a softer RBI stance because fresh equity supply is flooding the system. With India crossing 100 IPOs this year and nearly Rs.2 lakh cr. of new equity hitting the market, plus heavy stake sales by PE firms and promoters, the total supply may cross Rs.6 lakh cr. This “unrelenting supply” is overwhelming demand and capping market upside.