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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.
- Gulshan Polyols received Rs.16.42 cr. incentives from MPIDC. With reserves of Rs.634 cr. vs equity of Rs.6 cr., promoter holds 66.71% and a sharp Q2FY26 PAT rise of Rs.15.75 cr., margins may improve on stable raw materials. Domestic focus limits tariff risk. Attractive at CMP vs ATH Rs.354.
- Indo Amines acquired MIDC Birwadi land for expansion. Its H1FY26 PAT rose 42% to Rs.46.95 cr. with 34% profit CAGR over five years. ROCE 18.3% and ROE 19% remain strong. Valuation at 13.7x P/E looks attractive vs ATH Rs.248.
- VA Tech Wabag offers ~49% upside potential as per Motilal Oswal, supported by a strong order book and robust execution outlook.
- In the booming solar space, Trom Industries secured Rs.2.86 cr. order from Gandhinagar Municipal Corp. for streetlight and high-mast projects and Rs.1.59 cr. order from M/s Shakti Metals for a 622.48 kW solar PV plant. Strengthens order book and near-term revenue visibility. Stock looks attractive at Rs.72 vs all-time high of Rs.331.
- Regular dividend paying Golkunda Diamonds & Jewellery holds reserves of Rs.63 cr. against equity of just Rs.7 cr., while promoters raised stake to 72.82%, reflecting confidence. Its Q2FY26 PAT grew 203% to Rs.3.18 cr., which may lead to FY26 EPS of Rs.21+. Stock trades at a PE of 10 vs industry PE of 71 with RoCE and RoE near 20%.
