Money Times Talk (MTTs) – 09/01/2026

9:59 am
January 9, 2026

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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.

Dividend paying Northern Spirits 28% higher PAT of Rs.14.97 cr. in H1FY26 with 6-month EPS of Rs.9.33, which may lead to FY26 EPS of Rs.22–25. Strong festive Q3 outlook, promoters hold 66.97%, and 5-year profit CAGR of 44.8%. Stock trades at a PE of 9.7 and share looks attractive at Rs.151 vs lifetime high of Rs.576.

Dividend paying, Sai Silks Kalamandir launched its 79^th Valli Silks store at Kakinada on 19th Dec 2025. Its H1FY26 PAT grew 155% to Rs.70.14 cr. with 9MFY26 turnover at Rs.1,235 cr. Debt reduced and domestic-focused business limits tariff risk, which may lead to FY26 EPS of Rs.11+; stock may cross previous highs in a bullish cash market.

Simplex Castings posted 97% higher H1FY26 PAT of Rs.10.32 cr., backed by strong defence and railways orders. Promoters raised stake to 53.11%, reserves stand at Rs.73.38 cr. vs equity of Rs.7.7 cr., and debt cut sharply to Rs.50 cr. Healthy ROCE of 24.1% and ROE of 33.7% make the stock attractive at Rs.474 vs monthly high of Rs.623.

Dividend-paying Shiva Texyarn posted 110% higher Q2FY26 PAT of Rs.5.82 cr. and 101% higher H1FY26 PAT of Rs.8.27 cr. Strong reserves of Rs.122.71 cr. against equity of Rs.12.96 cr. and promoter hold 74.04% add comfort. Stock may cross its 52-week high of Rs.274, with lifetime high at Rs.527.
Cupid received board approval to set up an FMCG manufacturing facility in Saudi Arabia, strengthening regional supply, improving speed to market and expanding its FMCG footprint across KSA and the wider GCC region.