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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.
- Welspun Corp posted Q2 EPS up 53% to Rs.16.7 and H1 EPS up 48% to Rs.30, which may lead to FY26 EPS of Rs.68+ vs Rs.45.9. Order book Rs.23,500 cr ensures strong revenue. Share trades at a P/E of 12.2x vs peer 33x.
- Petronet LNG approved expansion to 5 MMTPA land-based LNG terminal (Rs.4,049 cr), which may lead to FY26 EPS of Rs.26+ with strong long-term growth prospects.
- Arkade Developers acquired 6.28-acre land in Thane for Rs.172 cr. and 6.5-acre land in Dahisar East (GDV Rs.1700 cr). Four projects expected to generate Rs.3500–4000 cr. in FY26.
- Kalyani Steels posted Q2 EPS Rs.14.3 and H1 EPS Rs.28.5, which may lead to FY26 EPS of Rs.62. Rs.505 cr acquisition of Kamineni Steel & Power to boost revenue and profits. Share trades at a P/E of 12.2x vs industry 24x; long-term outlook strong.
- Cash-rich Sree Rayalaseema Hypo Strength, posted Q2 EPS of Rs.13.6 and H1 EPS of Rs.27, which may lead to FY26 EPS of Rs.57. Cash and investments Rs.800 cr. Share trades at a P/E of 9x with strong growth potential.
