Money Times Talk (MTTs) – 11/04/2026

  • Ramky Infrastructure has sold a 51% stake in Visakha Pharmacity for Rs.165.24 cr. to focus on its core business and reduce debt. The stock may retest its all-time high during 2026-27. Keep on radar for decent gains.
  • As per market grapevine, Bajaj Steel, EKC, Ganesh Benzo Plast, HPBL, Shanti Gold International, Shawgeltin and Somiconvey may deliver decent gains in the short term. Just keep on track.
  • Bhagwati Autocast has reserves of Rs.49 cr. against small equity of Rs.2.9 cr. with promoters holding 74.06%. PAT surged 189% to Rs.9.89 cr. in 9MFY26, indicating FY26 EPS of Rs.49–52; the stock appears attractive at Rs.499 versus its high of Rs.680.
  • Everest Kanto Cylinder has strong reserves of Rs.1183.96 cr. against equity of Rs.22.44 cr., with promoters holding 67.39%. Q3FY26 PAT grew 162% q-o-q to Rs.35.73 cr. and margins improved to 14.6%; the stock trades at ~11x P/E versus industry 28x and looks undervalued at Rs.106 against its 52-week high of Rs.157.
  • Garg Furnace is debt free with reserves of Rs.90 cr. against equity of Rs.7 cr., while bodies corporate and HNIs together hold over 21%. PAT rose 76% to Rs.7.67 cr. in 9MFY26, indicating FY26 EPS of Rs.20–22; the stock trades at ~8.5x P/E and looks attractive at Rs.134 versus its high of Rs.266.
  • HCP Plastene Bulkpack (HPBL) posted strong earnings with PAT surging 279% to Rs.8.33 cr. in Q3FY26 and 218% to Rs.20.47 cr. in 9MFY26. With promoters holding 75% and P/E near 9x, the stock remains on radar for decent short-term gains.

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