Money Times Talk (MTTs) – 18/01/26

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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.

  • Nitco reported around 85% month-on-month sales growth in December 2025, driven by strong demand, improved distribution and a better product mix.
  • Embassy Developments reported a 240% q-o-q jump in Q3 FY26 pre-sales to Rs.1,392 cr, with improving collections and strong project approvals supporting confidence in achieving Rs.5,000 cr FY26 pre-sales.
  • Tata Motors Commercial Vehicles posted strong Q3FY26 wholesales of 115,577 units, up 21% YoY and 22% QoQ, driven by SCVs, festive demand and infra-led recovery. The 26% stake acquisition in Traveltime E-Mobility strengthens its EV play while management guides for sustained Q4 demand and high single-digit industry growth.
  • Rudra Global Infra operates a diversified infra portfolio backed by a 400+ dealer network. The company reported Rs.1.19 cr. standalone net profit in Q2 FY26 with ~12% ROCE, supported by stable margins, new product launches, and improved liquidity post NSE listing.
  • Aartech Solonics continued order momentum in Q3 with wins from key PSUs including IOCL, PSPCL, CSPTCL, HPSEBL, and MPPTCL, alongside first-time 132kV SAS and CRP executions. Export shipments to the Middle East and Africa and a recent promoter stake hike signal improving growth visibility.

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