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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.
- Cheviot (jute products leader) posted H1 EPS of Rs.74.6, which may lead to FY26 EPS of Rs.110 vs. Rs.98 on equity of Rs.5.84 cr. and reserves of Rs.585 cr. Share trades at a PE of 10.2x, making it attractive.
- Denta Water has an order book of Rs.734 cr. with 2.5x bill-to-book. Its H1 EPS stood at Rs.14, which may lead to FY26 EPS of Rs.32–35. Share trades at a PE of 10.4x; Abakkus Fund buying supports outlook.
- IST Ltd. is debt-free with cash and investments of Rs.1,450 cr. Its H1 EPS rose 38% to Rs.87, which may lead to FY26 EPS of Rs.120+ on equity of Rs.5.8 cr. Share trades at a PE of 6.5x vs. auto component peer average of 38x.
- Debt-free Venus Remedies exports to 70 countries and posted Q2FY26 EPS of Rs.15.1 and H1 EPS of Rs.22.2, which may lead to FY26 EPS of Rs.45+ vs. Rs.33.9; long-term prospects remain strong.
- Smartlink Holdings has free reserves of Rs.198 cr. against equity of Rs.2 cr. Its H1 EPS stood at Rs.4, which may lead to FY26 EPS of Rs.10.5 vs. Rs.6.6 in FY25. Share trades at a PE of 11.8x vs. industry average of 119x dominated by Moschip Tech and Netweb Techno.
