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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.
- Nile Ltd posted 40% higher Q2 EPS of Rs.39 and 61% higher EPS of Rs.88.7 in H1FY6, which may lead to FY26 EPS of 175+ in FY26. The expansion is expected to be completed by the end of Q3FY26.The share trades at a P/E of 9.1x is at a discount of 36% from its high of Rs.2798.
- Canara Bank posted 16% higher Q2 EPS of Rs.5.4 and 20% higher H1 EPS of Rs.10.9, which may lead to FY26 EPS of 22. Share trades at a PE of 6.8x FY26 and P/BV of 1.1x P/B, attractive vs. PSU peers.
- Hindalco Industries with 48 plants across 10 countries is entering an accelerated growth phase backed by strong resource security and $10 bn capex. Its H1 EPS rose 25% to Rs.39.3, which may lead to FY26 EPS of Rs.85 vs. Rs.72. Share trades at a PS of ~10x with strong long-term outlook.
- Debt-free GSFC (Gujarat State Fertilizers) holds 6.84% in Gujarat Gas and posted H1 EPS of Rs.11.5, which may lead to FY26 EPS of Rs.20. Commissioned 25 MW Phase-1 of its 75 MW captive solar project. Share trades at a PE of 8.6x versus industry 28x.
Golkunda Diamonds posted 190% higher Q2 EPS of Rs.4.6 and 37% higher H1 EPS of Rs.9.1, which may lead to FY26 EPS of Rs.20+ on equity of Rs.7 cr. Share trades at a PE of 10x vs. industry 71x.
