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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.
- Deep Industries posted 75% higher Q2 EPS of Rs.10.5 and 67% higher EPPS of Rs.19.7 vs FY25 EPS of Rs.14.1, which may lead to FY26 EPS of Rs.30. Share trades at a P/E of 16.5x. Attractive.
- Shri Bajrang Alliance posted 34% higher Q2 EPS of Rs.11.2 and 29% higher H1 EPS of Rs.20.8, which may lead to FY26 EPS of Rs.42 from Rs.36.2 in FY25. Share trades at a P/E of 4.6x vs industry 27x.
- Jullundur Motor Agency posted 41% higher Q2 EPS of Rs.2.6 and 24% higher H1 EPS of Rs.5, which may lead to FY26 EPS of Rs 12.5. Trades at forward P/E of 7x vs industry 38x.
- GNFC (Gujarat Narmada Fertilizers) posted Q2 EPS of Rs.12.21 (up 72%) and H1 EPS of Rs.17.8 (up 17%), which may lead to FY26 EPS of Rs.48 vs Rs.40.6 in FY25. Its plans Rs.7000–8000 cr. capex. Trades at a P/E of 10.3x vs peers 29x.
- Tembo Global posted Q2 EPS of Rs.13.4 (up 48%) and H1 EPS of Rs.25.9 (up 107%), which may lead to FY26 EPS may rise to Rs.60 vs Rs.33 in FY25. With Rs.1335 cr. order book and Rs.2000 cr. L1 pipeline, revenue visibility is strong.
