10, October, 2025

Money Times Talk


Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.


September 22, 2025

  • Caution: For private circulation only. Please note that Money Times is for circulation among paid subscribers only. Any attempt to share your access to our website or forwarding your copy to a non-subscriber will disqualify your membership and we will be compelled to stop your supply and forfeit your subscription thereafter without any refund to you.
  • 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.
  • As per astrology view, some important turning dates are 22nd, 25th & 30th September 2025.
  • Big negative for IT companies: Trump is expected to add a new $100,000 fee for H-1B visas, and is set to sign the order as soon as Friday. -White House Official. Big negative for IT companies. Stay alert stay cautious.
  • As per market veteran, Trump’s presidency brings constant uncertainty as no trend, range, or strategy sustains for long. His mixed signals on India—positive words but harmful actions—create tension for bulls. Staying light, cautious, and avoiding leverage till the tariff dispute with the USA settles is the safest approach.
  • As per market veteran, investing is a lifelong education where each mistake, success, and market cycle adds to learning. The best investors stay curious, humble, and adaptable, evolving with changing conditions instead of assuming markets will always behave the same way.
  • As per market veteran, investing boils down to two methods—averaging or SL. Averaging works only in conviction stocks, often through SIP, while SL keeps capital free for new opportunities. Averaging falling stocks without conviction locks investors in; respecting the market’s direction ensures capital preservation and better returns.
  • 10 Red Flags in Income Statement: 1. Falling revenue 2. Rising COGS % of sales 3. Shrinking gross margin 4. Unstable operating margin 5. Declining net profit margin 6. High Depn/Amort vs Capex 7. Earnings manipulation signals 8. One-off/Non-recurring items 9. Rapidly growing SG&A 10. Rising interest expense. Spot these early for smarter investing decisions.
  • In 29th March 2025 MTT, India Pesticides given at Rs.134 touched Rs.246 - a superb gain of 84%, IOLCP given at Rs.61 touched Rs.126 - a superb gain of 107% & even at Rs.119 looks very good, Shri Bajrang Alliance given at Rs.134 touched Rs.249 - a superb gain of 86% & now again at Rs.196 looks very hot.
  • In 12th April MTT, Ruchira Papers given at Rs.121 touched Rs.173 - a gain of 43%.
  • In 26th MTT MTT, Anantraj given at Rs.459 touched Rs.647 - a gain of 41%, Vasco Eng. given at Rs.41 touched Rs.69 during the week - a decent gain of 68%.
  • Last week in 13th Sept MTT, Everest Kanto Cylinders given at Rs.139 touched Rs.144 & now again at Rs.139 looks very good, Him Teknoforge given at Rs.198 touched Rs.214, Integra Engineering India given at Rs.238 touched Rs.254 & now again at Rs.236 looks very good, Meghmani Organics Limited – MOL given at Rs.80 touched Rs.88, Somi Conveyor Beltings given at Rs.134 touched Rs.143 & even at Rs.140 looks very good v/s its 52-week high of Rs.238, Tamil Nadu Petro Products given at Rs.100 touched Rs.106 & even at Rs.105 looks very good, Uttam Sugar given at Rs.263 touched Rs.274 during the week.
  • Nahar Poly Films manufactures BOPP films for the booming flexible packaging sector. Its FY25 PAT rose 734% to Rs.47.38 cr. with EPS Rs.19.47 and 20% dividend and its Q1FY26 PAT grew 119% to Rs.18.24 cr. Stock trades at PE of 12.5x at Rs.290. Capacity expansion to 96,000 MT p.a. to boost efficiency and scale.
  • Tamil Nadu Petro Products makes LAB & Propylene Oxide. Its Q1FY26 PAT surged 134% to Rs.35.25 cr. Anti-dumping duty on imports and tight supply pushed LAB prices up. Expansions worth Rs.500 cr. and new applications outside detergents support growth. Stock trades at PE 12 at Rs.105.
Panchkarma