Money Times Talk

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

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September 15, 2025

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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.
• As per astrology view, some important turning dates are 15,18, 22 & 25th September 2025.
• Astro: September may trigger political turmoil globally, with 3 PM resignations (France, Japan, Nepal) and lunar eclipse effects; the solar eclipse on 21st Sept could fuel uncertainty until October end.
• As per market veteran, quick profits feel exciting but steady compounding over 10–15 years always beats short-term thrills.
• World markets delivered strong 1-year returns: Hang Seng +52%, Shanghai +42%, DAX +29%, Kospi +28%, Nikkei +24%, Nasdaq +26%, S&P 500 +19%, FTSE +13%, Dow Jones +12%, Taiwan +11%, CAC +6%, Nifty +0.7%. India underperformed due to tax concerns, keeping FIIs away and limiting inflows.
• As per market veteran, India-US deal may bring 20% US tariff on India, markets are held by retail flows, Q2 FY26 earnings may remain muted, improvement expected in H2, GST 2.0 offsets negative sentiment, and monetary stimulus is likely over 6–12 months.
• In MTT 29th March 2025, Aries Agro given at Rs.254 touched Rs.459 - a superb gain of 81%, Him Teknoforge given at Rs.159 touched Rs.238 - a superb gain of 50% & now again at Rs.198 looks very good, IOLCP given at Rs.61 touched Rs.121 - a superb gain of 98%, during the week.
• In MTT 12TH April, Fredun Pharma given at Rs.654 touched Rs.1340 - a superb gain of 105%, Ruchira Papers given at Rs.121 touched Rs.157 - a gain of 30%.
• In MTT 3rd May IOLCP given at Rs.64 touched Rs.121 - a gain of 89%, RBL Bank given at Rs.200 touched Rs.279 - a gain of 37%.
• Last week in MTT 6-9-2025 India Pesticides given at Rs.206 touched Rs.218, KLRFM given at Rs.130 touched Rs.134, Prime Fresh given at Rs.242 touched Rs.285 & now it is better to book profit in Prime Fresh, Vascon Eng. given at Rs.56 touched Rs.59 during the week. Focus on select companies with strong Q1, optimistic Q2/Q3, and solid domestic demand; stay light and avoid leverage till Navratri.
• Uttam Sugar posted FY25 PAT of Rs.86 cr. and paid 25% dividend. Its Q1FY26 PAT rose 148% to Rs.15.96 cr. Stock trades at a PE of 10x at Rs.263 v/s lifetime high Rs.536. Strong reserves Rs.750 cr., promoters hold 74.39%, HNIs 10.20% with reputed HNIs Anil Kumar Goel & Seema Goel holding 5.79%. Festival season demand likely to boost growth.