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Tower Talk
26th July 2025
As per astrology view, some important turning dates are 28 & 31st July & 1, 4, 8 & 14th August 2025.
Alert: As per market grapevine, US-India trade/tariff tension is a major overhang. With the 1st August deadline nearing, failure to strike a deal may trigger 26% tariffs. Mr. Trump’s recent anti-India statements are adding to investor worries. Stay light, avoid leverage until clarity emerges.
Heard on the street: big players are short ~13,800 tons silver. If short covering begins, silver may surge sharply in 2–3 months amid rising global demand and scarcity.
Several Tata Group stocks are sharply down from yearly highs. 1) TTML: -45%. 2) Tata Motors: -42%. 3) Trent: -40%. 4) Tata Elxsi: -33%. 5) Voltas: -32%. 6) TCS: -32%. 7) Tata Chem: -25%. 8) Taj GVK: -22%. 9) Tata Communications: -21%. 10) Tata Power: -20%. 11) Tata Investment: -18%. 12) Indian Hotel: -17%. 13) Tata Consumer: -15%. 14) Titan: -11%. 15) Rallis India: -8%. Fast-rising stocks should be avoided at peaks.
As per market veteran history shows markets reward long-term investors, but blind holding can be risky. Staying adaptive with a 360-degree view is key to consistent returns.
As per market veteran, Q1 was muted due to regulatory overhangs. While QIPs and IPOs are booming, 25% of IPOs since 2021 and many QIPs are now below issue prices. Demand revival is likely post Oct–Nov.
As per market veteran, the strongest earnings growth may come from select small and midcaps over next 2–3 years, offering 25–30% potential. Ignore index noise and focus on companies with strong Q1 and positive FY26 outlook.
NSDL IPO (Rs.760–800) opens 30th July, priced 22% lower than unlisted market. Offers potential for decent listing gains and long-term wealth creation.
The real rollercoaster isn’t the market – it’s your mind. Everyone wants to buy low and sell high, but emotions often reverse that. From euphoria to panic, investors lose discipline. As they say, “The market doesn’t beat investors — investors beat themselves”. More than better stocks, we need better self-control.
The value investor guru, Chandrakant Sampat, rose to fame post-1973 FERA policy with concentrated bets in HUL, Nestlé and Colgate, delivering 100x–200x returns. Known for picking debt-free, high-ROCE, cash-rich companies with low P/E, he stayed away from noise, kept portfolios lean, and inspired generations of rational investors.
Perfect quote for the current volatile market: "The market destroys you mentally before rewarding financially. Only the strongest minds win." Deep research and conviction are key to holding growth stocks through corrections.
Big relief from SEBI on ESM rules. Now, only loss-making stocks or those with PE > 2x Nifty 500 PE (currently 49.4) can enter ESM2. Also, exit becomes easier as 15% gain in a month allows shift to ESM1. A welcome step for quality smallcaps.
New ESM norms revive sentiment for <Rs.1000 cr. Mcap stocks. Good SMEs and mainboard smallcaps can now see fresh momentum. But caution—fake earnings may keep dubious stocks out of Enhanced Surveillance Measure (ESM2). Deep due diligence is critical. Expect more mainboard issue (MBs) in quality smallcaps soon.
ED raids Anil Ambani in Delhi and Mumbai. The action follows a preliminary probe into alleged illegal loan diversion of around ₹3,000 crore from Yes Bank between 2017 and 2019. Investigations are ongoing to trace fund usage and identify regulatory violations.
TGVSL started commercial production at its expanded Chloromethanes unit (1.9,914 MT), likely boosting FY26 numbers. Promoters bought 6.5 lakh shares from open market—a strong signal. With links to Andhra leadership, big growth may unfold. Group co Sree Rayalaseema Hi-Strength Hypo trades at Rs.639.
Veto Switchgears & Cables posted FY25 PAT of Rs.21.82 cr. and declared 10% dividend. Share trades at 0.90x BV of Rs.133, PE of 11x and targets Rs.1000 cr. revenue in 5 years, making it attractive at Rs.133 vs lifetime high of Rs.266.
#JISLJALEQS Jain Irrigation Q1 Results: Net profit, margins rise on strong demand growth
https://www.cnbctv18.com/market/jain-irrigation-share-price-q1-results-net-profit-margins-rise-on-strong-demand-growth-19643973.htm?utm_medium=social&utm_source=whatsapp&utm_campaign=regular-editorial
#BALKRISIND Q1 net profit declines to ₹288 crore, margin contracts to 18.3%
https://www.cnbctv18.com/market/earnings/balkrishna-industries-share-price-q1-results-net-profit-revenue-ebitda-margin-contracts-19644019.htm?utm_medium=social&utm_source=whatsapp&utm_campaign=regular-editorial
#HAL & IAF set to seal a MEGA deal for 97 more Tejas Mk1A jets by end of 2025! 🇮🇳
— Total Tejas fleet to hit 220 fighters, forming 11 squadrons by 2031
— HAL to ramp up production to 24 jets/year
Good morning traders 🌄
You never know the value of your health and wellbeing untill you get sick! And once health is gone, nothing else remain attractive! Keep the best care of yourself ✌️
Spright Agro posted Q1 FY26 revenue of Rs.62.02 cr. with PAT up 46.63% y-o-y at Rs.9.15 cr. It also raised Rs.44.87 cr. via rights issue in June 2024 for expansion.
IFL Enterprises receives a strategic investment proposal from Singapore-based Unique Global at 100% premium. Its FY25 revenue jumped 13x to Rs.120.60 cr. with PAT up 254% YoY at Rs.2.99 cr., share forays into organic waste recycling.
Akiko Global Services posted stellar FY25 numbers with revenue up 97% to Rs.76.3 cr. and PAT at Rs.7.91 cr. Backed by strong bank tie-ups, multi-channel sales, nearly debt-free status and ESOPs—stock is gaining momentum. Emerging fintech play to watch.
Reliance Power turned profitable in FY25 with over Rs.5,300 cr. debt reduction, improved margins and strong renewable pipeline. High promoter confidence, favorable court ruling and global partnerships support long-term re-rating potential.
Univastu India posted over Rs.152 cr. revenue and Rs.10 cr. PAT in FY25 with 19.4% CAGR. Robust Rs.420 cr. order book, key Net Zero project win, and Myrtha Pools tie-up position it well for sustained growth in infra EPC.
Aartech Solonics is expanding globally with projects in Indonesia, Qatar and new defense contracts. Despite short-term margin pressure, strong IP-driven portfolio, near debt-free status, and innovation focus signal long-term value.
TFCI posted 13.9% higher PAT in FY25, maintained 69.7% capital adequacy, cut borrowings by 12%, and improved NIM. A 1:5 stock split, high dividend payout, and 3-year CAGR of 75% make it a strong play in niche lending and value unlocking.
India’s Textile Industry: India’s textile exports to the UK are set to double in 5–6 years, growing at an 11% CAGR. The FTA also boosts demand for sustainable fabrics like recycled polyester, benefiting emerging players.
India’s Agricultural Exports:The FTA grants duty-free access to 95% of India’s farm export tariff lines, projected to lift agricultural exports by over 20% in the next three years.
Agarwal Industrial acquired Konkan Storage Systems (Karwar) Pvt Ltd, boosting its port-based infra and liquid cargo warehousing play. It posted FY25 EPS of Rs.77.3 and share trades at a P/E of 12.5x Vs the industry average P/E of 23x for its peers.
City Union Bank posted 15% higher Q4 EPS of Rs.3.9, which may lead to FY26 EPS of Rs.17.5+. Its Net NPA declined to 1.25% (vs 2% YoY). FIIs hold 27.4%, MFs 28.8% in small equity of Rs.74.1 cr. Long-term outlook remains positive.
Zuari Agro posted FY25 EPS of Rs.39 and promoters hold 65.2%. Share trades at a PE of 5.5x. Paradeep Phosphates is its key JV via ZMPPL with OCP Morocco. Strong long-term potential in fertilisers and agri inputs.
Mahanagar Gas posted 10% higher EPS at Rs.32.2, which may lead to FY26 EPS of Rs.122 vs Rs.105 in FY25. Share trades at P/E of 12.1x. In JV with IBC for Li-ion batteries and Baidyanath LNG for LNG infra. Ongoing Rs.1070 cr. capex supports long-term growth.
Winsome Textiles producer of yarns and knitted products posted FY25 EPS of Rs.14.2. Shares trades at a P/E of 7x is likely to surpass its 52-week high of Rs.128.
Transrail Lighting has a global presence across 59 countries, order book of Rs.17,240 cr., and FY25 EPS of Rs.26, which may lead to FY26 EPS of Rs.35+ and post Rs.198 cr. capex. Funds and HNIs showing strong interest.
Indian Bank posted 29% higher Q4 EPS of Rs.22.1 and FY25 EPS of Rs.84. Share trades at a P/E of 7.8x vs 9x for private sector peers, looking attractive.
Nitta Gelatine posted FY25 EPS of Rs.92.5 and Q4 EPS of Rs.21.6. Its Rs.45 cr. collagen expansion may boost FY26. Trades at just 8.3x P/E vs industry’s 44x.
Cosmo First launched Rs.350 cr. Capex and Rs.500 cr. more coming. Petcare vertical promising in Rs.10,000 cr. market, which may lead to FY26 EPS of Rs.65 vs Rs.51.
Aries Agro has posted 75% higher FY25 EPS of Rs.26.2. The share trades at a P/E of 12.8x Vs the industry average P/E of 24.2x for the fertilizers sector. The long-term prospects looks bright
In 10TH May MTTs, DCM Shriram given at Rs.993 touched Rs.1502 - a superb gain of 51%, Hind Rectifiers given at Rs.910 touched Rs.1451 - a bumper gain of 59%, Nitta Gelatin given at Rs.740 touched Rs.1005 - a gain of 36%, during the week in highly negative market sentiment.
In 17th May MTTs, Parag Milk Foods given at Rs.214 touched Rs.261 - a gain of 22%, Pennar Ind., given at Rs.193 touched Rs.265 - a superb gain of 37%, Resonance Specialities a company of IPCA Lab given at Rs.88 touched Rs.124 & still at Rs.113 cum dividend looks very good.
In 24TH May MTTs, Cochin Minerals given at Rs.294 touched Rs.356 - a gain of 21% during the week in highly negative market sentiment.
In 31ST May MTTs, Astal Lab given at Rs.83 touched Rs.101 - a gain of 22% during the week in highly negative market sentiment.
In 7th June MTTs, Cravatex was given at Rs.429 touched Rs.509 - a gain of 19% during the week in highly negative market sentiment.
In 14TH June MTTs, Nelcast given at Rs.129 touched Rs.171 - a gain of 33% during the week in highly negative market sentiment.
In 21st June MTTs, India Nippon Electrics given at Rs.707 touched Rs.811, Sportking given at Rs.107 touched Rs.139 - a gain of 30% during the week. Indo Borax Chemicals given at Rs.200 touched Rs.299 - a bumper gain of 50% in a month in highly negative market sentiments, now it is better to book full profits in Indo Borax Chemicals.
In 28TH June MTTs, 20Microns given at Rs.229 touched Rs.284 - a gain of 24%, Veto Switchgears & Cables given at Rs.125 touched Rs.136 & now again at Rs.125 cum 10% dividend looks very good.
In 5TH July MTTs, Ashapura Minechem given at Rs.447 touched Rs.587 - a gain of 31%, Cochin Minerals given at Rs.316 touched Rs.356, Univastu India given at Rs.237 touched Rs.310 & still now at Rs.288 looks very good, VST Trillers given at Rs.3956 touched Rs.4867 - a bumper gain of 23% during the week.
In 12THJuly MTTs, SJS Enterprises given at Rs.1212 touched Rs.1280 during the week in highly negative market sentiments.
Last week in 19THJuly MTTs, Asahi Songwon Color given at Rs.433 touched Rs.443 & still now at Rs.432 looks very good, its Q1 result will be on 29th July Tuesday, BL Kashyap given at Rs.68 touched Rs.75, Mallcom India given at Rs.1269 touched Rs.1366, Resonance Speciality given at Rs.111 touched Rs.116 & still at Rs.113 looks very good.
ED raids Anil Ambani in Delhi and Mumbai. The action follows a preliminary probe into alleged illegal loan diversion of around ₹3,000 crore from Yes Bank between 2017 and 2019. Investigations are ongoing to trace fund usage and identify regulatory violations.
TGVSL started commercial production at its expanded Chloromethanes unit (1.9,914 MT), likely boosting FY26 numbers. Promoters bought 6.5 lakh shares from open market—a strong signal. With links to Andhra leadership, big growth may unfold. Group co Sree Rayalaseema Hi-Strength Hypo trades at Rs.639.
Veto Switchgears & Cables posted FY25 PAT of Rs.21.82 cr. and declared 10% dividend. Share trades at 0.90x BV of Rs.133, PE of 11x and targets Rs.1000 cr. revenue in 5 years, making it attractive at Rs.133 vs lifetime high of Rs.266.
Artefact Projects saw 1254% jump in Q4FY25 PAT, repaid Rs.5 cr. debt, trades at Rs.72 below private placement price of Rs.111; reserves stand at Rs.58.40 cr. vs equity of Rs.7.28 cr., BV at Rs.90 and fresh consultancy orders worth Rs.22.87 cr. including NHAI wins, strengthening its order book.
VA Tech Wabag bags Rs.2,332 cr. Saudi desalination order in Yanbu to be executed in 30 months, boosting global presence and revenue visibility with stock gearing up to scale past its 52-week high.
Huhtamaki India backed by Huhtamäki Oyj Finland, operates 10 plants and holds reserves of Rs.1215 cr. vs equity of Rs.15.11 cr. June quarter EBITDA rose 34% with 200 bps margin expansion. At Rs.218, it looks poised for a re-rating towards its 52-week high of Rs.452.
*Kotak Mahindra Bank Ltd Q1 FY26 Results:-*
Standalone
PAT 3281.68 cr vs 6249.82 cr down by -47.49% YoY & down by -7.60% QoQ
In Q1FY25 Exceptional Gain of 3519.90 cr
GNPA 1.48% vs 1.42% QoQ & 1.39% YoY
NNPA 0.34% vs 0.31% QoQ & 0.35% YoY
*Cristal Clear Sell Signal is Continue From 24th July.*
*No dealy. No confusion. Just timely guidance that helps you stay ahead.*
🍏🍏🍏🍏🍏
TRADE DATE: 21-Jul-25
#CUPID
BUY ABOVE 147.5
TARGET 152.1
SL 145.3
@TheMarketCrux
#StocksToTrade
Not a trading call, only for study purpose!
🔥 #BANKNIFTY Key Levels for 21-Jul-25 🔥
👉 CMP: 56,253
🚀 Bullish Above: 56,420
🎯 Targets: 56,560 >> 56,665
⚡️ Bearish Below: 56,200
🎯 Targets: 56,140>> 56,010
Follow 👉 @TheMarketCrux
🔥 #NIFTY Key Levels for 21-Jul-25 🔥
👉 CMP: 24,956
🚀 Bullish Above: 25,010
🎯 Targets: 25,045 >> 25,090
⚡️ Bearish Below: 24,905
🎯 Targets: 24,870 >> 24,845
Follow 👉 @TheMarketCrux
*News Headlines from Business News Agencies:*
*Business Standard*
📝 India's tea exports rise 2.85% to 257.88 million kg in FY25: Tea Board
📝 Reliance set to launch green energy gigafactories within next 6 quarters
📝 French firm CYGR, RRP Defence to launch $50 mn drone plant in Navi Mumbai
📝 India's electronics exports hit $40 bn, grow 8 times in 11 yrs: Vaishnaw
📝 Reliance Power Q1FY26 results: PAT of ₹45 cr after reducing expenses
📝 Snapdeal's parent AceVector files confidential draft IPO papers with Sebi
📝 Union Bank Q1FY26 results: PAT rises 12% to ₹4,116 cr despite lower NII
📝 Polycab's Q1FY26 beat, near-term prospects baked in its rich valuation
📝 CDSCO revises export NOC guidance document for new drug formulations
*Economic Times*
📝 India, US teams conclude fifth round of talks for proposed trade pact: Official
📝 CRC group to invest Rs 1,500 crore in developing a luxury residential project in Greater Noida
📝 Central Bank of India Q1 Results: Net profit surges 33% to Rs 1,169 crore
📝 HDFC Bank announces first ever bonus share issue at 1:1 ratio
📝 Govt tells state-run banks to start up lending game
📝 Tata Motors-owned JLR delays launch of Range Rover, Jaguar EVs
📝 India's first semiconductor chip to be unveiled this year: Union Minister Ashwini Vaishnaw
📝 EU fuels crude awakening for Nayara Energy, but Reliance feels the heat too
📝 JSW Steel’s PAT more than doubles in Jun quarter on higher volumes, lower costs
📝 Would have taken govt nod for Hindustan Zinc fee if it was needed: Arun Misra, CEO
*Mint*
📝 Indias HDFC Bank reports 12.2% profit growth in Q1 due to higher interest income
📝 Jio Financial Services ties up with Allianz for 50:50 reinsurance joint venture
📝 RBL Bank Q1 net profit drops 46 pc to ₹200 cr on lower core income
📝 MRPL posts ₹272 cr Q1 loss amid revenue, margin slide
📝 HSBC Renews Hunt for Chair Amid Struggle to Fill Shortlist, FT Says
📝 Yes Bank Q1 Results: Net profit rises 59% YoY to ₹801 crore
📝 Ace investor Mukul Agrawal adds Wendt India in June quarter, buys 2.50% stake
📝 ED summons Google, Meta in betting app money laundering case
Good morning traders 🌄
Sunday's are given to us so that we can find better way to achive our goals, be innovative, find that edge and be better at making money from trading.
Have a wonderful day ahead.
Patel Engineering secured Rs.239.98 cr. order from NHPC for civil and hydro-mechanical works at Teesta-V Power Station, Sikkim, to be completed in 18 months. Strengthens presence in dams, hydro, and tunneling projects in the North-East. Just keep on track.
NSE listed Univastu India posted 48% higher FY25 PAT at Rs.10.47 cr. on income of Rs.171 cr. It received Rs.319 cr. orders in May—nearly 2x FY25 sales. Formed 51% JV with Bootes Impex Tech (unlisted, ~Rs.2400 cr. value) for net zero projects. Strong re-rating potential.
B.L. Kashyap bags Rs.157.26 cr. order for office buildings at Embassy Manyata Business Park with 16-month execution. Supports growing order book. Just keep on radar.
MIRC Electronics (ONIDA) Rights Issue oversubscribed by 120.43% by Day 4; issue remains open till 21st July 2025.
HEC Infra Projects bags Rs. 2.5 cr. order from Ahmedabad Municipal Corporation.
Cupid invests in GII Healthcare to enter Gulf market and CMD Mr.Aditya Kumar Halwasiya features in Avendus Wealth–Hurun India U30 List 2025 for leadership.
Sathlokhar Synergys E&C Global secures fresh orders worth Rs. 16.44 cr.
Eco Recycling adds 6,000 TPA, taking total e-waste and Li-ion battery recycling capacity to 31,200 TPA.
AFCOM Holdings launches Hanoi ops, signs interline deal with Viet Jet to grow cargo reach across Asia.
Khazanchi Jewellers specializes in gold, diamond and precious stone jewellery along with bullion products for both retail and wholesale markets, continues to reinforce tradition and quality.
Emerald Finance expands EWA offering for employees of EBIX Technologies and Chemvin Industries.
Nath Bio-Genes, a leading crop seed company, posted strong Q1FY26 performance. Share trades at a PE of 8x and P/B of 0.6x, the stock offers attractive value with 50% return potential in 1 year.
Syschem Ltd. recently completed its expansion. Targeting Rs. 600 cr. turnover in FY26 with focus on high-margin segments, it is poised to emerge as a multibagger in the coming years.
Kellton Tech has fixed 25th July as the record date for its 1:5 stock split, following shareholder approval in the EGM.
Regis Industries board will meet on 25th July to consider and recommend a bonus issue for equity shareholders.
Blue Cloud Softech Solutions has appointed Lt. Gen. Anil Bhalla (Retd.), PVSM, AVSM, VSM to its Advisory Board, strengthening its leadership team.
Smartworks Coworking Spaces, India’s largest managed office campus operator, runs 8.99 mn sq. ft. across 15 cities, serving 700+ firms. Raised Rs.583 cr. via IPO for expansion. Strong growth, stable client base and tech-led model make it a leader in flexible workspaces.
Rudra Global Infra Products manufactures 200,000 MT of TMT bars/billets annually; expanding across steel, ship recycling, and oxygen verticals. With NSE listing plans and 8 MW green power capacity, the company shows strong growth and sustainability focus.
Dhani Services posted Rs.6.29 cr. PAT and 24% QoQ revenue growth. Launched luxury real estate project with Rs.1000+ cr. sales in 30 days. Share allotment under ESOS adds confidence; digital focus strengthens its turnaround story.
RattanIndia Power operates 2,700 MW thermal capacity across Amravati and Nashik. With Rs.1025 cr. NCDs repaid and strong cash flows, company eyes renewables. Positive rerating expected amid sector revival.
Quality Power Electrical Equipments focuses on high-voltage power tech; launched a Global Coil Factory and raised stake in Nebeskie Labs to 26%. Also acquired Sukrut Electric (50:50 JV with Yash Highvoltage). Already doubled from Rs.370—more value unlocking expected.
JP Power could draw attention as Adani Group leads the race to acquire JP Associates, which holds a 24% stake in JP Power. A potential acquisition may place JP Power under the Adani umbrella.
With the EU imposing sanctions on Rosneft’s India refinery, refiners gained traction—Manali Petro jumped nearly 20%. Andhra Petro, near its 52-week low, may see similar momentum ahead.
IPO frenzy: 14 public issues set to open next week, 12 listings scheduled
https://www.moneycontrol.com/news/business/ipo/ipo-frenzy-14-public-issues-set-to-open-next-week-12-listings-scheduled-13332839.html
#IDFCFIRSTB Q1 net profit declines 32% to ₹462.6 crore, asset quality deteriorates
https://www.cnbctv18.com/market/earnings/idfc-first-bank-share-price-q1-results-net-profit-nii-nim-npa-asset-quality-19644006.htm?utm_medium=social&utm_source=whatsapp&utm_campaign=regular-editorial
#KOTAKBANK says MFI stress has likely peaked; Sees credit costs easing from Q2
https://www.cnbctv18.com/market/kotak-mahindra-bank-says-mfi-stress-has-likely-peaked-sees-credit-costs-easing-from-q2-19644041.htm?utm_medium=social&utm_source=whatsapp&utm_campaign=regular-editorial
*Top Quarterly Results of the Week (19th–26th July) 📊🔥*
Here are 35+ strong Q1 FY26 earnings with solid YoY growth in revenue & net profit. Many of these stocks are setting up well for the next leg up 👇
1) Jagsonpal Pharma – Rev: +34.7% | PAT: +85.5%
2) Shriram Finance – Rev: +20.1% | PAT: +9%
3) Laurus Labs – Rev: +31% | PAT: +1,154%
4) ACME Solar – Rev: +64.9% | PAT: 1400%
5) Sai Silks – Rev: +41.8% | PAT: +1,338%
6) CG Power – Rev: +29.2% | PAT: +11.6%
7) Bajaj Finance – Rev: +21% | PAT: +21%
8) Coromandel Intl. – Rev: +48.9% | PAT: +62%
9) Motilal Oswal Fin. – Rev: +18.4% | PAT: +32%
10) Anantraj – Rev: +25% | PAT: +38%
11) LT Foods – Rev: +18.9% | PAT: +10%
12) AGI Greenpac – Rev: +21% | PAT: +41%
13) Trident – Rev: -2.1% | PAT: +89.7%
14) Lords Chloro – Rev: +53% | PAT: +400%
15) Yes Bank – Rev: -1% | PAT: +56%
16) Aether Ind. – Rev: +18% | PAT: +33%
17) Tatva Chintan – Rev: +15% | PAT: +150%
18) Ajmera Realty – Rev: +33% | PAT: +18%
19) Omax Auto – Rev: +19% | PAT: +133%
20) Persistent – Rev: +21.8% | PAT: +9.8%
21) Coforge – Rev: +54% | PAT: +138%
22) SRF – Rev: +10% | PAT: +70%
23) Cigniti Tech – Rev: +15% | PAT: +500%
24) SkyGold – Rev: +56% | PAT: +109%
25) Pondy Oxides – Rev: +35% | PAT: +92%
26) Dynamic Cable – Rev: +25% | PAT: +50%
27) Orbit Export – Rev: +26% | PAT: +66%
28) JSW Infra – Rev: +21% | PAT: +31%
29) Paytm – Rev: +38% | PAT: +107%
30) Dixon – Rev: +95% | PAT: +106%
31) KEI Ind. – Rev: +25% | PAT: +30%
32) Bluejet – Rev: +117% | PAT: +139%
33) Syrma SGS – Rev: -30% | PAT: +800%
34) JK Cement – Rev: +19% | PAT: +75%
35) ICICI Bank – Rev: +11% | PAT: +15.5%
Many of these names are shaping up well for *upside till next quarter.*
*Keep them on your radar.*
*Sportking added 68,000 spindles (total 2.72L), commissioned 10MW solar plant. Its FY25 EPS up 55% to Rs.8.6, which may lead to FY26 EPS of Rs.12.5. Share trades at 10.4x vs industry’s 25.9x.
Hindalco (HIL) to invest $10 bn for growth. Copper, alumina expansions underway, which may lead to FY26 EPS of Rs.92. Its long-term outlook strong.
NMDC posted FY25 EPS of Rs.7.4 and targets 100 MT output vs 44 MT now. Share trades at a forward P/E of 9.2x. The long-term prospects looks bright.
Amarjothi Spinning attracts ace investor Anil Goel (1 lakh shares). Equity just Rs.6.75 cr. Medium-term outlook strong.
Cash-rich Natco Pharma to buy 35.75% in Adcock Ingram (Africa) for Rs.2000 cr. It posted Q4 EPS of Rs. 22.7 and FY25 EPS of Rs.105.3 on equity of Rs.35.8 cr. Capex ongoing.
Money Times Talk is part of 'Money Times' publication,bs
Resonance Specialities, a debt-free IPCA group firm, posted 121% higher PAT at Rs.6.57 cr. Strong promoter holding of 54.25%. Looks undervalued at Rs.111 cum dividend vs lifetime high of Rs.254. Q1 results due on 5th August, Tuesday.
Mazagon Dock Shipbuilder signed with France’s Naval Group to integrate DRDO’s AIP system in Kalvari-class subs, boosting stealth and endurance. Big step in defence manufacturing; keep on radar.
Asahi Songwon Colors ventured into AZO pigments & APIs; FY25 EBITDA rose 208% to Rs.56.17 cr. Net debt reduced to Rs.161 cr. Strong cash flows post-capex cycle; stock looks attractive at Rs.433 vs 52-week high of Rs.589. Q1 results on 29th July, Tuesday.
Smruthi Organics paid 15% dividend for FY25; promoter holding at 64.73%. Looks attractive at Rs.126 vs lifetime high of Rs.419.
VA Tech Wabag secures Rs.380 cr. repeat order from BWSSB for setting up water reuse plants in Bengaluru, funded by the World Bank, involving design, construction and 10-year operation with tertiary treatment, biogas, and solar sludge systems across four Bommanahalli sites; stock looks attractive at Rs.1622 vs 52-week high of Rs.1944.
Morepen Labs has entered the medical devices segment through a step-down subsidiary, Sigmacheck Health Pvt. Ltd., fully funded in cash and indirectly 60% held via its subsidiary Morepen Medipath Ltd.; just keep on radar.
Omax Autos posted 85% higher FY25 PAT of Rs.21.55 cr. and Q1FY26 PAT of Rs.7.14 cr., up 1357% QoQ with promoters holding 52.85%. Stock trades at 0.82x, BV of Rs.147 and share looks attractive at Rs.121 cum 25% dividend vs life high of Rs.216.
Menon Bearings posted 37% higher Q1FY26 PAT of Rs.8.43 cr. on small equity of Rs.5.60 cr., declared 200% interim dividend and enjoys high promoter holding of 68.44% with ROE and ROCE at 16.4% and 19.8%. Track for a sharp move with stock nearing all-time high of Rs.166.
TGV SRAAC flagship of TGV Group and a leading Chlor-Alkali player, posted 199% higher Q4FY25 PAT of Rs.21.7 cr. and 52% higher FY25 PAT of Rs.92.12 cr., with promoters upping stake to 63.81%; board cleared Rs.350 cr. Caustic Soda-Chlorine expansion and Rs.120 cr. 40 MW solar project funded via internal accruals and bank finance; stock looks promising at Rs.103 cum 10% dividend vs life high of Rs.182.
Globe Civil Projects reports 56% growth in consolidated PAT for FY25; secures Rs.172.99 cr. order from NBCC.
HEC Infra Projects bags Rs.2.5 cr. order from Ahmedabad Municipal Corporation.
Power & Instrumentation (Gujarat) wins Rs.1.53 cr. order for Udaipur Air Terminal; cumulative value hits Rs.57.89 cr.
Nisus Finance Services Co invests Rs.115 cr. in urban redevelopment and housing projects across Mumbai and Pune.
Emerald Finance partners with Prerna Education Services for early-wage-access program.
Dev Information Technology approves stock split of 1 equity share of face value Rs.5 into 1 equity share of face value Rs.2, fully paid-up; record date set as 21st August 2025.
Captain Polyplast receives LOA from Dakshin Gujarat Vij Co. Ltd. for solar pump systems under PM-KUSUM Component-B scheme.
Kaushalya Logistics starts operations at 3 new in Siwan, Gopalganj and Chapra Bihar depots for Dalmia Cement Bharat Ltd. under the CFA model targeting 15,000 MT monthly volume.
Manaksia Coated Metals & Industries Q1FY26 net profit surges 370% y-o-y to Rs.14 cr.
Khazanchi Jewellers is built on legacy of 51+ years of expertise, diverse offerings across 25+ product categories, a rich design archive of over 5 lakh designs and 2,359 kg total quantity sold in FY25.
Integrated Industries reports stellar Q4 & FY25 results; FY25 net profit grew 171.93% y-o-y to Rs.67.82 cr. on income of Rs.769.35 cr.; to set up second production unit.
Kellton Tech Solutions completes 1:5 stock split; stock surged over 17% on NSE on 25th July 2025.
MIC Electronics plans to acquire Singapore’s Neo Semi SG to expand into semiconductors, green energy and digital infrastructure
Money Times Talk
26th July 2025
₹
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 28 & 31st July & 1, 4, 8 & 14th August 2025.
Alert: As per market grapevine, US-India trade/tariff tension is a major overhang. With the 1st August deadline nearing, failure to strike a deal may trigger 26% tariffs. Mr. Trump’s recent anti-India statements are adding to investor worries. Stay light, avoid leverage until clarity emerges.
Heard on the street: big players are short ~13,800 tons silver. If short covering begins, silver may surge sharply in 2–3 months amid rising global demand and scarcity.
Several Tata Group stocks are sharply down from yearly highs. 1) TTML: -45%. 2) Tata Motors: -42%. 3) Trent: -40%. 4) Tata Elxsi: -33%. 5) Voltas: -32%. 6) TCS: -32%. 7) Tata Chem: -25%. 8) Taj GVK: -22%. 9) Tata Communications: -21%. 10) Tata Power: -20%. 11) Tata Investment: -18%. 12) Indian Hotel: -17%. 13) Tata Consumer: -15%. 14) Titan: -11%. 15) Rallis India: -8%. Fast-rising stocks should be avoided at peaks.
As per market veteran history shows markets reward long-term investors, but blind holding can be risky. Staying adaptive with a 360-degree view is key to consistent returns.
As per market veteran, Q1 was muted due to regulatory overhangs. While QIPs and IPOs are booming, 25% of IPOs since 2021 and many QIPs are now below issue prices. Demand revival is likely post Oct–Nov.
As per market veteran, the strongest earnings growth may come from select small and midcaps over next 2–3 years, offering 25–30% potential. Ignore index noise and focus on companies with strong Q1 and positive FY26 outlook.
NSDL IPO (Rs.760–800) opens 30th July, priced 22% lower than unlisted market. Offers potential for decent listing gains and long-term wealth creation.
The real rollercoaster isn’t the market – it’s your mind. Everyone wants to buy low and sell high, but emotions often reverse that. From euphoria to panic, investors lose discipline. As they say, “The market doesn’t beat investors — investors beat themselves”. More than better stocks, we need better self-control.
The value investor guru, Chandrakant Sampat, rose to fame post-1973 FERA policy with concentrated bets in HUL, Nestlé and Colgate, delivering 100x–200x returns. Known for picking debt-free, high-ROCE, cash-rich companies with low P/E, he stayed away from noise, kept portfolios lean, and inspired generations of rational investors.
Perfect quote for the current volatile market: "The market destroys you mentally before rewarding financially. Only the strongest minds win." Deep research and conviction are key to holding growth stocks through corrections.
Big relief from SEBI on ESM rules. Now, only loss-making stocks or those with PE > 2x Nifty 500 PE (currently 49.4) can enter ESM2. Also, exit becomes easier as 15% gain in a month allows shift to ESM1. A welcome step for quality smallcaps.
New ESM norms revive sentiment for <Rs.1000 cr. Mcap stocks. Good SMEs and mainboard smallcaps can now see fresh momentum. But caution—fake earnings may keep dubious stocks out of Enhanced Surveillance Measure (ESM2). Deep due diligence is critical. Expect more mainboard issue (MBs) in quality smallcaps soon.
In 5TH April MTT, Akar Auto given at Rs.99 touched Rs.185 - a big gain of 87% in very short time. Now it is better to book profit in Akar Auto.
In 26TH April MTTs, Alpex Solar given at Rs.790 touched Rs.1266 - a gain of 60% in highly negative market sentiment.
*CDSL Q1 Result*
--Net Profit Down 23.6% At Rs 102.4 Cr Vs Rs 134 Cr (YoY)
--Revenue Up 0.6% At Rs 259 Cr Vs Rs 257.4 Cr (YoY)
--EBITDA Down 15.1% At Rs 130.6 Cr Vs Rs 154.4 Cr (YoY)
--Margin At 50.44% Vs 60% (YoY)
CD *SL* 💔 hit
*Cristal Clear Sell Signal is Continue From 23rd July.*
*No dealy. No confusion. Just timely guidance that helps you stay ahead.*
🍏🍏🍏🍏🍏
TRADE DATE: 21-Jul-25
#ITCHOTELS
BUY ABOVE 255.6
TARGET 260.6
SL 253.1
@TheMarketCrux
#StocksToTrade
Not a trading call, only for study purpose!
🍏🍏🍏🍏🍏
TRADE DATE: 21-Jul-25
#CHENNPETRO
BUY ABOVE 782
TARGET 797
SL 774
@TheMarketCrux
#StocksToTrade
Not a trading call, only for study purpose!
🔥 #SENSEX Key Levels for 21-Jul-25 🔥
👉 CMP: 81,740
🚀 Bullish Above: 81,950
🎯 Targets: 82,150 >> 82,350
⚡️ Bearish Below: 81,560
🎯 Targets: 81,370 >> 81,160
Follow 👉 @TheMarketCrux
Crypto exchange CoinDCX hit by cyberattack, $44 million drained from internal operational account
https://www.moneycontrol.com/news/business/startup/crypto-exchange-coindcx-hit-by-cyberattack-44-million-drained-from-internal-operational-account-13298499.html
#RPOWER Q1 :CONS NET PROFIT OF 44.69 CR V 97.8 CR LOSS (YOY), DOWN 64 % (QOQ)
REVENUE DOWN 5 % AT 1885 CR (YOY) ,DOWN 5 % (QOQ)
EBITDA DOWN 13 % AT 564 CR (YOY),DOWN 4 %(QOQ)
MARGINS AT 29.94 % V 32.7 % (YOY), 29.85 % (QOQ)
Reliance Retail acquired Kelvinator last week. Meanwhile, Ashish Chugh picked up stake in MIRC Electronics (Onida brand), which had earlier applied for the PLI scheme. At Rs.18, MIRC looks like an interesting punt.
Wendt India (Murugappa Group) has set up Wendt GmbH in Europe to expand globally. It posted FY25 EPS of Rs.197.4 on a small equity of Rs.2 cr., indicating strong long-term prospects.
Petronet LNG signed a Rs.1,200 cr. long-term deal with DFPCL. It posted FY25 EPS of Rs.26.5 and share trades at a PE of 11.5x vs industry P/E of 34x, indicating valuation comfort.
Hero MotoCorp plans to enter Germany, France, Spain & UK in H2FY26. Its FY25 EPS stood at Rs.219. The stock trades 30% below its 52-week high of Rs.6245, offering upside potential.
J & K Bank with total branches of 1014 posted 18% higher FY25 EPS of Rs.18.9. MFs hold 6%, FIIs 8%, PCBs 2.4% and Mukul Agarwal holds 1.3%. The long-term outlook is strong.
Just Dial backed by Reliance Retail, posted Q1 EPS of Rs.18.8, which may lead to FY26 EPS of Rs. 80 from Rs. 69 in FY25. Stock trades at a P/E of 11.8x vs sector average of 26x.
Nitta Gelatine (43% held by Nitta Japan) posted FY25 EPS of Rs.92.5; Q4 EPS at Rs.21.6. Rs.45 cr. collagen expansion to drive FY26 earnings. Share trades at a PE of 8.3x vs sector P/E of 44x.
International Conveyors posted 48% higher EPS of Rs.14.5 on a small equity of Rs.6.3 cr. Share trades at a low P/E of 7.1x, making it a value pick.
Kalyani Steels, part of the Rs.3,000 cr. Kalyani group, posted FY25 EPS of Rs.50 and eyes Rs.60+ in FY26; its Rs.505 cr. acquisition of Kamineni Steel may help it surpass its 52-week high of Rs.1279.
Sportking expanded spindle capacity to 2,72,880 and installed a 10 MW solar plant. Its FY25 EPS rose 55% to Rs.8.6 and may reach Rs.12.5 in FY26. Share trades at a P/E of 10x vs. 25.9x industry average.
GAIL to invest Rs.844 cr. in gas pipeline capacity; its Rs.8255 cr. Mumbai-Nagpur line goes live by Sept 2025. Its FY25 EPS stood at Rs.16 with strong long-term prospects.
Rashi Peripherals, a top tech distribution player, posted Q4 EPS of Rs.7.8 and FY25 EPS of Rs.31.6, which may lead to FY26 EPS of Rs.36. Share trades at a P/E of 8.3x, looks attractive.
Morganite Crucible, 75% owned by Morgan Metal UK, posted FY25 EPS of Rs.49 on small equity of Rs.2.8 cr. Share trades at a PE of 29.9x vs. 47.7x industry average. Sharee-rating potential.
Nile Ltd into lead and alloy production, posted 52% higher Q4 EPS of Rs.31 and FY25 EPS of Rs.121, which may lead to FY26 EPS of Rs.140. Share trades at forward P/E of 12.6x.
20 Micron, a key industrial minerals player, posted FY25 profit of Rs.62.4 cr. on EPS of Rs.16 with Rs.363.5 cr. in reserves; medium-term outlook remains strong.
Money Times Talk is part of 'Money Times' publication.bs.
In 5TH July MTTs, Arkade Developers given at Rs.194 touched Rs.213, Allied Blenders given at Rs.433 touched Rs.505, Ashapura Minechem given at Rs.447 touched Rs.574 - a gain of 28%, CG Vak Software given at Rs.266 touched Rs.279 & still now at Rs.264 looks very good, Cochin Minerals given at Rs.316 touched Rs.337, Marathon Nextgen given at Rs.668 touched Rs.775, Univastu India given at Rs.237 touched Rs.310 & still now at Rs.288 looks very good, Vascon Eng. given at Rs.53 touched Rs.60 & still now at Rs.57 looks very good.
Last week in 12THJuly MTTs, Anantraj given at Rs.561 touched Rs.620, Heranba Ind. given at Rs.368 touched Rs.401, Jost Eng. given at Rs.498 touched Rs.512, Resonance Speciality given at Rs.113 touched Rs.117 & still now at Rs.111 looks very good, Rupa & Company given at Rs.214 Rs.233, Sandhar Techno given at Rs.508 touched Rs.555, SJS Enterprises given at Rs.1212 touched Rs.1260 during the week in highly negative market sentiments.
Mallcom (India) posted 58% higher FY25 PAT of Rs.57.43 cr., backed by strong reserves of Rs.292 cr. vs equity of Rs.6 cr.; both Gujarat (Rs.95 cr.) and Bengal (Rs.25 cr.) Greenfield units are in trial phase, fully funded via internal accruals. Stock looks attractive at Rs.1269 vs 52-week high of Rs.1785 with potential to turn multi-bagger.
NCC received LoA from MMRDA for Mumbai Metro Line 6 – Package 1-CA-232, with contract value of approx. Rs.2269 cr. Just keep on radar.
Vascon Engineers posted 92% profit growth on 41% revenue rise in FY25; received LoI worth Rs.225.46 cr. from Royal Rides for ropeway terminal projects in Goa on a design-build basis. Stock looks attractive at Rs.57 vs lifetime high of Rs.196.
Big positive for Ramky Infra—exits debt restructuring, all bank settlements done, now term debt free with standard working capital. Order inflows expected soon. Key player in water management. Keep on radar.
Debt-free India Pesticides posted 1954% higher Q4FY25 PAT at Rs.21.77 cr. and FY25 PAT of Rs.82.14 cr.; declared 75% dividend with record date on 12th August 2025. Its PEDA capacity to rise to ~8,500 MT and formulation plant capacity grew by 3500 MTPA. Stock looks attractive at Rs.215 vs lifetime high of Rs.432.
Dividend-paying CG-VAK Software & Exports posted 36% higher Q4 PAT of Rs.2.44 cr. and Rs.9.27 cr. in FY25. Strong reserves of Rs.66.51 cr. vs small equity of Rs.5 cr., ROCE at 18.6% and PE of just 14. Stock looks very attractive at Rs.264 vs 52-week high of Rs.445.
Meghmani Organics posted 1799% higher FY25 EBITDA at Rs.180.4 cr. vs Rs.9.5 cr. in FY24. Promoter stake rose to 49.33%—a strong signal. Anti-dumping on TiO2 from 10th May 2025 is a key trigger; MOL seen as major beneficiary with strong earnings visibility and re-rating potential over next 5–6 quarters.
Himadri Speciality Chemical posted 46% higher Q1FY26 PAT at Rs.1.8 cr. vs Rs.1.23 cr. in Q1FY25; outlined 3-year growth roadmap with capacity expansions, forward integration, and new retail products. Most capex through internal accruals; cash surplus of Rs.371 cr. Well placed to tap global demand. Just keep on radar.
Asahi Songwon Colors ventured into AZO pigments and APIs; FY25 EBITDA rose 208% to Rs.56.17 cr. Strong cash flows led to net debt reduction from Rs.197 cr. to Rs.161 cr., with further deleveraging expected as capex cycle ends. Stock looks attractive at Rs.433 vs 52-week high of Rs.589.
IRCON bags Rs.755.78 cr. railway project from RVNL in MP and Rs.642.44 cr. order from MMRDA for Mumbai Metro Line 6. Project spans 104 weeks + 9-year maintenance cycle. Boosts urban metro portfolio and long-term visibility. Just keep on track.
Debt-free Resonance Specialities posted 121% higher PAT at Rs.6.57 cr. Promoters hold 54.25%. Stock looks undervalued and poised for strong re-rating. Attractive at Rs.111 cum dividend vs lifetime high of Rs.254.