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SMART STOCKS NEWS - Page 2
Phoenix Mills goes all in: Will India’s retail revival deliver long-term profits?Subscriber Only
September 11, 2025 07:49 IST
Phoenix Mills is doubling down on India’s retail revival. From crowded atriums and premium tenants to a Rs 5,449 crore buyout of its partner’s stake in marquee malls, the country’s largest mall operator is reshaping its portfolio for long-term gains. But while footfalls and spending are surging, rental income growth remains modest. The question for investors is whether Phoenix can balance growth with debt and turn today’s shopping boom into lasting profits.
Gokaldas Exports faces tariff turbulence: Should you exit or buy the dip?Subscriber Only
September 10, 2025 11:45 IST
A 50% US tariff has rattled Indian textile exporters, but upcoming UK and EU trade deals could present an opportunity. Gokaldas Exports is betting on diversification and cost control to stay resilient.
Parks, resorts, and a Rs 600 crore bet on Chennai: Where is Wonderla heading next?Subscriber Only
September 9, 2025 06:30 IST
In Q1 FY26, Wonderla Holidays’ average revenue per user rose 6% to Rs 1,775, revenue dipped 3% to Rs 169 crore, and net profit moderated to Rs 52.6 crore. Beyond the numbers, the company is reshaping itself into a broader leisure brand with premium resorts like The Isle in Bengaluru and a Rs 600 crore Chennai park slated for 2025, signalling long-term growth ambitions despite near-term cost pressures.
Apar Industries’ 90% CAGR run: Can the power sector darling keep delivering?Subscriber Only
September 8, 2025 12:21 IST
Apar Industries grew into a Rs 31,000 crore power giant with 90% stock CAGR. Now, with high valuations and modest growth ahead, investors must weigh risks versus rewards.
From loans to mutual funds: Is Jio Financial the next big bet for investors?Subscriber Only
August 30, 2025 06:45 IST
In the June 2025 quarter, Jio Financial Services’ consolidated income rose 48 percent YoY to Rs 619 crore, and the lending arm has expanded its AUM to Rs 11,665 crore from Rs 217 crore a year ago. Yet, the stock price has not matched the pace of expansion. This raises the question: is Jio Financial an investment worth exploring at this stage?
After Q1 margin squeeze, is Tata Consumer still a buy?Subscriber Only
August 28, 2025 06:52 IST
In Q1 FY2026, Tata Consumer’s revenues grew 10% to Rs 4,779 crore, but the EBITDA margin slipped to 12.9% from 15.4% a year ago. For investors, the key question is whether the stock, already trading at rich valuations, still has meaningful upside.
From 80x returns to 60% slide: Can Aarti Industries bounce back?Subscriber Only
August 26, 2025 07:19 IST
In the last three years, Aarti Industries’ stock has fallen nearly 60% as Chinese oversupply eroded margins and heavy capex dragged returns. With raw materials bottoming, a Rs 1,800 crore EBITDA target, and Zone-4 ramp-up underway, is a turnaround possible?
The Emami paradox: Why a household favourite has been a stock market laggard for a decadeSubscriber Only
August 22, 2025 11:49 IST
In Q1 FY26, Emami’s gross margin stood at nearly 70 percent, among the highest in the FMCG space, and net profit increased by 9% to Rs 164 crore. Yet, Emami’s stock has spent much of the last ten years moving sideways. As the company celebrates fifty years of brand building, will the next decade be different for its shareholders?
Luxury, land, and a Rs 90,000 crore pipeline: Is Godrej Properties still a buy?Subscriber Only
August 20, 2025 07:51 IST
Godrej Properties’ business fundamentals remain strong. In Q1 FY26, the company delivered its highest-ever quarterly net profit of Rs 600 crore, EBITDA of Rs 915 crore, and collections stood at Rs 3,670 crore, a 22 percent rise from a year ago. Yet the flat share price raises questions: is the growth pace slowing, is the premium valuation already pricing in the next few years, or is the broader housing cycle entering a more balanced phase?
928 stores in 206 cities, 60% gross margin: Can Metro Brands continue to deliver growth?Subscriber Only
August 18, 2025 13:35 IST
Metro Brands’ stock is currently trading in the range of Rs 1,150-1,200. The company has maintained gross margins near 60 percent while introducing new brands, adding store formats, and expanding into smaller cities and towns. The question now is: can it continue to deliver growth in the years ahead?
Is Tata Motors a deep value buy or a turnaround trap?Subscriber Only
August 14, 2025 06:51 IST
Tata Motors’ stock has lagged its peers as the company prepares for a demerger and an acquisition in FY26. The planned purchase of Iveco mirrors Tata’s familiar strategy of acquiring assets in a declining market. The key question is whether the demerger can unlock shareholder value and steer both the passenger and commercial vehicle businesses toward a successful Turnaround 2.0.
8x stock surge, record Q1 FY26 revenue: Can Polycab sustain the momentum?Subscriber Only
August 12, 2025 06:30 IST
Polycab’s stock is currently trading at Rs 7,000, an eight-fold jump in five years. In Q1 FY26, the company reported Rs 5,906 crore in revenue, up 26% YoY. The wires & cables division brought in around Rs 5,130 crore or about 87% of total sales, growing a strong 31% YoY. For investors, the question now is whether the next phase can match or even exceed the voltage of its past run.
SpiceJet’s flight to recovery: Can the airline engineer another turnaround?Subscriber Only
August 7, 2025 13:46 IST
With over Rs 4,000 crore in fresh capital, major debt settlements, and plans to double its fleet by year-end, SpiceJet is positioning itself to ride India’s air travel rebound. Yet, persistent operating losses and delayed fleet additions leave one question unanswered: can it engineer another turnaround?
33 million folios, stock above Rs 800: Is NAM India worth a buy?Subscriber Only
August 6, 2025 14:24 IST
In 2025, Nippon Life India Asset Management's stock price crossed Rs 800. The company’s revenue from operations stood at Rs 606.6 crore, up 20% YoY from Rs 505 crore in Q1 FY25, and it reported a PAT of Rs 396.1 crore. The question now is: is the real growth phase for NAM India only just beginning?
Beyond the rally: Is 360 ONE WAM just getting started?Subscriber Only
August 5, 2025 12:34 IST
Five years ago, 360 ONE WAM was a little-known wealth firm trading at Rs 200. Today, it manages over Rs 6.6 lakh crore, serves 8,000+ clients, and has posted record profits. After a 6x stock surge, investors are asking: is this the beginning or the peak?
Riding the Schneider-Nvidia AI wave: Is this Indian small-cap the next big winner?Subscriber Only
August 1, 2025 06:35 IST
After a decade of balance sheet struggles, Schneider Electric Infrastructure has delivered multibagger returns, supported by four consecutive years of profits. But can it sustain strong order inflows and extend its rally, riding on India’s AI-driven infrastructure boom?
Rs 87,000 crore AUM, Rs 94 crore quarterly profit: Is Anand Rathi still a buy?Subscriber Only
August 6, 2025 16:31 IST
In Q1 FY26, Anand Rathi Wealth posted a 28% jump in net profit to Rs 94 crore. Its revenue grew 16% year-on-year to Rs 284 crore, and AUM crossed Rs 87,000 crore. So what is driving this business, and is it worth tracking closely?
Fine Organics is about to spend Rs 750 crore on expansion. Is it worth a buy?Subscriber Only
July 28, 2025 13:14 IST
With annual profits of around Rs 400 crore and over Rs 1,000 crore in cash and internal reserves, Fine Organics is deploying Rs 750 crore to build a new export-oriented plant in a SEZ in Maharashtra and its first manufacturing unit in the US. The question now is: can a company, known for its high return ratios and steady margins, scale globally while maintaining the discipline that has made it what it is?
How Rakesh Jhunjhunwala turned Rs 5,000 into billions without playing it safeSubscriber Only
July 26, 2025 07:00 IST
Rakesh Jhunjhunwala invested in companies others overlooked — and held them through market crashes until they turned into massive winners. Over time, he shifted focus toward long-term investing, backing businesses with strong earnings potential, trustworthy promoters, and a clear path for sustained growth.
Can Rs 2,700 crore in cash and 33% margins justify 1.5K net adds? IndiaMART’s dilemmaSubscriber Only
July 23, 2025 08:46 IST
In Q1 FY26, IndiaMART’s revenue rose 12% YoY, deferred revenue grew 16%, and net profit margin was 33%. But despite strong financial performance, the stock is below its 2021 highs. The question now is: Can IndiaMART start operating with momentum in a market that is still largely offline and slow to convert?
From a 90% crash to a 1,000% rally: Can PC Jeweller regain its shine?Subscriber Only
July 21, 2025 06:51 IST
PC Jeweller’s fortunes plummeted in 2018 after insider trading allegations shattered investor confidence, sparking a series of legal and financial crises. Five years on, the company is staging a comeback, with fresh capital infusion, debt restructuring, and a return to profitability. Its stock has rallied over 1,000%, but challenges remain. The question now is: could PCJ be another comeback story be in the making?
How Charlie Munger changed Warren Buffett, and what investors can learnSubscriber Only
July 19, 2025 07:46 IST
Warren Buffett’s investing journey underwent a shift — from chasing cheap stocks to owning exceptional businesses. At the heart of this transformation was Charlie Munger, whose core ideas reshaped Buffett’s approach to wealth creation. A look at the four key principles Munger brought to Buffett’s investing philosophy.
Stock sinks 50%, profit dives 76%: Can Prince Pipes’ Rs 70 crore Bihar push spark a revival?Subscriber Only
July 17, 2025 08:30 IST
In FY25, Prince Pipes reported a 76% decline in PAT, revenue fell by 2% to Rs 2,524 crore, and EBITDA margin halved to 6% from 12% last year. But the company has been expanding capacity, entering new segments like bathware, and doubling down on higher-margin products like CPVC pipes. The question now is: can the strategic moves turn Prince Pipes into a more diversified growth story or does this downturn signal deeper structural headwinds?
Hindustan Zinc: Fundamentals intact, but is the stock worth the risk?Subscriber Only
July 17, 2025 12:15 IST
Despite record production and strong earnings, Hindustan Zinc has lagged behind the Nifty Metal Index, weighed down by concerns over Vedanta’s debt. But is there still a silver lining for investors?
The MSME financier that delivered 40% stock returns: Can SBFC keep winning?Subscriber Only
July 15, 2025 06:30 IST
In FY25, SBFC’s assets under management grew 28% year-on-year to Rs 8,747 crore. The secured MSME loan book increased by 27% to Rs 7,249 crore, and PAT grew even faster at 46%, reaching Rs 345 crore. The question now is: can SBFC keep delivering, or is the easy growth already done?
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