Journalism of Courage
SMART STOCKS NEWS - Page 3
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?
3 businesses, 1 deep discount: DCM Shriram’s demerger is a Buffett-style betSubscriber Only
July 17, 2025 12:22 IST
DCM Shriram Industries is unlocking value through a strategic demerger — separating its Sugar, Rayon, and Chemicals businesses into focused, independent units. A classic Buffett-style "work-out" trading at a ~36% discount to its SOTP valuation. A quiet opportunity with significant upside potential.
What the legendary fund manager Peter Lynch would tell Indian investors todaySubscriber Only
July 12, 2025 10:09 IST
Peter Lynch always said that many good stock ideas are right in front of us. Today, when many investors are looking for fast profits, Lynch’s lessons feel more important than ever. In a market full of tips, he reminds us to look for strong businesses, understand them well, and give them time to grow.
Tata Steel rallied 484% in 5 years: Does the stock have more upside?Subscriber Only
July 11, 2025 13:11 IST
Tata Steel enjoyed a 5-year bull run despite geopolitical tensions and rising Chinese steel imports. Can strong domestic demand and cost optimisation in Europe fuel its bull run in FY26 and beyond?
Strong margins, cautious expansion: Can Go Colors! sustain its winning formula?Subscriber Only
July 9, 2025 08:12 IST
Go Colors! has grown into a Rs 850 crore brand with a presence in 180 cities. By avoiding deep discounts and focusing on everyday essentials, the company has built high margins and strong brand loyalty. Now, it is testing new ground with women’s top-wear and select men’s styles, aiming to become a broader daily-wear retailer. Can it keep its winning formula as it moves beyond bottomwear?
Is Aditya Vision the next DMart? Rs 2,260 crore sales and a bold new planSubscriber Only
July 8, 2025 09:30 IST
In FY25, Aditya Vision crossed Rs 2,260 crore in revenue, while its net profit rose by 37% to Rs 105 crore. As the company looks to spread further across the Hindi heartland, the question is: Can this regional retailer keep its momentum going, and is there still room for investors to ride this wave?
5 red flags that signal trouble for investorsSubscriber Only
July 5, 2025 13:15 IST
Many investors believe that reading market reports and diligent research can protect them from incurring losses. However, there are clear red flags — from promoter share sales to unrelated investments — that can lead to wealth destruction. Recognising these signals early can help investors steer clear of risky companies before problems escalate.
CDSL’s bull run faces a margin crunch: Should investors worry?Subscriber Only
July 4, 2025 14:11 IST
Shares of CDSL have soared over 80% from their March lows, defying gravity even as its fundamentals weaken. In its latest quarter, India’s second-largest depository reported falling revenues, shrinking margins, and slowing account growth. The key question now is: How long before the traffic picks up again?
From timber troubles to thin MDF: What Greenpanel’s FY25 results signal for investorsSubscriber Only
July 3, 2025 07:27 IST
In mid-2022, Greenpanel’s share price peaked above Rs 600. However, the journey since then has been bumpy. Rising timber costs, intense competition, and shifting regulations pushed the stock to Rs 300 levels today. So, what went wrong and what retail investors should look for in the coming quarters?
Vodafone Idea’s debt crisis: Time to buy or back away?Subscriber Only
July 1, 2025 08:39 IST
Vodafone Idea’s ongoing fight for survival makes it a highly speculative stock for investors chasing momentum. But how did Vi get here — and what’s the next hurdle in its path?
16x PE, 20% EPS growth, Rs 1,000 crore in cash: Why is Gulf Oil still under the radar?Subscriber Only
July 3, 2025 18:03 IST
Gulf Oil Lubricants has quietly doubled its revenue in five years and sits on over Rs 1,000 crore in cash. Yet its stock has barely moved. As it pivots beyond engine oils into AdBlue and EV charging, the question is: is it a hidden compounder or yet another value trap?
Stillness as strategy: How Pulak Prasad built Rs 50,000 crore the quiet waySubscriber Only
June 28, 2025 07:09 IST
Prasad's investing lens, shaped by Charles Darwin, holds lessons for every retail investor, especially those who want to grow wealth steadily, with clarity and patience.
V2 Retail’s 1-year rally: With the stock up 330%, what’s the long-term play?Subscriber Only
June 27, 2025 10:56 IST
In FY25, V2 Retail posted a revenue of Rs 1,884 crore, grew PAT by 159%, and EBITDA rose to Rs 258 crore. With such a steep run-up, the question now is: has the stock already captured the full benefit of this operating performance, or is there still room for upside?
Mutual Funds, AIFs, NPS: Is KFin Technologies winning the long game?Subscriber Only
June 26, 2025 11:15 IST
KFin Technologies’ stock went from Rs 280 levels to over Rs 1,500 in just over 18 months. In FY25, it posted a revenue of Rs 1,090 crore, up 30% from the previous year, and a net profit of Rs 333 crore. But with the stock already up sharply, the question now is: can the rally continue?
Profits up 43%, margins at all-time high. What is this Indian SaaS company doing right?Subscriber Only
June 25, 2025 07:34 IST
After debuting at Rs 425 in 2021, RateGain’s stock journey has been anything but linear, plunging nearly 40%, surging over 230%, and ultimately circling back to its original price. But under the surface, the company has transformed. With record FY25 revenues, AI-driven product launches, and global clients, RateGain is quietly evolving from a recovery story to a long-term SaaS contender.
After a $3.3 bn acquisition, is it finally time to look at Biocon?Subscriber Only
June 24, 2025 12:31 IST
Biocon’s growth story has long been muted — until now. With Viatris in its fold and a strong biosimilars pipeline, the company is betting big. Yet, debt, dilution, and valuation concerns linger. Is Biocon at a true inflection point or just another pharma bet with delayed rewards?
Reliance Power stock jumps 100% in 3 months: A turnaround or another bubble?Subscriber Only
June 23, 2025 13:13 IST
Reliance Power’s stock has jumped 100% in just three months. Project wins, debt cleanup, settlement of legal cases, and fresh funding have raised the hopes of a turnaround. But what do the fundamentals say?
What Parag Parikh understood about investing that others didn’tSubscriber Only
June 21, 2025 11:16 IST
Stock conversations often chase what’s next. Parag Parikh looked at patterns in behaviour that repeated across cycles. His approach avoided hype, focused on fundamentals, and resisted panic. A look at how those ideas continue to guide investment decisions today.
Can IRCTC keep delivering? Inside India’s most unique listed businessSubscriber Only
June 20, 2025 07:15 IST
IRCTC’s IPO may be history, but the story is still unfolding. With strong margins in ticketing, steady growth in catering and Rail Neer, and rising tourism demand, IRCTC has evolved into a stable PSU. But where does it go from here, and what does it mean for investors?
Is Waaree Energies the next green energy multibagger?Subscriber Only
June 17, 2025 07:01 IST
Waaree Energies is expanding vertically and horizontally to become an integrated solar company. However, US policy uncertainty is limiting its growth. What does it need to become a multibagger?
From Rs 146 peak to Rs 48 trough: Inside Ola Electric’s stock plungeSubscriber Only
June 16, 2025 06:52 IST
Despite a 30% share in the Indian electric scooter market, Ola Electric’s FY25 revenue fell 9% to Rs 4,645 crore, and Q4 EBITDA plunged to –101%. Its stock price has seen a significant drop, falling from a peak of Rs 146 per share to the current trading price of Rs 48 per share. The question now is: Can Ola Electric turn today’s hefty losses into tomorrow’s profits?
Profits down 20%, but India’s #2 credit card player is doubling down: What’s SBI Cards’ big bet?Subscriber Only
June 11, 2025 10:04 IST
SBI Cards has quietly built a massive customer base of over 2 crore cards, capturing nearly 20% of India’s credit card market. In FY25, it reported EPS of Rs 20.2 and RoE of 14.6%. Its profits grew 39% quarter-on-quarter, although still down 19% from last year. So, where does SBI Cards go from here? And what should investors make of it today?
Too many brands, too little growth? A deep look at Devyani InternationalSubscriber Only
June 10, 2025 08:26 IST
After listing in 2021, Devyani grew rapidly. It opened new stores, added new brands, and expanded outside India as well. But lately, its growth has slowed down. Store-level sales are under pressure, and the stock has stayed flat for months. At the same time, the company has not stopped investing in expansion. The key question now is: can Devyani return to strong growth, or is it entering a longer phase of slow recovery?
Coromandel International’s stock jumped 48% in 3 months: Is there more upside?Subscriber Only
June 9, 2025 11:52 IST
An early monsoon onset has set fertiliser stocks on the road to a good Kharif season. This Murugappa Group company is sowing the seeds for earnings growth through innovation, acquisition, and expansion.
Knowing when to sell a stock: Key signals investors shouldn’t ignore (Part 2)Subscriber Only
June 7, 2025 12:04 IST
Sometimes, even the best-run businesses can become bad bets if their industry is in decline or if you hold on too long without re-evaluating. We look beyond the balance sheet and ask: what is the right time to exit a stock?
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