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SMART STOCKS NEWS - Page 4
Ramco Cements: A cyclical turnaround in the making?Subscriber Only
June 5, 2025 07:46 IST
After a decade of flat cement prices and margin compression, Ramco Cements may be nearing a cyclical inflection point. With consolidation among big players finally supporting price hikes, the company could benefit from both demand recovery and improved pricing discipline. Trading near historical valuation lows on P/B and EV/EBITDA, Ramco offers a compelling long-term opportunity, provided the cement cycle turns.
Built on discipline, poised for more? The case for Kotak Mahindra Bank 2.0Subscriber Only
June 4, 2025 08:23 IST
From 2015 to 2020, Kotak's stock grew at a rate of about 16% annually. But since 2020, things have slowed down, with returns dropping to less than 5% a year. In a market where investors are rewarding institutions that are growing faster, scaling rapidly, and taking bolder steps in innovation, is Kotak still the quiet compounder it used to be, or has it lost its edge?
India’s PLI scheme for electronics components: Is it a new growth chapter for EMS stocks?Subscriber Only
June 2, 2025 13:19 IST
In March this year, the Union Cabinet approved a Rs 23,000 crore PLI scheme for electronics components manufacturing. Can the EMS stocks now pass the growth baton to the new PLI scheme and begin a new chapter of growth through vertical integration?
Knowing when to sell a stock: Key signals investors shouldn’t ignore (Part 1)Subscriber Only
May 31, 2025 13:47 IST
From high valuations to slowing growth and governance red flags, here are three scenarios where reevaluating your investment may be a smart move.
High margins, global orders, clean energy bets. Is Triveni the midcap Tata Power?Subscriber Only
May 29, 2025 11:17 IST
Triveni Turbines reported its highest-ever revenue of Rs 2,005 crore and EBITDA of Rs 517 crore. The stock has rallied nearly 3.5x in the last three years. Is this just the beginning of a longer upcycle, or is most of the good news already priced in?
Margins compressed, growth intact: What’s next for Shriram Finance?Subscriber Only
May 28, 2025 11:22 IST
After a 6x rally since the IL&FS crisis, Shriram Finance’s stock has stabilised at around Rs 600. FY25 saw 17% AUM growth, 3.3% RoA, and strong momentum in MSME, 2W, and passenger vehicle loans. But with NIM compression, lower PCR, and rising competition, the question is: can it sustain the next leg of growth, or has most of the easy upside already played out?
Is the TCS slowdown a buying opportunity?Subscriber Only
May 27, 2025 13:17 IST
TCS shares have underperformed amid slowing deal momentum and earnings growth, driven largely by weakness in the US market. This raises the question: Could a slowdown in earnings reduce Tata Sons’ dividend income from TCS and impact its future investments?
Everyone’s looking for the next HDFC Bank: What if it’s still HDFC Bank?Subscriber Only
May 27, 2025 05:17 IST
Despite a historic merger, NBFC crises, and intensifying competition, HDFC Bank has continued to report double-digit profit growth. We look at how India's largest private lender has managed to scale without slipping, and why, for investors, it may still be among the most compelling long-term bets.
SMBC’s entry into Yes Bank: Is the turnaround finally taking shape?Subscriber Only
May 22, 2025 12:01 IST
Japan’s SMBC is betting big on Yes Bank with a 20% stake. But will it be able to drive the strategy change that Yes Bank needs?
30 million app users, 80% auto market share: Can MapmyIndia double its revenue by FY28?Subscriber Only
May 21, 2025 12:00 IST
With Rs 515 crore in revenue, 39% EBITDA margins, and an order book of Rs 1,500 crore, MapmyIndia is quietly and profitably building the backbone of India’s digital mobility infrastructure. But can it sustain this pace and deliver on its Rs 1,000 crore revenue target by FY28?
Titan: Is India’s jewellery giant ready to shine again?Subscriber Only
May 20, 2025 07:51 IST
Gold is near all-time highs. Demand is holding up. But Titan’s profits are flat, and its stock is treading water. Why isn’t India’s most trusted jeweller shining on the bourses?
India’s global brand moment? Titan, Royal Enfield, boAt are betting big on the world stageSubscriber Only
May 17, 2025 16:11 IST
After decades of staying local, Indian consumer companies are showing global ambition. What’s changed in capital, consumers, and confidence to make that possible now?
Is Angel One a value trap?Subscriber Only
May 16, 2025 11:12 IST
Angel One, once a top beneficiary of India's retail investing boom, is now facing headwinds due to tighter SEBI regulations on F&O trading. In Q4FY25, its profits dropped nearly 49% year-on-year, and order volumes fell 25%. The company is trying to pivot from a low-cost broker to a full-fledged financial services platform. However, this shift is expensive and slow. The stock is down 22% YTD, and investors must weigh the risks of near-term pain against long-term transformation potential.
Is Swiggy walking down Paytm’s path? A comparative look at India’s new-age IPOsSubscriber Only
May 15, 2025 06:53 IST
Swiggy’s rising losses and falling share price have sparked comparisons with Paytm, another new-age digital company that has struggled with profitability. Both platforms follow a flywheel strategy and have adopted the one-app approach to cross-selling services. The next two years could be a turning point for both Paytm and Swiggy as they aim for profitability.
From Rs 500 to Rs 2,000 (and back to Rs 1,600): What’s next for HCL Tech?Subscriber Only
May 14, 2025 08:35 IST
After a 4x rally from 2020 to early 2025, HCL Tech’s stock has pulled back from Rs 2,000 to around Rs 1,650. Yet the fundamentals remain strong. In FY25, the company saw 6.5% revenue growth, 10.8% profit rise, and 38% ROIC. But with FY26 growth guidance trimmed, the question is: is this just a breather, or is the best behind us?
Contracts, capex, and chemistry: Is Aether Industries building an Asian Paints of specialty chemicals?Subscriber Only
May 30, 2025 18:43 IST
Specialty chemicals company Aether Industries is expanding capacity and shifting focus toward high-value contract manufacturing. Its revenue grew from Rs 1,092 million in FY18 to Rs 6,511 million in FY23, and EBITDA margins hovered between 21% and 29%. But since its IPO in 2022, the stock has been flat, delivering essentially no returns. The question is: does Aether have the pieces in place to break out? Or is it another story where the promise is strong, but the execution needs to catch up?
Is Solar Industries entering a new growth phase with defence orders?Subscriber Only
May 8, 2025 15:08 IST
After a 20% correction in the second half of 2024, Solar Industries’ stock rebounded strongly, surging over 50% over the last two months. It recently hit an all-time high of Rs 13,664, a staggering 1,490% rally over five years, surpassing the Nifty Defence Index’s rally of 1,211.64%. So what makes the company’s management, brokerages, and investors bullish?
Can Fin Homes is no longer a market darling, but are better days ahead?Subscriber Only
May 7, 2025 07:54 IST
Despite pristine asset quality and consistent profitability, Can Fin Homes faces market scepticism amid regulatory shifts, tech overhauls, and evolving risk dynamics.
Cera has over Rs 600 crore cash, no debt, and big plans, but is the market already paying for it?Subscriber Only
May 5, 2025 11:14 IST
Cera’s stock is down 40% from its peak, but profits are at record highs. With over Rs 600 crore cash, zero debt, and a Rs 2,900 crore revenue target in the next three years, is India’s bathroom king ready to compound again?
The Damani playbook: How a reclusive investor built a Rs 2 lakh crore empireSubscriber Only
May 3, 2025 09:14 IST
Radhakishan Damani built a Rs 2 lakh crore fortune by focusing on value rather than trends. Starting as a stock trader in the 1980s, and later shifted to long-term investing in quality businesses like VST Industries and CRISIL. His biggest success, however, is DMart, a retail empire shaped by his disciplined investment philosophy. Damani’s story offers key lessons on patience, conviction, and the power of compounding.
After surging 3x in 3 yrs, can PNB Housing Finance sustain the momentum? Subscriber Only
May 3, 2025 10:19 IST
PNB Housing Finance has sharply reduced NPAs and nearly doubled PAT since FY23. Write-backs have boosted short-term gains, but sustainable growth hinges on managing asset quality as the affordable housing book grows.
MG, Mercedes, Mahindra, Kia, and BYD: Will Landmark Cars’ big brand expansion pay off?Subscriber Only
May 1, 2025 07:05 IST
Landmark Cars generates over Rs 4,000 crore in revenue by selling premium vehicles across India. After a year of slow growth, it is betting big on new brands . The question is: Can it finally shift gears and pick up speed again?
India’s largest baby products brand is turning around. Will it sustain?Subscriber Only
April 30, 2025 06:30 IST
Brainbees Solutions, the parent company of popular baby and kids brands FirstCry and Babyhug, is trading nearly 50% below its listing price. While its core business shows promise, diversification into other businesses clouds outlook. The question is: Is Brainbees still a value buy?
Shrewd strategy and a lucky break vault BSE to all-time high; what’s next?Subscriber Only
May 2, 2025 16:52 IST
The multibagger BSE share just reached its all-time high, riding on a series of fortunate events. The changes in F&O trading rules have worked in its favour. The options premiums could drive earnings growth, but can stretched valuations limit the stock’s upside in the short term?
Smart Stocks | The silent revolution: How ICICI Bank is closing in on HDFC BankSubscriber Only
May 2, 2025 16:54 IST
Strong corporate loan growth, better margins and disciplined risk management are helping ICICI Bank rapidly close the gap with HDFC Bank. Under CEO Sandeep Bakhshi, ICICI has outperformed HDFC in profitability and return ratios, while the latter struggles with post-merger challenges.
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