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MONEY TIMES TALK
7 November 2026
Complete Summary in a Nutshell
https://t.me/TowersTalk
Nine highlighted small-cap stocks
Archidply
₹92
H1 PAT +267%
Chemcon
₹190
H1 PAT +52%
Haldyn Glass
₹128
H1 PAT +89%
Hindustan Tin Works
₹124
Q2 PAT +244%
Nahar Polyfilms
₹233
H1 PAT ₹34.08 cr
Saraswati Saree Depot
₹68
Q1 PAT +98% QoQ
Shetron
₹111
H1 PAT +91%
Tamil Nadu Petro
₹112
H1 PAT +94%
Vinyl Chemicals
₹237
Q2 PAT +296%
Other fundamentally interesting stocks
IOL Chemicals
Revenue +39%, PAT doubled
Indo Rama Synthetics
₹200 cr expansion
Rajesh Power
₹1,628.74 cr new order
Steel Exchange India
Q2 PAT +734%
Fredun Pharmaceuticals
Q2 PAT +93%
KEC International
₹1,030 cr new orders
Petronet LNG
10 CBG plants JV
Meghmani Organics
Potential TiO2 recovery
DCB Bank
Improving asset quality
Canara Bank
Attractive reported valuation
Mastek
Growing order book
KEC International
Strong order-book visibility
CreditAccess Grameen
Strong EPS recovery
Satin Creditcare
Strong earnings growth
DDev Plastiks
Capacity expansion
My priority watchlist from this newsletter
KEC International – Order-book visibility.
Petronet LNG – New CBG business opportunity.
IOL Chemicals – Strong reported earnings growth.
Tamil Nadu Petro Products – Earnings recovery and expansion.
DCB Bank – Improving asset quality.
Mastek – Order-book growth and valuation.
market strategy for Vikram Samvat 2083
50–60%: Quality large-cap stocks and diversified equity exposure.
20–25%: Selective mid-cap opportunities.
10–15%: Cash/liquid funds for corrections.
5–10%: Gold or other suitable diversification.
| 2 |  没有文字... | 175 |
| 3 | *Canara Bank,* with 10,150 branches, reported Q2 EPS of Rs.5.9 and H1 EPS of Rs.11.6, potentially taking FY27 EPS to Rs.24. Forward P/E of 4.9x compares with the peer average of 8.1x.
*Foseco Crucible (India),* formerly Morganite Crucible, reported 61% higher Q2 EPS of Rs.25.4 and 77% higher H1 EPS of Rs.45.7. FY27 EPS could exceed Rs.80 versus Rs.67 in FY26. Forward P/E of 24.2x compares with the peer average of 44x.
*Satin Creditcare Network* has AUM of Rs. 16,589 cr., 2,075 branches and 27.9% capital adequacy. Q2 EPS surged 231% to Rs.16 and H1 EPS rose 204% to Rs.27.1, potentially taking FY27 EPS above Rs.58 versus Rs.30.2 in FY26. Trades at 4.2x forward P/E.
*Smartlink Holdings* has free reserves of Rs.210 cr. against equity of just Rs.2 cr. H1 EPS rose 136% to Rs.9.7, potentially taking FY27 EPS to Rs.20. Forward P/E of 10.8x compares with the industry average of 97x.
*Omax Autos* reported Q2 EPS of Rs.5.5 and H1 EPS of Rs. 10.4, potentially taking FY27 EPS to Rs.22 versus Rs.17.3 in FY26. Forward P/E of 10x compares with the peer average of 37x.
*Bank of India* reported 28% higher Q2 EPS of Rs.7.3 and 49% higher H1 EPS of Rs.14.5, potentially taking FY27 EPS to Rs.30. Forward P/E of 4.5x compares with the industry average of 8.2x. | 185 |
| 4 | *Magellanic Cloud* announced the readiness of its UAV manufacturing and testing facility under its 60%-owned JV, MCRAY XTEND India, with phased operations planned.
*Rajesh Power Services* reported H1FY27 revenue of Rs.929 cr., up 46% YoY, EBITDA of Rs.112 cr., up 33%, and PAT of Rs.79 cr., up 35%. It subsequently secured a Rs.1,628.74 cr. turnkey order from DGVCL., taking its order book to approximately Rs.5,400 cr., up 35%.
*Bonfiglioli Transmissions* leads India's heavy-duty gearbox market, with a strong presence across key sectors and 930+ customers, including 7 of the top 10 OEMs. Its 46-times-subscribed Rs.2,533 cr. IPO, strong QIB demand and post-listing institutional interest support its growth outlook and return potential.
*Rattanindia Power* operates 2,700 MW thermal power capacity across Amravati and Nashik, with Amravati PLF reaching nearly 82%. The company has significantly deleveraged its balance sheet, reducing debt from Rs.12,225 cr. in FY21 to Rs.3,735 cr. in FY26, while reporting consistent QoQ profitability. Rising base-load power demand and policy support could drive further gains.
*Univastu India* has secured major orders from L&T and IRCON, along with Pune Metro and JV orders, taking its order book beyond Rs.1,750 cr. against a market cap of Rs.460 cr. Q2FY26 sales surged 212% to Rs.150 cr., while PAT more than tripled to Rs.15.5 cr. Trading at 17.9x PE, with Taurus MF acquiring a 1% stake, the stock could gain as market sentiment improves.
*Agarwal Toughened Glass India* raised Rs.68.04 cr. to upgrade processing infrastructure and strengthen working capital. It recently secured a Rs.4.24 cr. order from Jaipur Medical College and established a wholly owned UAE subsidiary, opening potential overseas opportunities. Its jumbo-glass processing capabilities position it to benefit from rising demand for energy-efficient facades and safety glazing.
*Meghmani Organics* has a four-decade legacy, Rs.2,200 cr. scale and presence in crop protection, nutrition, pigments and TiO2. It serves 400 customers across 75 countries through 3,500+ Indian distributors. Its 16,500 TPA TIO2 capacity could benefit from the re-imposition of $681/tonne anti-dumping duty, supporting resumption of operations. Better realisations and product mix could drive FY27 EPS of Rs.8-10.
*Petronet LNG* has formed a 50:50 JV with Gruner Renewable Energy to set up 10 CBG plants with Rs.1,200 cr. investment. LNG bunkering at Kochi and Dahej expansion offer additional revenue and volume opportunities.
*CreditAccess Grameen* reported 296% higher Q2 EPS of Rs.31.3 and 435% higher H1 EPS of Rs.62, potentially taking FY27 EPS to Rs.110. At 9x forward P/E and 37% below its 52-week high, valuations look attractive.
*DCB Bank* reported 28% higher Q1 EPS of Rs.7.3 and 32% higher H1 EPS of Rs.14, potentially taking FY27 EPS to Rs.30. Net NPA improved to 0.7% from 1.21%, while management expects 18-20% loan-book growth. Forward P/E of 6.6x compares with the peer average of 16.4x.
*Tamilnad Mercantile Bank* reported 42% higher Q2 EPS of Rs.28.5 and 39% higher H1 EPS of Rs.54.5, potentially taking FY27 EPS to Rs.105. Forward P/E of 7.8x compares favourably with the peer average of 16.4x.
*DDev Plastiks* expanded capacity by 30,000 TPA to 2.68 lakh TPA through Rs.50 cr. capex and is expanding exports across 50 countries. Q1 EPS rose 24% to Rs.6.2, potentially taking FY27 EPS to Rs.24 versus Rs.19.5 in FY26. Trades at 10x forward P/E.
*KEC International* secured Rs.1,030 cr. fresh orders, including a 300+ MW wind project, taking its order book above Rs.42,000 cr. This provides strong revenue visibility. Expected FY27 EPS of Rs.24 implies a forward P/E of 14.2x.
*Mastek* reported 8% higher Q2 EPS of Rs.31.5 and 11% higher H1 EPS of Rs.68.2. FY27 EPS could reach Rs.140 versus Rs.130.5 in FY26. Order book rose 10.4% to Rs.2,742 cr. and forward P/E of 12.1x compares with the peer average of 25x. | 163 |
| 5 | *Haldyn Glass* posted an 89% rise in H1FY27 PAT to Rs.23.01 cr., with EBITDA margin improving to 15.77% from 11.70%. It has Rs.252 cr. reserves, announced Rs.150 cr. capex and commenced coloured glass bottle manufacturing. *With an estimated FY27 EPS potential of Rs.10-12, the stock looks attractive at Rs.128.*
*Hindustan Tin Works* reported a 244% jump in Q2FY27 PAT to Rs.5.97 cr., while H1FY27 PAT rose 118% to Rs.9.79 cr. With Rs.223 book value, 0.56x price-to-book and just 6x forward PE, the dividend-paying *stock offers attractive valuations at current levels.*
*Debt-free and dividend-paying Saraswati Saree Depot posted Q1FY27 PAT of Rs.6.60 cr., up 98% QoQ, and paid a 30% interim dividend in October 2026.* With 75% promoter holding and a three-year ROE of 23.1%, the *stock looks attractive at Rs.68 against its all-time high of Rs.213.* Q2 results are due on 14-11-2026. Trade with a strict stop-loss.
*DEV Information Technology* reported H1FY27 total income of Rs.107.72 cr., EBITDA of Rs.9.19 cr. and PAT of Rs.5.03 ст.
*Supreme Power Equipment* secured a Rs.6.89 cr. order for supplying 20 MVA power transformers to a Bengaluru-based client, with execution scheduled within seven months.
*Patel Retail* reported H1FY27 income of Rs.611.19 cr., up 49.6% YoY, while EBITDA rose 13.6% to Rs.40.24 cr. and PAT grew 13.9% to Rs.19.43 cr.
*ABS Marine Services* secured a Rs.21.94 cr. charter contract from GR Infraprojects for its vessel MV SERENITY, strengthening its offshore energy presence.
*Advit Jewels* posted Q2FY27 income of Rs.59.10 cr., up 23.93% YoY, while PAT rose 27.98% to Rs.12.76 cr. It also leased commercial space in New Delhi, with operations expected in Q4FY27.
*Pajson Agro* reported H1FY27 income of Rs.145.11 cr., up 23% YoY, with EBITDA of Rs.20.32 cr. and PAT of Rs. 12.56 cr. It also approved a Rs.354.52 cr. share-swap acquisition of Pacific Global FZCO.
*Baazar Style Retail* opened a new Style Baazar store in Begusarai, Bihar, taking its total network to 293 stores.
*Rikhav Securities* reported H1FY27 consolidated income of Rs.869.07 cr., EBITDA of Rs.24.47 cr. and PAT of Rs. 13.60 cr., with EPS of Rs.3.55.
*Bright Outdoor Media* migrated to the BSE and NSE main boards from the SME platform, supporting its expansion into a larger, digitally enabled outdoor advertising network.
*Emerald Finance* entered a DSA partnership with Unity Small Finance Bank to source gold loan business pan-India, adding a new business vertical.
*Liotech Industries* reported H1FY27 revenue of Rs.33.64 cr., EBITDA of Rs.6.21 cr. and PAT of Rs.3.54 cr., marking its first half-year performance as a BSE-listed company.
*Srinibas Pradhan Constructions* emerged as the L1 bidder for a Rs.30.81 cr. Odisha PWD project involving the widening and strengthening of 14.8 km of roads in Jharsuguda.
*Western Overseas* Study Abroad participated in the TIME: Russia-India Mutual Efficiency Business Forum 2026 in Kazan, exploring international recruitment partnerships and cross-border opportunities.
*Fredun Pharmaceuticals* posted Q2FY27 income of Rs.267.64 cr., up 84% YoY, EBITDA of Rs.42.60 cr., up 91%, and PAT of Rs. 18.83 cr., up 93%. H1FY27 PAT rose 94% to Rs.31.99 cr. on 87% income growth to Rs.495.88 ст.
*Steel Exchange India* reported Q2FY27 income of Rs.343.35 cr., up 47% YoY, while EBITDA rose 34% to Rs.38.21 cr. and PAT surged 734% to Rs.17.62 cr. H1FY27 PAT grew 165% to Rs.32.65 cr.
*Swastika Castal* reported H1FY27 income of Rs.21.25 cr., up 24% YoY, EBITDA of Rs.3.34 cr., up 27%, and PAT of Rs.1.71 cr., up 30%.
*Indogulf Cropsciences* posted Q2FY27 income of Rs.256 cr., up 3% YoY, EBITDA of Rs.41 cr., up 27%, and PAT of Rs.26 cr., up 24%. H1FY27 PAT rose 14% to Rs.28 cr.
*Patil Automation* reported H1FY27 income of Rs.104.01 cr., up 41% YoY, EBITDA of Rs. 18.04 cr., up 39%, and PAT of Rs.10.40 cr., up 38%.
*Adisoft Technologies* posted H1FY27 income of Rs.73.52 cr., up 48% YoY, EBITDA of Rs. 17.05 cr., up 106%, and PAT of Rs.11.57 cr., up 118%. | 98 |
| 6 | *Astro alert:* Forecasts indicate possible profit-booking and sharp volatility in small and mid-caps through 31-12-2026, with large-caps potentially outperforming. *Exercise caution with F&O, options and leveraged positions, especially MTF. Use strict stop-losses and avoid overnight exposure.* These astrological views are indicative and should not be treated as reliable market signals
*Alert for traders* - sharp sell-off in US markets: US market capitalisation reportedly fell by $2.9 trillion in a single session, with the Dow, Nasdaq and S&P 500 declining sharply amid concerns over Al regulation and chip stocks. *Such volatility makes trading difficult. Use strict stop-losses or consider staying away from markets for a few days.*
*Archidply Industries reported a 267% jump in H1FY27 PAT to Rs.11.82 cr. from Rs.3.22 cr. in H1FY26.* H1 EPS of Rs.5.95 could translate into FY27 EPS of Rs.13+, *while the stock trades at just 7x P/E. Keep on radar for potential gains.*
*Chemcon Speciality Chemicals* reported healthy Q2 and H1FY27 performance, led by stronger organic chemical demand, while weak oil-drilling activity affected bromide volumes. *Its diversified portfolio, upcoming capacity and 65% FY26 dividend support its outlook. Attractive versus its 52-week high of Rs.257 and all-time high of Rs.731.*
*IOL Chemicals & Pharmaceuticals* reported 39% H1FY27 revenue growth to Rs.1,052 cr. and doubled PAT to Rs.130 cr., with EBITDA margin improving to 14.5%. Non-Ibuprofen revenue grew 70%, while Rs.500 cr. of new projects are targeted for FY27 commissioning.*Management expects over 25% revenue growth and 14-15% EBITDA margins in FY27.*
*Indo Rama Synthetics (India)* approved Rs.200 cr. capex to expand specialty filament and fibre capacity at Butibori, with operations expected in 12-18 months. Funding will be through term loans and internal accruals. *Attractive versus its 52-week high of Rs. 112.*
*Nahar Polyfilms* with Rs.945 cr. reserves, saw *promoter holding rise to 72.93%.* FY26 PAT grew 66% to Rs.78.84 cr. and dividend rose to 30%. H1FY27 PAT stood at Rs.34.08 cr., with EPS of Rs.18.12 potentially taking FY27 EPS to Rs.38-40. *At 7x P/E, valuations look attractive.*
*Vinyl Chemicals (India)* with Rs.134 cr. reserves. Q2FY27 PAT surged 296% to Rs.11.41 cr. and H1 PAT stood at Rs.18.03 cr. H1 EPS of Rs.9.83 could take FY27 EPS above Rs.21. After paying a 700% FY26 dividend, it trades at 11x forward earnings.
*Haldyn Glass* commenced manufacturing coloured glass beer bottles, expanding its portfolio across liquor, food and beverages, pharmaceuticals, soft drinks and toiletries. *The fast-growing segment offers diversification potential, supported by a Rs.150 cr. capex.* The stock looks attractive versus its lifetime high of Rs.189.
*Shetron,* a regular dividend payer, reported 91% higher H1FY27 PAT of Rs.5.11 cr. against Rs.2.67 cr. in H1FY26 and paid a 10% FY26 dividend. H1 EPS of Rs.5.68 could translate into FY27 EPS of Rs.13-14. *New production lines and capacity expansion at Mumbai and Bengaluru support growth. Forward P/E is around 8x.*
*Tamil Nadu Petro Products* has reserves of Rs.1,061 cr. against equity of Rs.90 cr. H1FY27 PAT surged 94% to Rs.147.42 cr., with EPS of Rs.16.13 potentially taking FY27 EPS above Rs.33. *Anti-dumping duty on LAB imports from Iran and Qatar, firm prices and Rs.500 cr. planned expansion offer growth triggers. Forward P/E is just 4x.*
*Chemcon Speciality Chemicals* posted Q2FY27 PAT of Rs.7.52 cr. and H1FY27 PAT rose 52% to Rs.18.48 cr. It paid a 65% FY26 dividend and is expanding into advanced intermediates for semiconductors and APIs. With leadership in several bromide and specialty chemical products, the *stock looks attractive at Rs.190 against its all-time high of Rs.731, offering a favourable risk-reward opportunity.* | 80 |
| 7 | *7)* Gratitude and balance: Balance ambition with contentment and wealth with meaning.
*As per market veteran, success in the stock market demands three qualities. 1)* Patience to wait, *2)* Discipline to act at the right time and *3)* Emotional control to manage fear, greed and haste. The market tests your temperament as much as your capital. Conquer yourself before conquering the market. *Review your finances regularly and stay focused on your holdings. Have a financially mindful Vikram Samvat 2083.*
*A matter of serious concern: As per market grapevine, the BSE website has been extremely slow for the past 15 days,* with announcements, corporate actions, shareholding patterns, stock details and quarterly results taking too long to load or failing to open. *This recurring issue during every results season needs urgent and permanent resolution. BSE must upgrade its bandwidth and improve website speed.* Investors and analysts facing difficulties may contact the BSE Web Manager at 022-22728358/8594/8973/8249.
*One of the most valuable lessons from a market veteran with 52 years of investment experience:* Rebalance, don't chase. Trim assets that exceed their target allocation and add to those that fall below it. This disciplined approach helps book profits, buy at relatively lower levels and control portfolio risk. Past winners may not remain future winners. Equally important is booking losses. Taking small, controlled losses protects capital and preserves opportunities. *In investing, survival matters more than winning every time. Cut losses early and let profits grow.*
*Alert-alert-alert:* Despite the Sensex rallying 3,727 points over 5-6 November, most cash stocks remained weak. As per market grapevine, *FII buying is concentrated in large-caps, whose valuations look more attractive than small- and mid-caps.* Prefer selective cash stocks with strong Q2 results and an optimistic Q3 outlook.
*As per market grapevine,* the best Muhurat Day watchlist for 8-11-2026 includes *Archidply, Chemcon, Haldyn Glass, Hindtin, Nahar Polyfilms, SSDI, Shetron, TNPetro and Vinylindia* for potential gains before the Budget. Indicative list only. Returns are not guaranteed. Do your due diligence.
*BSE website concerns:* The website failed to provide smooth access to live results and other essential data during Dhanteras trading hours. *BSE and SEBI authorities must urgently address recurring technical issues and improve website speed and bandwidth.* Investors and analysts may report problems to the BSE Web Manager at 022-22728358/8594/8973/8249.
*Big alert/huge negative:* Trump has warned of further action against Iran within 1-2 weeks and threatened tariffs of up to 300% on companies not building factories in the US. The India-US interim trade pact also faces uncertainty amid the ongoing Section 301 probe. Don't chase fast wealth. Quick gains often come with equally quick losses. *Avoid FOMO and focus on sound decisions, discipline and patience. Let wealth compound over time.*
*Market punished investors who bought warrants at high prices without understanding the companies' prospects.* KP Energy warrants at Rs.412 versus CMP of Rs.168, Spandana Sphoorty at Rs.448 versus Rs.185, HI-Tech Pipes at Rs.100 versus Rs.62, Best Agrolife at Rs.42.60 versus Rs.14, Anand Rayon at Rs.78 versus Rs.33, Fabtech Cleanrooms at Rs.394 versus Rs.376, MRP Agro at Rs.130 versus Rs.90 and Vardhman Polytex at Rs.12.50 versus Rs.5. *Several companies also trade below their QIP/OFS prices.*
*Don't build your financial future around one superstar.* Just as a football team needs balanced players, a portfolio needs diversification across equity, debt, gold and other suitable assets. A balanced portfolio helps manage risk and build long-term wealth.
*Asset allocation is essential.* Wealth creation depends on more than stock picking. Review your allocation across real estate, gold, FDs, mutual funds, liquid funds and direct equities. Share percentage allocations, target CAGR and financial goals to compare investment strategies. | 82 |
| 8 | MONEY TIMES TALK
7 - 11 - 2026
*As per astrology*, important turning dates are 9, 11, 13, 16, 19, 23 and 25 November 2026.
https://t.me/TowersTalk
*Friday's closing:* Dow fell 246 points, while Nasdaq and S&P 500 rose 264 and 23 points, respectively. Brent crude eased to $97.96, while Gift Nifty gained 47 points to 25,039, signalling a possible gap-up opening for Muhurat trading on Sunday, subject to weekend developments. Wishing all Money Times and Money Times Talk readers a happy Diwali and a prosperous Vikram Samvat 2083.
*Strong FII buying:* Flls bought Rs.49,557 cr. in just six sessions, driving a sharp rally in Sensex, Nifty and Bank Nifty, largely led by large-caps. Market veterans expect continued volatility and profit-booking in small-and mid-caps. Focus on select large-caps with strong Q2 results and optimistic Q3 outlook, *while reshuffling portfolios based on quarterly results and concalls.*
*Diwali Muhurat trading on 08-11-2026:* Block deal window: 1:50-2:05 p.m., pre-open: 2:05-2:20 p.m., normal trading: 2:20-3:30 p.m. and closing session: 3:30-3:50 p.m. *Market veterans' watchlist for Vikram Samvat 2083 includes *Archidply, Chemcon, Haldyn Glass, Naharpoly, SSDL, TNPetro and Vinylindia.*
*Nifty 50 surged 8.58% in five sessions, rising from 23,053 to 25,030,* marking its biggest weekly rally since February 2021 and the third 8%+ weekly gain since 2010. Earlier major rallies were 12.72% in April 2020 and 9.46% in February 2021.
*Vikram Samvat 2083 will bring volatility, corrections and uncertainty.* Investors should remain disciplined, focus on long-term fundamentals, avoid chasing trends and stay invested through market fluctuations, as lasting wealth is built through time in the market rather than timing it.
*Nine stocks for watchlist: As per market grapevine, these stocks merit attention, though returns are not guaranteed and due diligence is essential. 1) Archidply Industries: Attractive at Rs.92,* with H1FY27 PAT up 267% to Rs.11.82 cr., potential FY27 EPS of Rs.13+ and 7x PE. *2) Chemcon Speciality Chemicals: Attractive at Rs.190,* with H1 PAT up 52% and a 65% FY26 dividend. *3) Haldyn Glass: Attractive at Rs.128,* with H1 PAT up 89%, improved EBITDA margin of 15.77% and Rs.150 cr. capex. *4) Hindtin: Attractive at Rs.124,* with Q2FY27 PAT surging 245%. *5) Naharpoly: Attractive at Rs.233,* below its Rs.389 book value, with promoter holding at 72.93% and Q2FY27 PAT up 347% QoQ. *6) SSDL: Attractive at Rs.68,* with Q1 PAT up 98% QoQ and a 30% interim dividend. *7) Shetron: Attractive at Rs.111*, with H1 PAT up 91%. *8) TNPetro: Attractive at Rs.112*, with H1 PAT up 94% to Rs.147.42 cr., 4x forward PE and Rs.500 cr. expansion plans. *9) Vinylindia: Attractive at Rs.237,* with Q2 PAT up 296% and a 700% FY26 dividend. Keep these stocks on the radar, subject to due diligence.
*Reasons for heavy profit-booking in small- and mid-caps: Despite Sensex surging 3,727 points in just two days, small- and mid-caps faced selling pressure due to 1)* elevated MTF positions, *2)* mutual funds diverting funds to IPOs, OFS and QIPs amid a strong pipeline of fresh issues, limiting secondary-market support, and *3)* HNls booking profits in smaller stocks to shift towards large-caps, which analysts expect to outperform.
As per market grapevine, *Archidply, Blackrose, Chemcon, Haldyn Glass, Hindtin, IGPL, Naharpoly, SSDL, Shetron, TNPetro, Vinylindia and Wabag* merit attention for short-term opportunities. Keep them on the watchlist. Returns are not guaranteed. Market sentiment remains uncertain. Always conduct due diligence before investing.
*Seven wishes for Vikram Samvat 2083: 1)* Disciplined trading: Patience, clear setups and strict risk management. *2.* Consistent growth: Protect capital and pursue steady returns. *3)* Work-life balance: Productive workdays with manageable stress. *4)* Continuous learning: Sharpen market knowledge and professional skills. *5)* Family time: Make more time for loved ones. *6)* Good health: Maintain regular sleep, exercise and a balanced routine. | 151 |
| 9 | MONEY TIMES TALK
31 October 2026
https://t.me/TowersTalk
Complete summary in a nutshell
As per astrology, key turning dates are 2, 4, 6, 9, 11, 13 and 16 November 2026.
Six highlighted stocks
These are the six principal watchlist stocks highlighted in the newsletter.
Chemcon Speciality
₹182
H1 PAT +52%, dividend
IOL Chemicals
₹177
H1 PAT +102%, ₹495 cr expansion
Jayaswal Neco
₹87
Q2 PAT more than doubled
Omax Autos
₹200
Q2 PAT +3,445%
Pennar Industries
₹154
Expansion, orders and promoter warrants
Rajesh Power
₹730
Strong order book and profitability
Other stocks worth monitoring
Strong earnings and growth stories:
Morepen Laboratories
KRN Heat Exchanger
Sejal Glass
Iris Clothings
Jayaswal Neco
IOL Chemicals
Omax Autos
Chemcon Speciality
Pennar Industries
Large-cap and long-term themes:
Tata Power – renewable energy and energy transition.
Jio Financial Services – lending, asset management and digital finance.
SJVN – power generation.
KEC International – infrastructure and order book.
Canara Bank and Bank of India – banking.
Mastek – IT services.
Petronet LNG – LNG and clean energy.
Route Mobile – CPaaS and cloud communications.
Other valuation-focused names:
DCB Bank
Tamilnad Mercantile Bank
CreditAccess Grameen
Satin Creditcare
DDev Plastiks
Foseco Crucible
Smartlink Holdings
Meghmani Organics | 312 |
| 10 | Foseco Crucible (India), formerly Morganite Crucible, reported 61% higher Q2 EPS of Rs.25.4 and 77% higher H1 EPS of Rs.45.7. FY27 EPS could exceed Rs.80 versus Rs.67 in FY26. Forward P/E of 24.2x compares with the peer average of 44x.
Satin Creditcare Network has AUM of Rs.16,589 cr., 2,075 branches and 27.9% capital adequacy. Q2 EPS surged 231% to Rs.16 and H1 EPS rose 204% to Rs.27.1, potentially taking FY27 EPS above Rs.58 versus Rs.30.2 in FY26. Trades at 4.2x forward P/E.
Smartlink Holdings has free reserves of Rs.210 cr. against equity of just Rs.2 cr. H1 EPS rose 136% to Rs.9.7, potentially taking FY27 EPS to Rs.20. Forward P/E of 10.8x compares with the industry average of 97x.
Omax Autos reported Q2 EPS of Rs.5.5 and H1 EPS of Rs.10.4, potentially taking FY27 EPS to Rs.22 versus Rs.17.3 in FY26. Forward P/E of 10x compares with the peer average of 37x.
Bank of India reported 28% higher Q2 EPS of Rs.7.3 and 49% higher H1 EPS of Rs.14.5, potentially taking FY27 EPS to Rs.30. Forward P/E of 4.5x compares with the industry average of 8.2x. | 295 |
| 11 | Dhruv Consultancy Services secured a Rs.2.84 cr. Letter of Award from NHAI for supervision consultancy services on the Moga-Tallewal section of NH-71 in Punjab for 36 months. It has also been empanelled by CGRIDCL to prepare DPRs for road and bridge projects in Chhattisgarh for three years.
Route Mobile was acquired by Belgium-based Proximus Group in 2024 and offers CPaaS, messaging and cloud telephony solutions. It is shifting towards high-margin products and expanding globally. The stock trades at a PE of around 9x with Rs.1,400 cr. cash against a market cap of Rs.2,800 cr
STL Networks is seeing improving momentum, supported by data centre and cloud demand. Q2FY27 revenue rose 17% to Rs.270.11 cr. and EBITDA surged 112% to Rs.16.06 cr., with margins at 5.9%, though a Rs.16.12 cr. net loss remains a concern. The Rs.250 cr. RailTel order and 20% H1 debt reduction support a cautious turnaround outlook.
➤ Pranav Constructions reported 7.3% YoY revenue growth to Rs.174.46 cr. and 54% higher net profit of Rs.16.56 cr. in Q2FY27, while operating profit rose 35.7% to Rs.30.58 cr. and margins improved to 17.5%, indicating better operating efficiency.
Tata Power remains a long-term play on India's energy transition, backed by renewables, solar manufacturing and storage. Its renewable arm executed 419 MW of utility-scale projects in Q2FY27, up over 130% YoY, with over 2 GW of execution targeted in H2FY27.
Jio Financial Services is building a diversified financial services ecosystem across lending, asset management, payments and banking. Jio Credit's loan-book growth, the Jio-BlackRock partnership and Jio's digital reach offer long-term potential, with staggered accumulation over a 2-3 year horizon worth considering while monitoring valuations and asset quality.
Meghmani Organics has a four-decade legacy, Rs.2,200 cr. scale and presence in crop protection, nutrition, pigments and TiO2. It serves 400 customers across 75 countries through 3,500+ Indian distributors, Its 16,500 TPA T102 capacity could benefit from the re-imposition of $681/tonne anti-dumping duty, supporting resumption of operations. Better realisations and product mix could drive FY27 EPS of Rs.8-10.
Petronet LNG has formed a 50:50 JV with Gruner Renewable Energy to set up 10 CBG plants with Rs.1,200 cr. investment. LNG bunkering at Kochi and Dahej expansion offer additional revenue and volume opportunities.
CreditAccess Grameen reported 296% higher Q2 EPS of Rs.31.3 and 435% higher H1 EPS of Rs.62, potentially taking FY27 EPS to Rs.110. At 9x forward P/E and 37% below its 52-week high, valuations look attractive.
➤ DCB Bank reported 28% higher Q1 EPS of Rs.7.3 and 32% higher H1 EPS of Rs.14, potentially taking FY27 EPS to Rs.30. Net NPA improved to 0.7% from 1.21%, while management expects 18-20% loan-book growth. Forward P/E of 6.6x compares with the peer average of 16.4x.
Tamilnad Mercantile Bank reported 42% higher Q2 EPS of Rs.28.5 and 39% higher H1 EPS of Rs.54.5, potentially taking FY27 EPS to Rs.105. Forward P/E of 7.8x compares favourably with the peer average of 16.4x.
DDev Plastiks expanded capacity by 30,000 TPA to 2.68 lakh TPA through Rs.50 cr. capex and is expanding exports. across 50 countries. Q1 EPS rose 24% to Rs.6.2, potentially taking FY27 EPS to Rs.24 versus Rs.19.5 in FY26. Trades at 10x forward P/E.
KEC International secured Rs.1,030 cr. fresh orders, including a 300+ MW wind project, taking its order book above Rs.42,000 cr. This provides strong revenue visibility. Expected FY27 EPS of Rs.24 implies a forward P/E of 14.2x.
➤ Mastek reported 8% higher Q2 EPS of Rs.31.5 and 11% higher H1 EPS of Rs.68.2. FY27 EPS could reach Rs.140 versus Rs.130.5 in FY26. Order book rose 10.4% to Rs.2,742 cr. and forward P/E of 12.1x compares with the peer average of 25x.
Canara Bank, with 10,150 branches, reported Q2 EPS of Rs.5.9 and H1 EPS of Rs.11.6, potentially taking FY27 EPS to Rs.24. Forward P/E of 4.9x compares with the peer average of 8.1x. | 239 |
| 12 | JAYNECOIND reported over 100% YoY Q2FY27 PAT growth to Rs.229.81 cr. on 23.2% revenue growth, with a record 20.35% EBITDA margin. Borrowings fell 29.2% to Rs.1,484 cr., while H1 PAT of Rs.423.73 cr. reached 91.5% of FY26 earnings. The Rs.720 cr. pellet plant and Rs.200 cr. promoter warrant subscription support growth prospects.
Chemcon Speciality Chemicals reported 52% higher H1FY27 PAT at Rs.18.48 cr. and paid a 65% FY26 dividend. Newer products are gaining traction across pharma and specialty chemicals. It is India's sole zinc bromide and HMDS manufacturer and a global leader in CMIC. Its products also cater to semiconductor and API intermediates. Stock looks attractive at Rs.182 versus its all-time high of Rs.731.
IOL Chemicals & Pharmaceuticals reported 117% higher Q2FY27 PAT at Rs.65.03 cr. and 102% higher H1FY27 PAT at Rs.129.51 cr., despite geopolitical challenges. The debt-free, cash-rich company plans Rs.495 cr. expansion through internal accruals. A breakout above Rs.224 could open a Rs.230-240 range.
A Time Communications Publication
Lavaswal Neco Industries is investing Rs 720 er in a 150 Mn TPA nellet plant and 20 MΗ ΤΡΑ
➤ Jayaswal Neco Industries is investing Rs.720 cr. in a 1.50 Mn TPA pellet plant and 2.0 Mn TPA iron ore wet-grinding system to strengthen cost competitiveness. Product innovation and entry into higher-value steel grades offer growth opportunities. At around 12x P/E and Rs.87, the stock looks attractive versus its 52-week high of Rs.117.
Omax Autos reported 3,445% higher Q2FY27 PAT at Rs.11.70 cr. and 198% higher H1FY27 PAT at Rs.22.30 cr. It has Rs.337 cr. reserves, reduced debt and a five-year profit CAGR of 19.9%. The company paid a 25% dividend. At around 8x P/E, the stock looks attractive at Rs.200 versus its 52-week high of Rs.265.
SJVN reported 114% higher Q2FY27 PAT at Rs.685 cr. and paid a 15% FY26 dividend. The PSU power company looks attractive at Rs.53 versus its 52-week high of Rs.89 and all-time high of Rs.170.
Khazanchi Jewellers successfully migrated its equity shares from the BSE SME Platform to the mainboards of BSE and NSE on 27 October 2026.
Patel Retall plans to expand its Ambernath Distribution Centre by around 20,000 sq. ft., taking the total area from 64,000 sq. ft. to 84,000 sq. ft. The expansion will strengthen its supply chain and support future retail growth.
Fiberweb India posted Q2FY27 total income of Rs.30.99 cr., up 209.36% QoQ, EBITDA of Rs.3.31 cr., up 76.77%, and PAT of Rs.1.27 cr., up 366.02%. PAT margin stood at 4.11%.
FlySBS Aviation inducted a 9-seater Hawker 900XP aircraft into its fleet to expand its business aviation operations.
Emerald Finance partnered with Kandarp Digi Smart BPO to expand its Early Wage Access (EWA) network. The partnership adds another employer to its salary-linked credit platform and supports the expansion of its employee salary-advance business.
Iris Clothings reported strong H1FY27 performance, with total income rising 34% YoY to Rs.109.51 cr., EBITDA growing 42% to Rs.17.57 cr. and PAT increasing 35% to Rs.9.09 cr.
➤KRN Heat Exchanger and Refrigeration reported 114% YoY growth in H1FY27 revenue to Rs.571.45 cr., while EBITDA rose 104% to Rs.97.81 cr. and net profit grew 127% to Rs.69.01 cr. In Q2FY27, revenue increased 110% YoY to Rs.319.14 cr., EBITDA rose 61% to Rs.48.75 cr. and net profit doubled to Rs.36.11 cr.
Emerald Finance partnered with Kandarp Digi Smart BPO, Uttar Pradesh, and Automotive India, Kolkata, to expand its Early Wage Access salary-advance programme, enabling employees to access a portion of their earned salaries before payday.
Sejal Glass posted Q2FY27 total income of Rs.139.86 cr., up 33.14% YoY, EBITDA of Rs.25.66 cr., up 43.44%, and net profit of Rs.14.42 cr., up 77.61%. For H1FY27, total income rose 41.84% to Rs.259.29 cr., EBITDA increased 43.79% to Rs.43.68 cr. and net profit grew 72.6% to Rs.21.63 cr. | 123 |
| 13 | As per market grapevine, Atlanta Electricals, Chemcon Speciality Chemicals, IOLCP, Jayaswal Neco Industries, Omax Autos, Pennar Industries, Rajesh Power (BSE SME), SJVN and Vinyl India may offer short-term opportunities. Keep them on the radar/watchlist. Returns are not guaranteed. Market sentiment remains uncertain. Always conduct due diligence.
Huge negative: Brent crude at $114-115, El Niño-led drought risks and continued IPO, OFS and QIP activity could further pressure the Indian economy and equity markets by raising costs and draining secondary-market liquidity. Government support and positive policy signals may help rebuild investor confidence.
IOL Chemicals & Pharmaceuticals (IOLCP) promoter holding rose from 52.62% to 62.28%, while FPI holding grew from 1.72% to 7.25%, indicating stronger investor confidence. The stock may surpass its 52-week high of Rs.224 if market sentiment improves.
SIPs promote disciplined investing, but strong inflows and Fll selling may limit market corrections and upside. Combining SIPs with well-timed lump-sum investments during corrections could improve returns, provided sector valuations and entry levels are carefully assessed.
Morepen Labs reported record Q2FY27 revenue of Rs.755 cr., with EBITDA surging 273% to Rs.132 cr. and margins reaching 17.45%, driven by CDMO growth. H1FY27 EBITDA crossed Rs.200 cr. The 614 KL capacity expansion is complete, with the next phase towards 800 KL targeted for Q2FY28. TTM ROCE rose to 18.8%, ROE to 13.6% and receivable days fell to 49. The stock may surpass its 52-week high of Rs.151 if sentiment improves.
IOL Chemicals & Pharmaceuticals received EDQM certification for Fenofibrate API and is investing Rs.495 cr. in Ibuprofen capacity expansion, a CDMO formulation facility and a specialty chemicals unit, funded through internal accruals. These projects could support long-term growth and offer multibagger potential over the medium to long term, subject to execution.
Pennar Industries targets Rs. 10,000 cr. revenue against the current Rs.3,600 cr. Major capex is complete, order books are at record highs, and H2 benefits are expected from improving execution. The new BIW plant could double segment revenue, while non-core land assets may fetch Rs.500-700 cr. The stock may surpass its 52-week high of Rs.280 if sentiment improves. Promoter purchases at Rs.168 add to its valuation appeal.
Rajesh Power Services reported FY26 PAT of Rs.143 cr., EPS of Rs.80 and ROCE of 48.6%. It secured Rs.541 cr. of MGVCL orders, strengthening its order book and providing 18 months of execution visibility. Recent orders worth Rs.1,866 cr., BESS entry and promoter buying add to the positives. Stock looks attractive versus its high of Rs.1,605 and monthly high of Rs.845. H1FY27 results are due on 2 November 2026.
Chemcon Speciality Chemicals reported healthy Q2 and H1FY27 performance, driven by stronger organic chemicals demand and better realisations. Management remains optimistic, supported by a healthy balance sheet and upcoming capacity. Paid a 65% FY26 dividend. Stock looks attractive versus its 52-week high of Rs.257 and all-time high of Rs.731.
Pennar Industries has reserves of Rs. 1,096 cr. against equity of Rs.67 cr. and FY26 PAT of Rs. 180 cr. It secured Rs.902 cr. orders in three months, while promoters are investing Rs.50.40 cr. through warrants at Rs.168. Bandhan Mutual Fund raised its stake to 5%. Completed capex, a 400-acre land bank and data centre and semiconductor opportunities support growth. Stock looks attractive versus its 52-week high of Rs.280.
IOLCP will hold an analyst/investor call on Monday, 2-11-2026 at 11:30 AM to discuss Q2 and H1FY27 performance.
Rajesh Power witnessed a strong breakout with rising volumes on daily and weekly charts on Friday, despite weak cash-market sentiment. Keep it on the radar on Monday. H1FY27 results and an analyst/investor call are scheduled for 2-11-2026 at 4 PM. Trade with a strict stop-loss. | 164 |
| 14 | Major Negative: Brent crude above `$80-85 is a significant concern for the Indian economy, equity mutual fund investors and market bulls. El Niño-driven drought and continuous IPOS, OFS and QIPs could further hurt sentiment and drain secondary-market liquidity. As per market grapevine, government action is needed to restore investor confidence and prevent fund flows from shifting towards debt funds and bank FDs.
BSE Website Issues: As per market grapevine, BSE's website has reportedly been slow for the past 15 days, affecting access to announcements, corporate actions, shareholding patterns and results. The technical team must urgently address these recurring issues and upgrade bandwidth. Investors and analysts can report problems to BSE at 022-22728358/8594/8973/8249.
Major Alert: Fake WhatsApp Trading Groups: Fraudsters lure investors into exclusive groups using overseas
numbers, fake profit screenshots and fabricated testimonials to create false credibility. Once trust is established, they push unverified stock tips, pressure members to trade quickly, or direct them to suspicious trading platforms and demand fund transfers. Groups may disappear after being reported and reappear under new numbers. Beware of guaranteed returns, repeated success stories and urgent trade calls. Deal only with SEBI-registered intermediaries, verify credentials through official channels and never transfer money to unfamiliar platforms.
Major Alert: The SEBI chief has said that social media is being monitored for misleading and manipulative content. Investors should verify financial claims and avoid acting on unverified online stock tips.
Portfolio Rebalancing: Review quarterly results and concalls, and rebalance towards businesses with durable earnings, reasonable valuations and credible capital allocation. As a suggested strategy, consider exiting 70% of a stock position if it remains stagnant for 120 days and reallocating funds to stronger performers, while remaining alert to valuation and risk.
Very big alert: Brent crude sustained at 85-80 and markets fail to bottom out, heavy MTF unwinding could trigger panic selling, especially in cash stocks. Strictly avoid margin funding and focus only on select stocks with strong Q2 results and an optimistic Q3 outlook.
IOLCP: Commenting on H1FY27 results, Joint MD Vikas Gupta highlighted resilient growth amid geopolitical uncertainty, supported by a better product mix and operating efficiencies. EBITDA margin expanded 321 bps YoY, while pharmaceuticals and chemicals performed well. Growing non-Ibuprofen contribution and expansion into CDMO and formulations offer further growth opportunities. As per market grapevine, the stock may deliver multibagger returns over the medium to long term.
As per market grapevine, investors should compare one, two- and three-year mutual fund returns with bank FDs and post office schemes. Weak market performance raises concerns over domestic macros. Relief in LTCG and STT could help restore confidence. Continued weakness in small- and mid-caps may divert mutual fund flows towards debt funds and bank FDs.
SEBI simplifies FPI KYC norms: Effective 1 December 2026, FPIs will have less frequent KYC reviews and need not separately reconfirm unchanged details during renewal. Lower paperwork and compliance costs could make India more attractive to foreign investors. Large-caps may benefit from renewed flows. Avoid MTF and focus on select companies with strong Q2 results and optimistic Q3 guidance.
Key reasons for the small- and mid-cap correction: (a) High MTF exposure and the risk of forced unwinding. (b) Mutual fund liquidity diverted towards IPOs, OFS and QIPs, weakening secondary-market support. (c) Elevated Brent crude and inflation concerns. (d) El Niño-led drought risks could worsen water and power shortages. (e) Government relief measures and positive policy signals are needed to restore investor confidence and prevent further flows shifting towards debt funds and bank FDs. | 164 |
| 15 | MONEY TIMES TALK
31.10.26
https://t.me/TowersTalk
As per astrology, key turning dates are 2, 4, 6, 9, 11, 13 and 16 November 2026.
Friday's global market weakness: Dow fell 572 points, Nasdaq 748 points and S&P 500 140 points, while Gift Nifty gained 156 points to 23,242, signalling a possible gap-up opening on Monday, subject to weekend developments. Brent crude at $113 is a major negative for India and equity investors. Small- and mid-caps remain weak. Avoid catching a falling knife and strictly avoid margin funding. Focus only on select stocks reporting strong Q2 results and an optimistic Q3 outlook.
As per market grapevine, six value picks for the watchlist amid highly uncertain and negative market
sentiment. Returns are not guaranteed. Do your due diligence. 1) Chemcon Speciality Chemicals Rs.182: Attractive versus its all-time high of Rs.731. H1FY27 PAT rose 52% and it paid a 65% FY26 dividend. Its products cater to semiconductor, pharma, oil and gas industries. 2.) IOLCPRs.177: Reported strong H1FY27 PAT growth despite geopolitical uncertainty. A Rs.495 cr. expansion funded through internal accruals supports long-term prospects. 3.) JAYNECOIND - Rs.87: Q2FY27 PAT more than doubled YoY to Rs.230 cr. and Rs.800 cr. expansion is planned. May revisit its high of Rs.117 as sentiment improves. 4.) Omax Auto - Rs.200: Q2FY27 PAT surged 3,445%. May revisit its high of Rs.265 as sentiment towards cash stocks improves. 5.) Pennar Industries - Rs.154: Attractive versus its high of Rs.280. Management remains optimistic about FY27. Bandhan MF raised its stake to 5%, while promoters subscribed to 30 lakh warrants at Rs.168. Fixed assets rose to nearly Rs.1,200 cr. in FY26 from Rs.697 cr. in FY24. 6.) Rajesh Power- Rs.730: Attractive versus its high of Rs. 1,625. Its Rs.4,000+ cr. order book compares with a Rs.1,300 cr. market cap. FY26 EPS stood at Rs.80, with a three-year average ROE of 44.3%. H1FY27 results are due on 2 November 2026. Keep all six stocks on the watchlist.
Big attention: Despite Sensex and Nifty rising 308 and 116 points on Friday, 30-10-2026, the BSE 150 Mid-cap and BSE 250 Small-cap indices fell 140 and 144 points, respectively. Market breadth remained weak. Large-cap valuations now look more attractive than small- and mid-caps, suggesting possible outperformance ahead. Focus on select cash stocks reporting strong Q2 results and an optimistic Q3 outlook.
Major alert: As per a veteran market expert, the next 16 days could be critical, with potential global market volatility around 3 November and the following week. He cautions that anything could happen.
Astro alert: From 2-11-2026 to 31-12-2026, Sensex and Nifty may remain in the 22,005-24,010 range. Fixed-return instruments may outperform equity mutual funds over the next 12-18 months. Consider shifting small- and mid-cap SIPs towards large-cap funds, debt funds or bank FDs. Reduce F&O trading and strictly avoid MTF until 31-12-2026. These astrological views are indicative and should not be treated as reliable market indicators.
Black Friday bloodbath in global markets: Over $2.55 trillion was wiped out, including $1 trillion from US equities, $260 billion from China, $165 billion from Japan and $100 billion from South Korea. Gold and silver lost nearly $900 billion, while crypto shed $`120 billion. The sharp global correction in Al stocks could benefit Indian IT stocks.
Important advice from a legendary market veteran: Do not sacrifice your health, peace of mind or family life by constantly tracking market movements. Wealth creation is a long-term journey that requires patience, discipline and a balanced approach.
Major Alert SEBI is reportedly strengthening Al-based monitoring of WhatsApp, Instagram, Telegram, Facebook and YouTube to track unregistered individuals sharing stock recommendations.
Morgan Stanley India's MD Ridham Desai believes tax cuts alone cannot improve market returns. Lower LTCG tax may boost sentiment temporarily, but FPIs will return only when earnings growth and equity returns improve. | 184 |
| 16 | MONEY TIMES TALK
25 October 2026
Summary in a Nutshell
Astrology-based view: Key turning dates are 26 and 29 October, and 2, 4, 6, 9, 11 and 13 November 2026. The note anticipates volatility and a possible sell-on-rise market through December.
https://t.me/TowersTalk
FII selling pressure: The note cites nearly $63.6 billion in foreign investor outflows from Indian equities, raising concerns about market sentiment and equity mutual fund returns.
Short-term stocks to watch
Stock & Key positive trigger
Atlanta Electricals
Major new orders, strong earnings growth and debt repayment
Indo Rama Synthetics
₹200 crore capex for speciality products
Jayaswal Neco Industries
More than doubled quarterly PAT, improved margins and lower borrowings
Pennar Industries
Record orders, completed capex and data-centre/semiconductor opportunities
Rajesh Power Services
Large order book, new orders and BESS expansion
RBL Bank
Exploring broking and asset management businesses
Shetron
Capacity expansion, improving profits and relatively low stated valuation
Butterfly Gandhimathi Appliances
Strong quarterly profit growth and new product launches
Jyoti
Improving profitability and exposure to power and water sectors
HFCL, Chemcon, DCB Bank, JAYNECOIND
Included in the original watchlist; further verification needed
Other stocks mentioned: YES Bank, Bright Outdoor Media, Forcas Studio, PC Jeweller, Supreme Power Equipment, Magellanic Cloud, Trom Industries, Patel Retail, Millworks Technologies, Aartech Solonics, Univastu India, Urban Company and Globesecure Technologies.
Long-term stocks highlighted
Stock
ICL Electricals
Railway equipment business and expected EPS growth
GNFC
Debt-free balance sheet, chemical exposure and earnings potential
KPI Green Energy
Renewable-energy acquisitions and large solar EPC orders
ITL Industries
Net-debt-free position and potential earnings growth
Bondada Engineering
Large order book and renewable-energy expansion
Foseco Crucible
Expected earnings growth and valuation below stated peer average
Pace Digitek
Large energy and telecom order books
Manoj Vaibhav
Jewellery business with expected earnings growth
Uflex
Strong reported EPS growth and international expansion
Lumino Industries
Capacity expansion in cables and conductors
Hindustan Zinc
Higher reported EPS and potential earnings improvement
IST
High reserves and expected FY27 earnings growth
GK Energy
New orders and a long-term energy-storage project
Websol Energy
Expected FY27 EPS growth and stated low forward P/E
Biggest positive business developments
Power and infrastructure: Atlanta Electricals, Rajesh Power, Pennar, KPI Green Energy, Bondada Engineering and GK Energy have order wins, expansion plans or significant project opportunities.
Renewable energy and storage: KPI Green Energy, Aartech Solonics, Trom Industries and GK Energy could benefit from solar, wind and battery-storage investments.
Manufacturing and industrials: Indo Rama, Jayaswal Neco, Uflex, Lumino Industries and Shetron have expansion, operational improvement or earnings-growth themes.
Technology and defence: Millworks Technologies, Magellanic Cloud and Globesecure Technologies have aerospace, surveillance or cybersecurity-related growth opportunities.
Consumer and retail: Butterfly Gandhimathi Appliances, Patel Retail, Manoj Vaibhav and Urban Company are positioned around consumer demand and business expansion.
For short-term tracking: Atlanta Electricals, Pennar Industries, Jayaswal Neco Industries, Rajesh Power Services, Butterfly Gandhimathi Appliances and Shetron stand out in the note.
For long-term research: GNFC, KPI Green Energy, Bondada Engineering, ICL Electricals, Uflex, Hindustan Zinc, ITL Industries and Lumino Industries merit further fundamental analysis.
Main risk: Heavy FII selling, broader market volatility, execution delays, debt, SME-stock liquidity and potentially optimistic earnings forecasts. | 355 |
| 17 | MONEY TIMES TALK
25 October 2026
Summary in a Nutshell
Astrology-based view: Key turning dates are 26 and 29 October, and 2, 4, 6, 9, 11 and 13 November 2026. The note anticipates volatility and a possible sell-on-rise market through December.
https://t.me/TowersTalk
FII selling pressure: The note cites nearly $63.6 billion in foreign investor outflows from Indian equities, raising concerns about market sentiment and equity mutual fund returns.
Short-term stocks to watch
Stock & Key positive trigger
Atlanta Electricals
Major new orders, strong earnings growth and debt repayment
Indo Rama Synthetics
₹200 crore capex for speciality products
Jayaswal Neco Industries
More than doubled quarterly PAT, improved margins and lower borrowings
Pennar Industries
Record orders, completed capex and data-centre/semiconductor opportunities
Rajesh Power Services
Large order book, new orders and BESS expansion
RBL Bank
Exploring broking and asset management businesses
Shetron
Capacity expansion, improving profits and relatively low stated valuation
Butterfly Gandhimathi Appliances
Strong quarterly profit growth and new product launches
Jyoti
Improving profitability and exposure to power and water sectors
HFCL, Chemcon, DCB Bank, JAYNECOIND
Included in the original watchlist; further verification needed
Other stocks mentioned: YES Bank, Bright Outdoor Media, Forcas Studio, PC Jeweller, Supreme Power Equipment, Magellanic Cloud, Trom Industries, Patel Retail, Millworks Technologies, Aartech Solonics, Univastu India, Urban Company and Globesecure Technologies.
Long-term stocks highlighted
Stock
ICL Electricals
Railway equipment business and expected EPS growth
GNFC
Debt-free balance sheet, chemical exposure and earnings potential
KPI Green Energy
Renewable-energy acquisitions and large solar EPC orders
ITL Industries
Net-debt-free position and potential earnings growth
Bondada Engineering
Large order book and renewable-energy expansion
Foseco Crucible
Expected earnings growth and valuation below stated peer average
Pace Digitek
Large energy and telecom order books
Manoj Vaibhav
Jewellery business with expected earnings growth
Uflex
Strong reported EPS growth and international expansion
Lumino Industries
Capacity expansion in cables and conductors
Hindustan Zinc
Higher reported EPS and potential earnings improvement
IST
High reserves and expected FY27 earnings growth
GK Energy
New orders and a long-term energy-storage project
Websol Energy
Expected FY27 EPS growth and stated low forward P/E
Biggest positive business developments
Power and infrastructure: Atlanta Electricals, Rajesh Power, Pennar, KPI Green Energy, Bondada Engineering and GK Energy have order wins, expansion plans or significant project opportunities.
Renewable energy and storage: KPI Green Energy, Aartech Solonics, Trom Industries and GK Energy could benefit from solar, wind and battery-storage investments.
Manufacturing and industrials: Indo Rama, Jayaswal Neco, Uflex, Lumino Industries and Shetron have expansion, operational improvement or earnings-growth themes.
Technology and defence: Millworks Technologies, Magellanic Cloud and Globesecure Technologies have aerospace, surveillance or cybersecurity-related growth opportunities.
Consumer and retail: Butterfly Gandhimathi Appliances, Patel Retail, Manoj Vaibhav and Urban Company are positioned around consumer demand and business expansion.
For short-term tracking: Atlanta Electricals, Pennar Industries, Jayaswal Neco Industries, Rajesh Power Services, Butterfly Gandhimathi Appliances and Shetron stand out in the note.
For long-term research: GNFC, KPI Green Energy, Bondada Engineering, ICL Electricals, Uflex, Hindustan Zinc, ITL Industries and Lumino Industries merit further fundamental analysis.
Main risk: Heavy FII selling, broader market volatility, execution delays, debt, SME-stock liquidity and potentially optimistic earnings forecasts. | 1 |
| 18 | Hindustan Zinc posted 145% higher Q2 EPS of Rs.15.2 and 141% higher H1 EPS of Rs.28.1. FY27 EPS could reach Rs.60 vs Rs.32.7 in FY26, while the forward P/E of 8.5x makes the valuation attractive.
IST posted Q1 EPS of Rs.71.3 vs. FY26 EPS of Rs.131.6, which may lead to FY27 EPS of Rs.150. It has reserves of Rs.1,818 cr. as of Q1FY27 against a small equity base of Rs.5.8 cr., supporting a strong medium- to long-term outlook.
GK Energy secured a Rs.454 cr. order, taking outstanding orders to Rs.995 cr. It was also among the successful bidders for a 150 MW/300 MWh project expected to generate annual revenue of Rs.42.84 cr. for 15 years. FY27 EPS is expected at Rs.14, supporting an attractive valuation and strong medium-term prospects.
➤ Websol Energy is expected to post FY27 EPS of Rs.8 while its forward P/E of 7.6x makes the stock appealing. | 269 |
| 19 | Univastu India has an order book exceeding Rs.1,750 cr. against a market cap of around Rs.460 cr., backed by major orders from L&T, IRCON, Pune Metro and others. Q1FY26 sales surged 260% YoY to Rs.104 cr., PAT rose 150% to Rs.10 cr. and EBITDA reached Rs.15 cr. Trading at around 15.2x P/E, the stock appears attractively valued. Its proposed UK subsidiary to acquire Cambium Networks assets could provide further opportunities.
Urban Company is a leading home and beauty services marketplace operating across India, the UAE, Saudi Arabia and Singapore. Expansion into instant home services and smart-home products under its Native brand, along with improving revenue growth and operating leverage, could support future performance.
Globesecure Technologies provides cybersecurity and enterprise IT solutions. Revenue grew 22.8% YoY, while PAT turned positive at Rs.0.62 cr. against a loss of Rs.3.11 cr. a year earlier. Trading at around Rs.10.5 versus a stated book value of Rs.28.4, it is also pursuing strategic acquisitions to expand its business.
For Long-term: ICL Electricals tapped the capital market at Rs.99/share in July 2026 and manufactures specialised electronic equipment for Indian Railways. FY27 EPS is expected at Rs.10 vs Rs.7.7 post-IPO while its forward P/E of 9.8x vs. favourably with peers at 54x. Stock trades 46% below its Rs.183 high. Promoters hold 60.9%, Dls 7.1%, Flls 1.7%, Bengal Finance 2.8% and the public 27.5%.
Debt-free and cash-rich GNFC (Gujarat Narmada Fertilizers) with 70% of its business in chemicals and 30% in fertilisers, posted 272% higher Q1 EPS of Rs.21.2, which may lead to FY27 EPS of Rs.70 vs Rs.55 in FY26, while its forward P/E of 7.6x is well below the peer average of 46x.
KPI Green Energy is acquiring Alfanar Energy and Netra Wind for Rs.2,410 cr., strengthening its presence in the Kutch wind corridor and adding long-term contracted cash flows.
Net-debt-free ITL Industries (ITL) posted Q1 EPS of Rs.9.4, which may lead to FY27 EPS of Rs.36 on a small equity base of Rs.3.2 cr. Its forward P/E of 9.1x compares with the industry average of 44x.
Bondada Engineering with an order book of Rs.12,276 cr., posted 34% higher Q1 EPS of Rs.4.7, potentially taking FY27 EPS to Rs.25. Order execution and new opportunities support its target of 25 GW cumulative renewable energy capacity by 2030. Its forward P/E of 11.1x compares with peers at 27x.
Foseco Crucible (India) posted 78% higher Q1 EPS of Rs.18.4, which may lead to FY27 EPS of Rs.80 vs Rs.67 in FY26 on a small equity base of Rs.2.8 cr. Its forward P/E of 23.2x is below the peer average of 44x.
Pace Digitek which launched its IPO at Rs.217/share, has an executable energy order book exceeding Rs.8,450 cr. and telecom orders of Rs.2,938 cr., which may lead to FY27 EPS od Rs.16+ post-expansion, supporting its valuation appeal.
Manoj Vaibhav, a South-based jewellery player, posted 33% higher Q1 EPS of Rs.5.6, which may lead to FY27 EPS of Rs.28 vs Rs.23.5 in FY26, while its forward P/E of 8.3x is far below peers at 58x.
KPI Green Energy with a land bank of 8,657 acres, secured a Rs.2,025 cr. solar EPC order for a 500 MW/550 MWp project from NACOF Oorja in Rajasthan, taking disclosed order-book visibility above Rs.5,000 cr. With peak power demand reaching around 271 GW and projected to touch 345 GW by 2030, its long-term prospects look promising.
Uflex expanded its global manufacturing and recycling footprint through multi-crore investments in India and overseas. Q1 EPS rose 630% to Rs.58.6, with cash EPS at Rs.88.1; FY27 EPS is expected at Rs.190. Its forward P/E of 3.2x compares with peers at 28x, indicating potential upside beyond its all-time high of Rs.860.
Lumino Industries posted 33% higher Q1 NP of Rs.40.3 cr. on 18% higher sales of Rs.520 cr. A 10,000 TPA capacity expansion is expected to begin in H2FY27 taking capacity beyond 40,000 TPA, with further expansion to 75,000 ΤΡΑ and HT cable production up to 66 kV planned. | 241 |
| 20 | d) The new BIW plant is expected to double revenue from this segment, which offers attractive margins. e) Its high-margin US engineering services business is currently running at an annualised revenue rate of Rs.70 cr., with management targeting Rs.100 cr. this year. f) The annual report (pages 19 and 57) mentions plans to monetise non-core land assets, which could conservatively fetch Rs.500-700 cr. g) At Rs.151, the stock trades at around 12x current-year and below 10x next-year earnings. Promoters subscribed at Rs.168, and the stock could surpass its 52-week high of Rs.280 if market sentiment improves.
Butterfly Gandhimathi Appliances reported Q2FY27 PAT of Rs.20.18 cr., up 129% QoQ, marking its third consecutive quarter of double-digit growth. It achieved record retail revenue, strong core-category growth and launched India's first 5-star-rated cooktop, RENZ PRO. Reserves stand at Rs.382 cr. against equity of Rs.18 cr., with 75% promoter holding. The stock looks attractive at Rs.555 versus its lifetime high of Rs.1,903. Crompton Greaves Group acquired a 55% stake in 2022 at Rs.1,403 per share.
Jyoti reported Q1FY27 PAT of Rs.5.15 cr., up 58% QoQ. The engineering company serves the power and water sectors, trades at around 8x P/E and owns valuable land in prime Vadodara locations. The stock may surpass its all-time high of Rs.208.
Rajesh Power Services secured Rs.541 cr. of MGVCL orders, taking its order book close to Rs.4,000 cr. and providing around 18 months of execution visibility. The projects focus on power distribution modernisation. The stock looks attractive at Rs.730 versus its high of Rs.1,605 and monthly high of Rs.845.
Shetron posted FY26 PAT growth of 30% to Rs.4 cr. and paid a 10% dividend. Its Q1FY27 PAT rose 97% QoQ to Rs.1.89 cr. with EPS of Rs.2.10, which may lead to FY27 EPS of Rs.9-10. Stock trades at a PE multiple of 10x, the company is expanding production capacity in Mumbai and Bengaluru. The stock looks attractive at Rs.100 versus its high of Rs.198.
Bright Outdoor Media reported 13.49% H1FY27 income growth and 9.45% higher net profit, added 20 new sites and expanded its DOOH network to 58 digital LED billboards.
Forcas Studio reported 56.4% YoY growth in H1FY27 income to Rs. 131.02 cr. and 72% higher PAT at Rs.9.99 cr., with EBITDA margin expanding 115 bps.
Aditya Kumar Halwasiya invested Rs.174.92 cr. in PC Jeweller through two tranches as the company reported strong Q2FY27 earnings growth and achieved debt-free status.
Supreme Power Equipment reported 79.91% YoY growth in H1FY27 income to Rs.135.57 cr., EBITDA growth of 65.46% to Rs.23.62 cr. and 45.09% higher net profit at Rs.13.65 cr.
Magellanic Cloud, through its wholly owned subsidiary, emerged as the L1 bidder for Bank of Maharashtra's e-surveillance tender worth around Rs.115 cr. and received a Rs.3.16 cr. LOA from DFCCIL, Jaipur, for CCTV surveillance solutions.
Trom Industries secured a Rs.4.81 cr. rooftop solar order from GEDA for government buildings in Gujarat, including a 10-year comprehensive maintenance contract.
Patel Retail finalised two new store locations at Ghoti and Mangaon/Mahad, entering Nashik district and expanding its presence across four districts, with 54 existing stores.
Millworks Technologies secured developmental orders from HAL for HAWK and MiG-29 aircraft assemblies and signed an MoU with TridenTech Engineering to co-develop and manufacture UAV propulsion engines, strengthening its aerospace and defence prospects.
Aartech Solonics is an R&D-driven engineering company expanding its global presence with exports to Oman, Qatar and Africa. Q1FY27 PAT surged 146% YoY to Rs.1.55 cr., while sales rose 68% to Rs.7.29 cr. Its MoU with Shenzhen Titan Smart Energy to explore LFP-based battery energy storage systems in India could support future growth. | 140 |
