ME - Managing Equity
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We are not SEBI registered advisers. All the information provided by our team are for educational purposes only.
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Ma'lumot yo'q24 soatlar
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Why we ran that travel poll 🧳
Recently we asked how you prefer to book trips. 32% of you said you book through a travel agent or package. The reason we asked: we've shared TBO Tek for study purposes, and its business is built around exactly this.
TBO Tek is a B2B platform for travel agents. When you book through an agent, there's a good chance they're booking your hotel or flight on TBO's platform. So TBO could benefit as more people travel and use agents.
A few interesting facts 👇
1️⃣ Big volume: More than ₹11,000 Cr worth of travel was booked through TBO in just one quarter (Apr–Jun 2026), up 37% from last year.
2️⃣ Fast growth: Revenue grew 81% to ₹926 Cr, and profit rose 32% to ₹83 Cr.
3️⃣ Healthy margin: TBO earns about ₹15–18 of operating profit on every ₹100 of revenue, and this margin is improving as the business grows.
4️⃣ Global reach: Over 33,000 travel businesses use TBO every month, and it recently bought Classic Vacations, a US luxury travel company.
Please do your own analysis before investing.
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Positional Call
AEGISVOPAK
CMP: ₹313
Target: Open
Stop Loss: ₹ 285
Please do your own analysis before investing
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Short term
PARAGMILK
CMP: ₹276
Target: Open
Stop Loss: ₹ 230
Please do your own analysis before investing
1 211
Positional Call
EIEL
CMP: ₹213
Target: Open
Stop Loss: ₹ 185
Please do your own analysis before investing
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Positional Call
JYOTICNC
CMP: ₹1042
Target: Open
Stop Loss: ₹ 970
Please do your own analysis before investing
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Positional Call
LODHA
CMP: ₹1281
Ideal Range :1200-1250
Target: Open
Stop Loss: ₹ 1150
Please do your own analysis before investing
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Positional Call
LODHA
CMP: ₹1281
Ideal Range :1200-1250
Target: Open
Stop Loss: ₹ 1150
Please do your own analysis before investing
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Textile Theme
This is the second stock we are sharing under the Textile Theme. There are several positive tailwinds in the market that are favourable for the textile sector.
PGIL – shared earlier and has delivered 20%+.
Welspun (study)
ICIL(study)
Please study the businesses and understand the opportunity.
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Positional Call
WELSPUNLIV
CMP: ₹180
Target: Open
Stop Loss: ₹ 160
Textail Theme
Please do your own analysis before investing
1 211
Positional Call
WELSPUNLIV
CMP: ₹180
Target: Open
Stop Loss: ₹ 160
Textail Theme
Please do your own analysis before investing
