SMART STOCKS NEWS - Page 2

Netweb Technologies rallied 600% since IPO: Is this multibagger AI stock a buy now?Subscriber Only

The recent AI Impact Summit created new opportunities for Indian companies to build global AI data centres. Data-centre and AI stocks saw strong gains, with Netweb Technologies among the notable beneficiaries. The company manufactures AI systems and high-performance computing solutions. But can it sustain its growth as AI investments accelerate?

From 0 to Rs 1 lakh crore in 8 years: so why is Bajaj Housing Finance’s stock at a record low?Subscriber Only

0.27% GNPA, 23% growth, and a AAA rating, yet Bajaj Housing Finance’s stock is down 35% from its highs. With ROE dragged to 12.3% by excess IPO capital, can Sambhav and leverage normalisation drive a turnaround?

Bandhan Bank’s Rs 6,872 crore gamble: Clean up now, profit laterSubscriber Only

Bandhan Bank sold Rs 6,872 crore of bad loans, cutting GNPA to 3.3%. Profit is weak at Rs 206 crore and ROE at 3.2%. Turnaround hinges on credit costs halving to 1.6-1.7% by FY27 exit.

From Rs 47 crore PAT to Rs 252 crore in 3 quarters: Is CreditAccess Grameen’s worst behind it?Subscriber Only

In Q4 FY25, CreditAccess Grameen’s PAT collapsed to Rs 47 crore as overleveraging, regulation, and floods hit collections. Three quarters later, profits rebounded to Rs 252 crore, and ROA climbed to 3.5%. The question now is simple: is the worst truly over?

Is 2026 the next growth phase for India’s hotel stocks?Subscriber Only

After a phase of rapid growth between 2021 and 2024, the rally in hotel stocks stalled despite high occupancy, strong earnings, and bullish analyst sentiment. Certain external factors weighed on performance, but analysts remain optimistic, citing robust demand and healthy growth in average room rates.

GE Shipping at mid-cycle: What goes right, what can go wrongSubscriber Only

GE Shipping holds nearly Rs 7,000 crore in cash, trades at a 14% discount to NAV, and has an offshore catalyst building for FY27. The stock has rerated, but the case hasn't closed.

Layoffs, AI, restructuring: Is the downside over for Indian IT stocks?Subscriber Only

India’s IT stocks have declined amid slowing deal activity, mass layoffs, and concerns over AI-driven restructuring and muted growth. However, sector leaders TCS and Infosys remain optimistic about the next growth cycle.

Why China’s 45 MTPA capacity cap is a turning point for NALCO investorsSubscriber Only

Aluminum producers such as NALCO, Hindalco, and Vedanta Ltd have benefited from China’s 45 MTPA capacity cap. NALCO, in particular, has seen a strong rally—but can it sustain this momentum?

Force Motors’ 3-year, 14x run: Is the commercial vehicle cycle turning, or has the stock run ahead?Subscriber Only

Force Motors dominates niche CVs with a 70–75% market share while supplying luxury engines to BMW and Mercedes-Benz. A debt-free turnaround lifted FY25 profits to Rs 801 crore, with GST cuts now fuelling growth—though valuations remain premium. The question now is: can the next phase justify the valuation it commands?

Is the recent IndiGo chaos a buying opportunity or a warning bell?Subscriber Only

IndiGo’s share price has slipped below Rs 5,000 after reaching an all-time high of Rs 6,232.5 on August 18, 2025. The reason was the December 2025 flight cancellations. While IndiGo flights have returned to normalcy, its share price hasn’t. What is keeping the market apprehensive?

Max Healthcare’s 800% rally hits a wall: Is a 74x P/E ratio sustainable in 2026?Subscriber Only

In 2025, Max Healthcare’s share price plateaued after an 800% rally as the company’s ROCE and EBITDA margins fell with new capacity addition. At a 74x P/E ratio, is there more upside for the stock in 2026?

80% market share, 80% EBITDA margins: Is IEX’s monopoly cracking?Subscriber Only

IEX faces a binary future as a regulatory overhaul looms. Retail investors are exiting, while domestic institutions are doubling down — betting that 80% margins and market growth can withstand tighter price caps.

Triveni’s restructuring: Unlocking value or rearranging the pieces?Subscriber Only

Triveni’s shareholders have approved a restructuring plan that will separate its high-margin power transmission business from its cyclical sugar and ethanol operations. The move aims to resolve a long-standing valuation mismatch, but whether it delivers meaningful upside depends on execution and market timing.

Is high debt blocking Rain Industries’ third boom-cycle rally?Subscriber Only

Despite stronger aluminium prices and improving operations, Rain Industries' stock has lagged amid high debt and rising interest costs. With deleveraging underway, a major cement expansion planned, and valuations at multi-year lows, the question remains: can Rain spark another cycle of optimism, or is this time truly different?

At 21x P/E, is Lupin an undervalued pharma giant poised for the next growth cycle?Subscriber Only

Lupin stocks have been range-bound throughout 2025 after two years of a strong rally. Record earnings and USFDA approvals couldn’t move the stock much. Has the cyclical upside ended? Where is Lupin looking for new growth?

5% revenue growth, 63x earnings: Is Havells’ premium valuation justified?Subscriber Only

Despite solid performance in cables and steady growth in core categories, Havells’ Q2 was weighed down by a sharp slowdown in Lloyd, margin compression, and ongoing capital intensity. With Rs 3,000 crore invested in Lloyd and market share largely unchanged, the question is: is this valuation justified?

CEAT’s big bet on premium and global markets: Opportunity or overreach?Subscriber Only

In Q2 FY26, CEAT delivered double-digit revenue growth, nearly 41 per cent gross margins, and more than 13 per cent EBITDA margin. Softer input costs, a rebound in OEM and export demand, and a premium product mix lifted performance, while the Camso acquisition signalled a bold global ambition. Yet, higher leverage and exposure to volatile global cycles raise a question: can CEAT sustain its new rhythm when costs rise and competition intensifies?

Inside HAL’s 37x P/E: Decoding the defence giant’s valuation premiumSubscriber Only

HAL has benefited significantly from India’s defence indigenisation push, but the stock’s rally has moderated despite fresh defence orders and civil aviation MoUs. Still, analysts remain bullish, citing strong order visibility and long-term growth drivers.

Azad Engineering: Rolls-Royce and Boeing’s go-to Indian supplier — But is it overvalued?Subscriber Only

Azad Engineering, a key supplier of precision engine parts for giants like Boeing and Rolls-Royce, boasts a massive Rs 6,000 crore order book. But with its stock trading at a 100x+ P/E, can it justify the sky-high valuation?

Air India Express losses rise: Is Air India’s 2027 profitability target now in turbulence?Subscriber Only

Air India Express’ losses ballooned fourfold while IndiGo’s profits fell 11% in FY25. Delays in new aircraft deliveries, rupee depreciation, closure of Pakistan and Middle East border, are hurting the bottomline of airlines. Will Tata’s ambition to turn Air India profitable fructify?

Why Axis Bank could be the next value play on the Indian stock marketSubscriber Only

Axis Bank stock is nearing its 52-week high as the Q2 FY26 earnings hint recovery. Its 5-year-long restructuring has helped it clean up its balance sheet and improve asset quality. Is the bank set to turn a new leaf next year?

Vodafone Idea’s stock trades sideways: Can govt backing trigger a re-rating?Subscriber Only

Vodafone Idea, now 49% owned by the Indian government, is making operational progress through network upgrades but still faces a Rs 76,000 crore AGR liability. The company’s long-term survival may depend on a potential government waiver.

Occupancy at 85%, profits up 69%: Can Mahindra Holidays keep the momentum?Subscriber Only

Mahindra Holidays’ June quarter was a paradox of strength and slowdown. Occupancies stayed high at 85%, profits surged 70% YoY, and cash hit a record Rs 1,576 crore — yet new memberships halved and sales fell 30%. With margins at a record 39%, the company is pivoting to fewer, higher-value customers and an asset-light model. Investors are now watching whether Mahindra Holidays can turn full resorts and fat margins into sustainable, long-term growth.

65% rally in 6 months: Is Sammaan Capital rising from the ashes?Subscriber Only

A multibagger housing finance stock in 2016-17, it lost 90% value between 2018 and 2022. Learning from past mistakes and rebranding itself as Sammaan Capital, the firm is making a fresh start with private equity funding. Is this the beginning of a turnaround?

Rs 5,000 crore cash, 60x P/E: Can ABB India’s premium valuation hold as growth moderates?Subscriber Only

ABB India’s stock trades at 60x earnings and sits on over Rs 5,000 crore in cash, backed by a Rs 10,000 crore order backlog. But with margins narrowing and order inflows slowing, investors face a key question: can ABB’s premium valuation hold?

👁 Indianexpress

👁 Indianexpress

👁 Indianexpress