Value Research Online

These companies freed up cash. Here is what really changed

Tue, 30 Jun 2026 12:30:11 +0530

A shrinking cash conversion cycle looks like efficiency. For Crompton and Hitachi Energy it largely is. For Chalet Hotels it is a real estate project ending, not a fix.

Gifting stocks to family? The tax may stay with you

Tue, 30 Jun 2026 10:35:19 +0530

Gifts to spouse and children are tax-free at transfer, but future dividends and gains can still be clubbed with your income. Here is how the process works and what to watch.

Kirloskar Pneumatic fixed its margins. Now what?

Mon, 29 Jun 2026 09:00:00 +0530

EBITDA margins rose from 14 to 20 per cent in five years and the stock is up 40 per cent. Here is what changed inside the business and whether the re-rating still has room.

Genus Power's profits more than doubled. Where is the cash?

Tue, 23 Jun 2026 16:26:04 +0530

Genus Power made Rs 605 crore profit in FY26 but burned Rs 203 crore in operating cash. Three straight years of the same pattern. Here is what the order book hides.

Start with the negative

Mon, 01 Apr 2024 00:06:00 +0530

Step one in choosing stocks must be to eliminate questionable stocks rigorously

Before booking a cabin on Cordelia's IPO, read this

Mon, 22 Jun 2026 18:46:52 +0530

Two years ago, auditors questioned if this company could survive. Now it seeks Rs 585 crore at 112 times earnings to fund lease commitments already made. Here is the analysis.

Telecom or tech? That one call decides what Jio is worth

Mon, 22 Jun 2026 17:03:12 +0530

Jio's Rs 30,000 crore IPO is a fresh issue with Rs 27,500 crore earmarked for debt repayment. The real question is whether the market will value it as telecom or tech.

Before you subscribe to Turtlemint's IPO, read this

Thu, 18 Jun 2026 18:03:59 +0530

Turtlemint rebuilt after losing 89 per cent of revenue to regulation. Now it files for an IPO while founders sell down a 17 per cent stake in a loss-making business.

The biggest IPO ever, at a difficult moment

Thu, 18 Jun 2026 15:50:51 +0530

National Stock Exchange (NSE) files for a record Rs 30,000 crore IPO. Here is why SEBI's crackdown on retail options trading is the real story for investors.

SpaceX is worth half India's GDP. It needs a little gravity

Thu, 18 Jun 2026 13:37:16 +0530

SpaceX listed at over $2 trillion with no profit and 110x revenue. Here is why admiring the engineering and questioning the valuation are not contradictory positions.

Why PPFAS's CIO isn't worried about FII selling

Wed, 17 Jun 2026 18:32:09 +0530

Foreign investors pulled over Rs 3 lakh crore from India in two years. PPFAS CIO Rajeev Thakkar says it's a valuation re-pricing, not a verdict on the country.

The balance sheet grew. Did the business?

Tue, 16 Jun 2026 16:37:44 +0530

Six large companies more than tripled their net block in three years. But leases and acquisitions can inflate assets without adding profit. We unpack three.

How to legally save tax on a big capital gain

Mon, 15 Jun 2026 21:10:04 +0530

Sell shares or gold and reinvest the full amount in a house, and your capital gains tax can fall to zero. Here is how Section 54F works and the five conditions to meet.

Tata Motors: A real upcycle, an unproven pivot

Mon, 15 Jun 2026 09:00:00 +0530

Tata Motors' CV business is in a real upcycle, but its non-cyclical revenue has sat near 12-13 per cent for three years. Here's what it means before you buy the stock.

Jash Engineering: Strong order book, yet profit & sales fall

Fri, 12 Jun 2026 17:45:18 +0530

Jash Engineering's FY26 revenue stayed flat at Rs 736 crore while PAT fell 13 per cent to Rs 76 crore, hit by US tariffs and a weak Rodney Hunt unit. Demand held firm.

Uniparts' bad days may be over. Can it last?

Fri, 12 Jun 2026 10:00:00 +0530

Uniparts stock halved after its 2022 IPO when farm and construction markets slumped together. FY26 revenue rose 21 per cent, but how much recovery is already priced in?

The TV expert was selling you his shares

Thu, 11 Jun 2026 09:35:40 +0530

SEBI found Bhasin bought stocks before recommending them on air and sold within minutes of his calls. Unlawful gains of Rs 11.37 crore were impounded across 12 accounts.

The morning briefing everyone wants to build

Wed, 10 Jun 2026 09:00:00 +0530

Most readers skipped the $80 billion debate. They wanted to know how to build the morning briefing. Their responses revealed a harder question underneath that one.

The market sold the wrong thing

Mon, 08 Jun 2026 14:46:05 +0530

When tech sells off, product and services firms fall together. But AI compresses billable hours, not contractual licence revenue. One compounds, one shrinks.

Buffett would call this market an opportunity, not a crisis

Mon, 08 Jun 2026 11:34:34 +0530

As markets swing between fear and optimism, Buffett's view on risk still holds: volatility isn't the danger, panic is. But not every falling stock is a bargain.