Value Research Online

Cheaper, but can they grow fast enough?

Tue, 03 Nov 2026 13:50:28 +0530

KFin Technologies and Triveni Turbine now trade at less than half their peak P/E. We work out the earnings growth each needs to deliver 15 per cent a year.

PTC India vs IEX: Same power market, different businesses

Mon, 02 Nov 2026 10:49:57 +0530

PTC India earns a spread on the power it trades while IEX collects a toll on its marketplace. Here is why their margins, growth and risks differ so sharply.

A landlord's long wait

Sun, 01 Nov 2026

Nesco has full towers and almost no debt, but at about 19 times earnings the price may already include Tower 2. A 12 per cent return needs a 24 times exit.

Beyond the watch dial

Sun, 01 Nov 2026

KDDL’s Eigen division has grown 5.4 times in five years, yet its Ethos stake is worth nearly 75 per cent of market value. Here is what the P/E of 47 hides.

Riding on one engine

Sun, 01 Nov 2026

Hero Motors’ EV powertrain unit is growing fast, but its alloys business now loses money and return on capital has fallen. What the post-listing rally leaves out.

India's campus landlord

Sun, 01 Nov 2026

Elevate Campuses has a sound hostel and school-leasing model, but debt, related-party deals and pledged promoter shares raise questions at 83 times earnings.

The harder path pays off

Sun, 01 Nov 2026

Zen Technologies spent three decades designing its own defence tech. The market has finally caught up. Zen Technologies spent three decades designing its own defence tech.

Ola Electric vs Ather Energy: Room to grow, room to fill

Fri, 30 Oct 2026 06:30:00 +0530

Ola Electric built a factory for 10 lakh scooters, while Ather Energy runs flat out. We compare per-scooter economics, after-sales costs and the tests ahead.

Where solar pump growth gets stuck

Thu, 29 Oct 2026 11:59:34 +0530

PM-KUSUM drove a solar pump boom, but Shakti Pumps and Oswal Pumps now face unpaid dues, thinner margins and stretched finances. Here is what investors should watch.

Your stock hit a 52-week low. Now what?

Wed, 28 Oct 2026 11:45:54 +0530

586 Indian stocks hit a 52-week low on 26 October, yet most did not. What the spread across 4,958 stocks shows, and the checks to run on a stock at its low.

Ambuja vs UltraTech: the battle to turn capacity into profit

Fri, 23 Oct 2026 06:30:00 +0530

UltraTech and Ambuja earned similar EBITDA per tonne in FY24. Energy, freight, plant utilisation and depreciation explain why UltraTech has pulled ahead since.

Shadowfax: From a weak listing to a threefold rally

Thu, 22 Oct 2026 10:51:27 +0530

Shadowfax shares have nearly tripled from their post-listing low. We look at its 3PL market share, faster growth and margins, and what the rally now depends on.

A year on, LG's price has run ahead of its profit

Sat, 17 Oct 2026 06:30:00 +0530

A year after its IPO, LG Electronics India trades at about 64 times earnings despite lower FY26 profit. How the valuation stacks up against peers and growth plans.

YES Bank's Rs 8,415 crore problem: Can it absorb the blow?

Thu, 15 Oct 2026 17:38:04 +0530

The Supreme Court has upheld the quashing of YES Bank's Rs 8,415 crore AT1 bond write-off. What it could mean for capital ratios, coupons and shareholder value.

WeWork India earns more per desk than any rival

Tue, 13 Oct 2026 11:55:11 +0530

A year after its IPO, WeWork India leads Smartworks and Indiqube on pricing, margins and ROCE, but trades at the richest EV/EBITDA. Is the premium justified?

Tata Capital did everything right. The stock went nowhere

Mon, 12 Oct 2026 14:22:37 +0530

Tata Capital grew its loan book and profit in its first year as a listed NBFC, yet the share price has barely moved. Here is what the IPO price had to do with it.

The house that is also the collateral in a falling locality

Mon, 12 Oct 2026 11:42:14 +0530

Promoter pledging plus a low Altman Z-score can turn a margin call into a spiral. Our screen found nine such stocks, with four checks to run before you decide.

Finolex Cables vs RR Kabel: Same sector, different paths

Thu, 08 Oct 2026 11:44:51 +0530

Finolex Cables vs RR Kabel: one is adding cable capacity, the other is shifting its mix to optical fibre and specialised cables. Here is what investors should watch.

5 stocks with FCF yields of around 30 per cent or more

Mon, 05 Oct 2026 12:09:37 +0530

A screen of Indian stocks threw up five companies with free cash flow yields of around 30 per cent or more. Here is what a high FCF yield can and cannot tell you.

10 PSU banks look cheap. Market is asking a fair question

Fri, 02 Oct 2026 09:00:00 +0530

Ten state-run banks cleared Value Research's growth and value screen. Here's why their profit surge came from falling provisions, not faster business growth.