Value Research Online

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.

PB Fintech: How much is each customer still worth?

Thu, 01 Oct 2026 16:24:01 +0530

PB Fintech has fallen more than 40 per cent on IRDAI's proposed commission caps. Here's how much lifetime profit each Policybazaar customer is still worth.

1,800x earnings: Is the stock worth paying for?

Thu, 01 Oct 2026

Titan could have been bought at nearly 1,800 times earnings in FY04 and still returned 12 per cent a year. Here's what that says about paying up for growth.

The journey from kilograms to pharma labs

Thu, 01 Oct 2026

How Neuland Laboratories transitioned from kilograms to developing hard-to-replicate chemicals How Neuland Laboratories transitioned from kilograms to developing hard-to-replicate chemi

The shine that costs cash

Thu, 01 Oct 2026

BlueStone posted its first full-year profit, but consumed Rs 199 crore of operating cash. Here's what its growth actually costs, and what FY30 requires.

Growth, but with limits

Thu, 01 Oct 2026

Swaraj Engines depends entirely on Mahindra's tractor orders, and its Mohali plant has limited room to expand. Here's what its 22 times earnings multiple assumes.

Where India's leading rating agencies differ

Thu, 01 Oct 2026

A head-to-head comparison of ICRA and CARE, leaders in India's credit-rating industry A head-to-head comparison of ICRA and CARE, leaders in India's credit-rating industryte

Bitumen pays the bills, ships make the money

Thu, 01 Oct 2026

AICL's bitumen business brings in most of its revenue, but its shipping segment earns far fatter margins. Here's what FY26's slowdown revealed about both.

The moat that isn't

Thu, 01 Oct 2026

Purple Style Labs listed, valuing the loss-making retailer at eight times revenue. Here's why Value Research's four-pillar test says the price runs ahead.

Titagarh vs Jupiter: Two rail companies, two different bets

Wed, 30 Sep 2026 10:37:43 +0530

Titagarh Rail Systems is betting on passenger trains while Jupiter Wagons is making more of its own components. Here is what investors should track in each.

Eleven stocks look better on paper and still trade cheap

Tue, 29 Sep 2026 11:09:41 +0530

Eleven stocks with a Piotroski F-score of 8 or 9 still trade cheap, most at a P/E of 10 or below. Five are energy names, though, and margins drove the gains.

How Atlanta Electricals earned its price, a year later

Mon, 28 Sep 2026 10:20:44 +0530

Atlanta Electricals has more than doubled since its IPO. Here is what the transformer maker actually built, and whether the stock is still worth buying today.

Two stocks fell 70%. Funds bought one and dumped the other

Wed, 23 Sep 2026 12:00:38 +0530

Ten beaten-down stocks fell about 70 per cent. Funds bought five and dumped five. Business quality, not the size of the fall, split them. See which made each list.

Nesco: A gold mine that may take too long to dig

Mon, 21 Sep 2026 12:52:15 +0530

Nesco shares come with prime Mumbai land, near-full occupancy and little debt, but returns depend on how fast management turns unused FSI into earnings.

OneSource bets big on weight-loss drugs. Can FY28 deliver?

Fri, 18 Sep 2026 10:00:00 +0530

OneSource Specialty Pharma is priced on an FY28 revenue target it has yet to earn. We look at the weight-loss pen opportunity, the capacity built and the risks.