VICTORIS
Budget Express 2026

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Jitendra Kumar Gupta

Moneycontrol

Tata Power: Coal business to drive earnings for a few more quarters

BUSINESS

Tata Power: Coal business to drive earnings for a few more quarters

Profitability in core businesses is improving with power generation doing quite well for Tata Power

Indian Energy Exchange: Earnings, reasonable valuation the key draw

BUSINESS

Indian Energy Exchange: Earnings, reasonable valuation the key draw

Short term issues impact financial performance but the stock should do well; earnings growth expected to resume from second half of the current fiscal

Grauer & Weil: Strong business momentum, attractive valuation to aid stock

BUSINESS

Grauer & Weil: Strong business momentum, attractive valuation to aid stock

A strong balance sheet and cash in the books provide good support to the company’s growth prospects

Engineers India: Attractive valuation may give this stock some tailwinds

MONEYCONTROL-RESEARCH

Engineers India: Attractive valuation may give this stock some tailwinds

Attractive valuations and improving business to support stock

PGCIL: Falling share prices could get strong support from valuation and dividend yield

BUSINESS

PGCIL: Falling share prices could get strong support from valuation and dividend yield

Profitability and balance sheet to remain healthy in the light of cash flows

KEC International: Plugging into a new growth cycle

MONEYCONTROL-RESEARCH

KEC International: Plugging into a new growth cycle

Attractive valuations and improving earnings visibility to support stock

Defence sector: The firepower is coming back

MONEYCONTROL-RESEARCH

Defence sector: The firepower is coming back

Defence is back in focus for investors as visibility and growth of the sector improves

Va Tech Wabag: Is the stock in for further re-rating?

BUSINESS

Va Tech Wabag: Is the stock in for further re-rating?

Valuation still offers potential for upside

RITES: At a high altitude, still the stock looks good

BUSINESS

RITES: At a high altitude, still the stock looks good

Improving earnings visibility and attractive valuation will support stock

Engineers India: Despite recent spike, valuation is a draw

MONEYCONTROL-RESEARCH

Engineers India: Despite recent spike, valuation is a draw

While recovery is gradual, the EIL stock offers a good bargain at current prices

Garden Reach Shipbuilders: Firing on all cylinders

BUSINESS

Garden Reach Shipbuilders: Firing on all cylinders

Strong earnings visibility and attractive valuation could lead to higher returns

JSW Energy: The spark is back

BUSINESS

JSW Energy: The spark is back

The merchant-power segment power’s the company’s performance but valuation looks stretched

ABB India: The earnings smile is back

BUSINESS

ABB India: The earnings smile is back

Order inflows strong, pipeline healthy on the back of economic recovery

Cummins India: Back on growth path; expensive valuation tempers excitement

BUSINESS

Cummins India: Back on growth path; expensive valuation tempers excitement

Overall revenue visibility in Cummins India remains strong in light of a strong pick-up in the domestic economy

Adani Ports & SEZ: What will put wind in the sails for the stock?

BUSINESS

Adani Ports & SEZ: What will put wind in the sails for the stock?

The company expects to maintain growth momentum on the back of a recovery in the ports business

NTPC — Growth in earnings, attractive valuation to support stock

MONEYCONTROL-RESEARCH

NTPC — Growth in earnings, attractive valuation to support stock

Business recovery, earnings growth, asset monetisation to energise the company, going forward

Indian Energy Exchange: Growth prospects look dim in the near term

BUSINESS

Indian Energy Exchange: Growth prospects look dim in the near term

Lower earnings expectations could hurt valuations which are already high

Tata Power: Earnings volatility, uncertainty to keep stock under pressure

BUSINESS

Tata Power: Earnings volatility, uncertainty to keep stock under pressure

Higher valuations could cap stock upside in the near term

Larsen & Toubro: Robust growth across verticals to support higher earnings

BUSINESS

Larsen & Toubro: Robust growth across verticals to support higher earnings

L&T results beat expectations, and the strong performance on execution, order inflows as well as margins set the ground for higher earnings visibility

Bharat Electronics: Back on a high growth path

BUSINESS

Bharat Electronics: Back on a high growth path

With growth coming back and valuation reasonable, the stock offers good risk-reward opportunity

Shakti Pumps: Solar potential to run its growth engine

BUSINESS

Shakti Pumps: Solar potential to run its growth engine

Stock valuation of Shakti Pumps is attractive, considering the strong recovery in the business, good earnings visibility, and opportunities in the solar pumps space

Grauer and Weil: Valuation to provide strong support

BUSINESS

Grauer and Weil: Valuation to provide strong support

Low valuations of Grauer and Weil offer high margin of safety

Cast your eyes on this high growth stock

BUSINESS

Cast your eyes on this high growth stock

The IEX stock offers a combination of both value and growth

RITES is back on track

STOCKS

RITES is back on track

RITES International is set to chug along the growth track on the back of strong orders and execution.

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