VICTORIS
Budget Express 2026

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Jitendra Kumar Gupta

Moneycontrol

Bharat Electronics: Pain points easing, growth to restart this year

BUSINESS

Bharat Electronics: Pain points easing, growth to restart this year

With growth returning and valuations reasonable, the stock offers good risk-reward

Adani Ports & SEZ: More fuel left for its acquisition-led growth

BUSINESS

Adani Ports & SEZ: More fuel left for its acquisition-led growth

The Adani Ports stock is loaded with value, considering the valuations and earnings visibility

Thermax: Valuations way ahead of expectations

BUSINESS

Thermax: Valuations way ahead of expectations

High valuations could limit stock price returns in the short to medium term

Cummins India: Moderation in growth, higher valuation can pose near-term risk

MONEYCONTROL-RESEARCH

Cummins India: Moderation in growth, higher valuation can pose near-term risk

Rich valuations and possible slow growth in earnings could keep the Cummins India stock under pressure

MTAR Technologies: A growth stock available at reasonable valuations

MONEYCONTROL-RESEARCH

MTAR Technologies: A growth stock available at reasonable valuations

Strong earnings growth and low valuations to support stock

Power Grid Corporation of India: Growth at a critical juncture, dividend to support stock

BUSINESS

Power Grid Corporation of India: Growth at a critical juncture, dividend to support stock

In terms of earnings, monetisation of assets, higher other income and stabilisation of operating margins should support PowerGrid growth

Hindustan Aeronautics: What can ground its near-term returns?

BUSINESS

Hindustan Aeronautics: What can ground its near-term returns?

Revenue visibility of HAL is improving with the increase in orders in hand

NTPC: Favourable earnings outlook, valuation to support stock

BUSINESS

NTPC: Favourable earnings outlook, valuation to support stock

The NTPC stock deserves attention in light of improving growth visibility and attractive valuations

IRB Infrastructure Developers: Can the stock regain dizzy heights?

BUSINESS

IRB Infrastructure Developers: Can the stock regain dizzy heights?

IRB Infra stock trades at critical levels, sustaining above these levels consistently will be key to re-rating

KEI Industries: Business improving, but valuation can cap near-term returns

BUSINESS

KEI Industries: Business improving, but valuation can cap near-term returns

Higher valuations could pose a risk in the near term for KEI Industries

L&T: Outlook remains positive despite concerns

MONEYCONTROL-RESEARCH

L&T: Outlook remains positive despite concerns

Valuations turn attractive post correction

JSW Energy: Higher valuations could cap near-term upside

BUSINESS

JSW Energy: Higher valuations could cap near-term upside

Keeping aside valuation risk, earnings visibility and strong balance sheet should support the stock in the long term

Tata Power: Future looks bright, but valuation may cap upside in the near term

BUSINESS

Tata Power: Future looks bright, but valuation may cap upside in the near term

Growth from the generation business of Tata Power is set to be much higher

Shakti Pumps: Delay in business recovery and margin pressure add to its woes

BUSINESS

Shakti Pumps: Delay in business recovery and margin pressure add to its woes

While market fear about growth valuation offer huge comfort

Indian Energy Exchange: Capitalising on opportunities in the power sector

BUSINESS

Indian Energy Exchange: Capitalising on opportunities in the power sector

High valuation could keep the IEX stock under pressure even though fundamentals remain strong

Macrotech Developers: More than promising

BUSINESS

Macrotech Developers: More than promising

Recent correction in the stock provides good opportunity as valuation turns attractive

Defence stocks could still be the best long-term bet

BUSINESS

Defence stocks could still be the best long-term bet

Despite recent rally, the defence stocks offer solid value from the long-term perspective

Should you enter Tata Power, post the renewable energy deal?

COMPANIES-2

Should you enter Tata Power, post the renewable energy deal?

Tata Power has struck the long-awaited deal for its renewable energy portfolio.

Hindustan Aeronautics: What strategy should you go in for?

BUSINESS

Hindustan Aeronautics: What strategy should you go in for?

Recent spike in share prices and higher valuations pf HAL could cap returns in the near term

BEL: A good bargain in the defence space

BUSINESS

BEL: A good bargain in the defence space

Valuation of BEL offers more room for stock appreciation

Mazagon Dock: What does it bring to the table?

MONEYCONTROL-RESEARCH

Mazagon Dock: What does it bring to the table?

Strong recovery in earnings and low valuations to support stock

Antony Waste Handling Cell: Business is making a comeback

BUSINESS

Antony Waste Handling Cell: Business is making a comeback

While financial performance of Antony Waste Handling Cell is improving, resolution of existing issues could add to the overall re-rating of the stock

ION Exchange sails into stable waters, what's in it for investors?

BUSINESS

ION Exchange sails into stable waters, what's in it for investors?

Recovery in orders and business to support Ion Exchange earnings, potentially lending a hand to the stock

Chris Hadfield’s An Astronaut’s Guide to Life on Earth holds key life lessons

BUSINESS

Chris Hadfield’s An Astronaut’s Guide to Life on Earth holds key life lessons

Chris Hadfield’s book An Astronaut's Guide to Life on Earth provides valuable insights on how to tackle professional and personal challenges in a post-pandemic world that is now buffeted by a geopolitical crisis

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