We are excited to bring to you a weekly column ‘MONEY TIMES TALK’ a very popular round-up of stocks/equity markets (BSE / NSE) live news and updates and subtle recommendations from Money Times.

> Dr. Lal Path Labs’ Q1 profit zoomed 5-fold to Rs. 134cr mainly on the back of robust business growth thanks to Covid-19. The Company has declared an interim dividend of Rs. 6. Add.

> SBI declared impressive Q1 results with profits surging 55% to Rs. 6504 cr. beating street estimates. A rise in non-interest income and dip in provisions and good credit growth makes this largest lender a good buy.

> KPIT Technologies, recommended by Money Times around Rs. 75 a year back, has stated that the ongoing chip shortage will not hit its workings. In fact, the Company is expected to fare better in times to come. The share remains a good buy.

> A veteran market man recommends to buy Aster DM Healthcare, Adani Ports, Bengal Tea Fabrics cum dividend, Emkay Global, Flex Foods cum dividend, Freshtop Fruits, Fluidomat cum 32.5% dividend, Golkunda Diamonds cum dividend, MK Exim, Reliance Power and TCFC Finance cum 15% dividend

> Indian Oil posted a two-fold jump in Q1 EPS of Rs.6.65 from Rs. 2.43 in Q1FY21, mainly on account of inventory gains. The company has big expansion plans and pays good dividend. Add on every decline.

> NMDC reported a robust iron ore production for July 2021 (rising 39.72% to 3.02 MMT. The demand and price is also rising fast. Add.

> Emami’s Q1 PAT zoomed 96% YoY to Rs 77.79 cr. despite covid related challenges from rural areas. Although QoQ margins declined, it has inherent strength to pick up momentum. Add.

> Ramkrishna Forgings has bagged a multi-year order from a multinational OEM that will be executed over a period of 3 yrs. Add in small quantities.

> Cement major, Dalmia Bharat, plans to arrent cost inflation and curtail its variable cost by 15%. The Company also wishes to expand its capacity to 60 MMTPA. A good opportunity to Add.

> Poddar Pigments is on the growth path again with Q1 EPS of Rs. 9.71 v/s Rs. 4.45 in Q1FY21 and management guidance of better times. Add.

> A fantastic Q1 by Surya Roshni (EPS of Rs. 6.86 v/s Re. 0.41 in Q1FY21) and the rising demand is ample reason to add.

> Blue Star posted consolidated Q1 NP of Rs 12.69 cr against a loss of Rs. 19.66 cr in Q1 FY21. Revenue also jumped 68% to Rs 1,052 cr. Order book is slowly improving and now stands at around Rs. 3152 cr. Wait for one more quarter before investing.

> PNB is fast regaining its lost position. Its Q1 profit jumped 231% to Rs. 1023 cr. With provisioning on the decline and recoveries improving, the bank looks a safe buy for the long term.

> Bosch’s Q1 turnaround with NP at Rs. 259.76 cr (EPS Rs. 88.1) v/s a loss of Rs. 65.17 cr (Negative EPS of Rs. 40.8). It spent Rs. 744 cr last year and Rs. 197 cr this quarter on various restructuring and transformational costs. Add.

> Specialty chemicals major Alkyl Amines posted NP of Rs. 78.54 cr (EPS of Rs. 35) in Q1 v/s Rs. 52.57 cr (EPS Rs. 10.32 in Q1FY21). The company is a beneficiary of the anti – China stance and must be added.

> FMGC major Dabur posted 28% jump in Q1 net profit (Rs. 438.3 cr) compared to Q1FY21. This maker of ‘Real Juice’ and ‘Chawanprash’ is gaining popularity and now intends to supply products directly to consumers. A good long-term investment.

> GAIL’s consolidated Q1 NP soared 235.49% to Rs 2,157.15 cr. on 44.36% jump in revenue to Rs 17,588.64 cr. Around Rs. 143, this gas marketing company is a good long term buy.

> REC’s standalone Q1 NP rose 22.16% to Rs 2,246.60 cr. on 18.23% jump in total revenue from operations to Rs 9,587.35 cr. This Navratna PSU must be added.

> Maheshwari Logistics engaged in Logistics Service, procurement of Coal, Pet Coke, Lignite & Waste Paper also manufactures Kraft Paper. In Q1FY22, it completed big export orders of paper. So one can expect strong Q1 numbers from this potential multi-bagger.

> Bengal Tea Fabrics declared a dividend after long, which means that it is doing well and the stock can be re-rated going forward. It is a very old company with 78% promoter holding, a huge land bank and a share book value of Rs.108. The stock looks strong. Its Q1FY22 result is due on Fri, 13th August.

> Fluidomat is a debt-free, cash rich, dividend paying co. It is a niche player in manufacturing couplings used by leading industries. It posted blockbuster FY21 results. The stock available cum 32.5% dividend is an attractive buy. Its Q1FY22 result is on Sat, 14th August.

> Flex Foods is an excellent play from the food processing sector. It belongs to the reputed Uflex group and trades at PE of only 13x. Its products enjoy strong demand in export markets. The stock is available cum dividend and is a potential re rating candidate. Its Q1 FY22 result is due on Wed, 11th August.

> Freshtrop Fruits, exporter of fresh fruits & vegetables and a budding juice manufacturer. It has a reputed clientele across the world and can be a big beneficiary of US restrictions on China. It recently completed its buyback offer and looks a very good investment buy.

> Little known Vasundhara Rasayan is debt-free, cash rich player from the specialty chemicals and pharma space available at PE of just 13x. It has a reputed clientele and promoter holding of 62% on its small equity of R.s. 3.18 cr. It can be a good buy for medium to long term. Its Q1 FY22 result on Fri 13th August.

> Godavari Drugs manufacturer of APIs, drug intermediaries and fine chemicals posted 106% growth in FY21 PAT of Rs. 4.13 cr. vs Rs.2 cr. The stock is available at a PE of just 14x. Buy for decent gains in the short to medium term. Technically, if it crosses Rs. 80 with volumes, it may quote in 3 digits very soon. Its Q1FY22 result is on Sat, 14 August.

> TCFC Finance posted 1201% growth in FY21 PAT of Rs. 9.54 cr. vs only Rs. 8 lakh on its equity of Rs.10.48 cr. yielding an EPS of Rs 9. The stock available at PE of only 5x cum 15% dividend at Rs. 45 seems very attractive. Buy for sharp gains as well as for attractive dividend yield. Its Q1FY22 result is due on Mon, 9th August.

> MK Exim (India) in the field of textiles and FMCG announced FY21 PAT of Rs 8.07 cr. vs Rs1.85 cr. on equity of Rs. 8.97 cr. yielding an EPS of Rs10.59. The stock is available at PE of only 8x looks a very good buy for short to medium term. Its Q1FY22 result is on Tue, 10th August.

> Escorts posted 92.8% rise in consolidated NP to Rs 178.5 cr on a 56% rise in revenue to Rs. 1702cr. This Company, which makes tractors, locomotives, motorcycles, construction equipment and agri machinery, is an excellent long term buy.

> Cera Sanitaryware posted extremely good FY21 results with profit of Rs. 100.18 cr. (EPS Rs. 77.40 on FV Rs. 5) v/s a loss of Rs. 2.16 cr. in Q1FY21. The demand for affordable housing is going up and this share has a bright future. Add.

> Tata Chemicals posted a multifold jump in consolidated NP to Rs. 342.33 cr for the June quarter helped by the volume jump in soda ash in India and USA. Add.

> Escorts Ltd, an Indian multinational, operating in the agri-machinery, tractors, construction machinery, material handling, and railway equipment etc. has notched 67% higher Q1 EPS of Rs 18, which could lead to FY22 EPS of Rs 90 +. Buy for 30% gain.

> Rajapalayam Mills from the Ramco Cement produces a wide range of yarns exported to Japan, Italy, Malaysia, Thailand, Indonesia, Pakistan, Sri Lanka, Dubai. It has garnered 55% higherQ4FY21 EPS of Rs 37.7 and 10% higher FY21 EPS of Rs 117.6. A P\E of 12 could take its share price to Rs 1411 in the medium term. Add.

> Mangalam Cement from the BK Birla group with 5 MMTPA capacity has notched 134% higher Q4 FY21 EPS of Rs 13.6 in and 44% higher FY21 EPS of Rs 40.8. Given the strong demand for cement, it is expected to post FY22 EPS of Rs 50. A reasonable P/E of 10x can take its share price to Rs 408 in the medium term and Rs 500 thereafter. Buy.

> GNFC engaged in the manufacture of fertilizers and chemicals has posted 29% higher Q4FY21 EPS of Rs 20 and 37% higher FY21 EPS of Rs 44.9. Its robust prospects may take FY22 EPS to Rs 55+. The share, which made a lifetime high of Rs 548 on 24 Oct 2017, has all the potential to touch Rs 550 mark. Buy.

> Bajaj Steel Industries makes machinery for all cotton ginning technologies. It registered Rs 178% higher FY21 EPS of Rs 126 (FV:Rs.5) on its small equity of Rs 2.6 cr. The FY22 EPS could rise to Rs 150 post expansion and its ability to tap the US & Continental markets. The share may touch Rs 1875 at a P/E of 12.5x. A strong bonus candidate. Buy.

> Lyka Labs, a pioneer in manufacturing of Pharmaceutical Formulations & Active Pharmaceutical Ingredients [APIs] across various therapeutic segments, has notched Q1FY22 EPS of Rs 6.8 against loss of Rs.2 in Q1FY21 on 248% higher sales. This could lead to an EPS of over Rs 20 in FY22. Buy.

> Shyam Metalics and Energy is an integrated steel producer engaged in the production of long steel products, iron pellets, sponge iron, steel billets, TMT, structural products, wire rods, and ferro alloys is expanding capacities and reduced its loans by Rs 500 cr. It has notched 470% higher EPS of Rs 18 and may post FY22 EPS of Rs 80. Buy for steely gains.

> Debt-free Lincoln Pharma notched 42% higher Q4FY21 EPS of Rs 6.3 and 21% higher FY21 EPS of Rs 31. It is the cheapest in the pharma stock. With a likely FY22 EPS of Rs 38, the share trades at a forward P/E of 9x. Accumulate for 33% gain.

> Sandesh Ltd, promoted in 1923, has notched 35% higher Q4FY21 EPS of Rs 23.7 and 47% higher FY21 EPS of Rs 117 on its small equity of Rs 7 cr. The share, which made a lifetime high of Rs 1509 on 29 Dec 2017 is expected to touch Rs 1600 mark. Buy.

> Abans Enterprises trading in agricultural commodities, precious metals, equities, currencies, and derivatives across all leading exchanges has notched 96% higher Q4FY21 EPS of Rs 6.1 and 17% higher FY21 EPS of Rs 23.2. Buy for 40% appreciation.

> Sundaram Financial Holdings, the holding co. of the TVS group cos. like Wheels India, Sundaram Clayton, Brakes India, and many privately held auto ancillary stocks, trades cheap at Rs 90 with a mktcap of less than Rs.2000cr. The group has raised its holdings in all group cos. and is very optimistic about the future growth.

> All axle shafts manufacturers have been on a roll. One hidden gem is Talbros Engineering having a capacity of 3 million axles. It posted good Q1 numbers with an EPS of Rs.6.40. The stock trades cheap at Rs.280 and can be bought for a quick 50% appreciation.

> TVS Electronics’ medical devices like Thermometer, Pulse Oximeter, UV LIght wand etc. can be seen in medical stores now. It is slowly diversifying from computer related hardware products. Is it another Poly Medicure in the making? No questions about the group and its management pedigree. Buy for multi-bagger gains.

> The govt. has allocated Rs 3 lakh crore for schooling over 5 years to its flagship Samagra Shiksha scheme. This will boost S. Chand Ltd., which came out with blockbuster Q1 recording an EPS of Rs.28. Can it regain its lost glory? The stock used to trade around Rs.600+ but is now available at Rs.130 odd level.

> Jubilant Industries, manufacturer of ‘Jivanjor’ adhesive, recommended earlier around Rs.300 posted a blockbuster Q1 with an EPS of Rs.14. The stock is still inexpensive considering its earnings potential and valuation of other listed group companies. Buy for the long term for multi-bagger gains.

> With BASF registering blockbuster numbers, can Sunshield Chemicals from the same group report differently? Keep a watch.

> The presence of marquee investors like Ashish Kacholia in the concall of Digispice Technologies (Spice Money) confirms investor interest in the fintech space. The stock trades at a mktcap of less than Rs.2000cr but is a potential multi-bagger.

> Innerwear companies like Page Industries, Lux, Rupa etc. are reaping the benefits of premiumisation. Worth analysing before investing.

> Mahanagar Gas is cash rich and will do better with unlocking of greater business opportunities in the shift to piped household gas and the automotive sector.

> Kirloskar Ferrous is faring well and has aggressive expansion plans but yet valued conservatively. A good investment opportunity.

> Kellton Technologies is service provider for software development, blockchain, IOT, etc. is trading six times FY21 EPS against industry average PE of 30. Buy for 50% quick gains.

> Kamanwala Housing is trading at 85% discount to book value. It has Rs. 30 cr. unsold inventory and 50% share of Filmistan Studio (Goregaon West) development valued around Rs.200 cr. It is a debt-free company that can deliver multi-bagger returns as value unlocks.