26, August, 2025
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Money Times Talk

Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.

August 11, 2025

  • Caution: For private circulation only. Please note that Money Times is for circulation among paid subscribers only. Any attempt to share your access to our website or forwarding your copy to a non-subscriber will disqualify your membership and we will be compelled to stop your supply and forfeit your subscription thereafter without any refund to you.
  • Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
  • As per astrology view, some important turning dates are 11, 14, 18, 22, 25, 28, 29th August 2025.
  • Time to think twice: Several SME counters have seen severe wealth erosion over the past year, with some falling by as much as 85% from their listing price. Heavy losers include Lamosaic India (-82.5%), Bikewo Green Tech (-71.0%), Deccan Trans (-70.6%), SPP Polymer (-70.3%), New Malayalam (-68.4%), Clinitech Lab (-67.7%), Vandan Foods (-67.7%), Swasth Foodtech (-67.0%), Phoenix Overseas (-67.2%), Valencia India (-65.7%), Solve Plastic (-66.5%), QVC Exports (-65.5%), Aten Papers (-64.6%), Gajanand International (-64.2%), Super Iron (-63.9%), Citichem India (-62.9%), Davin Sons (-60.7%), Arunaya Organics (-57.9%), NAPS Global (-55.4%), Infonative Solutions (-54.4%), Shreenath Paper (-53.4%), Ashapura Logistics (-53.5%), Resourceful Auto (-53.0%), CapitalNumbers (-51.3%), GB Logistics (-50.6%), Unilex Colours (-50.6%), Supreme Facility (-50.3%) and several others. The trend highlights that a high listing premium is no guarantee of long-term performance—investor caution, thorough research and avoiding hype-driven or operator-backed counters remain key.
  • Interesting chart: China’s economy accounts for 19% of global GDP, yet its market cap stands at just 3% of the global total—the largest gap among major economies. In contrast, the US contributes 27% to global GDP while commanding 48% of global market capitalisation, reflecting significant market-to-GDP disparities between the two economic giants.
  • Overhyped IPOs since 2021 have delivered sharp value erosion, denting investor sentiment. Notable declines include FirstCry (-25.2%), Ola Electric (-46.6%), Akums Drugs (-24.7%), Vodafone Idea (-39.9%), Popular Vehicles (-58.6%), RK Swamy (-42.7%), Credo Brands (-52.8%), Muthoot Microfin (-46.0%), ESAF SFB (-48.2%), Rishabh Instruments (-35.2%), TVS Supply Chain (-37.0%), Ideaforge Tech (-35.5%), Dreamfolks Services (-53.3%), Star Health (-51.5%), Paytm (-50.0%), Fino Payments Bank (-55.7%), Barbeque Nation (-45.7%), Suryoday SFB (-58.2%) and many others. Out of 280 IPOs since 2021, 15 have crashed over 50% and nearly a quarter now trade below issue price. High valuations, unscalable models, unrealistic projections and lack of post-listing support are key factors behind the fall.
  • Top Indian Companies & Their % Revenue from USA: Tata Motors 15.41%, Ipca Labs 17.83%, Divi’s Lab 18.25%, Ajanta Pharma 19.55%, Sundram Fasteners 22.36%, Sun Pharma 33.26%, LT Foods 38.53%, Goldiam International 90%, Pokarna 82%, Unimech 82%, Granules 80%, Gokaldas 77%, Avanti Feeds 77%, Kohinoor Foods 74%, Biocon 43.75%, Aurobindo Pharma 45.3%, Dr. Reddy’s Lab 48.56%, Tech Mahindra 50.8%, Marksans Pharma 51.86%, Coforge 56.0%, Wipro 62.68%, HCL Tech 65.5%, Zensar Tech 67.3%, Avanti Feeds 69.0%, Natco Pharma 70.49%, eClerx Services 76.0%, Granules India 77.0%, Mphasis 81.43%, Birlasoft 85.7%, Sagility India 100%, FSL 66%, Gland Pharma 53%, Syngene 65%, Persistent 80% & many more companies.
  • In MTT 29th March 2025, Aries Agro given at Rs.254 touched Rs.414 - a gain of 63%, India Pesticides given at Rs.134 touched Rs.244 - a superb gain of 80% during the week in highly negative market sentiments.
  • In MTT 12TH April, Fredun Pharma given at Rs.654 touched Rs.1143 - a superb gain of 75% in highly bearish mood.
  • In MTT 3rd May India Pesticides given at Rs.141 touched Rs.240 - a superb gain of 70% in highly bearish sentiments.
  • In MTT 10TH May DCM Shriram given at Rs.993 touched Rs.1502 - a superb gain of 51%, Hind Rectifiers given at Rs.910 touched Rs.2030- a bumper gain of 123%.
  • In MTT 17th May Fredun Pharma given at Rs.691 touched Rs.1143 - a decent gain of 65%.
  • Godrej Agrovet holds reserves of Rs.2,189 cr. v/s equity of Rs.192 cr. Paid 110% dividend for FY25. Promoters hold 67.53%, MFs 4.97%, FPIs 3.54%, bodies corporate 3.10%. Big investors include Temasek, LIC, Nippon MF, Vanguard, DSP MF, CDPQ, Tata MF, Motilal Oswal MF, UTI MF, Franklin Templeton, Kotak MF. Q1FY26 PAT jumped 125% q-o-q to Rs.148.83 cr. from Rs.66.10 cr. in Q4FY25. Poised for significant upside.
Panchkarma