🚨 HUGE! Govt planning major new Gold Monetisation push
— Citizens may soon be able to deposit gold in banks & earn interest.
If even 2,000 Tonnes gold gets deposited, India will not have to IMPORT GOLD for next 3 years
Key points:
- Banks may accept deposits from as low as 10 grams
- Aim: Cut India’s heavy gold imports (currently over 700 tonnes/year)
•Indian households hold an estimated 30,000 tonnes of gold
Deposited gold will be made available to jewellers & manufacturers
(Source: Dainik Jagran)
#gold#silver
In Ahmedabad, a husband and wife started living separately. They have a daughter.
The court ordered the husband to pay maintenance:
- ₹12,000 to the wife
- ₹6,000 to the daughter
The wife challenged this order. She said her husband earns ₹79,238 per month and also makes about ₹35,000 from share trading.
The wife was ready to return, but the husband made no effort to take her back.
The husband said he has loans to repay and a retired father to support.
The court said that loans taken to create assets cannot be used to reduce maintenance. He has 4 people to support, so his income should be divided into four parts.
The court ordered him to pay ₹19,800 per month to the wife and ₹19,800 per month to the daughter.
Sona BLW Precision Forgings looks like one of those stocks that tells a very interesting story… but the numbers need a closer look.
Current price: ₹607
Market cap: ~₹37,700 Cr
At first glance, everything seems attractive. Revenue is growing fast — ~24% YoY, and over the last 5 years, the company has compounded sales at over 20%. That’s not easy in auto components.
And yes, they’re well positioned in EV components — traction motors, driveline systems — the kind of segments that will benefit as electrification accelerates.
But here’s where things start getting nuanced.
Despite strong revenue growth, profit growth is only ~6.5%. That gap matters. It tells you that operating leverage isn’t really kicking in the way you’d expect.
Margins have been drifting lower.
ROE is just ~10.7%. ROCE ~14%.
For a company trading at nearly 60x earnings… that’s not comforting.
Then comes cash flow — and this is where institutional investors usually get cautious.
Operating cash flow is declining. Net cash flow is negative. Capex is heavy.
So effectively, the company is growing… but it’s consuming cash to do so.
Now let’s talk valuation.
P/E at ~59
PEG at ~9
That’s not just expensive — that’s pricing in near-perfect execution for years.
Even analysts, who are generally optimistic, have an average target of ₹564 — which is actually below the current price.
Technically, the stock looks strong. Trading above all moving averages. Momentum is clearly bullish.
But indicators like MFI above 70 suggest it may be a bit overheated in the short term.
So what are we really looking at?
A high-quality business in a structurally strong sector… but currently sitting at a valuation that leaves very little room for error.
This is not where you want to chase.
If you’re a long-term investor, this is more of a “wait for the right pitch” situation.
Personally, I’d be interested closer to the ₹450–520 range — where valuation and fundamentals start aligning better.
Until then, it’s a watchlist candidate, not an aggressive buy.
#StockMarket#Investing#FundamentalAnalysis#IndianStocks#AutoAncillary#EVTheme
@EquityInsightss Bought at ~400 when there were fears of ownership issues. Temporary news which wasn't impacting mgmt. Sold half at 500 for quick gains in <2 mths, regretting it now 😅
Looks like the focus will move to order execution now given the order book growth is slowing?
Sona BLW
Q4FY26
REV 🔼47% - 1,272 Cr
EBITDA 🔼32% - 311 Cr
PAT 🔼17% - 192 Cr
BEV Share - 39% of total REV (all time high)
BEV REV growth 🔼22% YoY
FY26
REV 🔼26% - 4,475 Cr
PAT 🔼11% - 670 Cr
EV Pipeline Strength
Added 9 new EV programs in FY26
Total EV programs increased to 67 across 35 customers
Order Wins : Won 4 driveline orders
• 3 EV programs
• 1 Hybrid program
Commercialised 2 new railway products
• Electric control panels • HVAC systems
Order Book Visibility
- New BEV differential gear order from European OEM for North America platform
- New differential assembly order from luxury European OEM
- Additional EV differential assembly order from Indian and European OEMs
🚨 Breakout Radar 🚨
2 Stocks Already Moving 💥
2 Stocks Ready To Explode ⚡
✅ Sona BLW Precision Forgings – Flag & Pole Breakout Confirmed
✅ Glenmark Pharmaceuticals – Inside Bar Breakout
Next In Line:
The Great Eastern Shipping Company : Breakout @ 1495
Netweb Technologies India Breakout @ 4120
Smart money already positioned… are you?
#StockMarket#BreakoutStocks#SwingTrading#Nifty
🚨 Big Trade Deal Update: India–EU 🇮🇳🇪🇺
As part of the upcoming India–EU trade agreement:
• India is set to cut import duty on cars from 110% to 40% starting January 27, 2026
• The tariff may be further reduced to 10% in later phases
This could significantly impact luxury car prices, EV imports, and global automakers’ India strategy.
More details expected soon.
Added a good amount of Sona BLW to my long-term portfolio. The growth potential is strong with EV exposure and international expansion. Risk is high due to the ongoing family dispute, but the long-term story looks solid.
#SonaBLW#LongTermInvesting#EVStocks#StockMarketIndia