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Kaveri Seed Company Ltd engages in research, production, processing, and marketing of high-quality hybrid seeds across 125+ varieties of field and vegetable crops. Operating in 12 agro-climatic zones across 18 states, it serves both B2C and B2B markets domestically and internationally, exporting to Bangladesh, Vietnam, Nepal, UAE, and other countries with 1,971 MT export volume. In Q2 FY2026 (Sep 2025), sales rose 60 per cent YoY to ₹219 crore from ₹137 crore in Q2 FY2025, reflecting strong seasonal demand. 

However, profitability weakened as the company reported a net loss of ₹16 crore compared to a ₹1 crore loss last year, due to higher expenses and negative operating margins of -3 per cent. 

The stock has been under pressure for eight months, slipping below its key 50- and 200-day SMAs, while the RSI near 31 signals weak momentum. With a P/E of 17x and PEG ratio of 1.5, valuations offer limited comfort. Investors already holding the stock may HOLD, but fresh positions are not advised. 
 

Shree Rama Multi-Tech Ltd, engaged in the packaging and printing business, manufactures laminated tubes and flexible packaging materials for FMCG, coSMEtics, and pharmaceutical industries. You currently hold 375 shares purchased at an average price of ₹54, having booked partial profits earlier at ₹65.50. As of November 2025, the stock trades around ₹55–58, within a 52-week range of ₹25–67, reflecting consolidation after a strong rally. 

Financially, the company reported revenue growth of around 16 per cent YoY in FY2025 with a healthy ROE of approximately 33 per cent, supported by improved operational efficiency and strong demand from FMCG clients. Valuations appear moderate with a P/E ratio of ~14x and P/B of ~4.5x, suggesting some comfort. However, profit margins remain volatile due to fluctuations in raw material costs and competitive pricing pressure. Technically, the stock is near key support levels but lacks strong momentum. 

Considering the mixed outlook, investors can continue to HOLD existing positions, but fresh accumulation is not recommended until earnings visibility and margin stability improve. 
 

Huhtamaki India Ltd, part of the Finland-based Huhtamaki Oyj Group, is a leading manufacturer of flexible and specialty packaging solutions catering to FMCG, food, and pharmaceutical industries. You purchased the stock at ₹253, and it currently trades around ₹265, offering a modest 5 per cent gain. The company’s long-term outlook benefits from the rising demand for sustainable packaging, driven by regulatory support for eco-friendly materials and growth in packaged consumer goods. 

However, recent performance remains subdued. In Q3 FY2026, Huhtamaki India reported revenue of approximately ₹625 crore, down about 4 per cent year-on-year, while net profit also declined amid margin pressures from high input costs and competitive pricing. For FY2024, net profit stood at around ₹88 crore, reflecting a significant YoY drop. Key financial metrics show moderate efficiency, with ROE at about 5 per cent and ROCE at 7 per cent, indicating that returns on capital remain weak. The company’s valuation appears fair with a P/E ratio near 18–20x, leaving limited near-term upside unless earnings growth revives. 

On the technical front, the stock has been range-bound between ₹240 and ₹280 over recent months, suggesting investor indecision. While the downside appears supported by valuations, sustained upside will likely depend on a turnaround in revenue growth, improved profitability, and better cost control. 

Recommendation: Investors can hold their current positions as the company remains fundamentally stable with strong parentage and long-term potential in sustainable packaging. However, fresh buying or aggressive accumulation is not advisable until margins improve, and consistent earnings momentum returns. If the stock rallies sharply without improvement in fundamentals, PARTIAL PROFIT BOOKING can be considered, but long-term investors may continue to hold for steady compounding once growth visibility strengthens. 

Urban Company, India’s leading technology-driven marketplace for on-demand home and beauty services, went public with its IPO at ₹103 per share and recently traded around ₹132, reflecting a decline of 34 per cent from its all-time high of ₹201. The company has seen mixed performance post-IPO, with a shift to profitability in FY25, reporting a consolidated net profit of ₹240 crore and 34 per cent revenue growth (CAGR) from FY23–25. However, Q2 FY26 showed a widened net loss of ₹59.3 crore, primarily due to investments in its new vertical, Insta Help, which has not yet become profitable. Excluding Insta Help, the core business remained profitable. 

Urban Company holds a dominant market position with around 65–70 per cent of India's online Net Transaction Value (NTV) in FY25. The company operates in a vast market, estimated at USD 60 billion, but faces risks such as high competition, Reliance on gig workers, and significant spending on customer acquisition. The valuation at the upper end of the IPO price band implied a high market cap-to-sales multiple (~10x for FY25 revenue), which is considered as rich. 

On the technical front, the stock has seen significant volatility since its listing, and street estimates a target between ₹117 and ₹140, acknowledging strong fundamentals but cautioning that much of the optimism is already priced in. 

HOLD your current position if you are optimistic about Urban Company’s long-term growth potential, particularly as it scales high-frequency services like Insta Help and expands internationally. However, avoid adding more at current levels unless the company shows a clear improvement in profitability and a solid growth trajectory. If the stock rises sharply without a corresponding improvement in fundamentals, consider partial profit booking, while holding for the long term if you believe in the company’s market leadership and growth potential. 
 

Shanti Gold International Limited (SGIL), which went public at ₹199 per share, has experienced fluctuations in its stock price due to the volatility in gold prices. However, despite these challenges, SGIL has demonstrated solid operational growth and resilience. In Q2 FY26, the company achieved an impressive 62 per cent year-over-year increase in revenue, and for H1 FY26, the company saw a 43 per cent growth in revenue, reflecting strong market position and operational efficiency. This performance can be attributed to several factors, including innovative designs, an enhanced product portfolio, favourable gold prices, and successful participation in exhibitions, which have boosted brand visibility and customer engagement. 

SGIL is optimistic that this momentum will continue into Q3 FY26, driven by the festive season, which traditionally leads to increased demand due to weddings and festivals. Historically, the company has seen stronger sales in the second half of the year during these periods. Additionally, when compared to Q2 FY2025, SGIL's performance set a high bar, with revenue increasing by 61.64 per cent to ₹430.08 crore, a 373.62 per cent surge in net profit to ₹43.81 crore, and EBITDA growing by 250.29 per cent to ₹60.60 crore, improving EBITDA margins by 759 basis points to 14.09 per cent. 

While SGIL’s fundamentals remain strong, with significant gold reserves and market presence, gold price volatility and geopolitical factors play a crucial role in stock performance. Despite recent declines in share price, the company continues to benefit from strong industry demand and has strategic plans to diversify its revenue streams. Investors holding SGIL shares should consider their confidence in the company’s long-term strategy and gold price stability. If you believe in SGIL’s potential, holding your shares may be a viable option. However, if the volatility concerns you, a PARTIAL EXIT or waiting for a price rebound might be appropriate, ensuring that your decision aligns with your risk tolerance and investment horizon. 
 

Tata Elxsi, which you purchased in August 2024, has seen a 26 per cent decline, largely due to challenging market conditions and high valuations. Recent price structure indicates a bearish outlook for Tata Elxsi, driven by weak performance and high valuation concerns. The consensus target price of ₹4,633 suggests a potential 11.02 per cent downside from the current price. 

In terms of recent financial performance, Tata Elxsi reported weak results for Q2 FY26. Net profit dropped by 32.5 per cent YoY, reaching ₹154.8 crore, while revenue fell 3.8 per cent YoY to ₹918 crore. The company has struggled with declining revenue for four consecutive quarters, particularly within the media and communications sector, which has negatively impacted its growth outlook. Despite the operational challenges, Tata Elxsi remains highly valued, with a Price-to-Earnings (P/E) ratio of 48.4x, well above the industry average of 39.4x. This indicates that the stock may be overvalued relative to its current performance, adding another layer of risk for investors. 

Despite these short-term setbacks, Tata Elxsi’s fundamentals remain strong. The company boasts high operating margins, averaging 30.1 per cent over the past five years, and a strong Return on Equity (ROE) of 29.3 per cent in FY25, reflecting solid operational efficiency. Additionally, Tata Elxsi is debt-free, providing the company with flexibility in capital deployment. The company’s commitment to shareholders is evident from its ₹75 per share dividend for FY25, signalling confidence in its cash flows and profitability. If you’re investing for the long term, the current dip in Tata Elxsi’s stock price may present a buying opportunity, especially as the company’s solid fundamentals, zero debt, and positive outlook could fuel future growth. If you are seeking short-to-medium-term recovery, you may want to consider reducing your position or even exiting. 

(Closing price as of November 11, 2025)

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