Pasupati Acrylon Ltd (₹72.54): Why Patience, Not Chasing, Is the Smartest Way to Own This Earnings Turnaround

By -
Image
SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Small-Cap Stock Report: Acrylic Fibre, CPP Films & Ethanol Pasupati Acrylon Ltd (₹72.54): Why Patience, Not Chasing, Is the Smartest Way to Own This Earnings Turnaround Net profit of ₹32.01 crore in Q2FY27, up 97.6 percent year on year. Six straight quarters of rising profit. A trailing P/E near 5.8x. Ethanol capacity heading to 240 KLPD by December. Our plan: accumulate on declines, in three disciplined tranches. PARTICULARS DETAILS Stock Pasupati Acrylon Ltd (NSE: PASUPTAC | BSE: 500456) Reference price ₹72.54 (early November 2026) 52-week range Approximately ₹40 to ₹79 Market capitalisation Approximately ₹646 crore (about 8.91 crore shares) Trailing EPS About ₹12.48 (Q3FY26 to Q2FY27, our calculation) Trailing P/E About 5.8x Promoter holding 65.87% (September 2026 pattern), unchanged for many consecutive quarters, with no pledged shares SumanSpeaks stance Positive | Buy on dips | Accumulate in stagger...
Post a Comment
By -
Market Mantra: The gates for a cut in the Interest Rate is cleared
The road for the next step of the RBI to go for a 50 basis points cut in the interest rate in the next meeting is now almost cleared with the figures of GDP dipping to a dismal 6.1%, against and estimated 6.9%. In such circumstances, your focus should be on those sectors which will be a direct beneficiary of any cut in the interest rate: Banks, Real Estate/Construction, Auto and Steel/Cement counters. Therefore, use every dips to buy shares of good companies. Now the railway budget is near, therefore buy Kalindi Rail Nirman  Ltd at Rs.118--121, SL--Rs.117. T--Rs.131-145.
Buy KSK Energy Ventures Ltd at Rs.70-71, T--Rs.84, SL--Rs.66. Since the energy sector is expected to do well buy good stocks in this sector, including Jai Balaji Industrires Ltd, which was again given a buy today at around Rs.39, and which touched Rs.40.35 intra-day. 
Late afternoon call given to the Paid Group: buy Mini_Nifty at 5438, T-5500, SL--5410. This time the Nifty is expected to cross 5600 and hence please do not go in for deep shorts.

Comments

Post a Comment

Popular posts from this blog

By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more