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SumanSpeaks Capiital Markets & Geopolitical Intelligence • Estd 2006  Signature Global: The ₹1,267 Crore Question Behind a 979% Profit Headline FY26 net profit surged to ₹1,094.64 crore even as pre-sales cooled 25% YoY in Q1 FY27 and net debt nearly doubled to ₹390 crore — the numbers tell two very different stories. Signature Global Ltd (₹808.35) Ltd no longer fits the "affordable housing" box it built its name on. What began as a high-volume, low-margin developer riding government incentive schemes in the NCR belt has, over the past two years, pushed steadily upmarket — chasing the same premium buyer that DLF and Godrej Properties have long owned. FY26 was supposed to be the year that shift showed up in the numbers. It did — but not quite in the way a first glance at the profit line suggests. 1 Quarterly & Full-Year Performance Q4...
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Manappuram Finance Ltd: Strong Buy
CMP: Rs.33.35

Manappuram Finance Ltd  is India's first listed and highest credit rated gold loan company. It has one of the hassle free business models as it give loans against the Gold. I had strongly suggested the Paid Group to accumulate the scrip in all declines, a couple of days back, after which the scrip  has been moving up on a regular basis. The chart of the scrip is also looking explosive. Moreover, introduction of Banking Laws (Amendment) Bill, 2011,  could have some positive rub off effect on the scrips of all NBFCs.  The scrip should now steadily move up for a target of Rs.41.

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