By -

India’s Café Culture and Telecom Dreams Brew Fresh Optimism.

~Sumon Mukhopadhyay.

----------------

Coffee Day Enterprises Ltd (₹50.07) is back in the spotlight, brewing a neat ₹28 crore profit in Q1FY26 — a remarkable turnaround from last year’s bitter loss. Revenue percolated up nearly 4% YoY to ₹269 crore, proving India’s café culture is alive and kicking. The stock has more than doubled from my recommended price of ₹22–24 levels — short-term traders may sip some profits and hold the rest with a stop-loss at ₹46.

Vodafone Idea Ltd (₹6.49), meanwhile, seems to be dialing the right number at last. Its Q1FY26 results showed promise, and a ₹5,000 crore fundraise could recharge its balance sheet. 

In a twist worthy of a Bollywood plot, the Narendra Modi-led government — once the villain for sky-high spectrum prices and  blamed for brewing up the sector’s troubles — is now playing barista-in-chief, keen to prevent a telecom duopoly. Earlier it introduced reforms (Eg. 2021 telecom relief package) to support players like Vodafone Idea.

Interestingly, both stories are serving fresh hope: Coffee Day is frothing with growth, and Vodafone Idea might just be tuning back into relevance.

Therefore, from steamy cappuccinos to buzzing networks, Coffee Day and Vodafone Idea are brewing optimism — but will they serve a full cup or just leave us with coffee stains?

Comments

Post a Comment

Popular posts from this blog

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 -
WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
Read more
By -
Image
Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
Read more