WEEKLY TRENDSETTER ( NOV 21,2025)
| 2025 | NOV 7 | NOV 14 | Ch % |
| NIFTY | 25492 | 25879 | +1.52 |
| BANK NIFTY | 57876 | 58382 | +0.87 |
| USD/INR | 88.68 | 88.65 | -0.03 |
MARKET REVIEW-The week was a decent outing for bulls with good gains from the broader market and despite some volatility towards close of week due to a sell off in US, indices shrugged off most of the uncertainty and closed in the green. Results season is almost coming to an end and the coming week could see some consolidation before registering gains.IT and pharma are making a comeback and with banking counters leading from the front the optimism is likely to keep markets buoyant.
BACK TO RESULT SEASON
Sept quarter results are trickling in. Let’s explore some of them to get cues of where the stocks could be heading.
Rs in cr, Bracket indicates ch in % against Sept,24 quarter. Loss as in absolute number
| Company | Revenue | Net profit |
| Senco Gold | 1554(+6) | 53(+211) |
| Ventive Hospital | 489(+279) | 64(+204) |
| Diamond Power | 438(+75) | 28(+600) |
| Sandur Manganese | 1232(+260) | 139(+334) |
Senco Gold (334)-The company hails from Kolkata and has been in existence for 80 years. Presently it has presence in 16 states with 150 + showrooms. It went public in 2023 and post listing touched a high of 770 before a correction erasing more than 50% of the gains. The latest quarter saw margins rise from 5.4% to 6.9% which indicates that it’s a high-volume low margin business. The Dec quarter which is the festive season is likely to see further improvement in performance as per management ‘s commentary. With an EPS of Rs 3.25 for the quarter and a near Rs 10 EPS for the 6 months of the year, it could close the year with EPS near to Rs 20. At current levels with decent growth the stock looks reasonably priced.
Ventive Hospital (748) -The company’s portfolio boasts an impressive collection of 11 fully operational hotels and resorts, with 7 additional properties currently under development. The company enjoys high EBIDTA margin which saw further expansion by 700 basis points to 46 %. Occupation improved by 13% to 66%. The company also acquired 76% stake in the 104 room Hilton Goa Resort in Candolim along with a 4-acre land parcel in Batim, with plans to add 60–65 rooms, a spa, and new F&B formats. With additional portfolio and also capacity utilization still leaving scope for expansion, the prospects look bright. The only cause of concern is the steep margin which may not be sustainable. With an EPS of Rs 2.25 for the quarter and with a busy second half of the current fiscal the company could end up with an EPS in excess of Rs 12 for the year. The scrip looks well priced at current levels.
Diamond Power (150)-The company is a manufacturer of power transmission and distribution (T&D) equipment, including conductors, cables, and transmission towers. It came out of bankruptcy in 2022 and the turnaround has been remarkable. It is also backed by the Adani group and targets revenue of Rs 10000 cr by 2030 from 1100 cr in 2025.The stock has risen steeply in the last few years and still is attracting investor attention. With an expected EPS of 1.5-2 for the year the scrip looks stretched but looking at growth prospects lower levels could attract investor attention.
Sandur Manganese (219) –The company has shown stellar growth in all its divisions namely mining, ferroalloys and coke & energy. With approvals for expansion of capacities as well as an environmental clearance the growth prospects still looks strong. The stock saw huge dilution in equity thanks to a 5:1 bonus issue in 2024 followed by a 2:1 bonus issue early this year. With an EPS of Rs 2.85 for the quarter and a possible EPS of 13-15 for the year the stock looks attractive and should attract investor attention at lower levels.
NIFTY –The index registered decent gains aided by IT, pharma and banking. It managed to close above 25800 which augers well for the index. The coming week should ideally get support around this level as another attempt to close above 26100 is likely.
BANK NIFTY-The index made another life time high above 58600 and despite some profit taking hopes will be high for the uptrend to continue. Support around 57800 -58000 is likely and on the upside 59000 should be the next target.
STOCK PICKS
Indus Tower (408) –The stock was recommended earlier around Rs 340. However, momentum still looks strong for furthers gains. It is an accumulation candidate and looks heading towards levels of 500-550 in the coming months.
NLC India (259)-The stock saw a surge to 292 before profit taking emerged. It is close to strong support levels and buying could be considered for possible levels of 290 in the coming weeks.
Wishing all readers a good week ahead!
Note: Any queries /clarifications may be addressed to stockmasala@gmail.com .
Krish Subramanyam