TRF, a Tata Group company with an EBITDA of Rs. 55 cr. and a market cap under Rs. 500 cr., offers attractive value for investors. Defence stocks rose 20-25% last week. Walchandnagar Industries, supported by Ashish Kacholia, is down to Rs. 250 from its 52-week high of Rs. 440. Keep track. RPG Lifesciences fell from Rs. 3000 to Rs. 2000 amid rumors of Yugal Sikri’s retirement, offering an entry point for medium to long-term investors. Trigyn Technologies, expanding into AI and data analytics, trades at a P/E below 10x. Worth watching. Brahmaputra Infra, with an order book of Rs. 1300 cr.+, trades at a market cap of Rs. 200 cr. after rain-induced project delays in the Northeast. Emami Realty targets Rs. 15,000 cr. in development potential over 4-5 years making it a compelling long-term pick. Maiden Forgings posted Rs. 109.19 cr. total income in H1FY25.
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