Safari Industries (India) Ltd. Share Price

Info Edge Q1 FY27: Operating Profit Up 33%, Naukri Margin

Info Edge (India) Limited reported Q1 FY27 results for the June 2026 quarter on 10 August. Q1 FY27 numbers (consolidated, excluding associate MTM): Revenue from operations: Rs 880.7 crore, up 11.4% YoY; standalone billings up 14.4% YoY Standalone operating PBT: Rs 333.9 crore, up 33.4% YoY; margin 40.5% vs 34.0% Consolidated PAT (ex-associate MTM): Rs 490.1 crore, up 42.9% YoY from Rs 342.9 crore Recruitment revenue Rs 629.2 crore, up 11.9%; Naukri profit Rs 353 crore 99acres revenue Rs 129.8 crore, up 17.3%; nearing breakeven; loss Rs 2.1 crore Quarter included a Rs 135.6 crore net exceptional gain; EPS Rs 6.88 Note on the headline: the filing also shows a consolidated net loss of Rs 89.73 crore including Zomato and other associate MTM swings; they measure different things. Info Edge [***** shares trade near Rs 1,320 (4 Sep 2026, NSE close), up 45 percent in a year from the Rs 908 low, 8 percent below the Rs 1,434 high. P/E near 54; net cash, zero long-term debt. My view: the operating business is strong enough to justify a premium. Naukri is the toll gate on Indian white-collar hiring; a 33 percent operating PBT rise and a 40 percent margin show that leverage. 99acres nearing breakeven removes a drag. But 54x for an 11 percent revenue grower is priced for everything right, and the associate MTM line means reported earnings will swing with Zomato's fortunes. Hold; fresh entry on a pullback to Rs 1,210 to 1,270, the post-results base, is the disciplined entry. Levels: Rs 1,210 to 1,270 support; Rs 908 the tested floor; Rs 1,434 to 1,440 the resistance to clear. Disclosure: Vijay Kumar Gupta, SEBI Registered Research Analyst, INH000020226, Vijay Gupta Advisory. SEBI registration and NISM certification do not guarantee performance or assure returns. Securities markets are subject to market risks. No holdings in the subject company.

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Safari Industries: Navigating Short-Term Margin Pressures

continues to gain market share despite challenging operating conditions, outperforming major competitors like VIP with 11.5% revenue growth and over 10% volume growth in Q1. Near-term gross margins contracted by 480 basis points sequentially to 44.6%, primarily driven by a 10–15% surge in key raw material costs (Polypropylene and Polycarbonate) stemming from Middle East supply disruptions. To cushion input inflation and safeguard margins, the company implemented a modest 5–6% price hike in June, while benefiting from low-cost inventory usage and in-house manufacturing of wheels, locks, and trolleys. Growth strategies center on scaling up its premium portfolio—including Urban Jungle, Safari Select, and the upcoming launch of Carlton—targeting a projected 25%+ growth rate alongside opening 4–5 exclusive outlets monthly. Operational capacity at the Jaipur plant is operating at 85–90% utilization, prompting expansion plans to boost monthly output from 5 million to 6.5 million units without immediate external funding. While intense competition from D2C brands, Samsonite, and a recovering VIP poses persistent headwinds, strong demographic trends and a steady structural shift toward branded luggage favor long-term resilience.

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Tata Motors Passenger Vehicles Limited (TMPV) is a publicly listed Indian automobile manufacturer carved out

Tata Motors Passenger Vehicles Limited (TMPV) is a publicly listed Indian automobile manufacturer carved out from the demerger of Tata Motors. Headquartered in Mumbai, Maharashtra, it represents the dedicated passenger car, electric vehicle, and luxury vehicle arm of the Tata ***** Business OperationsPassenger Vehicle Portfolio: Manufactures prominent internal combustion engine (ICE) models, including the Nexon, Punch, Harrier, Safari, Altroz, Tiago, and ***** Vehicle Dominance: Commands a leadership position in India's EV ecosystem through its subsidiary, Tata Passenger Electric Mobility (TPEM), offering the ***** ***** ***** and ***** Subsidiary: Directs global operations and financial holding for Jaguar Land Rover (JLR) in the United ***** Financial MetricsMarket Listing: Listed on the National Stock Exchange (NSE: TMPV) and the Bombay Stock Exchange (BSE: 500570).Market Capitalisation: Valued at approximately ₹1,25,115 ***** Price Performance: Ranging between a 52-week low of ₹294.15 and a 52-week high of ₹***** Metrics: Showcases a Return on Equity (ROE) of 75.7% and a book value of ₹304 per share.

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The company was renamed Tata Motors Passenger Vehicles Ltd. (TMPV) following the demerger of Tata Motors' passenger vehicle and commercial vehicle businesses. Investment Positives Strong passenger vehicle portfolio with Nexon, Punch, Curvv, Harrier and Safari. Leader in India's EV segment, with an aggressive expansion roadmap and new product pipeline. Management has set an ambitious target of 20% passenger vehicle market share by FY30 and significant volume growth. Strong brand value and support from the Tata Group. Concerns Q4 FY26 consolidated profit declined 32% YoY, reflecting pressure on margins and JLR performance. Competition is increasing from Maruti Suzuki, Mahindra, Hyundai and global EV manufacturers. Auto industry remains cyclical and sensitive to interest rates and consumer demand. Technical View The stock has corrected significantly from its 52-week high, indicating profit booking after the demerger. Recent buying interest suggests long-term investors are accumulating near lower levels, but volatility may continue. Long-Term Outlook Rating: Positive (3–5 Years) Short Term (1–3 months): Neutral due to market volatility. Medium Term (6–12 months): Positive if earnings improve. Long Term (3–5 years): Bullish, driven by EV growth, premium vehicle launches and expanding market share.

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Technical Analysis Safari Industries Ltd

The stock

is showing signs of a strong recovery after a prolonged correction. The stock has been forming higher highs and higher lows over the last few weeks indicating that buyers are gradually taking control. The recent bullish candle with good momentum suggests fresh buying interest near the breakout zone. The stock is currently trading around ₹1683 which is close to an important resistance area. A sustained move above ₹1700–1720 with strong volume can trigger the next leg of the uptrend and open the door for higher levels in the coming weeks. Support & Resistance the immediate support for Safari Industries is placed around ₹1620–1600 where the stock has seen repeated buying interest during recent pullbacks. A stronger support zone is near ₹1540–1500 which can act as a key positional level if broader market weakness appears. On the upside the stock faces immediate resistance around ₹1700–1720 a sustained breakout above this zone with strong volume can trigger fresh momentum. If that breakout is confirmed, the next resistance zone is expected around ₹1780–1850 which could become the next target area for short-term traders. The technical structure remains bullish with a positive bias. Existing investors can continue to hold while maintaining a stop-loss below the immediate support zone. Fresh buying is better considered after a strong breakout above ₹1700–1720 with higher-than-average volume. If the breakout sustains the stock could witness further upside momentum in the short to medium term.

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From Nexon to Jaguar Land Rover: Why

Offers Two Powerful Auto Themes in One Stock

From affordable Indian SUVs like Nexon and Punch to global luxury brand Jaguar Land Rover (JLR), the company provides exposure to two very different but attractive segments through a single stock. And the latest Q1 FY27 passenger vehicle update shows that the domestic growth engine remains strong. ##Strong Q1 FY27 Performance Production Continues to Rise • Production: 2,34,006 units Vs 2,04,179 units YoY This reflects growing demand and improving production momentum. ##Domestic Sales Stay Healthy • Domestic Sales: 1,46,883 units Vs 1,19,702 units YoY Despite a competitive market, Tata Motors continues to maintain strong traction in the passenger vehicle segment. ##Export Demand Improves • Exports: 50,371 units Vs 40,503 units YoY ##Why

Is Unique Growth Story #1: India's Affordable SUV Boom India is rapidly becoming an SUV-focused market. • Punch • Nexon • Curvv • Harrier • Safari ##Growth Story 2: Global Luxury Exposure Through JLR At the same time, Tata Motors owns Jaguar Land Rover, giving investors exposure to: ##Market View The latest numbers indicate that demand for Tata's passenger vehicles remains healthy despite industry competition. Strong domestic sales, improving exports and rising production of Nexon and Punch suggest that the company continues to gain from India's SUV revolution. ONOTHER AUTO STOCKS THAT ONE CAN FOCUS

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