Good Business eMails: 📈Is Havells’ premium valuation justified? Check out this week's Smart Stocks

22nd November, 2025

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Take a look at this week's Smart Stocks, where we explore key investment trends and analyse sectors and stocks to help you make smarter investment decisions. Dive in 👇

  5% revenue growth, 63x earnings: Is Havells' premium valuation justified?   

  Despite solid performance in cables and steady growth in core categories, Havells' Q2 was weighed down by a sharp slowdown ...  

  CEAT's big bet on premium and global markets: Opportunity or overreach?   

  In Q2 FY26, CEAT delivered double-digit revenue growth, nearly 41 per cent gross margins, and more than 13 per cent ...  

  Inside HAL's 37x P/E: Decoding the defence giant's valuation premium   

  HAL has benefited significantly from India's defence indigenisation push, but the stock's rally has moderated despite fresh defence orders and ...  