Equitymaster

offers independent, unbiased stock market insights in India. Build wealth with honest research since 1996. Follow us for market insights.

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMTheFundStrategist - 3 Debt Mutual Funds - Liquid Funds

These liquid funds offer liquidity, stability, and short-term income for managing surplus cash efficiently.

3 Liquid Funds

Here’s an extract…

For short-term surplus cash that you may need in a few days, weeks, or months, liquid funds can be an efficient option.

In this editorial, we screened liquid funds that have delivered returns above both their category average and benchmark while maintaining a high-quality portfolio and a strong liquidity profile.

Read on…

https://t.co/xWvBopKPXo

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: 3 Small Cap Data Center Stocks in India to Add to Your Watchlist

https://t.co/zFggnbLTMB

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Earlier Ethanol Fuel Stations, Now Excise Duty Relief: 4 Sugar Stocks to Watch Amid India’s Ethanol Push

https://t.co/Yz16q57C58

[Equitymaster @Equitymaster]

Best Pharma Mutual Funds in 2026!

Healthcare and pharma themes are back in focus in 2026. But which pharma mutual funds are worth watching? Watch to understand the trend before investing.

This video is for educational purposes only.

This content is for information only and not investment advice.

#PharmaMutualFunds #HealthcareInvesting #MutualFundsIndia #SectoralFunds #ThematicFunds #InvestmentStrategy #WealthCreation #LongTermInvesting #MutualFundTips

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

Shipbuilding Stocks With Record Order Books

Volume of order books keep ship building valuations afloat even when the broader market gets choppy.

Click for More...

https://t.co/lfYTdgpJFf

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Why the Gold Price is Falling

https://t.co/4WJLycA7zN

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Ends 151 Points Lower | Nifty Below 23,200 | MTAR Technologies Down 12%

https://t.co/R3poriTdZo

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - 4 Defence Stocks to Watch After MoD's Rs 449 Crore Indian Navy Jammers Deal

https://t.co/CHGws0HjUu

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Why MTAR Technologies Share Price is Falling

https://t.co/9iy8zdBlUQ

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Why HCL Tech Share Price is Falling

https://t.co/gxVrUOlKIl

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: 4 Undervalued Bluechip Stocks in India to Add to Your Watchlist

https://t.co/taxVGdkvkp

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMProfitHunter - CMS Infosystems: Why You Should Study This Business

When was the last time you visited an ATM?

For me, it has probably been months. Today, even the tea vendor takes UPI.

So, cash is dead, right?

No, it isn't.

The real change is that banks no longer want to manage cash.

And that's where cash management businesses come in.

I've written about one such business in today's Profit Hunter.

You can read my editorial here: https://t.co/FXqrJ5rGdK

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - 5 Stocks With More Than 3 Years of Revenue Visibility

Predicting the future is difficult. Finding businesses where a part of that future is already visible is often a better approach. These five companies have strong order books, long-term contracts or clear demand pipelines that provide visibility into revenues for years to come.

https://t.co/KZYYukvEWW

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - In This Market, Should You Look at Defensive Stocks? 3 Stocks to Watch

https://t.co/AAyMdGkpc0

[Equitymaster @Equitymaster]

Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Trades Lower | Nifty Below 23,150 | Infosys & HCL Tech Top Losers

https://t.co/2MR3kPSVqy

[Equitymaster @Equitymaster]

Risks investors should monitor:

• Fertilizer subsidy policy changes
• Raw material price volatility
• Global chemical cycles
• Regulatory changes
• Execution risks in expansion projects
No stock is risk-free.

For Full Coverage: https://t.co/i4KtcaiWYE

#Investing #StockMarket #Equitymaster #EMViewsOnNews

[Equitymaster @Equitymaster]

3. #GujaratStateFertilizersChemicals (#GSFC)

One of India's oldest fertilizer and chemical companies, promoted by the Government of Gujarat.

The company operates across:

• Fertilizers
• Industrial chemicals
• Specialty chemicals
• Polymers
• Agro-services

Why GSFC is interesting:

• P/E of 9.9
• Price-to-book of just 0.5
• Diversified product portfolio
• Established market presence
• Capacity expansion initiatives

Valuation remains one of its key attractions.

GSFC's recent numbers:

FY25 Net Profit: Rs 5.9 bn
ROCE: 6.3%

While returns remain modest, management continues to focus on improving efficiency and benefiting from long-term agricultural demand.

[Equitymaster @Equitymaster]

Common themes across all three companies:

• Reasonable valuations
• Established operating histories
• Strong market positions
• Exposure to agriculture growth
• Capacity expansion plans

These characteristics often attract long-term investors looking for value opportunities.

[Equitymaster @Equitymaster]

2. #ChambalFertilisersChemicals

India's largest private-sector urea producer and part of the KK Birla Group.

The company is gradually transforming from a pure fertilizer business into a broader agricultural and industrial chemicals platform.

Why Chambal deserves attention:

• Nearly 40 years of operating history
• P/E of 10.1
• Dividend yield above 2%
• Strong ROCE profile
• Expanding into industrial and mining chemicals

Its diversification strategy is reducing dependence on urea alone.

Chambal's financial snapshot:

FY25 Net Profit: Rs 16.5 bn
ROCE: 28.4%

The company is commissioning new facilities for:

• Weak Nitric Acid (WNA)
• Ammonium Nitrate Solution (ANS)
• High Density Ammonium Nitrate (HDAN)

These projects could support future earnings growth.

[Equitymaster @Equitymaster]

1. #GujaratNarmadaValleyFertilisersChemicals (#GNFC)

GNFC is more than just a fertilizer company.

Alongside urea, it has a significant chemicals business with products such as:

• Methanol
• Acetic acid
• Formic acid
• Nitric acid

This diversification provides an additional earnings engine.

Why GNFC stands out:

• P/E of 9.3
• Price-to-book of 0.8
• Dividend yield of 3.6%
• Strong balance sheet
• Multiple expansion projects underway

The company is also partnering with INEOS to build a 600,000 TPA acetic acid plant in Gujarat.

GNFC's recent performance:

FY25 Net Profit: Rs 5.9 bn
ROCE: 8.5%

While profitability remains below peak levels, the company continues to generate cash and invest in future growth opportunities.

[Equitymaster @Equitymaster]

3 Fundamentally Strong Fertilizer Stocks in India

India's fertilizer sector is benefiting from three powerful tailwinds:

• Rising food demand
• Government support through subsidies
• Growing adoption of specialty products like Nano Urea and Nano DAP

Here are 3 fundamentally strong fertilizer stocks worth tracking in 2026: