Money Pechu – May 3, 2025
IDFC, Rupee Shocks & the Pattasu List! Who’s Playing the Smart Game?
Warburg Pincus is making its move — increasing its stake in IDFC via structured CCPS. From ₹60 to ₹70, the stock may look “done” — but when you compare it with how Kalyan Jewellers rallied from being ignored to overvalued, this might just be the mid-cap banking rerating we all missed.
But here’s the twist — “Sathiyama, neenga panamae panna mudiyathu.” If you’re still watching the screen, waiting for a breakout — someone’s already taken the position.
Mark this line: “Ivan IndusInd-ai gaali seidhudivaan.” If Warburg can build IDFC, while IndusInd slips on leadership chaos — this could be the most underpriced bank transition of the year.
Now shift to currency: The market expected the rupee to fall to ₹92/$ — but it defied all logic and rebounded to ₹83/$. Who benefitted? Exporters. Companies like Eicher Motors that have a global presence quietly gained margin edge — while everyone watched tech stocks.
Speaking of tech, IT is not cheap anymore. If this quarter comes clean, we may see selective strength in large caps like TCS and mid-cap enablers.
Meanwhile, pharma is still undervalued. The sector is too quiet, too ignored — and that’s often a perfect entry signal.
Auto? It’s a mixed grid:
Hero is weakening
Honda (especially in the 125cc space) is holding firm — with Japanese parent profits improving
And the Ather Energy IPO is heating up the street — but too much hype, not enough clarity on delivery scale
Now let’s get to the “Pattasu List” — the sleeper winners:
Manappuram (Bain Capital rumored to be circling)
Federal Bank (was quiet before KVS Manian’s exit buzz)
KTK Bank — trying, slowly building, still under-owned
Thangamayil — gold correction is a pause, not panic
TCS — still the AI backbone bet
Tata Power and Amara Raja — energy, EV, infra trifecta
Tata Steel, JSW Steel — quietly compounding as infra picks up speed
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