Kerbside

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation [EasyDNNnews:PaidContentStart]

A BRIGHT PROSPECT 

Surya Roshni
BSE Code: 500336
CMP: ₹259.25 

Following a sharp 40 per cent dip from its pinnacle in October, Surya Roshni appears to be reigniting its momentum. The stock has recovered 22 per cent from its recent lows, and the market is once again abuzz. What is driving this resurgence? The company recently posted its highest-ever monthly sales volume of over 1 lakh MT in March 2025 in its Steel Pipes and Strips segment. Coupled with a robust uptick in Lighting and Consumer Durables, March became Surya's highest revenue-generating month on record. The Q4FY25 volumes for steel pipes reached an impressive 2.59 lakh MT. Fairly valued and performing optimally, the stock may illuminate the earnings board with a substantial Q4. 

QUIET ACCUMULATION 

Balrampur Chini Mills
BSE Code: 500038
CMP: ₹556.45 

There is growing interest in Balrampur Chini Mills, one of India's largest integrated sugar companies. With the addition of ethanol and power to its business model, the stock is attracting significant institutional attention.Rumour has it that there has been substantial accumulation over the past few weeks - a classic indication of behind-the-scenes activity. A positive announcement is anticipated shortly, and highrisk investors are discreetly getting on board before the breakout. The chart may still appear subdued, but the smart money certainly isn't. With sugar, ethanol, and power in the mix, this is more than just a sweet tale. A 10–15 per cent move could be in the offing in the upcoming weeks. 

A HOT PROSPECT 

Varun Beverages
BSE Code: 540180
CMP: ₹538.95 

The Indian Meteorological Department's forecast of higherthan-average temperatures across most of India this summer (April–June), along with an expected increase in heatwave days across central, eastern, and northwestern plains, suggests a rise in the demand for hydration. This is welcome news for Varun Beverages Ltd, PepsiCo's bottling giant, whose sales soar when the mercury rises. A sweltering summer equates to more cold drinks being sold. With an increase in on-the-go consumption, VBL could experience volume-led tailwinds this quarter, and the stock may just start to bubble. 

RIDING THE TRAVEL WAVE 

Chalet Hotels
BSE Code: 542399
CMP: ₹847.05 

There's a subtle buzz around Chalet Hotels following a strong Q3FY25 performance, with both revenue and EBITDA increasing by 23 per cent year-on-year, and RevPar rising by 16 per cent. This is no minor achievement in a competitive hospitality market. What's even more intriguing is what lies ahead. The management is optimistic about Q4, thanks to a resurgence in corporate travel, weddings, leisure trips, and the MICE segment (meetings, incentives, conferences, and exhibitions). On the commercial side, about 67 per cent of their 2.4 million sq. ft. is already leased, and they anticipate the remaining space to be occupied over the next few quarters. The government's recent emphasis on tourism in the Union Budget could further propel momentum, and Chalet appears well-positioned to reap the benefits. The stars seem to be aligning for Chalet! 

(Closing price as of April 01, 2025) 

[EasyDNNnews:PaidContentEnd] [EasyDNNnews:UnPaidContentStart]

[EasyDNNnews:UnPaidContentEnd]