Kerbside

Sayali Shirke / 30 Apr 2025/ Categories: DSIJ_Magazine_Web, DSIJMagazine_App, Informed Intelligence, Kerbside, Regular Columns

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 

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 

A SMART CHOICE FOR YOUR PORTFOLIO 

Choice International
BSE Code: 531358
CMP: ₹624.40 

Choice International is rapidly cementing its place among India’s top financial services firms. Ranked among the top 20 brokers with a pan-India presence and over 13 lakh clients, it has evolved into a full-fledged financial conglomerate over the past decade. The momentum was evident in its Q4FY25 performance: total revenue rose 18 per cent year-on-year to ₹255 crore, while EBITDA jumped 42 per cent to ₹98 crore, with margins improving to 38.54%. Profit after tax grew 36 per cent to ₹53 crore, with PAT margins rising to 20.98 per cent. A key highlight was the acquisition of Arete Capital Services Pvt. Ltd., boosting overall AUM from ₹31,090 crore to ₹35,577 crore. Wealth product AUM alone surged 793 per cent to ₹5,577 crore. With strong momentum and expanding high-margin businesses, the street is anticipating a further rerating of Choice International. 


ALL GUNS BLAZING FOR A STRONG SHOW 

Navin Fluorine
BSE Code: 532504
CMP: ₹4,445.65
 

Navin Fluorine International, part of the Padmanabh Mafatlal Group, is a leading manufacturer of fluorinated specialty chemicals, operating across High-Performance Products (HPP), Contract Development and Manufacturing Organisation (CDMO), and Specialty Chemicals. It houses one of India’s largest integrated fluorochemical complexes with a strong R&D focus. The street is abuzz ahead of its earnings, expected in the second week of May. Whispers hint at a strong beat, driven by a ramp-up in the CDMO vertical. A US major’s scale-up order was supplied in Q4FY25. Additionally, firm European MSA orders and strong specialty chemicals visibility bolster the company’s outlook. 


PLUGGED INTO GROWTH 

Redington
BSE Code: 532805
CMP: ₹245.50
 

Redington stands as a leading distributor and supply chain solutions provider for over 400 global brands, covering IT products, cloud and enterprise solutions, and consumer and lifestyle goods. With operations across India, West Asia, Turkey, Africa, Singapore, and South Asia, it has built a strong geographic footprint. The street remains optimistic about Redington’s prospects, with management confident of sustaining double-digit growth. This momentum is expected to be fuelled by ongoing market expansion, greater diversification into high-margin services, and a strategic focus on emerging technology trends like cloud adoption, cybersecurity, and digital transformation initiatives across industries. 


SET FOR A PULSE-RACING RALLY 

Thyrocare Technologies
BSE Code: 539871
CMP: ₹903.80
 



Thyrocare Technologies has recently caught the market's attention, with a notable surge in trading volumes accompanied by a rise in delivery-based buying — a classic sign of genuine investor interest. Checking in with reliable sources reveals a growing murmur that a positive announcement could be on the horizon, one that may act as a strong catalyst for the stock’s next move. With momentum already building and sentiment tilting positive, Thyrocare appears to be quietly setting up for a potential breakout. While the stock may suit those with a higher risk appetite, current indicators suggest that it could offer attractive rewards for investors willing to take a calculated bet. 

(Closing price as of April 25, 2025)