Kerbside

Sayali Shirke / 15 May 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 [EasyDNNnews:PaidContentStart]

CRAFTING RETURNS 

Jyoti CNC Automation
BSE Code: 544081
CMP: ₹1,239.25 

Jyoti CNC Automation, a leader in CNC metal cutting machines, is not just a player in the market— it's the player. From entry-level to sophisticated 5-axis and multiaxis machines, this company has its fingers in every pie, and it’s serving top-tier clients in both aerospace and automotive. With clients like HAL, Tata, Airbus, and Boeing in aerospace and Tata, Mahindra, BMW, and Audi in automobiles. India’s shift into becoming one of the top 3 global consumers of machine tools, combined with a massive 12,000+ customer base, sets the stage for Jyoti CNC to power ahead. Add to that the global surge in aerospace spending due to geopolitical shifts and a boom in mobile phone exports from India. This combination of factors presents a promising future for the stock. 

GAINS IN THE AISLES 

Vishal Mega Mart
BSE Code: 544307
CMP: ₹129.80 

Vishal Mega Mart is steadily becoming a go-to retailer for India’s middle and lower middle-income groups. The company’s secret sauce? A loyal customer base that keeps the cash register ringing. They’ve also been making strides in the quick commerce space, and the progress has been impressive. With a presence in 656 stores across 429 cities, the company has captured the attention of 8.7 million registered users on its quick commerce platform. Sources reveal that pilot projects in Maharashtra and Gujarat are in the works. If they succeed, expect a significant re-rating of the stock. So, as the wheels of expansion keep turning, now might just be the time to make your move. 

READY FOR THE RUNWAY 

Mayur Uniquoters
BSE Code: 522249
CMP: ₹587.05 

Mayur Uniquoters is the name to watch in the synthetic leather industry, leading the charge as an organized player that has capitalized on emerging opportunities. In Q4FY25, the company delivered a solid 20 per cent growth in consolidated revenue. A big boost came from receiving export orders from the U.S. for OEM supplies, which positively impacted both the top and bottom lines. This momentum is expected to carry forward in the next couple of years, setting Mayur Uniquoters up for continued success. The buzz around the stock is strong, with high-net-worth individuals (HNIs) making notable moves, according to whispers from the dealer’s room. Time to keep an eye on it. 

HEALTHY RETURNS AHEAD 

Max Healthcare
BSE Code: 543220
CMP: ₹1,172.50 


Max Healthcare is a giant in India’s healthcare space, dominating the north with its strong presence in complex treatments like bone marrow transplants (BTM) and oncology. The management's focus on optimizing high ARPOB (average revenue per occupied bed) through a strategic payor mix, surgical mix, and a cluster approach in metro cities only strengthens its brand. Word on the street from one of India’s top technical analysts is that Max Healthcare is set for a big run. He believes the stock is primed to weather market volatility and deliver alpha returns in the short to medium term. 

(Closing price as of May 13, 2025) 

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