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]

FROM EXHIBITION HALLS TO INVESTOR RADARS 

Nesco Ltd.
BSE Code: 505355
CMP: ₹1,021.65 

Once known primarily for its sprawling exhibition and convention centre in Mumbai, NESCO has quietly evolved into a more layered real estate story. Over the years, it’s added IT parks and other commercial assets to its portfolio— less flashy, more foundational. 

Now, India’s largest flexi-cap fund by AUM has taken a position in the stock. It’s not a large stake, but it’s telling. This particular fund house has a knack for spotting value at a reasonable price. With NESCO trading below its industry average P/E and hovering near its median multiple, there’s a clear margin of safety on the table. For investors willing to go against the tide, NESCO might just be that contrarian mid-term play worth considering. 

BUZZ BUILDS AS STREET EYES TATA SONS’ NEXT MOVE 

TTML
BSE Code: 532371
CMP: ₹71.47 

TTML recently MONSOON AND TARIFF TAILWINDS ALIGN spiked to a swing high of Rs 80.50, backed by solid volume—only to cool off just as quickly on low participation. A textbook retracement, but with whispers on Dalal Street suggesting this is not the end of the story. Word is, something big is brewing. Market sources hint that Tata Sons, the holding company of the Tata Group, may have to step in and inject fresh capital into its struggling telecom arm, Tata Teleservices. Why? The looming AGR dues—with the first instalment due by March 31, 2026. With the news still under wraps but likely to break soon, some punters see merit in positioning early—before the tape catches up. 

FERTILISER PLAY GAINING GROUND AS MONSOON AND TARIFF TAILWINDS ALIGN 

FACT
BSE Code: 590024
CMP: ₹1,063.40 

It’s monsoon season—and in market folklore, that’s fertiliser time. Among the names drawing attention is Fertilizers & Chemicals Travancore Ltd (FACT), which is quietly emerging as a serious contender in the sector. FY26 could be big for Indian fertiliser companies. Two reasons: a likely abovenormal monsoon and a policy shift in Europe. The EU plans to sharply raise tariffs on fertiliser imports from Russia and Belarus—from 6.5 per cent now to nearly 100 per cent by 2028. That could redirect global demand—and Indian players like FACT may be well placed to benefit. A name worth watching as conditions turn favourable. 

RECORD-BREAKING YEAR 

Nava Ltd
BSE Code: 513023
CMP: ₹521.25 

FY25 was a landmark year for Nava Bharat Ventures (NAVA), with the company clocking its highest-ever revenue and profit. Every major segment—Metals, Mining, and Energy—delivered strong growth compared to the previous year. The real standout? A turnaround in the ferroalloys business, which gave a solid lift to the bottom line. Adding to the momentum, Mamba Energy Ltd (MEL), a subsidiary, strengthened its balance sheet. NAVA is a stock to watch out for in the coming quarters.

[EasyDNNnews:PaidContentEnd] [EasyDNNnews:UnPaidContentStart]

[EasyDNNnews:UnPaidContentEnd]