Kerbside

Sayali Shirke / 26 Jun 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]
 

GEARING UP FOR A LONG DRIVE 

Hyundai Motor India
BSE Code: 544274
CMP: ₹2072.10
 

Hyundai Motor India, a key arm of Hyundai Motor Company, is steering confidently into the future. The management is targeting doubledigit EBITDA margins by FY26—an ambition backed by strategy, not slogans. With 26 new launches planned by FY30 (20 ICE and 6 EVs), the roadmap is clear: drive growth through product depth, SUV strength, and a push toward premiumisation. The pivot to hybrids and EVs signals a bold shift toward cleaner mobility. 

Add to that rising export volumes, capacity upgrades, and tech investments, and earnings momentum looks well-fuelled. And here's a whisper from the pits: high-net-worth investors are quietly building positions. Hyundai may just be in the early laps of a long and rewarding run. 


IN THE EARLY STRETCH OF A LONG RUN? 

Cholamandalam Financial
BSE Code: 504973
CMP: ₹2,042.85 

Cholamandalam Financial Holdings, is the holding company of financial businesses of the Murugappa group, is starting to turn heads—not with noise, but with structure. A well-followed technical analyst, known for spotting long-term trends, reportedly sees a structural bull run in the making. His view? This stock isn’t here for a sprint—it’s prepping for a multi-year marathon. With the group’s strong legacy and a sharp eye on financial growth, the stock is quietly gathering strength. For those willing to wait out the turns, now might just be the moment to hop on. Early movers could find themselves well-positioned as the long-term story unfolds. 


QUIETLY CHARGING AHEAD 

Aditya Birla Capital
BSE Code: 540691
CMP: ₹271.30 

Aditya Birla Capital isn’t making noise—but it’s making moves. With a presence across life insurance, asset management, lending, broking, housing finance, and health insurance, the company is betting on a 20–25 per cent CAGR over the next three years. Digital-first strategies, wider distribution, and smarter products are at the core of this acceleration. Its NBFC arm plans to double AUM in three years, capitalising on existing channels and offerings. The focus is also on boosting margins through a better product mix, operating leverage, and tighter cost controls. Credit costs have already come down from 1.5 per cent to 1.31 per cent, and portfolio quality is expected to improve further. For investors looking beyond the usual suspects, Aditya Birla Capital could well be a dark horse quietly galloping toward the spotlight. 


SIGNALS ARE STRONG 

Indus Towers
BSE Code: 534816
CMP: ₹414.75 


Indus Towers, a key player in telecom infrastructure, builds and manages towers for India’s leading mobile operators. But it’s not just signals they're transmitting— there’s a buzz building around the stock itself. Over the last three trading sessions, two have seen volumes surge well above average. Dealer rooms are abuzz with chatter—something seems to be brewing behind the scenes. The word on the Street? Smart money is quietly accumulating. Known names from the investor circle are said to be taking positions, hinting at a possible move ahead. For now, it’s all whispers—but in the market, whispers often turn into waves. 

(Closing price as of June 24, 2025)

[EasyDNNnews:PaidContentEnd] [EasyDNNnews:UnPaidContentStart]

[EasyDNNnews:UnPaidContentEnd]