Kerbside

Sayali Shirke / 10 Jul 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]
 

SHIFTING INTO HIGH GEAR 

CarTrade Tech Ltd
BSE Code: 543333
CMP: ₹1,821.65 


CarTrade Tech, the digital juggernaut in India’s auto marketplace, has delivered its best performance yet. In FY25, revenue surged 28 per cent to ₹711 crore, while profit after tax rocketed 6x to 145 crore. Q4 alone saw PAT leap 85 per cent YoY. Operating across trusted platforms—CarWale, CarTrade, OLX India, Shriram Automall, BikeWale, and more—the group remains inventory-light and cash-rich. The game-changer? OLX India’s new “Elite Buyer” program, tapping digital-savvy consumers with a high-intent buying experience. As CarTrade deepens its multi-brand presence and leverages OLX’s massive user base, it signals a pivot beyond listings into curated, intent-driven marketplaces. The result: stronger margins, better monetization, and expansion into promising sub-verticals. With profits accelerating and fresh growth avenues in sight, CarTrade Tech appears firmly in the driver’s seat. 


SCALING UP FOR PINNACLE 

Jubilant Ingrevia
BSE Code: 543271
CMP: ₹814.65 

Jubilant Ingrevia, a global leader in Pyridine, Picolines, and Vitamin B3, is shifting gears. While its core strengths remain strong, the company is now accelerating its pivot to high-value segments like Specialty Chemicals, Nutrition, and CDMO—serving pharma, agrochemicals, and even semiconductors. Backed by disciplined capex, expanding R&D, and a sharp global focus, Jubilant is building towards its Pinnacle 345 Vision: 3x revenue and 4x EBITDA by FY30. The path forward is clear—scale up custom manufacturing, push margin-rich segments, and optimize costs. With momentum building and sector tailwinds in its favour, the Street is beginning to take notice. The next leg of growth could redefine its valuation story. 


EYES FRESH MOMENTUM 

Asian Paints
BSE Code: 500820
CMP: ₹2,484.60
 

Asian Paints, India’s undisputed leader in paint and décor, finds itself in the middle of a slowdown storm— demand is soft, competition is fierce. Yet, the company isn’t standing still. It’s pushing ahead with sharper innovation, deeper distribution, backward integration, and a steady shift toward premium offerings. These moves aren’t just defensive—they’re strategic recalibrations to preserve margin and market share. On the charts, signs are turning brighter too. A leading technical analyst notes the stock has broken past its 200-DMA—a key long-term indicator—suggesting structural strength is building. If price action is anything to go by, Asian Paints may be setting the canvas for its next rally. 


REFUELING FOR ANOTHER RALLY 

Interglobe Aviation
BSE Code: 539448
CMP: ₹5,801.80
 

InterGlobe Aviation has flown high in CY25—rising 27.5 per cent year-to-date. After hitting fresh highs, the stock has pulled back amid profit booking. But the runway may not be behind it. In dealer circles, the chatter is growing louder: this correction could be a refuelling stop. The dip might just be a boarding pass for another leg up. Adding to the momentum, the company has further strengthened its fleet by signing an MoU with Airbus, converting 30 of its 70 purchase rights into a firm order—yet another step towards its long-term international expansion plans. 

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