Kerbside

Sayali Shirke / 24 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]

WHEN PRECISION MEETS PROFIT 

Pitti Engineering
BSE Code: 513519
CMP: ₹1,037.45
 

FY25 marked a turning point for Pitti Engineering with two acquisitions and a merger under its belt. The company ended the year on a high, with lamination volumes rising 49.43 per cent to 63,215 metric tons. Known for manufacturing valueadded components like motor cores, rotors, and steel castings, Pitti saw broad-based growth across operations. 

The company is expected to announce its Q1FY26 results on August 7. According to sources, numbers could surprise on the upside, as lower costs and better efficiency start reflecting in margins. What’s catching attention now is its machine components business, which is on course to hit ₹750 crore in the next 18–24 months. From here, all eyes will be on execution — but with momentum on its side, Pitti seems ready to build on a solid foundation. 


UP TREND SPOTTED 

UPL
BSE Code: 512070
CMP: ₹722.95 

UPL, the flagship of the UPL Group, isn’t just playing defensive in agri-tech — it’s building an ecosystem. With a wide portfolio that stretches from crop protection and seeds to BioSolutions, post-harvest care, and specialty chemicals, the company is firmly entrenched across the value chain. In FY25, UPL ticked all three financial boxes — revenue, EBITDA, and operating free cash flow — meeting every benchmark it set. With over 2,700 patents under its belt and 30 per cent protected by intellectual property, the company’s innovation engine is clearly firing. Looking ahead, UPL seems poised to build on this momentum. If execution holds steady, FY26 could be another solid year — especially with the global focus sharpening on sustainable agri-solutions. 


BUILDING WEALTH 

Shree Cement
BSE Code: 500387
CMP: ₹32,293.80 

Shree Cement, a heavyweight in the cement space, is quietly drawing attention on Dalal Street. Not one, but multiple technical analysts have turned bullish — and not just for the short haul. The charts are doing the talking. A recent surge in volumes hints at steady accumulation by informed hands. Both short- and long-term setups look constructive, suggesting this isn’t a flash in the pan. Despite market volatility, the stock has managed to hold its ground — and now, it’s starting to look like one of those quiet climbers. With sentiment building and the technicals aligning, Shree Cement could be laying the groundwork for a strong upside. 


SOMETHING’S COOKING 

Thomas Cook
BSE Code: 500413
CMP: ₹186.25 


Thomas Cook (India), backed by the Fairfax group with a 63.83 per cent stake, is more than just a legacy travel brand. It’s a well-integrated play in travel and forex — and if the Street buzz is anything to go by, something may be brewing beneath the surface. There’s no official word yet, but the murmurs are getting louder. Whispers of a potential announcement have traders on alert — and the price action suggests someone’s positioning early. It’s one of those setups where the chart starts moving before the headline hits. 

(Closing price as of July 22, 2025) 

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