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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]


FLYING HIGH, LANDING BIG 

GMR Airports
BSE Code: 532754
CMP: ₹ 92.80 

Word on the street is that GMR Airports is quietly building an empire in the skies. With marquee assets like DIAL, GHIAL, GGIAL, and Indonesia’s Medan International already under its belt—and Bhogapuram and Crete (Greece) on final approach—this airport operator is leaving little airspace for competitors. In Q1FY26 alone, its airports clocked 30.1 million passengers—up 4 per cent YoY— while Hyderabad Airport posted record quarterly tariff numbers. Nagpur’s takeover is also cleared for landing, with financial closure achieved and operations expected to begin in Q2FY26. What’s turning heads, though, is the cash flow turbulence smoothing out— thanks to high-altitude plays in the non-aero business: think retail, real estate, and exclusivity agreements. From FY26 onwards, these are set to become the real runway for revenue. Seasoned management. Strong tailwinds. And a strategy built for long-haul dominance. No wonder smart money is circling the tarmac. 

THE DARK HORSE IN FULL GALLOP 

Aditya Birla Capital
BSE Code: 540691
CMP: ₹ 282.10 

AB Capital galloped through the June quarter with strong numbers and solid asset quality—even in rough terrain. Lending, insurance, and AMC verticals all showed momentum. The NBFC arm saw 18% YoY disbursement growth, with healthy loan traction in both HFC and NBFC segments. Yes, there were a few slips in the unsecured MSME bucket, but most of that’s CGTMSE-backed. NIMs dipped slightly—but management is betting on a bounce-back, thanks to a favourable shift in product mix. Veterans on Dalal Street are calling it the dark horse—steady, smart, and now sprinting ahead. Keep an eye on this one—it might just outrun the pack. 

QUIET OPERATOR, BIG AMBITIONS 

Balaxi Pharma
NSE Code: BALAXI
CMP: ₹ 47.20 

Balaxi Pharmaceuticals is scripting a silent revolution. With its IPR-led model and focus on frontier markets, it’s steadily stacking up branded drugs across multiple therapies— flying under the radar, but not for long. The company is gearing up for a leap: expanding into new markets, loading its pipeline for higher-value plays, and building a rock-solid supply chain. Insiders say the business is on the cusp of transformation—and that’s exactly when the smart money slips in. With a margin of safety baked into the price, Balaxi might just be the stealth pick of the season. 

THE METAL GIANT GEARS UP 

Jindal Steel & Power
BSE Code: 532286
CMP: ₹ 999.60 

Jindal Steel is an industrial powerhouse with a strong presence in the steel, mining, and infrastructure sectors. The latest buzz? It’s bagged the Letter of Intent for the Roida-I Iron Ore and Manganese Block in Odisha. That’s a strategic win, and the street is watching. Technical analysts say the chart’s heating up—momentum’s building, and a double-digit up-move could be on the cards. Strong core business. Fresh mining boost. Technical tailwinds. Looks like Jindal is ready to strike while the iron’s hot. Don’t be surprised if this metal stock roars louder in the coming weeks. 

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