Kerbside

Sayali Shirke / 18 Sep 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

READY FOR A STRONG COMEBACK [EasyDNNnews:PaidContentStart]

GAIL
BSE Code: 532155
CMP: ₹182.15 

GAIL, a Maharatna Central Public Sector Enterprise, stands as India’s top player in natural gas transmission and distribution. Its extensive network includes gas pipelines, processing plants, and petrochemical facilities, with a footprint in upstream oil & gas blocks and LNG regasification terminals. Top analysts are forecasting a resurgence for GAIL. According to one prominent expert at a leading broking firm, the stock is set to make a solid comeback. With weak hands now out, it is on the verge of completing a solid base, setting the stage for a potential rally. Additionally, GAIL’s recent MoU with Hindustan Copper to explore critical mineral resources in India and overseas further enhances its growth potential. This collaboration signals future expansion, making it a stock to keep an eye on. 


A DARK HORSE READY TO SHINE 

HUDCO
BSE Code: 540530
CMP: ₹224.15 

Housing and Urban Development Corporation Ltd. (HUDCO), a listed public financial institution, it primarily finances social housing and urban infrastructure projects across the country. The company’s sanction trends highlight its rapid growth. Sanctions stood at `25,000 crore in FY23, jumped to `83,000 crore in FY24, and closed at ₹1.27 lakh crore in FY25, reflecting a robust 55–60 per cent CAGR over the last two years. HUDCO’s asset quality remains impeccable. There have been no new NPAs in the last 10 quarters, net NPA is now under 0.1 per cent—what the management calls “best in the market”. The management is aiming for a “net zero NPA” status within the next 16 months. With strong fundamentals and a growing role in urban financing, it’s the dark horse your portfolio needs. 


CHART LOOKS SOLID 

Tata Steel
BSE Code: 500470
CMP: ₹172.00 

Tata Steel, a flagship company of the Tata Group, is India’s first integrated steel producer and continues to lead the industry. The stock is technically strong, with significant accumulation from High Net-Worth Individuals (HNIs), as reflected in the volume surge seen in September. The stock is now nearing the breakout of a 64-week-long consolidation pattern, indicating strong upside potential. For momentum traders seeking short and medium-term gains, Tata Steel presents an exciting opportunity to add to their portfolios. 


BARGAIN BUY 

Mphasis
BSE Code: 526299
CMP: ₹2,949.25 

Mphasis reported a record $760 million in TCV for the quarter, marking its highest-ever deal wins. Insider sources suggest the company aims to grow at twice the pace of the IT industry. While the macroeconomic environment remains uncertain, Mphasis is focused on execution at the micro level. With 68 per cent of its deal pipeline driven by artificial intelligence, Mphasis presents a compelling investment opportunity—potentially a bargain buy for investors. 

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