Kerbside
Sayali Shirke / 30 Oct 2025/ Categories: DSIJ_Magazine_Web, DSIJMagazine_App, Informed Intelligence, Kerbside, Regular Columns

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
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Amber Enterprises
BSE Code: 540902
CMP: ₹8,531.15
Amber Enterprises, India’s largest contract manufacturer of room air-conditioners, is fast outgrowing its image as a white-goods assembler. From cooling homes, it’s now warming up to India’s electronics and mobility boom. The government’s nod to projects worth ₹5,532 crore under the Electronics Component Manufacturing Scheme gives it fresh wind in its sails. Electronics have become India’s third-largest export, touching USD 22.2 billion in the first half of FY26 — and Amber wants a bigger slice. Its acquisition of Ascent Circuits Pvt Ltd., a printed-circuit-board maker, forays into high-margin EMS territory with an investment plan of ₹991 crore. That means deeper integration, fatter margins, and sharper control over the value chain. With policy support, global demand, and a knack for moving early, Amber looks set to ride these tailwinds well beyond its air-conditioning past.
SCIENTIFIC ASCENT
Sai Life Sciences
BSE Code: 544306
CMP: ₹899.30
Sai Life Sciences, one of India’s fastest-growing CRDMOs, has broken ground on a new CMC Process R&D Center at its Hyderabad campus—an investment set to double its Process R&D capacity by September 2026. The 100,000 sq. ft. facility, spread over five floors, will add cutting-edge capabilities in peptide and oligo intermediates, formulation development, and early clinical supplies. Designed as a green building, it blends sustainability with scientific precision. CEO Krishna Kanumuri calls it a leap toward “greater speed, flexibility, and scientific depth” as global partners demand faster drug development cycles. Backed by robust late-stage programs and rising demand for scalable capacity, this expansion cements Sai Life’s position as a preferred partner for integrated drug discovery and manufacturing—an enterprise truly engineering the future of pharma innovation from India’s scientific heartland.
BankING MOMENTUM
City Union Bank
BSE Code: 532210
CMP: ₹239.30
City Union Bank, a century-old stalwart with deep roots in Tamil Nadu, has quietly become the traders’ favourite ahead of its Q2FY26 results. Dealers’ chatter points to strong accumulation, with volumes swelling sharply in the past few sessions — a sure sign that smart money is taking positions. The market buzz suggests a possible earnings surprise — a “big beat” that could trigger a re-rating. With volume patterns hinting at conviction buying and sentiment leaning bullish, this 120-year-old institution seems ready to deliver another chapter in its long, disciplined growth story. For those looking to place a calculated bet in the financial space, this is truly a stock to bank on.
SPECULATIVE BUZZ

Delhivery
BSE Code: 543529
CMP: ₹476
Delhivery, one of India’s largest integrated Logistics platforms, has the street buzzing again. Whispers suggest an announcement could drop any day now, one that might just push the stock into higher lanes. The recent uptick in volumes hints that traders are positioning early for a possible breakout. For those with a taste for shortterm plays, this counter could offer a quick double-digit sprint. Just remember — in the world of logistics, timing the delivery makes all the difference.
(Closing price as of October 28, 2025)
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