Kerbside

Sayali Shirke / 13 Nov 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 TO ROLL [EasyDNNnews:PaidContentStart]

Ceat Ltd
BSE Code: 500878
CMP: ₹4,086.65 

Hold onto your tyres, folks—CEAT is revving up for some serious action! This tyre giant had a stellar quarter, with consolidated revenue growing 14.2% YoY. OEM and international markets are leading the charge, with volumes up 11 per cent, and the replacement market showing solid growth. But here’s where it gets interesting—CEAT’s margins are on fire! EBITDA soared to ₹511 crore with a margin of 13.5 per cent, an impressive 259 bps jump QoQ. Gross margins improved by over 400 bps, sitting pretty at 40.9 per cent. And the best part? The GST cut is a game-changer. The company has already passed on the full benefit, and expect the demand to bounce back stronger, especially in semi-urban and rural markets. The buzz around D-Street? Smart investors are anticipating big things for CEAT in the near future. Stay tuned, this one’s ready to roll! 


ON COURSE FOR ROBUST GROWTH 

GE Shipping
BSE Code: 500620
CMP: ₹1,107.40 

GE Shipping is charting a steady course with impressive Q2FY26 results. GE Shipping has maintained its commitment to shareholders by declaring a 15th consecutive quarterly dividend of ₹7.20 per share. In a market where scrapping remains low, GE Shipping continues to benefit from an aging fleet, presenting a significant growth opportunity. The pool of old ships is expanding, making GE Shipping’s fleet an attractive player in the shipping sector. The reduction in debt further strengthens the company’s balance sheet, with a net debt reduction phase in progress. The crude, dry bulk, and LPG gas shipping markets are showing positive trends. With strong demand in key markets, GE Shipping is well-positioned for long-term growth, making it a stock to watch closely. 


ON THE FAST TRACK FOR GROWTH 

Minda Corporation
BSE Code: 538962
CMP: ₹597.55 

Minda Corporation has posted a stellar performance this quarter, surpassing expectations with highest-ever quarterly revenue. Fuelled by strong demand across key vehicle segments, an increasing share of business, and a sharp focus on EV and premium products, Minda also achieved its highest-ever EBITDA. The company’s wiring harness and instrument cluster divisions have outperformed industry trends, while its partnership with Flash Electronics is boosting its presence in high-growth sectors like EV power electronics. With a lifetime Order Book of ₹3,600 crore and an expanding export market, Minda is well-positioned for continued growth. Keep an eye on this one as it strengthens its foothold in the EV space, invests in R&D, and drives operational excellence. 


READY FOR A TECHNICAL BREAKOUT 

Infosys
BSE Code: 500209
CMP: ₹1,530.60 

Buzz is building around Infosys, with the Nifty IT index showing a triangular pattern breakout on the daily chart, signaling a potential rally. According to one of the leading broker's technical research desks, Infosys is on the brink of breaking out of a twomonth consolidation phase, making it a prime pick for the medium term. Double-digit gains are being predicted as the stock is poised for an upward swing. With strong technicals backing the move, Infosys could be the next IT stock to watch. If you're looking for a solid bet from the IT sector, this one's definitely worth your attention. Don’t let this opportunity pass by! 

(Closing price as of November 11, 2025)

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