Kerbside

Sayali Shirke / 27 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

BREWING SUCCESS [EasyDNNnews:PaidContentStart]

Tata Consumer Products
BSE Code: 500800
CMP: ₹1,177.55 

Tata Consumer Products, Q2FY26 results reflect its commitment to growth, reporting an 18 per cent YoY revenue increase. Key segments such as Tata Sampann and Ready-to-Drink beverages outperformed, with Tata Sampann seeing a remarkable 40 per cent revenue growth and RTD beverages growing by 31 per cent in volume. Despite some challenges from the GST 2.0 transition, the company’s innovation-driven strategy, with 25 new product launches in the quarter, sets it up for sustained growth. Internationally, Tata Consumer also maintained strong momentum, with a 9 per cent constant-currency growth. With margins improving and continued investments in sustainability and digital innovation, Tata Consumer Products remains poised for long-term success—making it a compelling pick for investors seeking consistent growth in the FMCG space. 


POWERING EDGE AI INNOVATION 

Blue Cloud Softech Solutions
BSE Code: 539607
CMP: ₹22.22 

Blue Cloud Softech Solutions (BCSSL) is taking a giant leap forward with its new joint venture with Byte Eclipse Technologies Inc., USA, to design and globalise the EclipseX1 Edge-AI chipset. Targeting industrial, automotive, and energy applications, this cutting-edge chipset promises 12 TOPS AI performance with under 10W power consumption. The 5-year venture has secured geographical exclusivity in the U.S. and Europe, aiming to generate a business potential of USD 65-80 million. This strategic collaboration will bolster BCSSL’s reputation in Edge AI, enhancing real-time decision-making in sectors like IoT, industrial automation, and automotive telematics. With AI-powered chipsets at the forefront, BCSSL is primed to shape the future of tech. 


PAINT YOUR PORTFOLIO GREEN 

Indigo Paints
BSE Code: 543258
CMP: ₹1,271.50 

Indigo Paints continues to shine with a 3.5 per cent YoY growth in Q2 FY26, despite market disruptions. The company is leveraging its strong market position, with 45.1 per cent gross margin and a 7.5 per cent increase in EBITDA, driven by product innovation and strategic market expansion. With over 18,500 active dealers and a focus on BTL activities, Indigo Paints is poised for sustained growth. The company’s commitment to enhancing its premium segment and improving its product mix positions it for strong performance in the upcoming quarters. As raw material prices stabilise, Indigo Paints expects EBITDA margins to improve, making it a strong contender for investors looking to paint their portfolios green with sustainable growth. 


A BOLD BET FOR HIGH-RISK INVESTORS 

Spice Lounge Food Works Ltd
BSE Code: 539895
CMP: ₹62.10 

Spice Lounge is redefining dining with 8 dynamic brands, including Buffalo Wild Wings, Blaze Kebabs, and premium nightlife concepts like Xora and Sunburn Union. The company aims to become a multi-category food and beverage powerhouse, driven by culinary innovation and tech platforms like eTouch and TekSoft. With buzz on the street hinting at potential developments, this stock remains a high-risk play, suitable for investors willing to embrace volatility. Previously, it delivered handsome gains, making it a compelling, though risky, choice.

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