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 [EasyDNNnews:PaidContentStart]

CATCH IT EARLY


OneSource Specialty Pharma
BSE Code: 544292
CMP: ₹1,543.30

OneSource Specialty Pharma is shaping up as a one-stop specialty pharma CDMO, with capabilities across DDC, biologics, sterile injectables and oral technologies such as soft gelatin capsules. What is catching the market’s eye is the scale-up story. Management has guided for USD 400 million revenue and USD 160 million EBITDA by FY28, and the runway seems to be built on larger batch sizes, better utilisation and improved cost competitiveness for partners. The company is also working closely with clients to wrap up scale-up activities and secure regulatory approvals across multiple markets. That is crucial, because FY27 is expected to mark the start of meaningful CSA revenues, with H2 likely to be much stronger than H1. If the Q4FY27 exit run rate starts mirroring FY28 guidance, the stock could begin pricing in that next leg early—so, aboard the flight before it takes off.

BUILT TO BREAK OUT

Kajaria Ceramics
BSE Code: 500233
CMP: ₹1,122.25

Kajaria Ceramics remains the heavyweight in India’s tiles space, backed by a three-decade track record, a trusted brand and a distribution network of over 2,000 dealers across the country. North India continues to be its strongest market, giving the company a solid base in a key consumption belt. What is adding spice now is the technical setup. Market watchers say the stock is emerging as a potential dark horse for the coming fortnight, with price structure turning favourable for an upward move. Volumes since the start of the month suggest steady accumulation. In a market where quiet charts often turn loud without warning, Kajaria may be one to keep on the radar.

A HIGH-ENERGY PORTFOLIO PICK
Sarda Energy & Minerals
BSE Code: 504614
CMP: ₹579.45

Sarda Energy & Minerals is quietly shaping up as a proxy on India’s infrastructure push. What makes the story interesting is its diversified engine— high-margin power generation, steel and ferro alloys— which helps soften single-sector risk while keeping it plugged into the capex cycle. The bullish case rests on operating leverage. As captive power capacity expands and ferro alloy output rises, margins could get stronger, especially with demand support coming from steelhungry sectors such as Construction and automobiles. In a market that is constantly scouting for businesses with both scale and integration, Sarda seems to tick a few important boxes. Brokerages are turning constructive, and the optimism is not without reason. This is one of those industrial stories where capacity, demand and margin triggers may start working together.

THE STREET SMELLS A BLOCKBUSTER

Prestige Estates Projects
BSE Code: 533274
CMP: ₹1,304.30

Prestige Estates ended FY26 with the kind of number that makes the market sit up—record pre-sales of ₹30,024 crore, up 76 per cent YoY. Even Q4FY26 held its own, with ₹7,697 crore of pre-sales, up 10 per cent YoY. The strength was broad-based, with Bengaluru, NCR, Mumbai, Hyderabad and Chennai all doing the heavy lifting. More importantly, this is the first time the group has crossed the ₹30,000 crore annual pre-sales mark, underlining the scale it now commands across key property markets. Adding fresh fuel, Prestige has also marked its entry into a ₹9,000 crore residential opportunity in Versova, Mumbai. Street murmurs now suggest the next trigger could be a bumper Q4FY26 and full-year earnings print.

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