Kerbside

Arvind DSIJ / 30 Apr 2026 / 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

POWERFUL RUN AHEAD [EasyDNNnews:PaidContentStart]

GE Power India
BSE Code: 532309
CMP: ₹556.10 

GE Power India Limited, an established engineering and power-sector equipment company, is steadily reshaping its business profile. The company is engaged in engineering, procurement, manufacturing and servicing of power plants and related equipment, including boilers, turbines and pollution-control systems. The key shift lies in its focus on high-margin opportunities with shorter cash cycles and lower working capital requirements. At the same time, the company has been gradually scaling back from long-gestation projects, improving business stability over time. Institutional interest is also visible, with both FIIs and DIIs increasing their stake in the stock. Its core services business remains well placed to build on current momentum and deliver double-digit year-on-year growth again this year. Hence, watch out for this stock. 

SUPER COOL GAINS 

Amber Enterprises India Ltd
BSE Code: 540902
CMP: ₹8,107.80 

Amber Enterprises India remains a leading manufacturer and solution provider for the room air-conditioner industry, with a market share of nearly 26-27 per cent. Its ability to manufacture around 70 per cent of RAC bill of materials gives it deeper control over the value chain. The bigger trigger, however, lies in electronics. Its PCBA, bare PCB and box-build businesses cater to consumer durables, smart electronics, automotive, telecom, healthcare, industrial and Defence segments. This division has emerged as a key growth engine, with margins expected to move into double digits by FY27. Despite raw material headwinds, Q3 margins remained healthy. If execution holds, operating leverage could drive stronger earnings growth. 

WIRED FOR THE T&D BOOM 

CG Power and Industrial Solutions Ltd
BSE Code: 500093
CMP: ₹820.40 

CG Power and Industrial Solutions, part of the Murugappa Group, is a leading engineering company focused on electrical energy management. The company is well placed as India’s transmission and distribution sector emerges as a strong industrial growth theme, backed by a large domestic investment pipeline and rising global demand for power equipment. With its existing capabilities and planned capacity expansion, CG Power is positioned to benefit from the expanding transmission opportunity. It also remains a leader in the low-tension motor market, while its ramp-up in high-tension motors could add another growth lever as industrial demand recovers. In short, CG Power looks firmly wired to India’s power infrastructure growth story. 

SOMETHING BREWING 

CESC
BSE Code: 500084
CMP: ₹188.15 

CESC, the flagship company of the RP-Sanjiv Goenka Group, is a vertically integrated power utility with presence across electricity generation and distribution. The stock has recently started drawing attention on the Street, with market chatter suggesting that select HNIs may be accumulating it. The recent spike in volumes has added fuel to the buzz. Such movement often makes investors sit up and track whether a larger development is taking shape behind the scenes. For now, the story remains in the “market murmur” zone, but the volume footprint is hard to ignore. If the chatter turns into news, CESC could see stronger action ahead. Keep it firmly on the radar. 

(Closing price as of April 27, 2026

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