Kerbside

Arvind DSIJ / 14 May 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

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Apollo Hospitals
BSE Code: 508869
CMP: ₹8,019.60 

Apollo Hospitals Enterprise Limited continues to command a strong position in India’s private healthcare space, backed by its hospital network, diversified healthcare operations and steady cash flow generation. According to a technical analyst from a leading broking firm, the stock is hovering near a major breakout zone. A confirmed breakout could open the door for a medium term move towards five digit levels. Volumes have also started picking up, signaling renewed market interest. With earnings due in May and the board expected to consider a Dividend, street buzz suggests that a sizeable payout could be on the table. For investors tracking healthcare leaders, Apollo Hospitals is one counter that may deserve close attention before the momentum gathers further pace. 

THE TURNAROUND SCRIPT 

Biocon
BSE Code: 532523
CMP: ₹402.15 

Biocon is trying to move from heavy investment to sharper execution. FY26 marked a key reset, with the company completing the integration of Biocon Biologics and shifting focus towards better utilisation, margin improvement and deleveraging. Q4 revenue from operations stood at Rs 4,517 crore, while EBITDA came in at Rs 1,073 crore, supported by biosimilars growth and improving operating leverage. The fresh trigger comes from Biocon Pharma receiving Health Canada approval for Micafungin for Injection, strengthening its integrated biosimilars and generics portfolio. For the Street, the story now hinges on whether recent launches, capacity utilisation and margin recovery can turn this reset into sustained earnings momentum. 

GROWTH ENGINE FINDS A NEW GEAR 

Affle 3i BSE
Code: 542752
CMP: ₹1,584.40 

Affle 3i delivered a stronger than expected Q4, with revenue rising 20.3 per cent YoY, led by India and emerging markets, which grew 21.2 per cent. Developed markets also improved, growing 18 per cent as deferred revenue started flowing in. Growth was supported by deeper client engagement, new customer additions and steady traction across key verticals. Gross margin slipped 114 bps to 38 per cent due to expansion led investments, but FY26 EBITDA margin improved 120 bps YoY to 22.5 per cent, moving closer to the 23 to 24 per cent guidance band. With AI led advertising, developed market expansion and CPC based performance advertising, Affle enters FY27 with healthy earnings visibility. 

ZINC EDGE 

Hindustan Zinc
BSE Code: 500188
CMP: ₹641.55 

Hindustan Zinc has tied up with Group Nirmal to set up a zinc wire facility at the Zinc Industrial Park in Rajasthan. Under the agreement, Group Nirmal will manufacture zinc wire products using Hindustan Zinc’s Special High-Grade zinc. These products cater to infrastructure, renewable energy, automotive and industrial engineering sectors. Zinc wire is used in thermal spray coating and metallising, where it protects steel structures from corrosion. Bridges, transmission towers, Railways, ports and pipelines are key use cases. The move strengthens Hindustan Zinc’s downstream play and adds long term visibility to the stock story.

(Closing price as of May 12, 2026)

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