Kerbside

Arvind DSIJ / 28 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

TOWERING REALTY GAINS [EasyDNNnews:PaidContentStart]

Oberoi Realty
BSE Code: 533273
CMP: ₹1,712.70 

Oberoi Realty has given the Street enough reason to look up. Q4FY26 total income rose to `1,823.71 crore from `1,213.33 crore, while PAT jumped to `704.68 crore from `432.50 crore. For FY26, total income stood at `6,304.27 crore and PAT at `2,507.64 crore. The murmurs on the Street are now around its next leg of growth: premium housing demand, planned launches, stronger commercial leasing and steady retail traction. With Sky City Mall completing its first successful year and the management staying focused on execution in FY27, Oberoi Realty is shaping up as a quality Real Estate play for investors tracking India’s premium property cycle. 

GROWTH TRIGGER SPOTTED 

Carysil
BSE Code: 524091
CMP: ₹1,116.25 

Carysil is finding space in Street conversations for the right reasons. Its subsidiary Carysilnox has started commercial production of an additional 70,000 stainless steel sinks a year, taking capacity from 1.8 lakh to 2.5 lakh units, with utilisation already at 93 per cent. The Street is beginning to take note. With utilisation already running high and fresh capacity coming on stream to meet domestic and export demand, Carysil’s expansion looks more like a growth trigger than mere capacity addition. The Q4FY26 numbers add weight: consolidated revenue rose 14.5 per cent to `233.7 crore, while PAT after MI (Minority Interest) jumped 45.7 per cent to `27.1 crore. With global partnerships, exports and capacity expansion aligning, sources indicate Carysil is a stock investors may want to keep on the radar 

REBUILD TO RE-RATE 

FedBank Financial Services
BSE Code: 544027
CMP: ₹164.70 

Fedbank Financial Services has given the Street a reason to revisit the counter. Q4FY26 PAT crossed the `100 crore mark at `100.5 crore, while AUM touched `20,153 crore, led by a sharp 76 per cent jump in gold AUM to `10,352 crore. What excites investors is not just the quarter, but the road ahead. Management has retained its 20-25% AUM growth guidance, expects gold loans to grow 20-22 per cent even if gold prices remain flat, and sees FY27 ROA improving by 20-30 bps as credit cost stays range-bound and opex discipline improves. With the book now over 99.5 per cent secured and gold-led growth gaining scale, Fedfina looks like a stock the Street may keep on its radar. 

OPPORTUNITY TO GAIN PROFIT 

Rategain Travel Technologies
BSE Code: 543417
CMP: ₹725.70 

RateGain has put a strong FY27 marker on the table. After Q4FY26 revenue touched `716 crore, management guided for FY27 revenue of `3,000 3,100 crore, implying 65-70 per cent growth, with EBITDA of `650-700 crore at 21.5-22.5 per cent margin, excluding Sojern earn-out costs. What has the Street excited is the shift from integration to monetisation. The Sojern integration is ahead of plan, cost synergies have moved higher, and RateGain is positioning itself around travel intent data, AI-led marketing, distribution and guest engagement. Management also expects free cash flow to EBITDA conversion above 75 per cent in FY27 and aims to become debt-free by FY28. For investors, the story now rests on execution, cross-sell and profitable scale. 

(Closing price as of May 25, 2026)

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