Kerbside

Arvind DSIJ / 06 Aug 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

PREMIUM GROWTH ENGINE [EasyDNNnews:PaidContentStart]

Bharti Airtel
BSE Code: 532454
CMP: ₹1,956.50 

In telecom, the biggest opportunity today lies not in adding millions of new subscribers but in increasing the value of every existing connection. Bharti Airtel has embraced that shift through premium plans, home broadband, and enterprise digital services, creating multiple engines of growth beyond its core mobile business. The approach is paying Dividends. In Q1FY27, consolidated revenue from operations increased 18.4 per cent YoY to ₹58,539 crore. ARPU improved from ₹250 to ₹264 as the company added a record one million postpaid customers. Strong growth in the Homes and Airtel Business segments further highlights the strength of its digital ecosystem, while net debt-to-EBITDA improved to 1.17 from 1.70. Premiumisation, home broadband, and enterprise services are steadily transforming Airtel into a broader digital communications business. 

BUILDING DIGITAL MOATS 

Creative Newtech
BSE Code: 544631
CMP: ₹1,058.15 

Creative Newtech built its reputation as a technology distributor, but the bigger opportunity now lies in owning a larger part of the value chain. The proposed acquisition of Infinova India adds manufacturing capability, surveillance solutions, and a strong presence across airports, metro networks, and Defence projects, while the BharatNet project expands its government infrastructure portfolio. Q1FY27 revenue from operations increased 20.06 per cent YoY to ₹476.84 crore, while EBITDA rose 64.73 per cent YoY. Creative Newtech is gradually building a business where technology ownership, rather than distribution alone, becomes the key value creator. 

HITS BEYOND MUSIC 

Saregama India
BSE Code: 532163
CMP: ₹541.70 

A hit song no longer ends its journey on a streaming platform. For Saregama, it can become a live concert, a digital experience, a film soundtrack, or even the foundation of a long-term content franchise. That ability to monetise the same intellectual property across multiple formats is steadily reshaping the company's business model. Saregama is finding new ways to make every piece of content work harder, evolving from a traditional music licensing company into a broader entertainment platform. In Q1FY27, consolidated revenue from operations increased 27.5 per cent year-on-year to ₹263.60 crore, while net profit rose 42 per cent year-on-year to ₹51.88 crore. Music licensing remained the earnings backbone, but the live events business stole the show, with revenue surging 214 per cent year-on-year, supported by devotional events, experiential formats and stand-up comedy. 

FROM WIRES TO VALUE 

RR Kabel
BSE Code: 543981
CMP: ₹2,640.45 

Copper carries electricity, but distribution carries profits. RR Kabel has spent years building a wide distribution network and expanding into premium electrical products, creating a business that is gradually becoming less dependent on commodity cycles. In Q1FY27, consolidated revenue from operations rose 54 per cent YoY to ₹3,168.20 crore, while EBITDA nearly doubled, and net profit increased 129 per cent YoY. The company is steadily evolving into a broader electrical products player with multiple growth drivers. 

(Closing price as of August 04, 2026)
 

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