Kerbside

Arvind / 03 Sep 2026 / Categories: DSIJ_Magazine_Web, DSIJMagazine_App, Informed Intelligence, Kerbside, Regular Columns

Kerbside

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GRAPHITE GETS CHARGED [EasyDNNnews:PaidContentStart]

HEG
BSE Code: 509631
CMP: ₹729.15 

HEG has found two triggers to keep investors interested. Globally, graphite electrode capacity is set for a trim, with GrafTech planning to reduce annual capacity by around 51,000 tonnes, including the closure of its 35,000-tonne Monterrey facility. For an industry that has struggled with excess capacity, tighter supply could gradually improve the pricing environment and support margins. Back home, HEG’s demerger adds another layer to the story. September 7, 2026, has been fixed as the record date, with shareholders receiving one share of HEG Graphite for every HEG share held. The restructuring will separate the graphite electrode business from advanced materials, battery solutions and green power operations. For investors, the attraction is therefore twofold: a possible recovery in the global graphite electrode cycle and the potential for value unlocking as the company creates sharper, independently focused businesses with clearer growth priorities and a more focused capital allocation strategy ahead. 

AFRICA ON TRACK 

Texmaco Rail & Engineering Ltd
BSE Code: 533326
CMP: ₹113.20 

Texmaco Rail is putting its export ambitions firmly on track. The company has received a USD 135 million letter of award from Tsiko Africa Logistics and Barberry Holdings for Wabtec ES43ACi 4,500 HP diesel-electric locomotives, to be executed within 20 to 24 months of signing the definitive agreement. The award strengthens an already sizeable South African relationship, where Texmaco has been building opportunities across locomotives, wagons and Railway equipment. The bigger story is the shift beyond domestic wagons, with exports gradually becoming a more meaningful growth engine for the company ahead. 

PROFITS TURN CREAMIER 

Milky Mist Dairy Food Ltd
BSE Code: 544868
CMP: ₹231.95 

Milky Mist is showing that its growth story is about much more than selling milk. In Q1 FY27, revenue jumped 43.6 per cent to ₹973.45 crore, while PAT rose nearly tenfold to ₹64.68 crore. EBITDA increased 74.5 per cent to ₹144.89 crore, with the margin improving to 14.88 per cent from 12.24 per cent. The more interesting part is the product mix. Yogurt revenue surged 153 per cent, while ice cream sales grew 60 per cent, reflecting stronger demand for higher-value dairy products. The company has also commissioned a 120 MT-per-day Cheddar cheese facility. For investors, Milky Mist is gradually moving from a dairy processor towards a broader value-added food business, where premiumisation, better capacity utilisation and operating leverage could increasingly drive the next leg of sustainable earnings growth momentum ahead. 

OLD JEWEL, NEW SHINE 

Tribhovandas Bhimji Zaveri Ltd.
BSE Code: 534369
CMP: ₹366.50 

TBZ has acquired a fresh shine after GRT Jewellers agreed to buy the promoter group’s entire 74.12 per cent stake for up to ₹1,033.71 crore. GRT will acquire around 4.95 crore shares at up to ₹209 apiece and has triggered a mandatory open offer for approximately 26 per cent. The real story lies beyond the deal price. GRT is strong in South India, while the 162-year old TBZ is established in western India. Together, they could create a wider national jewellery platform and open a new growth chapter. 

(Closing price as of September 01, 2026)

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