Kerbside

Ratin / 01 Oct 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.

POWERING GROWTH THROUGH COMPLEX SCIENCE [EasyDNNnews:PaidContentStart]
Emcure Pharmaceuticals Ltd.
BSE Code: 544210
CMP: ₹1,925.75

Emcure Pharmaceuticals is building a differentiated pharma platform with a strong presence across domestic and international markets. The company has established leadership in several therapy areas, with 19 out of its top 20 brands ranked among the top 3 in their categories. Its domestic business is becoming increasingly chronic-led, with over 60 per cent chronic mix and strong franchises across women’s health, cardiometabolics, CNS and super-specialty therapies. The company is now focusing on scaling differentiated products, expanding international portfolios and commercialising its R&D pipeline across complex injectables, biologics, NDDS and ADC platforms. With rising opportunities in specialty therapies and partnerships with global players, Emcure’s growth strategy could keep investor interest alive as the company expands its high-value pharma portfolio.

A HEALTHY DOSE OF GROWTH
Mankind Pharma
BSE Code: 543904
CMP: ₹2,439.55

Mankind Pharma has emerged as one of India’s leading pharmaceutical companies, backed by strong brands, wide reach and a growing presence across specialty therapies. The company ranks among the top players in the Indian pharma market, with a prescription leadership position maintained for the last 9 years and a market share of 4.7 per cent as of MAT March 2026. Its focus on expanding chronic therapies, specialty segments and super-specialty areas like oncology, transplant and biologics is creating new growth opportunities. With strong brands, increasing chronic contribution and strategic acquisitions strengthening its portfolio, Mankind Pharma is positioning itself for the next phase of growth in India’s expanding healthcare market.

ENERGETIC RETURNS
Mangalore Refinery and Petrochemicals Ltd.
BSE Code: 500109
CMP: ₹169.80

MRPL is one stock that has been creating buzz even as the broader market remains under pressure. According to market sources, the stock has been attracting interest from HNIs in Mumbai and Kolkata, with investors tracking the company’s potential upside from improving refining conditions and better realisations. The optimism is also linked to MRPL’s position as a pure-play refiner with a 15 million metric tonnes per annum refinery capacity and the ability to benefit from a favourable refining cycle. With global refining margins improving and India’s energy demand continuing to expand, investors are closely watching whether MRPL can convert its operational strengths into stronger earnings momentum.

FLYING HIGH ON Aerospace AMBITIONS
Raymond Ltd.
BSE Code: 500330
CMP: ₹1,179.40

Raymond is transforming from a legacy brand into a precision engineering and aerospace player. Its subsidiary, JK Maini Global Aerospace, has entered the aircraft structures segment after winning a tender for assembling wing structures and centre fuselage structures for an indigenous fighter aircraft programme. The company has developed 1,300+ precision aero-engine parts, serves 25+ global aerospace customers and has a ₹5,960+ crore aerospace Order Book spanning 10 years. With capacity expansion and a focus on higher-value aerospace assemblies, Raymond’s engineering transformation could keep the stock in focus.

(Closing price as of September 28, 2026)

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