Recommendation from Aviation and Chemicals Sector

Ratin Biswass / 03 Apr 2025/ Categories: DSIJ_Magazine_Web, DSIJMagazine_App, Hot Chips, Hot Chips, Recommendations

Recommendation from Aviation and Chemicals Sector

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.[EasyDNNnews:PaidContentStart]

Interglobe Aviation Ltd.
CMP - ₹5,027.05
BSE CODE 539448
Volume 12,194
Face Value ₹10
Target ₹5,428 - ₹5,529
Stoploss ₹4,674 (CLS)

IndiGo, India's largest and most preferred passenger airline, continues to be one of the fastest-growing airlines globally. With a simple yet effective philosophy—offering affordable fares, ensuring on-time performance, and delivering a seamless travel experience— the airline has built a strong reputation. On the financial front, IndiGo delivered a notable 14 per cent revenue growth, rising from ₹19,452 crore in Q3FY24 to ₹22,111 crore in Q3FY25. However, net profit faced a setback, declining 18 per cent year-onyear. Despite a significant correction in the broader domestic market, the stock showcased resilience, gaining over 12 per cent in the past month. Looking ahead, multiple growth triggers could further propel the airline's performance. These include a surge in year-end holiday travel, increased financial year-end business bookings, and the stabilisation of aviation turbine fuel (ATF) prices. Additionally, from a technical standpoint, the stock holds strong upside potential. Given these factors, we recommend BUY.

Alkyl Amines Chemicals Ltd
CMP - ₹1,685.10
BSE CODE 506767
Volume 6,635
Face Value ₹2
Target ₹1,808 - ₹1,841
Stoploss ₹1,556 (CLS)

The company is a leading global supplier of aliphatic amines, specialty amines, and amine derivatives. The company serves diverse industries including pharmaceuticals, agrochemicals, water treatment, and rubber chemicals. With a strong presence across more than 50 countries, the company operates over 20 production plants and offers a portfolio of over 100 products. Considering its financial performance, the company delivered a notable 15 per cent revenue growth, surging from ₹322 crore in Q3FY24 to ₹371 crore in Q3FY25. Net profit soared by around 31 per cent year-on-year, reaching ₹44 crore. Escalating trade barriers on Chinese specialty chemicals could drive increased domestic demand for Indian manufacturers like Alkyl Amines Chemicals Ltd. This demand surge is further supported by the steady growth of the pharmaceutical and agrochemical sectors, two key industries that rely heavily on amines, positioning the company for sustained growth. Hence, considering its strong past performance and promising growth potential, we recommend BUY.

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