Thursday’s Steep Market Fall Came AMID Rising Geopolitical Issues in West Asia and Renewed Tariff Threats from Us President Donald Trump, which are set to take affect on 9 july.
On to the top stock picks for today, as recommended by some of India’s leading market experts.
Trade brains portal’s recommendations for 13 June
Kirloskar brothers ltd
Current price: 1,843
Target price: 2,160 in 12 months
Stop-Loss: 1,684
Why kirloskar brothers are recommended: Incorporated in 1920, KBL is one of India’s Larget Manufacturers and Exporters of Pumps with Expertise in Fluid Management Systems. The company catters to 120 countries Across Six Continents from Nine Domestic and Five International Manufacturing Plants. KBL Has more than 2,500 active customers and a diversie product portfolio that serves a larger range of applications in more than 12 Industries and Emerging Areas, Emerging Areas, Including Chemicals, Including Chemicals, Petrochemicals, Petrochemistry, and Renewable energy.
In FY25, The company’s revneue jumped 12% year-on-yar to 4,492 Crore, Driven by Strong Demand for Its Diverse Range of Products and Services. It holds a strong market share of 15% on the retail side, 25% in small- and medium-sized pumps, 40% in large pumps, and 66% in centrifugal pumps. The company recorded order inflows of 5,182 Crore, a growth of 12% yoy, from both domestic and international markets, and have pending orders of 1,208 Crore from overseas markets. It launched 200 new products, specificly energy-efficient products with energy-efficient motors and large submersible products with up to around 10-inch Oil-Filled SULMERSIBLED
Going forward, kirloskar brothers aims to increase its efficiency by cutting costs, decreasing waste, and improoving processes, and anticipates Increasing Its MARGIN by 20% or more over the Next thes Years. Using Its Own Technologies, Colligo and Phoenix, The Company is concentrating on Growing its services businesses business in the Uk, Europe, and Southeast Asia. A maintenance capital expert of 100 Crore is anticipated for machine replacement, modernization, and debottlenecking. The Urbanization, Building, and Construction SEGMENTS, The Electricity and Thermal Sector, and the Small Pumps Industry Have All Seen Positive Growth of 7% for KBL.
Risk factors: The company fares fierce rivalry in the pump manufacturing sector, the medium-sized unorganized unorganized firms have a great results in low margins in low margins in low margins Players. KBL is also subject to fluctuations in the price of raw materials because pig iron, gun metal, and steel scrap are used in the manufacturing process, and their pristers are naturally Flucting.
Emami Ltd
Current price: 576
Target price: 720 in 12 months
Stop-Loss: 504
Why emami is recommended: One of India’s Top FMCG FIMMS, Emami was established in 1974 and produces and markets healthcare and personal care goods. Trusted Power Brands Including Navratna, Boroplus, Smart and Handsome, Zandu Balm, Mentho Plus, And Kesh King Are Amami Emami’s more than 550 varied products offerings. Through its network of more than 3,400 distributors, emami goods can be found in more than 5.4 million retail locations throughout India. The company’s Global Reach Includes More Than 70 Countries.
In FY25, The company’s revionue increase 6.5% to 3,809 Crore While Ebitda Grew 9.7% to 1,093 Crore and Profit after tax by 9% to 803 Crore. Despite Tepid Urban Mass Demand, Emami Demonstrated Resilient Performance. Its core domestic business delivered Robust Double-Digit Growth of 11%, Coupled with a Healthy Volume Growth of Around 7%, LED by Key Brands Such as Navratna, Dermicool, Boroplus, and The Healthcare Range. Emami repositioned Smart and Handsome from a Fairness-Focused Product to a Complete Male Groming Solution during the fourth quarter. It also forad into the brightening cream category with the launch of “Emami Pure Glow”. Additional, the company introduced more than 25 new products in its domestic business during fY25.
Emami’s International Business Recorded A 6% Growth in Q4, Demonstruating Resilience in the face of Geopolitical Volatiity Across Bangladesh, West Asia, Parts of Africa. Strong Momentum was witnessed Across South Asian Association for Regional Cooperation (SAARC), Southeast Asia, Commonwealth of Independent States (CIS), and AFRICAN MARKETS. Organized Trade Channels Comprising Modern Trade, E-Commerce, and Institutional Sales Contributed 27.6% of Domestic Revenues in FY25. Emami Remains Confident of Navigating Short-Term Macro UncertainTies Through Portfolio Premimization, Innovation Acceleration, Enhanced Channel Productivity, and Strategic International Expedation.
Risk factors: Profitability is Subject to Fluctations in Raw Material Pries Since Emami Uses Menthol, Packaging Materials, and Vegetable Oil. The price of polymers, which are used to make packaging materials, is linked to the price of crude oil, which is valatile. The main raw materials used in health care and personal care products are til oil, seshale wax, rice bran oil (rbo), lLP (Crude Derivative), and Menthol/Menthaol/Menthol (which has a Crude Derivative). Very few of the materials are important; The Majority Are Purchased Domestical. Price-sensitive customers may make it difficult for the business to Quickly Pass on Price Increases for Raw Materials.
Two stocks to buy as recommended by raja venkatraman of neotrader for Friday, 13 June
Nelco Ltd (Nelco CMP 1,054.50)
Buy CMP and Dips to 970 | Stop 940 | Target 1,185-1,250
Nelco Ltd, Part of the Tata Group, Stands as a Niche Player in India’s expanding digital infrastructure landscape, specialising in Satellite Communication and Mainaged Network Services. The company’s position aligns well with India’s growing demand for remote and enterprise connectivity, but its Q4 FY25 FINANCIAL PERFORMANCE HAS RASED SOME CONCERNS.
However, the price started bottomeing out in February this year, and the price slipped into consolidation and started generating some demand for the last few months. The steady buying at lower levels and the higher highs that formed indicate that the upward traction in the counter can continue. The last few months have ben quite Volay as the stock price trends have ben facing bearish Momentum right from july 2024.
The pris Hit Some Major Supports Around 800 Levels, where it began to show some strength and started producing a positive divergence. The divergence was followed by some strong tailwind that has now emerged in the form of a breakout. Now with some fresh momentum infused and also supported by robust volumes not seen in the last few days the future augurs well for the priests. Considering a low-Risk Scenario, we can consider this counter as a good play from a short-term investment percent.
Strategically, Nelco has made efforts to expand through integrated service offers, cybersecurity solutions, and managed connectivity, but this Quarter’s PORMS POOR FINANCIAL PORFORMANCE HINDLIGHLIGHLIGHLIGHLIGHLIGHTS Apparent Gap Between Vision and Execution. However, an early entrant into the satellite services and its affiliation with the tata group, providing bot credibility and potential synergies with related entities.
For Investors, Nelco May Represt a High-Risk, High-Reward Proposition. It could appeal to that that seeking thematic exposure to digital infrastructure and satellite technologies. Future Quarters will be Pivotal – NNELCO MUST Demonstrate Operational Turnaraound, Improved Cost Control, and The Ability to Explite to Explite Sector Momentum to Rease Investment Apple.
As negative concerns see to be gotting absorbed, we can go look for some upward bias to unfold. Look to go long about 1,130 and Dips to 970 with a stop at 940 for a target of 1,185 and 1,250.
Dcm shriram Ltd (Dcmshriram CMP 1,125.10)
Buy CMP and Dips to 1,090 | Stop 1,060 | Target 1,225-1,295
DCM shriram ltd, a diversified conglomerate with interests spanning chemicals, agri-inputs, sugar, ethanol, and building systems, continues to demonstrate resilience amid a volatility macroeconomic Environment. The company’s Q4 fy25 results reflected a healthy year-on-yaar performance, thought sequentially, there are signs of margin pressure. For the Quarter Ended March 2025, DCM shriram reported total reveneue of 3,019.32 Crore, Marking a 19.28% Increase Year-On-Year. Operating Profit Stood at 291.06 Crore, UP 57.36% on-Year, while Net Profit Rose 51.88% to 178.91 Crore. However, on a Quarter-on -Quarter Basis, Both Revenue and Profitability Declined, Indicating Near-Term Headwinds in Certain Segments.
Strategically, DCM Shriram is Well-Positioned in Emerging Sector Like Green Energy and Eethanol Blending. Its ethnol capacity, supported by multi-fedstock distilleries, aligns with India’s biofuel policy and offers long-term growth potential. The chemicals segment, particularly caustic soda and hydrogen peroxide, benefits from Industrial Demand and Backward Integration.
The charts clear demonstrate that over the last few weeks, there has been some steady improvement in volumes and go the boost last week week from the positive Q4, which came out of its outs Narrow Rain Suppressed. We can note that on Higher Time Frames, The Selling Intensity Had Begun to Wear Off, and Now the Relative Strength Index (RSI) has Moved Above 40, Indicating that Momentum is Calling for a rebund from Lower Levels. Considering the setup and encouraging news flow, we can look at a buying options.
As we look into the future from an investment percent, dcm shriram offers a balanced mix of stability and growth. It may appeal to that seeking exposure to India’s rural economy, green energy transition, and Industrial Manufacturing. While not a high-belta stock, it provides consistent returns with a strong dividend track record and prudent Capital Allocation. In conclusion, DCM shriram’s q4 fy25 results reinforce its position as a fundamentally sound and strategically diversified enterprise.
With a positive outlook unfolding, we can look at how to how to the long side by initiating a long at CMP and Dips to 1,070, stop 1,050, target 1,225–1,295.
Raja venkatraman is co-founder, neotrader. His SEBI-Registered Research Analyst registration no. is inh000016223.
Trade brains portal is a stock analysis platform. Its Trade Name is Dailyraven Technologies Pvt. Ltd, and its sebi-registred research analyst registration number is inh000015729.
Investments in Securities are Subject to Market Risks. Read all the related documents carefully Before Investing.
Registration Granted by Sebi and Certification from Nism in No Way Guarantee Performance of the Intermediary or Provide any assuance of returns to investors.
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