1. InterGlobe Aviation (IndiGo):

This airline company surged 3% over the past week and is trading near its 52-week high after announcing a partnership with French hospitality firm Accor to enter the hospitality sector. Together, IndiGo and Accor will acquire a majority stake in India’s budget hotel chain, Treebo.

The airline adds one new aircraft to its fleet every week, a trend expected to continue until 2030. This expansion is fueled by growing demand, driven by rising middle-class income and the opening of new airports across India. With 65% of the world’s population located within 5-6 hours from India, IndiGo sees significant growth opportunities in international connectivity and is expanding aggressively.

Due to its rapid expansion, Forecaster expects IndiGo to report sales growth in FY25 but anticipates that margins will be negatively impacted on a YoY basis. However, they project that margin and net profit growth will return to a positive trajectory starting in FY26. IndiGo has launched “Strech,” a business class seating option, introduced a loyalty program, and expanded its cargo division to improve its margins. The airline currently offers business class services on three routes and aims to cover thirteen routes by the end of 2025.

In Q3, the airline’s net profit was lower YoY, primarily due to foreign exchange losses on lease liabilities denominated in US dollars. However, when excluding the impact of these forex losses, IndiGo reported a net profit growth of 26% YoY in Q3. To mitigate these losses, CFO Gaurav Negi said, “We will further enhance our hedging positions, and as we add more international capacity, we expect the natural hedge to also improve.” He believes that expanding international capacity will serve as a “natural hedge” due to cash inflows in the form of US dollars.

According to Trendlyne’s Forecaster, 21 analysts have a consensus recommendation of “Buy”, with an average target price of 5,385. Analysts at Motilal Oswal expect IndiGo to benefit from India’s aviation sector's growth and expansion into international destinations.

2. Jubilant Foodworks:

This QSR player has gained over 59.5% from its 52-week low of Rs 429.6. On April 5, Jubilant Foodworks released its business update for Q4FY25, showing a 33.9% YoY increase in revenue at Rs 2,107 crore. The company features in a screener of stocks where mutual funds increased shareholding over the past quarter.

Jubilant Foodworks is the master franchise for brands like Domino’s Pizza, Popeyes and Dunkin’ Donuts in India. During the quarter, Domino’s Pizza reported like-for-like or LFL growth of 12.1% YoY. LFL growth stood at 12.5% in the December quarter, driven by improvements in home delivery orders. 

The company has risen 61.1% in the past two years, underperforming the broader hotels, restaurant & tourism sector by 41.1% points. Over the past 8–9 quarters, QSR (quick service restaurant) chains have faced pressures due to weak demand and tough market conditions. Delivery remained strong, but dine-in and takeaway slowed down. However, the management highlighted recovery in dine-in sales and expects growth in the coming quarters. 

Meanwhile, the company continued to expand its store network in Q4FY25 and opened 52 new Domino’s outlets, taking the total to 2,179 stores in India. Commenting on this, Sameer Khetarpal, the MD and CEO, said, “We plan to add 1,000 new Domino’s and around 150 Popeyes stores over the next three years as demand momentum remains upbeat.”

Analysts highlight that demand for fast-food chains is improving, driven by better affordability and a recovery in dine-in sales. This trend is likely to strengthen in FY26 as discretionary incomes rise following personal income tax cuts.

Motilal Oswal gives a ‘Hold’ rating on Jubilant Foodworks with a target price of Rs 715. The brokerage believes that improving the menu and promotional strategies for dine-in will be key in boosting footfall and orders moving forward.

3. Hindustan Unilever:

This personal products company rose by 5.4% in the past week. On April 8th the company’s demerged entity, Magnum Ice Cream Company, signed an MoU with the Maharashtra government to set up a Global Capability Center (GCC) for its ice cream business in Pune. Maharashtra CM, Devendra Fadnavis, said, “This Rs 900 crore investment will generate over 1,000 jobs and is Unilever’s largest Global Capability Centre (GCC) to date.”

To prepare for the Environment Ministry's April 1st mandate requiring recycled plastic use, the company acquired a 14.3% stake in Lucro Plastecycle Private, a plastic recycling firm, on March 20th. This strategic investment aims to ensure compliance and mitigate potential sales risks within the FMCG sector.

Trendlyne’s forecaster predicts the company's revenue and net profit will decline by 0.7% and 16.3% in Q4FY25. The negative estimates are due to inflationary material prices and flat growth in the previous quarter for the Beauty & Personal Care segment, which is the largest contributor at 36.6% of sales. However, the FMCG sector’s resilience and strong domestic demand have made it a preferred investment amid rising market volatility with Trump’s tariffs and recession fears. It appears on the screener for stocks in the ‘Buy’ zone.

Ritesh Tiwari, Executive Director & CFO of HUL, said, “If commodity prices remain where they are, we expect low single-digit price growth in the near term. With inflationary material prices, we expect to maintain EBITDA at the lower end of 23-24%. Along with our ice cream business demerger we've also entered an agreement to acquire a stake in premium beauty brand ‘Minimalist’, aligning with our strategy to pursue bolt-on acquisitions and strengthen our Beauty & Wellbeing portfolio.”

KR Choksey expects strategic acquisitions and premiumization efforts to support long term growth recovery for HUL. Subsequently, the brokerage has maintained its ‘Accumulate’ rating on the stock. The brokerage has lowered its FY26 & FY27 adjusted EPS estimates by 1.5% and 2% respectively, factoring in the Q3FY25 performance.

4. IRB Infrastructure Developers:

This roads & highways stock rose 5.9% on Tuesday as its toll collections increased 15.8% YoY to Rs 556.8 crore in March. Toll revenue for FY25 jumped 23% YoY to Rs 6,360 crore. The recent decline in Indian markets has helped the stock to feature in a screener of stocks with above-line growth and below-line valuations.

An improvement in the company’s monthly and yearly collections for the IRB MP Expressway, IRB Ahmedabad Vadodara Super Express Tollway, and CG Tollway helped its toll revenue improve in March and FY25. 

Speaking on its Q4FY25 update, the company’s Deputy Chief Executive Officer (CEO), Amitabh Murarka, said, “With a strong finish to FY25 and strong growth in toll revenue, we expect the trajectory to continue, driven by budget allocations aimed at boosting consumption and tourism, which will increase traffic on our assets in 12 states."

Trendlyne’s Forecaster expects the company’s net profit to grow by 10.5% YoY to Rs 208.7 crore in Q4FY25. However, revenue is expected to decline by 22.1% YoY to Rs 1,949.8 crore. 

In Q3FY25, the stock’s revenue grew by 2.9% YoY to Rs 2,025.4 crore. Meanwhile, its net profit surged by 32.2x to Rs 6,026.1 crore during the quarter, helped by lower road work and site expenses, and fair value gains of Rs 5,804.1 crore from investments made in joint ventures. 

Speaking on the order book, Anil Yadav, Director of Investor Relations of the company, stated, “Our total order book now stands at approximately Rs 31,500 crores, with an executable order book of Rs 6,000 crores in the next two years. We expect further growth in the order book, with the government’s push for public-private partnership (PPP) projects gaining momentum and bidding for BOT and TOT projects already underway.”

5 institutional analysts have a consensus recommendation of “Buy”, with an average target price of Rs 63.6 per share, indicating an upside of 39.5%.

5. Sobha:

This Bengaluru-based realty company rose 5.7% on April 8 after announcing its Q4FY25 business update. Sobha’s total sales increased by 22.1% YoY to Rs 1,836 crore, driven by higher volumes from new launches in Bengaluru, which contributed 76.6 % of total sales. 

During the quarter, the company sold 15.6 lakh sq ft of area, a 16.3% rise YoY. The average price was Rs 11,781 per sq ft, down 13.8% QoQ due to a higher share of mid-income projects, but it rose 4.5% YoY. Bengaluru alone accounted for Rs 1,406 crore in sales, supported by two project launches, Sobha Madison Heights and Sobha Hamptons. Other regions like Gurgaon, Hyderabad and Tamil Nadu also performed well during the quarter.

Despite a good recent quarter, Sobha’s total sales declined 5.5% YoY for FY25 to Rs 6,277 crore due to a weak H1 impacted by launch delays and slower sales in premium projects. Despite lower sales, the average price rose 22.8% YoY to Rs 13,412 per sq ft, aided by a higher share of own land projects and selective price hikes. 

The company missed its FY25 presales guidance of Rs 8,500 crore, to which Jagadish Nangineni, the company's Managing Director, pointed to “the regulatory delay in Sobha Townpark, and the slower pace of sales in some of our projects where the ticket size is large.”

Sobha plans to launch 210 lakh sq ft of residential and 11.9 lakh sq ft of commercial space across 10 cities in the next 4-6 quarters. Management expects to add Greater Noida, Hosur, and Mumbai to its operating locations in the next financial year, expanding its real estate presence to 15 cities.

Following the business update, HDFC Securities maintains its ‘Buy’ rating on the stock, citing its launch pipeline and an improving regulatory environment. They expect presales of Rs 9,000-10,000 crore in FY26, supported by geographical expansion and product diversification.

Trendlyne's analysts identify stocks that are seeing interesting price movements, analyst calls, or new developments. These are not buy recommendations.