Gravita India: Capacity badhi, naya business bhi
Nuvama ka kehna hai ki Gravita India par 'Buy' karna chahiye, target diya hai ₹2,301 ka, matlab 62% tak ka potential upside. Company ne apni lead recycling capacity badha li hai, 80,000 TPA already chalu hai aur 45,000 TPA aur lane wale hain. Plus, ab ye Rashtriya Metal Industries ke through copper recycling mein bhi utar rahe hain, jisme 31,200 TPA ki facility banegi. Volumena 32% CAGR se badhne ki ummeed hai FY26 se FY28 tak, aur PAT 24% badh sakta hai. Haan, thoda near-term mein freight cost aur Middle East volumes ki wajah se ek quarter halka ho sakta hai, par long term mein acha dikh raha hai.
Kalpataru Projects: Order Pipeline zabardast
Kalpataru Projects International Limited (KPIL) par bhi Nuvama ka 'Buy' call hai, target ₹1,428, matlab 28% ka upside. Geopolitical issues ke bawajood company project execution smooth rakh rahi hai. Transmission, distribution, buildings, factories sab jagah accha order pipeline hai. Nuvama ko lagta hai ki FY28 tak EBITDA margins 8.6% ho jayenge, jo FY26 mein 8.2% the.
Dr Lal PathLabs: Volume se growth pakka
Dr Lal PathLabs ko bhi Nuvama ne 'Buy' recommend kiya hai, target hai ₹1,863, jo 37% ka upside de sakta hai. Company consistent volume-driven growth dikha sakti hai. FY26 mein 11-12% organic revenue growth expected hai aur long term mein bhi double digit growth maintain rahega. Margins bhi lagbhag 28% par stable rahenge. Swasthfit segment badh raha hai aur radiology services se bhi profit badhega.
Motherson Sumi Wiring India: Utilization badhegi, EVs ka fayda
Motherson Sumi Wiring India par bhi 'Buy' rating hai, target ₹60, matlab 58% ka upside potential. Abhi jo naye plants set up kiye hain, unki utilization 45% se badhkar 65-70% ho jayegi iss saal. New orders aur EVs ke liye zyada content per vehicle bhi growth ke bade reasons hain. Revenue 13% aur EBITDA 23% CAGR se grow kar sakte hain FY26 se FY28 ke beech.
Welspun Corp: Order book tagda, infra mein demand
Welspun Corp par bhi Nuvama ka 'Buy' call hai, target price ₹1,082, matlab 33% ka upside. Company ke paas ₹24,700 crore ka tagda order book hai, khaas kar US orders se yeh boost hua hai. Middle East mein operations stable hain aur expansion plans track par hain. Government ke infra spending ke saath ductile iron pipes ki demand bhi acchi hai, aur global LNG market mein bhi opportunities hain.