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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.[EasyDNNnews:PaidContentStart]

FIRING ON ALL CYLINDERS
Kirloskar Oil Engines
BSE Code: 533293
CMP: ₹1,409.85

Kirloskar Oil Engines has just delivered its highestever third-quarter sales — and this wasn’t a one-off pop; it was broad-based strength. Q3 sales jumped 35 per cent YoY, with the domestic Power Generation business stealing the spotlight at 44 per cent YoY growth. Even more eye-catching: the high horsepower segment went into overdrive, clocking a massive 235 per cent YoY surge. In the domestic industrial business, it reported 41 per cent YoY to ₹390 crore in sales, powered by strong traction in Defence, Nuclear and Marine. In other words, this isn’t just gensets doing the heavy lifting; the industrial engine room is humming too. On the market scoreboard, the stock is up 15 per cent YTD, while the Nifty 500 is down 4 per cent, a clear case of a company outperforming the index. And the street chatter? Murmurs suggest the run may not be done yet, with Q4FY26 and full-year FY26 numbers expected to land better than what many are pencilling in.

MARCH FAVOURITE
Cummins India
BSE Code: 500480
CMP: ₹4,815.95

Cummins India is a stock to watch in March. When the month rolls in, history tends to tilt in its favour: the stock has closed in the green 14 of the last 17 years (an 82 per cent hit rate), with an average gain of 10.33 per cent. Q3 FY26 was steady, with ₹3,006 crore in sales—domestic revenue dipped slightly, but PBT rose 7 per cent. The bigger trigger is the data centre opportunity, which now contributes about 25 per cent of Power Gen revenue. Execution can be “lumpy” (Power Gen revenue fell 16 per cent YoY in Q3), but the pipeline with hyperscalers and colocation players is building at a healthy pace.

WIRED FOR GROWTH
R R Kabel
BSE Code: 543981
CMP: ₹1,532.80

The buzz has only grown after RR Kabel clocked a punchy Q3FY26: Rs2,536 crore revenue, EBITDA up 86 per cent, and PAT up 72 per cent. Wires & Cables did the heavy lifting — and the export engine is humming. What’s getting dealers talking now is the forward math. Management is eyeing 18 per cent volume growth by FY27, helped by recent trade deals that could ease export friction.

Exports already contribute ~30 per cent of sales, and the company expects that to inch up to ~33 per cent of revenue. For FY26, the tone stays confident: 16–18 per cent growth looks on track, backed by domestic demand — with a sharper focus returning to the U.S. market as tariff pressures cool.

GOLD RUSH, POLICY PUSH
Muthoot Finance
BSE Code: 533398
CMP: ₹3,470.85

February 2026 brought a quiet but meaningful tailwind for gold financiers: the RBI eased branch expansion norms for large NBFCs in gold-backed lending. That’s the kind of regulatory nudge that can help well-run players widen their footprint faster—without too many speed bumps.

Now add the fresh ingredient: gold prices are surging , with geopolitical tensions back in the driver’s seat. When gold heats up, loan demand and ticket sizes often follow suit, and the street typically gravitates to the category leader.

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