Recommendation from Automobile & Ancillaries and Aviation Sectors

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]

Tube Investments of India Ltd.
CMP - ₹2,838.10
BSE CODE 540762
Volume 4,64,301
Face Value ₹1
Target ₹3,065 - ₹3,122
Stoploss ₹2,640 (CLS)

Tube Investments of India Limited (TII), a prominent entity of the 125-year-old Murugappa Group, is a diversified engineering company with a significant presence in cycles, auto components, and industrial systems. TII holds majority stakes in key subsidiaries like CG Power and Industrial Solutions Ltd (57.98 per cent) and Shanthi Gears Ltd (70.46 per cent). Operationally, TII demonstrated robust growth in Q3 FY26, with consolidated revenue reaching ₹5,800.99 crore, up from ₹4,812.22 crore in the previous year. Consolidated profit before share of associate/joint ventures, exceptional items, and Tax stood at ₹501.67 crore for the quarter. For the nine-month period ending December 2025, consolidated revenue grew to ₹16,633 crore, with profit after tax from continuing operations at ₹884.21 crore. With strong performance across its engineering and power systems segments, TII remains well-positioned for sustained growth. With consistent growth and performance, we recommend BUY.

Bharat Electronics Ltd.
CMP - ₹453.75
BSE CODE 500049
Volume 63,32,363
Face Value ₹1
Target ₹490 - ₹500
Stoploss ₹422 (CLS)

Bharat Electronics Limited (BEL), established in 1954 under the Ministry of Defence, is a premier Navratna PSU and a global leader in professional electronics. The company specialises in advanced radar systems, missile systems, electronic warfare, and communication equipment for the Indian Armed Forces. With nine state-of-the-art manufacturing units, BEL maintains a dominant position in India’s strategic electronics sector. Operationally, BEL demonstrated strong performance in Q3 FY26, with consolidated revenue reaching ₹7,153.85 crore compared to ₹5,770.69 crore in the previous year. Net profit for the quarter stood at ₹1,579.70 crore, showing significant growth from ₹1,311.60 crore in the same period last year. For the ninemonth period ending December 2025, consolidated revenue grew to ₹17,385.68 crore with a profit after tax of ₹3,835.91 crore. The company’s Order Book remains healthy at approximately ₹73,015 crore. With consistent operational excellence and growth, we recommend BUY.

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