Recommendation from Automobile & Ancillaries and Infrastructure Sector
Ratin DSIJ / 25 Jun 2026 / Categories: DSIJ_Magazine_Web, DSIJMagazine_App, Hot Chips, Hot Chips, Recommendations
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.
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]
Samvardhana Motherson International Ltd.
CMP - ₹145.80
BSE CODE 517334
Volume 8,83,846
Face Value ₹1
Target ₹157- ₹160
Stoploss ₹135 (CLS)
The company is one of the world’s leading automotive component suppliers, providing end-to-end solutions across design, engineering, manufacturing, assembly and Logistics to global OEMs. It has also diversified into Aerospace, consumer electronics, health and medical, and industrial technology segments. At the time of writing, the latest available Quarterly Results were for the March quarter. In Q4FY26, revenue rose 17 per cent year-on-year to ₹34,309 crore, while EBITDA increased 42 per cent to ₹3,805 crore. The automotive business recorded its highest-ever quarterly revenue, while consumer electronics revenue grew 7.5 times and aerospace revenue rose 40 per cent year-on-year. The company’s Order Book stands at a robust USD 96 billion. Recently, the board approved the acquisition of a 64.76 per cent stake in Shenzhen Autocruis Technology for approximately USD 22.6 million. It also raised ₹300 crore through commercial paper, reflecting continued access to funding for its operations and growth initiatives. Considering these positives, we recommend BUY.
Markolines Pavement Technologies Ltd.
CMP - ₹172.00
BSE CODE 543364
Volume 16,209
Face Value ₹10
Target ₹186 - ₹189
Stoploss ₹160 (CLS)
The company is engaged in highway operations, road maintenance and specialised pavement rehabilitation services, offering advanced preservation technologies and asset management solutions for highways and infrastructure projects across India. At the time of writing, the latest available quarterly results were for the March quarter. In Q4FY26, revenue from operations rose 13.12 per cent quarter-onquarter to ₹105.15 crore, EBITDA surged 58.53 per cent to ₹19.01 crore and PAT increased 62.39 per cent to ₹11.36 crore. The company reported an unexecuted order book of over ₹600 crore as of March 31, 2026, with recent order additions worth ₹43.98 crore, providing strong revenue visibility over the next 12-18 months. Continued government spending on roads and transport infrastructure, increasing demand for preventive maintenance solutions and the company’s focus on specialised execution are expected to support future growth. Hence, we recommend BUY.
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