Recommendation from Aviation and Banking Sector

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]

Hindustan Aeronautics Ltd.
CMP - ₹4,581.25
BSE CODE 541154
Volume 69,759
Face Value ₹5
Target ₹4,940 - ₹5,040
Stoploss ₹4,260 (CLS)

Hindustan Aeronautics Ltd (HAL) is a Maharatna Public Sector Undertaking under the Ministry of Defence. It designs, develops, manufactures and maintains aircraft, helicopters, aero engines, avionics and Aerospace systems. With dedicated R&D centres, production facilities and MRO capabilities, HAL plays a pivotal role in strengthening India's indigenous defence manufacturing ecosystem. Considering its financial performance, HAL's revenue rose 7 per cent to ₹33,089 crore in FY26, while net profit surged 9 per cent to ₹9,116 crore. The company has recommended a final Dividend of ₹10 per equity share, equivalent to 200 per cent of the face value, for FY26, subject to shareholder approval at the AGM. The record date for the dividend is August 14, 2026. HAL is accelerating the production of its Tejas Mk1A fighter jets and aims to achieve an annual production capacity of 30 aircraft by 2027-28. Considering the company's strategic importance, increasing defence spending driven by geopolitical developments and its strong growth prospects, we recommend BUY.

Jammu and Kashmir Bank Ltd.
CMP - ₹187.60
BSE CODE 532209
Volume 5,14,083
Face Value ₹1
Target ₹203 - ₹207
Stoploss ₹175 (CLS)

J ammu & Kashmir Bank Ltd is one of India's oldest private sector banks, incorporated in 1938 and headquartered in Srinagar. It serves customers across 20 states and four Union Territories, offering retail, corporate, agriculture and digital banking services. Jammu & Kashmir Bank reported its highest-ever annual profit in FY26, with net profit rising over 13 per cent year-on-year to ₹2,363 crore. Deposits grew 11.3 per cent to ₹1.65 lakh crore, while asset quality improved further, reflecting healthy business growth, strong operational performance and prudent risk management. FIIs and DIIs have increased their stake in the company year-on-year. As of June 2026, FIIs held 9.38 per cent, while DIIs owned 7.85 per cent, reflecting growing institutional confidence in the company's long-term growth prospects. Supported by rate cuts, healthy credit growth, improving asset quality and strong capitalisation, the bank remains well poised for sustained growth. Hence, we recommend BUY.

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