Recommendation from Capital Goods and Infrastructure Sector
Ratin DSIJ / 28 May 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]
Schneider Electric Infrastructure Ltd.
CMP - ₹1,365.70
BSE CODE 534139
Volume 66,742
Face Value ₹2
Target ₹1,475 - ₹1,500
Stoploss ₹1,270 (CLS)
The company is engaged in designing, manufacturing, and servicing technologically advanced products and systems for electricity distribution and grid automation. At the time of writing, the company’s latest available Quarterly Results were for the December quarter. The company delivered a strong performance in Q3FY26, with revenue surging 20 per cent year-on-year to ₹1,029 crore. Although profitability declined on a year-on-year basis, the fall was largely due to a higher base effect, as the same quarter last year included exceptional other income. Both FIIs and DIIs have consistently increased their stake in the company on a year-onyear basis, reflecting improving institutional confidence in its growth prospects. Rising heatwaves can significantly increase electricity consumption, boosting demand for energy-efficient power infrastructure solutions offered by the company. Considering the company’s promising growth outlook, we recommend BUY.
Markolines Pavement Technologies Ltd.
CMP - ₹166.15
BSE CODE 543364
Volume 76,925
Face Value ₹10
Target ₹180 - ₹183
Stoploss ₹155 (CLS)
The company is engaged in highway operations, road maintenance, and specialised pavement rehabilitation services. The company focuses on improving road durability through advanced preservation technologies, micro surfacing solutions, and asset management services. The company is expected to benefit from rising government spending on roads, highways, and transport infrastructure under various development initiatives. Increasing focus on maintaining existing road assets, improving road quality, and reducing long-term repair costs also creates strong long-term opportunities for the company. In addition, growing traffic volumes and the need for efficient road connectivity are supporting demand for preventive road maintenance solutions. The company has been steadily strengthening its execution capabilities and expanding its geographical presence. As of December 31, 2025, its total Order Book stood at ₹347 crore, while nearly 600 orders were in the pipeline, providing healthy business visibility for the coming years. Hence, we recommend BUY.
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