Recommendation from Chemicals and Power 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]

Acutaas Chemicals Ltd.
CMP - ₹1,968.45
BSE CODE 543349
Volume 29,939
Face Value ₹5
Target ₹2,125 - ₹2,165
Stoploss ₹1,830 (CLS)

Acutaas Chemicals Limited is an India-based, research and development driven specialty chemicals and pharmaceutical intermediates manufacturer. Formerly known as Ami Organics, the company develops and produces advanced intermediates for active pharmaceutical ingredients and new chemical entities. During Q3FY26, the company posted an excellent performance, with revenue surging 43 per cent year-on-year to ₹393 crore. Profitability strengthened significantly, with net profit jumping to ₹106 crore from ₹45 crore in the same quarter last year. The management has upgraded its FY26 outlook, projecting revenue growth of around 30 per cent and EBITDA margins in the range of 32-35 per cent. The company’s diversification strategy is gaining traction, with steady progress in battery and Semiconductor chemicals. Commercial production of battery chemicals is expected to commence from the first quarter of FY27. Considering its robust financial performance and strong growth prospects, we recommend BUY.

NTPC Ltd
CMP - ₹358.55
BSE CODE 532555
Volume 5,82,375
Face Value ₹10
Target ₹387 - ₹395
Stoploss ₹333 (CLS)

NTPC Limited is India’s largest integrated power producer, established in 1975 and headquartered in New Delhi. The company generates electricity using a diversified mix of thermal, hydro, Solar, wind and emerging technologies, and is driving the country’s energy transition with a growing renewable portfolio while lowering its carbon footprint. The company posted marginal revenue growth of 2 per cent year-on-year to ₹45,846 crore in Q3FY26, while net profit surged 8 per cent to ₹5,597 crore compared with ₹5,170 crore in the corresponding quarter last year. NTPC benefits from stable earnings visibility, steady power demand and improving profitability. The onset of the summer season typically leads to peak electricity demand, supporting higher generation and plant load factors. Regulatory clarity, consistent capacity utilisation and expectations of incremental tariff and renewable capacity additions provide near-term support, while its defensive profile offers relative stability during volatile market conditions. Hence, we recommend BUY.

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