Recommendation from Electric Equipment and IT - Software sector
Ratin Biswass / 24 Jul 2025/ 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]
Hitachi Energy India Ltd
CMP - ₹20,133.50
BSE CODE 543187
Volume 8,046
Face Value ₹2
Target ₹21,745 - ₹22,145
Stoploss ₹18,725 (CLS)
Hitachi Energy India Ltd (formerly ABB Power Products and Systems India Ltd) is a global technology leader driving the transition towards a sustainable energy future. With a legacy of over 100 years, the company plays a pivotal role in electrification through its expertise in high-voltage technologies, transformers, automation, and power electronics, placing digital innovation at the core. It addresses one of the most pressing global challenges: meeting rising electricity demand while enabling power system decarbonisation. In FY25, the company reported robust performance with revenue growing by 22 per cent year-on-year to ₹6,385 crore. Net profit soared by an impressive 134 per cent to ₹384 crore from ₹164 crore in FY24. After a steady rally driven by fundamentals, the stock recently saw renewed buying interest ahead of its upcoming board meeting on July 30, 2025, to consider Q1FY26 results. With nearly 80 per cent returns in the past year and strong growth visibility, we recommend BUY.
Kellton Tech Solutions Ltd
CMP - ₹142.80
BSE CODE 519602
Volume 1,40,373
Face Value ₹5
Target ₹154 - ₹157
Stoploss ₹133 (CLS)
The company is a fast-growing global IT services and digital transformation company. With a strong presence across India, the U.S., and Europe, the company delivers cutting-edge solutions across cloud computing, AI/ML, ERP, SAP, IoT, and product engineering. It is actively harnessing the power of artificial intelligence to drive large-scale digital transformation across key sectors such as healthcare, banking, manufacturing, logistics, retail, and oil & gas. In FY25, the company delivered impressive financial results. Revenue gained by 12 per cent year-on-year to ₹1,098 crore, while net profit grew nearly 25 per cent to ₹79.72 crore from ₹64.01 crore in FY24, driven by better cost management and business execution. The stock has recently come into focus after the company fixed July 25, 2025 as the record date for determining shareholder eligibility for the proposed stock split, subdividing each fully paid-up equity share of ₹5 into five shares of Re 1 each. Backed by strong fundamentals, rising investor interest, and promising upside potential, we recommend BUY.
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