Recommendation from Electricals and Agri 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]

Kaynes Technology India Ltd
CMP - ₹6,599.95
BSE CODE 543664
Volume 1,19,170
Face Value ₹10
Target ₹7,130 - ₹7,270
Stoploss ₹6,140 (CLS)

The company is a leading electronics manufacturing services (EMS) and design company offering end-to-end IoT-enabled solutions. With expertise spanning conceptual design, process engineering, manufacturing, and life-cycle support, it serves diverse industries, including automotive, aerospace, defence, medical, railways, and IoT with advanced infrastructure across India. Serving over 250 clients across three continents, the company operates eight advanced manufacturing plants in India. In Q1FY26, the company posted a robust 34 per cent year-on-year revenue growth to ₹673 crore, while net profit surged sharply from ₹51 crore in the corresponding quarter last year to ₹75 crore. The stock has staged a strong recovery, delivering nearly 60 per cent returns over the past six months, though it still trades about 15 per cent below its 52-week high. Backed by the segment’s promising outlook and the company’s confident guidance, we see further upside potential. Hence, we recommend BUY.

Sarveshwar Foods Ltd
CMP - ₹7.70
BSE CODE 543688
Volume 9,01,010
Face Value ₹1
Target ₹8.3 - ₹8.5
Stoploss ₹7.15 (CLS)

S arveshwar Foods Limited, a USFDAcertified company, is engaged in manufacturing, trading, processing, and marketing both branded and unbranded basmati and non-basmati rice across domestic and international markets. With operations in Jammu & Kashmir and Gandhidham, Gujarat, the company boasts a legacy of over 130 years and, in recent decades, has expanded into diverse FMCG and organic product categories. In Q1FY26, the company reported strong revenue growth of 29 per cent year-on-year at ₹301 crore, while net profit soared significantly to ₹7.03 crore from ₹3.09 crore in the same quarter last year. The company has announced its rights issue, scheduled to open from September 2 to September 16, 2025, with a target to raise ₹149.95 crore. The issue is priced at ₹6 per share against a face value of ₹1. Shareholders will be entitled to 12 rights shares for every 47 shares held, with the record date set as August 22, 2025. The stock has seen strong buying interest, indicating a potential upside in the near term. Hence, we recommend BUY.

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