Recommendation from Electricals and Capital Goods 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]

Sterlite Technologies Ltd
CMP - ₹126.25
BSE CODE 532374
Volume 2,69,959
Face Value ₹2
Target ₹136 - ₹139
Stoploss ₹117 (CLS)

Sterlite Technologies Ltd. is a leading provider of optical and digital network solutions. The company designs, manufactures, and integrates high‑capability fibre optic cables along with network software for 5G, enterprise, broadband, and data‑centre clients in over 100 countries. With a goal of achieving net‑zero emissions by 2030 and a strong R&D base backed by hundreds of patents, STL is positioning itself as a comprehensive telecom and digital infrastructure player. For Q1FY26, the company reported a 17 per cent year-on-year growth in revenue. Notably, it returned to profitability after several quarters of posting losses, marking a potential turnaround in its financial performance. In July 2025, STL partnered with Hygenco to launch Maharashtra’s first green hydrogen plant for optical fibre manufacturing. In recent months, the stock has attracted significant investor interest, delivering over 100 per cent returns in just the past three months. Considering the sustained uptrend and the potential for further upside despite the rally, we recommend BUY.

MIC Electronics Ltd
CMP - ₹51.43
BSE CODE 532850
Volume 1,40,373
Face Value ₹2
Target ₹55 - ₹57
Stoploss ₹48 (CLS)

MIC Electronics Limited is a renowned player in designing, developing, and manufacturing LED video displays, high-end electronic and telecommunication equipment, and telecom software. The LED display and telecom equipment segment is witnessing strong growth, fuelled by rising demand across infrastructure, transportation, retail, and smart city projects. Government initiatives promoting digital infrastructure and smart cities further strengthen the growth outlook. MIC Electronics stands to benefit from these evolving opportunities.The company announced that it has received a Letter of Acceptance from the Palakkad Division for the supply, installation, testing, and commissioning of the IPIS system at Kannur station. The total value of the work order stands at ₹1.28 crore, marking a significant development for the company. After delivering multibagger returns to investors, the company's shares are currently trading more than 50 per cent below their 52-week high, offering a potential re-entry opportunity for investors. Hence, we recommend BUY.

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