Recommendation from Electricals and Cement 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 - ₹5,090.35
BSE CODE 543664
Volume 84,460
Face Value ₹10
Target ₹5,855 - ₹5,955
Stoploss ₹4,580 (CLS)

Kaynes Technology stands as a leading end-to-end, IoT-enabled electronics manufacturing solutions provider in India. The company offers comprehensive capabilities across the ESDM value chain—ranging from conceptual design and process engineering to integrated manufacturing and life cycle support—serving diverse sectors including automotive, aerospace and defence, outer space, nuclear, medical, railways, industrial, internet of things. Considering its financial performance, the company delivered an impressive 30 per cent revenue growth, surging from ₹509 crore in Q3FY24 to ₹661 crore in Q3FY25. Net profit climbed by around 47 per cent year-on-year, reaching ₹66 crore. Electronic components are the backbone of modern technology, driving innovation across industries from automotive to consumer electronics. The 90-day pause in U.S. tariffs reignited optimism in the sector, triggering strong buying interest and signalling significant upside potential amid easing global trade tensions. Hence, we recommend BUY.

JK Lakshmi Cement Ltd
CMP - ₹789.55
BSE CODE 500380
Volume 615
Face Value ₹5
Target ₹853 - ₹870
Stoploss ₹735 (CLS)

J K Lakshmi Cement is part of the renowned JK Group, a diversified industrial group with a legacy of over 140 years spanning sectors like tyres, cement, paper, textiles, and more. With a strong presence in the Indian cement industry for over four decades, the company records an annual turnover of over ₹6,000 crore. Its operations span Northern, Western, and Eastern India, supported by a robust network of more than 4,000 channel partners. Notably, renewable energy constitutes 35 per cent of its total power mix, reflecting its commitment to sustainable practices. Despite multiple headwinds, the cement sector reported positive topline growth in Q3FY25. Although year-on-year revenue growth was modest, sequential performance was strong, supported by a surge in construction activity driven by post-election infrastructure push, rising rural demand, and a revival in urban housing. Given the sustained demand for cement in infrastructure development, the outlook remains optimistic. Hence, we recommend BUY.

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