Recommendation from Finance 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]

IIFL Finance Ltd.
CMP - ₹557.05
BSE CODE 532636
Volume 34,784
Face Value ₹2
Target ₹602- ₹613
Stoploss ₹518 (CLS)

I IFL Finance Limited is a prominent player in India’s financial services sector, offering a comprehensive suite of loan and mortgage products through its subsidiaries. Its portfolio spans home, gold and business loans, loans against property, MSME financing, microfinance, developer and Construction funding and capital market finance, serving both retail and corporate customers. The company operates through an extensive network of over 2,600 branches across more than 500 cities nationwide. In Q2FY26, the company posted a strong financial performance, with revenue surging nearly 30 per cent year-on-year to ₹3,305 crore. Profitability saw a remarkable turnaround, as net profit stood at ₹418 crore compared to a loss of ₹93 crore in the same quarter last year. Industry experts indicate that lenders are increasingly establishing exclusive gold loan branches to tap into growing demand, with plans to open nearly 3,000 dedicated outlets over the next year. IIFL Finance alone aims to set up around 500 new branches as part of this expansion drive. Given the strengthening fundamentals and promising growth outlook, we recommend BUY.

ArisInfra Solutions Ltd.
CMP - ₹142.85
BSE CODE 544419
Volume 2,75,460
Face Value ₹2
Target ₹154 - ₹157
Stoploss ₹133 (CLS)

ArisInfra Solutions Ltd is a technology-enabled B2B platform that simplifies bulk procurement and supply of construction materials for Real Estate and infrastructure projects. During Q2FY26, the company delivered robust performance, recording a year-on-year revenue growth of nearly 39 per cent to ₹241 crore. The bottom line also showed a strong revival, with net profit reaching ₹15 crore, reversing the loss of ₹2 crore reported in the same period last year. The construction materials and infrastructure sector is poised for sustained growth, supported by government capital expenditure, accelerating urban development and strengthening real-estate demand across housing and commercial projects. With an integrated Order Book of around ₹850 crore and strengthening visibility across both development management and supply segments, the company enters the second half of FY26 with solid momentum and capacity to scale further. Hence, we recommend BUY.

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