Recommendation from Healthcare 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]

Ipca Laboratories Ltd.
CMP - ₹1,603.00
BSE CODE 524494
Volume 15,941
Face Value ₹1
Target ₹1,730 - ₹1,765
Stoploss ₹1,490 (CLS)

I pca Laboratories Limited is a multinational pharmaceutical company established in 1949. It is a crucial healthcare partner in over 120 countries and manufactures more than 350 formulations and 80 active pharmaceutical ingredients (APIs) across various therapeutic segments. The company is known for its leading brands in pain, rheumatology, antimalarials, and hair care therapy, supported by integrated manufacturing. During Q3FY26, the company posted a decent performance, with revenue surging 7 per cent year-on-year to ₹2,392 crore. Profitability strengthened significantly, with net profit jumping to ₹364 crore from ₹276 crore in the same quarter last year. The company’s growth outlook is turning favourable, supported by a recovery in the domestic formulations segment and a gradual improvement in export momentum. International performance is being driven by stronger traction in branded markets and a steady scale-up in the generics portfolio. Given the improving growth prospects, we recommend BUY.

Hitachi Energy India Ltd.
CMP - ₹24,213.15
BSE CODE 543187
Volume 6,757
Face Value ₹2
Target ₹26,150 - ₹26,635
Stoploss ₹22,520 (CLS)

Hitachi Energy India Ltd is a leading provider of power and automation technologies, offering solutions across grid integration, transmission, and digital energy systems. The company plays a critical role in strengthening India’s power infrastructure, driven by rising renewable integration and electrification. Backed by strong parentage, it focuses on innovation and sustainability. In Q3FY26, the company delivered a strong financial performance, with revenue surging 29 per cent year-onyear to ₹2,082 crore. Earnings growth was even more pronounced, as net profit nearly doubled to ₹261 crore compared to ₹137 crore in the corresponding quarter last year. Despite a challenging market environment, the stock has demonstrated notable resilience, delivering over 30 per cent gains year-to-date. The onset of summer drives peak electricity demand, boosting power generation and utilisation levels. This seasonal tailwind supports improved revenue visibility and underpins a positive near-term outlook for the company. Given the growth prospects, we recommend BUY.

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