Recommendation from Infrastructure and Aviation 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]

Markolines Pavement Technologies Ltd
CMP - ₹175.80
BSE CODE 543364
Volume 18,919
Face Value ₹10
Target ₹190 - ₹194
Stoploss ₹164 (CLS)

Markolines Pavement Technologies Limited is an infrastructure services company specialising in road Construction, highway operations and maintenance, and pavement technology solutions. The company has executed over 5,560 lane-km of projects across eight states and has established expertise in delivering projects for the National Highways Authority of India (NHAI) and leading private operators. It is also evaluating opportunities in marine infrastructure, including jetty construction, repair, revamping and fire protection systems for ports and dock facilities. At the time of writing, the latest available financial results were for FY26. On an annual basis, revenue from operations increased about 13 per cent to ₹348 crore, while profit after Tax grew about 15 per cent to ₹26 crore. EBITDA and PAT margins improved on both YoY and QoQ bases, reflecting better operational efficiency. With an unexecuted Order Book exceeding ₹600 crore and a robust pipeline of around ₹2,000 crore, the company enjoys strong revenue visibility. Considering these positives, we recommend BUY.

Apollo Micro Systems Ltd.
CMP - ₹398.15
BSE CODE 540879
Volume 4,32,098
Face Value ₹1
Target ₹430 - ₹438
Stoploss ₹370 (CLS)

Apollo Micro Systems Limited is an indigenous Defence and Aerospace company engaged in the design, development and manufacturing of missioncritical electronic systems, weapon systems, avionics, naval systems and homeland security solutions. The company continues to strengthen its capabilities through indigenous technology development. At the time of writing, the latest available financial results were for FY26. On an annual basis, revenue from operations increased about 61 per cent to ₹904.32 crore, while profit after tax rose about 91 per cent to ₹107.38 crore. On a YoY basis, Q4FY26 revenue grew about 81 per cent to ₹293.26 crore and profit after tax surged about 163 per cent to ₹36.79 crore. FII holding increased from 3.63 per cent in March 2026 to 7.59 per cent in June 2026. The successful handover of its indigenously developed Safety & Detonation Device (SDD) to the Indian Navy further reinforces its defence manufacturing capabilities. Considering these positives, we recommend BUY.

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