Recommendation from Logistics and Miscellaneous 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]

Shreeji Shipping Global Ltd.
CMP - ₹411.80
BSE CODE 544490
Volume 35,570
Face Value ₹10
Target ₹445 - ₹453
Stoploss ₹383 (CLS)

The company is an integrated shipping and Logistics service provider. It offers cargo handling, lighterage, stevedoring, transportation, fleet chartering and equipment rental services. During Q3FY26, the company posted an excellent performance, with revenue surging 30 per cent year-on-year to ₹198 crore. Profitability strengthened significantly, with net profit jumping to ₹32 crore from ₹14 crore in the same quarter last year. The company has recently taken a significant step in its growth journey by signing a Strategic Port Handling Agreement with Karanja Terminal & Logistics Private Limited for handling dry bulk and liquid cargo at Karanja Creek in Raigad district, Maharashtra. The arrangement is expected to enable handling of around 3 MMT of cargo annually at the terminal, potentially contributing an estimated 15-20 per cent growth in topline revenue. Considering its strong financial performance, strategic expansion of geographical presence, and potential growth prospects, we recommend BUY.

Blue Cloud Softech Solutions Ltd.
CMP - ₹23.23
BSE CODE 539607
Volume 18,61,110
Face Value ₹1
Target ₹25 - ₹26
Stoploss ₹21 (CLS)

Blue Cloud Softech Solutions Ltd is a Hyderabad-based IT and digital solutions company. The company provides AI-driven software, cloud computing, cybersecurity and managed IT services. It develops industry-focused platforms across healthcare, education, Defence and enterprise sectors, helping organisations adopt digital transformation. The company reported strong revenue growth of 80 per cent year-on-year to ₹265 crore in Q3FY26, while net profit doubled to ₹19 crore from ₹9 crore in the corresponding quarter last year. The company has unveiled a phased plan to invest up to USD 1 billion in building an AI-native, next-generation data centre and digital cloud infrastructure platform across India. The initiative targets creation of up to 800 MW of data centre capacity over multiple phases, aiming to position the company among the country’s largest and technologically advanced digital infrastructure providers. Hence, considering the AI opportunity and the company’s growth prospects, we recommend BUY.

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