Recommendation from Metals & Mining and Retailing 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]

Welspun Corp Ltd.
CMP - ₹1,006.95
BSE CODE 532144
Volume 99,080
Face Value ₹5
Target ₹1,088 - ₹1,108
Stoploss ₹935 (CLS)

Welspun Corp Ltd is a multinational company and a part of the Welspun Group, specializing in line pipes and building materials. It is among the world’s leading large-diameter pipe manufacturers, offering diversified solutions including steel pipes, ductile iron pipes, and TMT bars, supported by strong manufacturing capabilities and global project execution expertise. During Q3FY26, the company delivered a healthy performance, with revenue surging 25 per cent year-on-year to ₹4,532 crore.Although profit for the December 2025 quarter declined, this was largely due to a high base of other income in the corresponding period last year rather than any operational weakness. Notably, the operating profit margin improved from 12 per cent to 14 per cent. The company has secured a large pipe supply order worth approximately ₹1,000 crore from its U.S. facility, taking its consolidated global Order Book to ₹24,700 crore, ensuring strong business visibility. Given its robust fundamentals and promising growth outlook, we recommend BUY.

Lenskart Solutions Ltd.
CMP - ₹549.10
BSE CODE 544600
Volume 1,18,283
Face Value ₹2
Target ₹595- ₹605
Stoploss ₹510 (CLS)

Lenskart Solutions Limited is a technology-driven eyewear company founded in 2008, focused on making quality vision care affordable and accessible. It operates an omnichannel model, combining online platforms with a large retail network across India and international markets. The company designs, manufactures, and sells a wide range of eyewear, including prescription glasses, sunglasses, and contact lenses. During Q3FY26, the company delivered a robust performance, with revenue rising 38 per cent year-on-year to ₹2,308 crore. Profitability improved sharply, as net profit surged to ₹133 crore from just ₹2 crore in the corresponding quarter last year. The international segment is outperforming India’s historical profitability curve, delivering superior returns with a smaller footprint. Investments in AI, automation, and data science create a strong competitive moat, enabling market expansion at lower costs while improving unit economics. Given the vast opportunity, strengthening fundamentals, and AI-driven advantages, the company holds significant growth potential. Hence, we recommend BUY.

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