Recommendation from Software & IT Services 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.

Kellton Tech Solutions Ltd
CMP - ₹127.70
BSE CODE 519602
Volume 1,37,938
Face Value ₹5
Target ₹138 - ₹140 S
toploss ₹119 (CLS)

Kellton Tech Solutions Ltd, is a global IT services and digital transformation company. It offers a wide spectrum of services including cloud, AI/ ML, ERP, SAP, IoT, and product engineering. The company is leveraging AI-powered technologies to streamline global capability centre operations and accelerate strategic engineering and digital transformation initiatives. With delivery centres in India, the U.S., and Europe, it caters to diverse sectors such as healthcare, banking, retail, manufacturing, oil & gas and logistics. For FY25, the company posted a strong financial performance, with revenue surging by around 12 per cent to ₹1,098 crore compared to FY24. Net profit registered a healthy growth of nearly 25 per cent, climbing to ₹79.72 crore from ₹64.01 crore in the previous fiscal, reflecting improved operational efficiency and sustained business momentum. The stock has seen renewed buying interest in recent weeks, rallying over 15 per cent in the past month. With its 52-week high still some distance away, it offers an additional upside potential of around 30 per cent. Hence, we recommend BUY.

Allied Blenders & Distillers Ltd
CMP - ₹444.95
BSE CODE 544203
Volume 97,727
Face Value ₹2
Target ₹481 - ₹490
Stoploss ₹414 (CLS)

Allied Blenders & Distillers Ltd is a leading Indian-made foreign liquor company. Its flagship brand, Officer’s Choice whisky, launched in 1988, consistently ranks among the world’s top-selling whiskies. The company offers a diversified portfolio including whisky, brandy, rum, vodka, gin, and packaged water, through nine owned bottling units and contract plants, reaching thousands of outlets across several Indian states and over 20 countries. In FY25, the company reported a modest revenue growth of around 5 per cent, rising to ₹8,073 crore from ₹7,669 crore in FY24. However, the standout performance came on the profitability front, with net profit surging from a mere ₹1.83 crore in FY24 to a substantial ₹195 crore in FY25, marking a strong turnaround. Buoyed by the company’s upbeat financial performance and growing optimism around higher sales during the intense summer heat, the stock surged 25 per cent over the past month. Considering its strong potential, we recommend BUY.