Immediately, we suggest two shares, one from the capital items (railway wagons) sector and one other from the car sector, really helpful by the Commerce Brains Portal, to purchase for an upside potential of greater than 28%. The capital items business for railway wagons is important to the Indian economic system, driving industrial development and supporting the logistics of core sectors like coal, metal, and cement.
In the meantime, the Indian car business serves as a significant driver of financial improvement, fueled by rising home demand, technological innovation, electrification traits, and increasing export alternatives throughout numerous automobile segments. We additionally analysed the market’s efficiency on Friday to know what might lie forward for the inventory indices within the coming days.
- CMP: Rs 319
- Goal: Rs 410
- Upside: 28.4%
- Timeframe: 12 Months
To view the report for the inventory talked about above or discover different inventory suggestions, click on right here
Why it’s really helpful
Jupiter Wagons Restricted (JWL), based in 1979, is a distinguished participant within the built-in mobility options house, providing a broad vary of merchandise. Its portfolio consists of Freight Wagons, Locomotives, Business Automobiles, ISO Marine Containers, and demanding elements akin to Couplers, Draft Gears, Bogies, CMS Crossings, Brake Discs, Brake Programs, Wheels, Axles, and Wheel Units.
With 5 manufacturing models and full backward integration by means of its foundry operations, JWL serves numerous sectors like Indian Railways, Defence, Business Automobiles, Electrical Gentle Business Automobiles (E-LCVs), and Logistics. As of the primary quarter of FY26, the corporate reported a robust order ebook price Rs 5,972 crore.
In Q1 FY26, JWL posted revenues of Rs 459 crore, a decline from Rs 879.8 crore in Q1 FY25. EBITDA for the quarter stood at Rs 60 crore, with a web revenue of Rs 31 crore. The income dip was attributed to a scarcity of wheelsets from the Railway Wheel Manufacturing unit, significantly affecting 25-ton axle load wagons, which type a big portion of the corporate’s orders. Regardless of this short-term disruption, the administration maintained its FY26 steering of 10-15% income development and EBITDA margins within the vary of 14-15%.
Trying forward, the corporate is scaling up its manufacturing capability to 1,000 wagons per 30 days beginning Q2. Orders of roughly Rs 4,000 crore from Indian Railways and round Rs 7,000 crore from personal sector purchasers are within the pipeline. JWL additionally signed an MoU with Pickkup to deploy 300 JEM TEZ electrical autos by the tip of the yr, in alignment with the PM E-Drive initiative. In June 2025, JWL launched its first unique EV showroom in Bengaluru and goals to open 4-6 extra by September 2025. The corporate plans to introduce two new electrical LCVs in FY26 with 2-ton and 1-ton payload capacities.
The Brake Programs division is projected to exceed Rs 250 crore in income in FY26 and develop to Rs 300-500 crore in FY27. In the meantime, wagon-related revenues are anticipated to remain within the Rs 4,000-4,500 crore vary by means of FY26 to FY28. The Battery enterprise alone is anticipated to generate Rs 200-300 crore by FY27, with mixed battery and automobile revenues reaching Rs 500-1,000 crore by FY28.
Danger Issue
The corporate secures important orders from industrial purchasers, personal logistics companies, and Indian Railways. Nonetheless, these orders could possibly be scaled down if there are adjustments in funds allocations. Moreover, any enhance in uncooked materials prices, particularly metal, might adversely have an effect on operational effectivity. The scenario might worsen if challenge execution is delayed or if there’s a drop in buyer demand, doubtlessly placing strain on the corporate’s profitability.
- CMP: Rs 9,146.00
- Goal: Rs 10,600
- Upside: 15.90%
- Timeframe: 12 Months
To view the report for the inventory talked about above or discover different inventory suggestions, click on right here
Why it’s really helpful
Bajaj Auto, the flagship entity of the Bajaj Group, stands as a serious producer of two- and three-wheelers, exporting its merchandise to greater than 79 international locations. It’s India’s second-largest motorbike maker, the main exporter of two-wheelers, and the world’s largest producer of three-wheelers. With 5 manufacturing amenities and a complete annual capability of seven.2 million autos, Bajaj Auto turned the primary firm in its class to realize a market capitalization exceeding Rs 2 trillion. The corporate maintains a well-diversified product lineup, a strong world presence, and ranks among the many high 5 gamers in India’s electrical two-wheeler market by means of its Chetak model.
In Q1 FY26, Bajaj Auto reported income from operations of Rs 13,133.35 crore, reflecting a ten% YoY development, fueled by robust export efficiency, business autos, premium bikes, and the Chetak electrical scooter. The corporate recorded double-digit development in Africa, Latin America, and Asia, and anticipates over 20% development in exports within the coming years. EBITDA was at Rs 3,301.92 crore, and PAT at Rs 2,210.44 crore. Throughout the quarter, the corporate offered 5,29,344 two-wheelers and 1,05,464 business autos within the home market.
Between July and September 2025, Bajaj Auto recorded home gross sales of 596,576 models within the two-wheeler phase and 144,217 models within the business automobile class. The primary quarter marked the eighth straight quarter by which business automobile gross sales exceeded 100,000 models, underscoring the corporate’s dominant place within the electrical three-wheeler (3W EV) phase throughout Q1 FY26.
In FY25, Bajaj Auto commanded a 75.7% share of the inner combustion engine (ICE) three-wheeler market and a 52.4% share within the ICE three-wheeler items service phase. In Q1 FY26, Bajaj Auto captured over 35% of the e-auto market. Underneath the PLI scheme, the corporate has dedicated to investing Rs 1,000 crore over 5 years, with deliberate capex of Rs 600-700 crore in FY25-26, primarily for upkeep.
Danger elements
The auto business is intently intertwined with the nation’s general macroeconomic surroundings. Geopolitical developments, akin to tariffs launched underneath the Trump administration, can disrupt provide chains and drive up prices throughout the sector. Broader macro elements, together with world inflation, shifting shopper preferences, materials availability, and declining per capita earnings, can even affect demand by weakening buying energy. The 2-wheeler market, specifically, has change into extremely aggressive, with gamers like Hero MotoCorp, Honda, Suzuki, and TVS Motors continuously introducing new fashions to strengthen their market positions.
Market Recap 17/10/2025
On Friday, the Nifty 50 opened on a muted word at 25,546.85, down 38.45 factors from its earlier shut of 25,585.3. Nonetheless, the index continued to maneuver upwards, hitting a 52-week excessive of 25,781.5, crossing above the 25,750 stage, earlier than closing at 25,709.85, up 124.55 factors, or 0.49%. The index remained above all key transferring averages (20/50/100/200-day EMAs) on the each day chart, indicating robust technical assist.
The BSE Sensex mirrored the Nifty’s development, opening at 83,331.78, down 135.8 factors from the earlier shut of 83,467.6. It adopted an identical sample to the Nifty 50, by rebounding from its subdued opening and likewise hit a 52-week excessive at 84,172.24, lastly closing at 83,952.19, a acquire of 484.53 factors, or 0.58%. Each indices confirmed robust momentum, with RSI values for Nifty 50 at 69.34 and Sensex at 69.54, getting into the overbought threshold of 70.
The Financial institution Nifty Index additionally resulted in optimistic territory, growing 290.8 factors, or 0.51%, to 57,713.35, and likewise hit a 52-week excessive at 57,830.2. The rise was primarily because of comparatively optimistic Q2 outcomes, Regular overseas inflows (FIIs invested Rs 997.29 crore and DIIs bought shares price Rs 4,076.2 crore on Thursday), a lift within the investor sentiment from expectations round India-US commerce talks, and optimistic world cues amid expectations of a US Federal Reserve charge lower.
Many of the indices resulted in inexperienced on Friday. The Nifty FMCG Index was the largest gainer, rising for the third consecutive session, gaining 1.37%, or 762.5 factors, to 56,616.4. Shares like Radico Khaitan Ltd, Emami Ltd, ITC Ltd, and Hindustan Unilever Ltd noticed beneficial properties of as much as 3.7%. The Nifty Healthcare Index additionally posted beneficial properties, advancing 0.76%, or 111.7 factors, to 14,866.9.
Key shares like Laurus Labs Ltd, Max Healthcare Institute Ltd, Torrent Pharmaceutical Ltd, and Dr Reddy’s Laboratories Ltd had been up by 3.12%. The Nifty Client Sturdy Index adopted the optimistic development for the third consecutive session, closing at 39,018.55, up 0.69%, or 266.45 factors. Whirlpool of India Ltd gained 11.84%, after the corporate had executed varied agreements, whereas different shopper sturdy shares, akin to PG Electroplast Ltd and Havells India Ltd, noticed beneficial properties of as much as 3.4%.
The Nifty IT index was the foremost loser on Friday, declining 1.63% or -580.35 factors, closing at 34,950.70. The shares of Wipro Ltd dropped probably the most, declining by -5.09% after posting subdued Q2 outcomes; Mphasis Ltd, Infosys Ltd, and HCL Tech dropped as much as -3.23%. The Nifty Media Index additionally fell on Friday, closing at 1,519.60, dropping -24.10 factors or -1.56%. Shares together with Ideas Music Ltd, Zee Leisure, Community 18 Media & Investments Ltd, and Saregama India Ltd emerged as the foremost laggards, dropping as much as 3.91%. The Nifty Steel Index additionally ended within the crimson at 10,199.30, dropping -87.95 factors or -0.85%.
Asian markets adopted an general bearish sentiment on Friday. Japan’s Nikkei 225 misplaced -1.52%, dropping -722.74 factors, to shut at 47,555. Hong Kong’s Dangle Seng fell by -2.6% or -656.51 factors, closing at 25,232, whereas China’s Shanghai Composite additionally declined -1.99% or -76.47, to three,839.76. South Korea’s KOSPI Index rose barely by 0.01% or 0.52, ending at 3,748.89. At 5:11 p.m. IST, U.S. Dow Jones Futures had been down -0.13%, at 45,895.24, a drop of 60 factors.
The broad indices ended this week with beneficial properties by rising for the third consecutive session, and hitting 52-week highs. The Nifty 50 gained 424.50 factors or 1.68% this week, marking the third consecutive optimistic week for the index.
Disclaimer
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