Right this moment, we advocate two shares, one from the IT sector and one other from the recycling sector, really helpful by the Commerce Brains Portal, to purchase for an upside potential of greater than 43%. The recycling business is experiencing a large tailwind as a consequence of structural adjustments from the federal government on laws, speedy urbanisation, and a rise in participation by formal gamers.
In the meantime, the Indian energy sector is witnessing strong progress, pushed by rising electrical energy demand, the speedy enlargement of renewable vitality, and steady infrastructure improvement. We additionally analysed the market’s efficiency on Tuesday to grasp what could lie forward for the inventory indices within the coming days.
- Present value: ₹ 1,569.8
- Goal value: ₹ 2,250
- Upside: 43%
- Time-frame: 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
Based in 1992, Gravita India Ltd. is a world chief in manufacturing and recycling, working state-of-the-art amenities throughout India for aluminium alloys, lead merchandise, and plastic granules. The corporate has constructed a robust procurement community with 33 assortment yards, over 1,900 touchpoints, and greater than 287,000 metric tons of scrap collected. Gravita maintains a stable worldwide footprint, catering to prospects in 34 international locations throughout Asia, Africa, the Center East, Europe, and the Americas, whereas sourcing uncooked supplies at aggressive costs.
In FY25, the corporate delivered strong progress, with 20% YoY quantity progress, whereas income grew by 22% YoY. EBITDA and PAT rose by 22% and 31% YoY, respectively. Worth-added merchandise contributed 46% of whole income, and scrap sourcing from inside India surged by 60%. Complete income grew by 22.4% YoY from Rs 3,161 crore in FY24 to Rs 3,869 crore in FY25, with home operations accounting for 68% and worldwide markets contributing the remaining 32%. PAT climbed 30.5% YoY, growing from Rs 239 crore to Rs 312 crore.
In Q1 FY26, the corporate reported working income of Rs 1,040 crore, up from Rs 908 crore throughout the identical interval final 12 months, a surge of 15% YoY. EBITDA rose by 22.4% YoY to Rs 111.70 crore, and PAT elevated to Rs 93.26 crore, a progress of 39% YoY. The corporate achieved quantity progress of 12% YoY and additional goals for capability enlargement, reaching 7 lakh+ MTPA by FY28 and growing capex to Rs 1,500+ crore by FY28.
Gravita India Ltd. plans to increase its capability throughout main segments, together with turnkey options, lead, aluminium, plastic, and rubber, whereas additionally getting into rising areas similar to paper, metal, and lithium-ion recycling.
The corporate goals to drive progress with over 50% of income coming from value-added merchandise and greater than 30% from non-lead segments. By 2029, Gravita is focusing on a CAGR of over 25% in volumes, 35% progress in profitability, and a 25% return on invested capital. With 4 core recycling verticals and 12 recycling amenities, Gravita reached a capability of three.34 lakh MTPA (metric tons each year) in FY25 and is projected to exceed 700,000 MTPA by FY28. The corporate additionally maintains a robust pipeline, with a wholesome order guide of over 60,000 MT.
Danger Issue
Gravita operates in a extremely aggressive home marketplace for lead alloy manufacturing, dealing with challenges from each organised and unorganised gamers, which might end in pricing pressures. The corporate can also be uncovered to regulatory dangers as a result of hazardous nature of lead, as its recycling includes delicate environmental processes. Any hostile adjustments in authorities insurance policies or the introduction of stricter environmental laws might doubtlessly have an effect on Gravita’s operations and profitability.
- Present value: ₹ 388.65
- Goal value: ₹ 475
- Upside: 22%
- Time-frame: 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
Based in 1910, Tata Energy Co. Ltd. is India’s largest totally built-in energy firm, with a robust presence throughout the ability worth chain spanning era (renewable, thermal, and hydro), transmission, distribution, vitality buying and selling, and new vitality options. The corporate operates throughout 21 Indian states and has a presence in 7 international locations worldwide.
As of Q1 FY26, Tata Energy’s whole put in and under-development capability stood at 26,026 MW, comprising 17.16 GW from renewable vitality sources (together with 10.19 GW at the moment beneath development) and eight.9 GW from thermal energy. The corporate additionally runs seven energy distribution firms, serving a buyer base of 12.9 million.
In Q1 FY26, the corporate reported operational income of Rs 17,464 crore, reflecting a 3.9% enhance YoY and a 0.8% rise QoQ. EBITDA grew by 17.3% YoY to Rs 3,930 crore, whereas PAT reached Rs 1,262 crore, up 6.1% YoY. In the course of the quarter, Tata Energy recorded its highest-ever rooftop photo voltaic installations, with 45,500 programs and a mixed capability of 270 MWp. Its photo voltaic EPC phase additionally delivered a file 652 MW in large-scale utility tasks. Moreover, the corporate partnered with Tata Motors on a 131 MW wind-solar hybrid undertaking to produce inexperienced vitality for manufacturing operations.
Notably, residential rooftop installations grew to 64% of whole installations in Q1 FY26, up from 29% in Q1 FY25. In Q1FY26, 16.5 GW have been added, whereas in June 2025 alone, 9.3 GW have been added. Renewable vitality accounted for 88% of capability additions in India throughout Q1FY26. PAT contribution from the renewable vitality phase stood at Rs 531 crore, up by 94.51% YoY in Q1FY26.
The corporate at the moment operates 4,659 circuit kilometres of transmission traces, with one other 2,414 circuit kilometres beneath improvement. As of Q1 FY26, Tata Energy has put in 5,571 public EV charging stations throughout 620 cities and cities. Following the completion of ongoing tasks, renewable vitality will account for 66% of its whole capability, with photo voltaic vitality contributing 18%. In September, the corporate introduced that it’s collaborating with Suzlon to co-develop 838 MW capability wind vitality tasks.
Danger Elements
Tata Energy maintains a average stage of economic leverage and is dealing with sizable debt repayments over the brief to medium time period. Moreover, the corporate has outlined main capital expenditure plans of round Rs 20,000 crore for FY26, focusing primarily on renewable vitality tasks, pumped hydro storage, and transmission infrastructure. These large-scale investments deliver potential execution dangers and make the corporate weak to fluctuations in gear and undertaking prices.
Market Recap 30/09/2025
On Tuesday, the Nifty 50 opened on a barely optimistic observe at 24,691.95, up 57.05 factors from its earlier shut of 24,634.9. It touched an intraday low of 24,587.7 earlier than closing under the 24,650-mark at 24,611.1, down by -23.8 factors, or -0.097%. Technically, the index remained solely above the 200-day EMA on the each day chart, nevertheless it remained under the 20, 50 & 100-day EMAs. The BSE Sensex additionally mirrored the same development, opening at 80,541.77, up 176.83 factors from its earlier shut of 80,364.94.
It traded in the same sample to the Nifty 50 and settled under the 80,300 stage at 80,267.62, marking a decline of -97.32 factors, or -0.12%. Momentum indicators confirmed average power, with the RSI for Nifty 50 at 38.13 and for Sensex at 37.57, each properly under the overbought stage of 70 and close to the oversold zone.
Nevertheless, the Financial institution Nifty Index closed in optimistic territory, gaining 174.85 factors, or 0.32%, to finish at 54,635.85. The broad indices declined for the eighth consecutive session on Tuesday because the buyers remained cautious forward of the RBI’s bi-monthly coverage assessment held on October 1.
The Nifty PSU Index topped among the many sectoral gainers, closing at 7,526.75, up 136 factors or 1.8%. Main PSU Banking shares, together with Financial institution of India, Indian Financial institution, Central Financial institution of India and Punjab Nationwide Financial institution, gained as much as 3.9%. The Nifty Steel Index adopted subsequent, with 115.05 factors or a 1.2% achieve, to shut at 10,038.15.
The shares of Nationwide Aluminium Firm gained the very best, with a 4.9% enhance, adopted by Hindustan Zinc Ltd, Hindustan Copper Ltd, and Vedanta Ltd, which rose as much as 3.5%. The Nifty Auto Index additionally gained on Tuesday, closing at 26,542.35, up 105.8 factors or 0.4%.
The Nifty Media Index was the most important loser, closing at 1,542.95, down -19.15 factors, or -1.23%. Nazara Applied sciences dropped -4.3%, whereas different media shares like PVR Inox Ltd, Suggestions Music Ltd and Dish TV India Ltd slipped by as much as -2.3%. The Nifty Client Durables index additionally adopted the autumn, declining by -327.35 factors or -0.87%, closing at 37,114.5. Dixon Applied sciences (India) Ltd, Amber Enterprises India Ltd, and Voltas Ltd all fell by as much as -2.13%. The Nifty Realty index additionally fell -7.15 factors or -0.82%, closing at 867.60.
Asian markets have been on a blended development on Tuesday. Hong Kong’s Dangle Seng Index gained by 248.12 factors, or 0.92%, to shut at 26,871. Equally, China’s Shanghai Composite Index was up at 3,882.78, gaining 20.25 factors, or 0.52%. Then again, South Korea’s KOSPI Index closed at 3,424.60, down -6.61 factors, or -0.19%. Japan’s Nikkei 225 Index additionally declined -60.75 factors, or -0.14%, ending at 44,983. As of 4:32 p.m. IST, US Dow Jones Futures have been buying and selling at 46,236.67, down -79.4 factors, or -0.17%.
Disclaimer
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