Investors should focus on stocks with good upside potential, as they offer strong growth opportunities in a dynamic market. This reflects growing confidence in key sectors and signals broader industry momentum. For investors, it means the chance to capture substantial returns amid improving business fundamentals and positive sentiment.
JSW Infrastructure
JSW Infrastructure Limited’s stock, with a market capitalisation of Rs. 64,113 crores, closed at Rs. 305.30, down 0.8 percent from its previous closing price of Rs. 307.75.
At the time of this report by Motilal Oswal, JSW Infrastructure was trading at Rs 308. The brokerage has set a target price of Rs 370, indicating an upside potential of nearly 20%.
The company reported strong FY25 performance, driven by 9% cargo volume growth and higher third-party cargo share. Strategic acquisitions, like Navkar and Gati terminals, have strengthened its logistics footprint and support its integrated logistics strategy. Revenue and EBITDA grew 19% and 15% YoY respectively, and the company maintains a strong balance sheet. JSWINFRA is on track to achieve 400 MTPA port capacity by FY30 and Rs. 8,000 crores in logistics revenue, supported by India’s infrastructure growth. Analysts expect a 22% CAGR in revenue and 23% in EBITDA over FY25-27.
KEC international
JSW Infrastructure Limited’s stock, with a market capitalisation of Rs. 23,906 crores, closed at Rs. 898.05, down 0.25 percent from its previous closing price of Rs. 900.30.
At the time of this report by Ventura, KEC International was trading at Rs 918. The brokerage has assigned a target price of Rs 1,270 over the next 24 months, implying an upside potential of 38.3%.
The company, a major EPC player in sectors like T&D, railways, civil, and renewables, is expected to benefit from strong infrastructure demand and new project wins. Backed by robust YoY revenue growth of 11.5% in Q4FY25 and margin improvement, its revenues are forecasted to grow at a CAGR of 14.5% over FY24-28, driven by T&D, Railways, and Oil & Gas segments. Rising EBITDA margins and order inflows are likely to support earnings growth. However, risks like labour shortages and supply chain issues could impact execution.
Ambuja Cements
Ambuja Cements Limited’s stock, with a market capitalisation of Rs. 1,46,186 crores, closed at Rs. 593.50, up 0.81 percent from its previous closing price of Rs. 588.75.
At the time of this report by Prabhudas Lilladher, Ambuja Cement was trading at Rs. 594. The brokerage has set a target price of Rs 692, indicating a potential upside of around 16.5%.
The company is advancing towards its FY28 capacity target of 140 MTPA ahead of schedule, supported by ~28 MTPA capacity additions and smoother integration with the Adani group. Increased automation and digitalisation across plants aim to boost efficiencies and cut costs by Rs. 500-550 per ton. ACEM is also ramping up volumes under its own brands following the transition of Penna and Orient Cement into ACEM/ACC. With steady cement prices, cost control, and strong operating leverage, EBITDA is expected to grow at a 34% CAGR over FY25-27.
Vinati Organics
Vinati Organics Limited’s stock, with a market capitalisation of Rs. 20,155 crores, closed at Rs. 1,944.30, down 0.81 percent from its previous closing price of Rs. 1,960.10.
At the time of this report by Sharekhan, Vinati Organics was trading at Rs 1,947. The brokerage has set a target price of Rs 2,300, implying an upside potential of around 17%.
The company holds a strong global market share in key speciality chemicals like ATBS and IBB, with robust demand from the oil & gas sector and strong export traction. Backed by a debt-free balance sheet, Vinati is expanding ATBS capacity by 20,000 MT, fully oversold, driving 20%-21% revenue/PAT CAGR over FY24-27. Management expects 20% revenue growth and stable margins of 26-27%, supported by favourable government policies and global customer demand in the speciality chemicals space.
Happiest Minds Technologies
Happiest Minds Technologies Limited’s stock, with a market capitalisation of Rs. 9,716 crores, closed at Rs. 638.10, down 0.84 percent from its previous closing price of Rs. 643.50.
At the time of this report by Anand Rathi, Happiest Minds Technologies was trading at Rs 635.9. The brokerage has assigned a 12-month target price of Rs 790, indicating an upside potential of around 24%.
The company is improving its business mix through inorganic growth, especially in BFSI and healthcare, which now contribute ~42% of revenue versus 27.5% last year. A verticalised structure is expected to boost sales efficiency and client engagement, while the appointment of a Chief Growth Officer (CGO) will help win new clients and drive cross-selling. Additionally, the creation of a dedicated AI unit highlights its focus on future-ready technology solutions.
Written By Fazal Ul Vahab C H
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