Brokebage name 4 includes such stock that includes HAL that will make up to 50 % profit

New Delhi. Brokerage firm Jeffeerz has selected four major companies in the engineering and construction sector as a high picture. The stock is India Aeronautics Limited (HAL), Siemens, Larson and Tobro (L&T) and KG Industries. In keeping with strong order books, defense and power sectors, and operating leverage, Jeffeerz has taken a rapid stand on these stocks.

According to Jeffrez, the flow of defense order has seen an increase of 89 % year -on -year, which is a positive indication for these companies. Brokerage believes that operating leverage can improve the results of these companies in the current financial year. At the same time, there is a good explanation for future growth in the electricity and defense class, while the railway sector’s view is also improving.

The target of the Hall is the target of Jeffrez’s Bell Case (if the market increases a lot), which is 7,500, which is more than 50 % of the current price, while the base case (if the increase is normal) is the target, 6,475 (30 % upside down). The firm has a trust in the order pipeline up to 1.7 million crores along the hall, which supports medium -term growth. At the same time, under “Make in India”, the increase in shares of the domestic order will strengthen the company’s status.

Siemens

Jeffrez’s Bell Case target on Siemens is 4,500, which shows a 36 % increase. Accordingly, if India becomes a manufacturing hub for a parent company and the margin crosses the old level, stock is possible. However, in the base case, only 12 % upset is estimated at a target of 3,700.

Shares of Larson and Tubero (L&T) have already received 9 % in the past one month, but the Jeffers see the possibility of a 9 % increase in the base case. The main target of 3,965 includes 18 % CAGR revenue increases and improves margin improvement. In the Bell Case, the target of 4,310 will be possible when the macro investment cycle is restored.

Jeffrez has shown the biggest upside down on the Kai Industries. The bill case target is 59 % higher than the current price of 5,625. Brokever believes that the company’s revenue may increase at a rate of 31 % annually during the financial year 25-feet 27. At the same time, the target of the base case is 000 4,000, which includes estimated growth 25 %.

Four stocks also have different risk such as setting in defense, margin pressure, decreasing exports or improving the inventory cycle. Nevertheless, these companies’ strong basic principles and tail winds of the sector make them attractive to long -term investment.