Today, we recommend two stocks, one from the cement sector and another from the green energy sector, recommended by the Trade Brains Portal, to buy for an upside potential of more than 42%. India’s cement sector plays a vital role in infrastructure, urbanization, and economic growth. It is the world’s second-largest producer after China, with substantial capacity and output.
Meanwhile, the country’s green energy sector is experiencing rapid growth, driven by ambitious government targets and increasing private sector investment. We also analyzed the market’s performance on Monday to understand what may lie ahead for the stock indices in the coming days.
1. ACC Ltd
- Current price: ₹ 1,839
- Target price: ₹ 2,620
- Upside: 42.4%
- Time frame: 16-24 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
ACC Ltd., a subsidiary of Ambuja Cements Ltd. and an entity of the Adani Group, is a prominent manufacturer of cement and ready-mix concrete in India. The company ensures strong nationwide coverage and customer service by operating more than 20 cement manufacturing units, 100+ concrete plants, and a network of more than 1,15,000 channel partners.
In Q1FY26, revenue from operations stood at Rs 6,036.11 crore, up by 18.05% YoY from Rs 5,113.05 crore in Q1FY25. Profit after tax for Q1FY26 stood at Rs 375.42 crore, up by 4.35% YoY from Rs 359.74 crore in Q1FY25. Cement revenue stood at Rs 5,714.95 crore as of Q1FY26, representing a 16.72% increase from Rs 4,896.40 crore in Q1FY25.
Moreover, on a consolidated basis, sales volume rose to 18.4 million tons in Q1FY26, up by 20.3% YoY from 15.3 million tons in Q1FY25. As of Q1FY26, RMC revenue stood at Rs 416.28 crore, representing a 26.6% increase from Rs 328.63 crore in Q1FY25. During this quarter, on a consolidated basis, the company got better realization as it registered a growth of 28.02% YoY in EBITDA per ton, whereas EBITDA per ton stood at Rs 1,069 as of Q1FY26.
ACC and Ambuja Cements together hold 74% of the trade cement market share, with a cement capacity of 100+ MTPA, and set a target to achieve 140 MTPA capacity by FY28. To strengthen its dominance and consolidate the cement industry, Ambuja Cements made key acquisitions of Sanghi Industries, Penna Cement, and Orient Cement. On a consolidated basis, the capex for FY26 is estimated at around Rs 9,000–10,000 crore, which includes Rs 6,000 crore for expansion and Rs 2,500–3,000 crore for efficiency.
Risk factor
Rapid and frequent regulatory changes related to climate and environmental standards pose significant compliance risks. Additionally, the cement industry’s heavy dependence on natural resources like limestone and coal makes energy security vital for ACC, as rising energy costs pose a major operational and financial risk.
2. Suzlon Energy Ltd
- Current price: ₹ 58
- Target price: ₹ 78
- Upside: 34.5%
- Time frame: 12-14 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
Founded in 1995, Suzlon Energy Limited is a leading global provider of renewable energy solutions, specializing in wind energy. With over 21.18 GW of installed wind power capacity across 17 countries, Suzlon ranks among the top players in the sector. In India, the company commands a market share of over 29%, with 15.2+ GW of installed capacity and more than 111 operational wind farms. Suzlon’s diverse client portfolio includes major corporations such as Adani, ONGC, Reliance, ACC, Vedanta, ITC, and the Tata Group.
Suzlon Ltd. reported revenue from operations of Rs 3,117.33 crore in Q1FY26, marking an increase of 55% year-on-year from Rs 2,015.98 crore in Q1FY25. The company did its highest-ever Q1 deliveries of 444 MW and received 1 GW of orders. This strong performance was driven by improved operational efficiency and strong deliveries.
EBITDA rose by 62% YoY to Rs 599 crore in Q1FY26, up from Rs 370 crore the previous year. Profit after tax also saw a sharp rise, reaching Rs 459 crore, more than 52% higher than the Rs 302 crore reported in Q1FY25. Net cash position at Rs 1,620 crore as of 30th June 2025.
In FY25, Suzlon added approximately 0.4 GW of wind capacity, bringing its total installed capacity in India to 15.1 GW. The company’s order book reached an all-time high of 5.7 GW in August 2026, nearly doubling from 2.9 GW in FY24, a 96% increase. Suzlon also significantly improved its financial health by aggressively reducing debt, cutting its borrowings from Rs 1,905 crore in FY23 to just Rs 311 crore in Q1FY26, positioning the company with a much more stable balance sheet.
The company has expanded into a diversified state mix where Karnataka comprises the highest 28%, followed by Gujarat, which comprises 26%, as of Q1FY26. India has set an ambitious target of 500 GW of non-fossil fuel energy capacity by 2030. Currently, the wind capacity of India as of June 2025 stands at 52 GW, which is expected to increase to 100 GW by 2030 and 400 GW by 2047.
Risk Factor
While Suzlon’s renewable energy portfolio continues to expand, the company faces several execution risks that could impact its growth trajectory. These include potential project delays, challenges in land acquisition, and grid integration issues. Additionally, its reliance on government subsidies and incentives introduces a level of uncertainty to its business outlook. Suzlon’s operations and financial performance are also vulnerable to regulatory changes, particularly in an industry governed by tightly controlled tariffs and evolving environmental standards.
Market Recap August 18, 2025
The Indian stock market began the week on a positive note on Monday, with broad market indices opening higher. This positive start can be attributed to a combination of factors that boosted investor confidence, including easing global tensions, the S&P’s upgrade of India’s sovereign credit rating to BBB (stable), and anticipation of potential GST rate cuts.
The Nifty 50 index had a gap-up opening at 24,938.2, up by 307 points from the previous closing of 24,631.3. The index started the week strongly and reached an intraday high of 25,022, touching the key 25,000 level, and ended the day at 24,876.9, closing above the 24,850 level. The index closed above all four 20/50/100/200-day EMAs. By the close, the Nifty 50 had gained 245.65 points, or 1%.
The BSE Sensex mirrored this trend, increasing by 676.09 points, or 0.84%. It had its opening at 81,315.79 and settled at 81,273.7. The Nifty 50’s RSI was at 52.28, whereas the BSE Sensex RSI stood at 50.02, staying below the overbought level of 70. The Bank Nifty Index also ended in the green, closing at 55,734.9, gaining 393.05 points, or 0.71%.
The majority of the sectoral indices ended the day in green, except for a few losers. The Nifty Auto Index was the top gainer, closing at 25,127.2, up by 1,008.40 points or 4.18%. Auto stocks, including Maruti Suzuki Ltd, Ashok Leyland Ltd, TVS Motor Company Ltd, and Hero MotoCorp Ltd, rose up to 9%. The Nifty Consumer Durable Index followed the gains, closing at 38,590.6, up by 1,261 points, or 3.38%.
PG Electroplast Limited was the biggest gainer, increasing 7.95%, followed by Amber Enterprises India, which gained 7.88%, and Blue Star Ltd, up 7.3%. The rise in the Nifty Auto and Consumer Durable indices was majorly driven by the anticipation of GST rate cuts benefiting these sectors. The Nifty MNC Index was also among the top gainers, closing at 29,073, up by 786.85 points or 2.78%.
Among the major losers, the Nifty IT index plunged the most on Monday’s trading session. The index decreased by -198.25 points, or -0.57%, closing at 34,634.9. Persistent Systems Ltd was the major loser, dropping 1.07%, followed by Tech Mahindra Ltd, Infosys Ltd, and Mphasis Ltd, which declined by up to 1%.
Another major laggard was the Nifty PSE Index, which closed at 9,547.2, losing -36.05 points, or -0.38%. Major losers include Bharat Heavy Electricals Ltd, Power Finance Corporation Ltd, Hindustan Petroleum Corporation Ltd, and Bharat Petroleum Corporation Ltd, whose shares declined by up to 2%.
Asian markets were broadly on a mixed note, with Hong Kong’s Hang Seng Index dropping -103.07 points, or -0.41%, to close at 25,167. Whereas the Shanghai Composite Index closed at 3,728, gaining 31.26 points, or 0.84%. However, South Korea’s KOSPI Index closed in the red at 3,177.28, down -48.38 points, or -1.52%. Japan’s Nikkei 225 Index closed in the green at 43,764, up 385.69 points, or 0.88%. The US Dow Jones Futures were trading at 44,924.30, down -21.82 points, or -0.05%, as of 4:55 p.m. IST.
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