Today, we recommend two stocks, one from the petroleum sector and another from the green energy sector, as recommended by the Trade Brains Portal, for an upside potential of more than 44%. The petroleum sector significantly supports the nation’s growing industrial base and clean energy transition.
Additionally, the country’s green energy sector is experiencing rapid growth, driven by ambitious government targets and increasing private sector investment. We also analysed the market’s performance on Tuesday to understand what may lie ahead for the stock indices in the coming days.
1. Castrol India Ltd
- Current price: ₹ 202.3
- Target price: ₹ 260
- Upside: 28.5%
- 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
Castrol India Limited is a leading manufacturer and supplier of industrial and automotive lubricants in India. It operates under Castrol Limited, which is owned by the BP Group. The company holds over a 20% share of the Indian lubricant market. Its well-known product range includes Castrol POWER1, Castrol MAGNATEC, Castrol EDGE, Castrol Activ, Castrol CRB, and Castrol GTX. Castrol India has an extensive distribution network that covers more than 160,000 outlets across the country, including over 32,000 bike points, 11,000 multi-brand car workshops, and a wide dealer network, supported by three blending plants.
Operating revenue in Q1FY25 was Rs 1,422 crore, up 7% year over year from Rs 1,325 crore in Q1FY24. Profit after tax (PAT) for the quarter was Rs 233 crore, up 8% year over year from Rs 216 crore in Q1FY24. The automotive category, which accounts for 85% of the company’s operations, contributed more to the overall volume gain of 8% YoY.
In Q1FY25, the company provided more than 63 million litres of volume. In Q2 FY25, the company reported revenue from operations of Rs 1,497 crore, growth of 7% (YoY), EBITDA at Rs 349 crore, growth of 8% (YoY), and PAT rose 5% (YoY) to Rs 244 crore. The company has maintained strong growth momentum in the first half (H1 FY25), with revenue from operations at Rs 2,919 crore, up 7% (YoY); EBITDA at Rs 657 crore, up 7% (YoY); and PAT up 6.5% to Rs 477 crore (YoY).
The Castrol Auto Service network is continuously growing, offering dependable professional services in the aftermarket sector. It supports more than 730 workshops in over 340 cities and 50,000+ physical outlets across India, providing a wide variety of automotive products. The company has signed a Memorandum of Understanding (MoU) with Vinfast India to deliver reliable and accessible after-sales services for Vinfast’s electric vehicle (EV) customers nationwide.
Recently, Castrol launched the Rustilo (DW 800) line of rust prevention products, developed and manufactured specifically for the Indian market. This range now serves over 100 customers in the automotive, bearings, tube, and metal manufacturing industries.
Additionally, Castrol has localised the production of its globally recognised metalworking fluids, including the Hysol MB50 and 20XBB ranges, allowing for quicker delivery and better value. The Chemical Management Services (CMS) offering has also been expanded to multiple new locations.
Risk Factor
A key risk for the company is exposure to commodity price fluctuations, especially since it purchases base oil, a major cost item, which experiences volatile price cycles. Unlike crude oil, base oil does not have commodity derivatives for hedging, and Castrol India has not entered into any commodity derivatives contracts.
2. Suzlon Ltd
- Current price: ₹ 54.12
- Target price: ₹ 78
- Upside: 44.1%
- 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
Established in 1995, Suzlon Energy Limited is a prominent global provider of renewable energy solutions, with a strong focus on wind power. The company has installed more than 21.18 GW of wind energy capacity across 17 countries, placing it among the industry’s leading players. In India, Suzlon holds a significant market share of over 29%, with over 15.2 GW of installed capacity and more than 111 operational wind farms. Its extensive client base features major companies such as Adani, ONGC, Reliance, ACC, Vedanta, ITC, and the Tata Group.
In addition to manufacturing, Suzlon provides comprehensive services for wind project planning and execution. These include wind resource assessment, infrastructure development, power evacuation solutions, and the technical planning and implementation of wind energy projects. The company also delivers operations and maintenance (O&M) services both in India and internationally.
In Q1FY26, Suzlon Ltd. reported operational revenue of Rs 3,117.33 crore, reflecting a 55% YoY growth compared to Rs 2,015.98 crore in Q1FY25. The company achieved its highest-ever first-quarter deliveries, totalling 444 MW, and secured orders amounting to 1 GW. This strong performance was fueled by enhanced operational efficiency and robust execution.
EBITDA increased by 62% YoY to Rs 599 crore, up from Rs 370 crore in the same period last year. Profit after tax also surged, rising over 52% to Rs 459 crore from Rs 302 crore in Q1FY25. As of June 30, 2025, the company’s net cash position stood at Rs 1,620 crore. In September, the company won its FY26 largest order of 838 MW from Tata Power Renewable Energy.
In FY25, Suzlon added around 0.4 GW of new wind capacity, raising its total installed capacity in India to 15.1 GW. By August 2026, the company’s order book reached a record 5.7 GW, nearly double the 2.9 GW recorded in FY24, reflecting a 96% growth. Suzlon also made significant strides in strengthening its financial position by aggressively reducing debt, bringing down its borrowings from Rs 1,905 crore in FY23 to just Rs 311 crore in Q1FY26, resulting in a more stable balance sheet.
The company has also broadened its geographical footprint, with Karnataka accounting for the largest share at 28%, followed by Gujarat at 26% as of Q1FY26. On a broader scale, India aims to achieve 500 GW of non-fossil fuel energy capacity by 2030. As of July 2025, the country’s wind power capacity stands at 52.14 GW, with projections indicating an increase to 100 GW by 2030 and 400 GW by 2047.
Risk Factor
Although Suzlon’s renewable energy portfolio is steadily growing, the company faces various execution-related risks that could hinder its future progress. Key challenges include potential delays in project execution, difficulties in acquiring land, and issues related to grid integration. Moreover, the company’s dependence on government subsidies and incentives adds an element of unpredictability to its business prospects. Suzlon’s operations and financial outcomes are also exposed to the impact of regulatory shifts, especially in a sector characterised by strict tariff controls and changing environmental regulations.
Market Recap 07/10/2025
On Tuesday, the Nifty 50 opened on a slightly positive note at 25,085.30, up 7.65 points from its previous close of 25,077.65. It touched an intraday high of 25,220.90 before closing near the 25,100-mark at 25,108.3, up by 30.65 points, or 0.12%. Technically, the index remained above all the 20/50/100 & 200-day EMAs on the daily chart. The BSE Sensex also reflected a similar trend, opening at 81,883.95, up 93.83 points from its previous close of 81,790.12. It traded in a similar pattern to the Nifty 50 and settled above the 81,900 level at 81,926.75, gaining 136.63 points, or 0.17%.
Momentum indicators showed moderate strength, with the RSI for Nifty 50 at 56.19 and for Sensex at 55.90, both well below the overbought level of 70. Also, the Bank Nifty Index closed in positive territory, gaining 134.50 points, or 0.24%, to end at 56,239.35. The broad indices rose for the fourth consecutive session on Tuesday, driven by gains in realty and financial stocks as well as healthy Q2 business updates.
The Nifty Realty Index topped among the sectoral gainers, closing at 891.70, up 9.60 points or 1.09%. Major real estate stocks, including Anant Raj Ltd, Brigade Enterprises Ltd, Lodha Developers Ltd and Phoenix Mills Ltd, gained up to 4.3%. The Nifty Oil & Gas Index followed next, with 56.55 points or a 0.49% gain, to close at 11,516.25.
The shares of Indraprastha Gas Ltd gained the highest, with a 5.8% increase, followed by Petronet LNG Ltd, Mahanagar Gas Ltd and GAIL (India) Ltd, which rose up to 2.6%. The Nifty Pharma Index also gained on Tuesday, closing at 21,875.30, up 95.45 points or 0.44%.
The Nifty FMCG index was the major loser, declining by -293.80 points or -0.53%, closing at 54,763.85. Britannia Industries Ltd, Tata Consumer Products Ltd, Emami Ltd, and Hindustan Unilever Ltd all fell by up to -2.06%. The Nifty Media Index followed the decline, closing at 1,583.10, down -7.30 points, or -0.46%.
Nazara Technologies Ltd dropped -1.92%, while other media stocks like Tips Music Ltd, PVR Inox Ltd, and Hathway Cable & Datacom Ltd slipped by up to -1.84%. The Nifty PSU Bank index also fell -31.40 points or -0.41%, closing at 7,583.75.
Asian markets showed an overall positive sentiment on Tuesday. Japan’s Nikkei 225 Index gained 69.24 points, or 0.14%, closing at 48,014. Similarly, Singapore’s Straits Times Index increased by 50.55 points, or 1.13%, ending at 4,472.26. Markets in China, Hong Kong, and South Korea remained closed for the day. As of 5:08 p.m. IST, U.S. Dow Jones Futures were trading at 46,699.23, up 4.26 points, or 0.01%.
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