Today, we recommend two stocks, one from the cement sector and another from the FMCG sector, recommended by the Trade Brains Portal, to buy for an upside potential of more than 44%. India’s cement sector plays a vital role in infrastructure, urbanisation, and economic growth. It is the world’s 2nd-largest producer after China, with substantial capacity and output.
While the FMCG sector is a vital part of the Indian economy, providing essential goods for daily life and consistent growth, it is fuelled by factors like rising incomes, urbanisation, and changing consumer habits. We also analysed 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: ₹ 1,807.7
- Target price: ₹ 2,620
- Upside: 45%
- 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 under the Adani Group, is a key player in India’s cement and ready-mix concrete (RMC) industry. With over 20 cement manufacturing plants, 100+ RMC facilities, and a vast distribution network of more than 115,000 channel partners, the company maintains strong national reach and customer service.
In Q1FY26, ACC reported revenue from operations of Rs 6,036.11 crore, marking an 18.05% YoY increase from Rs 5,113.05 crore in Q1FY25. Net profit for the quarter stood at Rs 375.42 crore, reflecting a 4.35% YoY growth from Rs 359.74 crore. Cement segment revenue rose 16.72% YoY to Rs 5,714.95 crore, up from Rs 4,896.40 crore. On a consolidated basis, the highest-ever quarterly sales volume was at 18.4 million tonnes, sales volume increased by 20.3% YoY, compared to 15.3 million tonnes in Q1FY25.
It increased its market share by 2% in Q1FY26, which stood at 15.5%. Revenue from the RMC segment grew 26.6% YoY to Rs 416.28 crore, up from Rs 328.63 crore. Additionally, the company saw improved performance metrics, with EBITDA per ton rising 28.02% YoY to Rs 1,069 in Q1FY26. Cost has improved by Rs 119 per metric tonne YOY, whereas manpower cost stood at Rs 223 per tonne, the lowest in the industry.
ACC and Ambuja Cements together command a dominant 74% share of the trade cement market, with a combined production capacity exceeding 100 million tonnes per annum (MTPA). They aim to scale this capacity to 140 MTPA by FY28. To reinforce their market leadership and drive consolidation in the cement sector, Ambuja Cements has acquired key players such as Sanghi Industries, Penna Cement, and Orient Cement.
For FY26, the group has planned a consolidated capital expenditure of approximately Rs 9,000-10,000 crore, with Rs 6,000 crore allocated for capacity expansion and Rs 2,500-3,000 crore earmarked for enhancing operational 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. Emami Ltd
- Current price: ₹ 553.8
- Target price: ₹ 720
- Upside: 30%
- Time frame: 12 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
Emami Ltd, a prominent FMCG company in India established in 1974, specialises in the production and sale of personal care and healthcare products. The company boasts a diverse portfolio of over 550 products, featuring well-known brands such as Navratna, BoroPlus, Smart and Handsome, Zandu Balm, Mentho Plus, and Kesh King. Emami’s products are available at more than 5.4 million retail outlets across the country, supported by a strong distribution network of over 3,400 distributors. Internationally, the company has a presence in over 70 countries, spanning regions like Africa, Eastern Europe, the CIS, MENA, Southeast Asia, and SAARC nations.
In Q1FY26, Emami Ltd. reported revenue from operations of Rs 904.1 crore, showing a slight decline of -0.2%, indicating a largely flat performance. EBITDA came in at Rs 214.2 crore, with the EBITDA margin standing at 23.7%.
Net profit rose by 9.1% YoY to Rs 164.3 crore. Despite subdued demand in urban mass markets, the company demonstrated resilience, with its core domestic business driven by key brands such as Navratna, BoroPlus, and its Healthcare portfolio (excluding Talc/PHP), achieving 6% revenue growth and a 3% increase in volumes. The balms and pain management category experienced a robust 17% growth, aided by an early monsoon season. Notably, Boroplus antiseptic cream saw a significant 60% surge in sales during the quarter.
In Q1FY26, Emami Ltd’s international business grew by 2% and accounted for 16% of total sales. Within this segment, the SAARC and Southeast Asia (SEA) regions contributed 44%, while the MENA region accounted for 41%.
Looking ahead, the company anticipates a gradual improvement in the macroeconomic environment, driven by a favourable monsoon, easing inflation, and a continued recovery in consumer demand. With strong strategic foundations in place, the company focuses on innovation, expanding distribution, accelerating digital initiatives, and maintaining cost efficiency. Emami is well-equipped to deliver sustainable and profitable growth in the coming quarters.
Risk Factors
As the business requires menthol, packaging materials, and vegetable oil, profitability is impacted by changes in the price of raw materials. The unpredictable price of crude oil affects the cost of polymers, which are used to produce packaging materials. Til oil, seshale wax, rice bran oil (RBO), LLP (crude derivative), and menthol/mentha oil (which has a relaxing effect) are the primary raw materials used in health care and personal care products. Most of the materials are bought domestically, with very few imported. It can be challenging for the company to swiftly pass on price increases for raw materials to price-sensitive clients. It is also susceptible to rural demand and the monsoon, as it has more presence in rural areas.
Market Recap 29/09/2025
On Monday, the Nifty 50 opened on a positive note above the 25,700 level at 24,728.55, up 73.85 points from its previous close of 24,654.70. It touched an intraday low of 24,606.2 before closing below the 25,700-mark at 24,634.9, down by -19.80 points, or -0.08%. Technically, the index remained only above the 200-day EMA on the daily chart, but it went below the 20, 50 & 100-day EMAs. The BSE Sensex also reflected a similar trend, opening at 80,588.77, up 162.31 points from its previous close of 80,426.46.
It traded in a similar pattern to the Nifty 50 and settled below the 80,500 level at 80,364.94, marking a decline of -61.52 points, or -0.08%. Momentum indicators showed moderate strength, with the RSI for Nifty 50 at 38.79 and for Sensex at 38.36, both well below the overbought level of 70 and near the oversold zone. However, the Bank Nifty Index closed in positive territory, gaining 71.65 points, or 0.13%, to end at 54,461. The broad indices declined for the seventh consecutive session on Monday amid high volatility caused by weak investor sentiment and continuous FII selling.
The Nifty PSU Index topped among the sectoral gainers, closing at 7,390.75, up 129.30 points or 1.78%. Major PSU Banking stocks, including Indian Bank, Bank of Baroda, Bank of India, Canara Bank and Bank of Maharashtra, gained up to 2.6%. The Nifty Oil & Gas Index followed next, with 149.80 points or a 1.35% gain, to close at 11,282.3.
The shares of Hindustan Petroleum Corporation Ltd gained the highest, with a 4.62% increase, followed by Petronet LNG Ltd, Bharat Petroleum Corporation Ltd, and Indian Oil Corporation Ltd, which rose up to 4.4%. The Nifty Realty Index also gained on Monday, closing at 874.75, up 7.6 points or 0.88%.
The Nifty Media Index was the major loser, closing at 1,562, down -13.35 points, or -0.9%. Nazara Technologies dropped -5%, while other media stocks like Hathway Cables Ltd, Saregama India Ltd and PVR Inox Ltd slipped by up to -3.5%. The Nifty Smallcap 50 index also followed the fall, declining by -24.65 points or -0.3%, closing at 8,410.15. Firstsource Solutions Ltd, Aditya Birla Real Estate Ltd, and Kaynes Technology India Ltd all fell by up to -7.2%. The Nifty Private Bank index also fell -77.15 points or -0.3%, closed at 26,411.3.
Asian markets were on a mixed trend on Monday. Hong Kong’s Hang Seng Index gained by 494.68 points, or 1.89%, to close at 26,622.88. Whereas, China’s Shanghai Composite Index was up at 3,862.53, gaining 34.42 points, or 0.9%. South Korea’s KOSPI Index closed at 3,431.21, up 45.16 points, or 1.33%. On the other hand, Japan’s Nikkei 225 Index declined 311.24 points, or 0.69%, ending at 45,043.75. As of 4:20 p.m. IST, US Dow Jones Futures were trading at 46,756, down 200 points, or 0.43%.
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