Leading sectoral stocks are quietly delivering big returns with some surging up to 80% in just 90 days. From defence to power, these under the radar names are riding powerful growth waves.In this article, we’ll take a closer look at five small-cap stocks that have seen impressive rallies and break down what’s fueling their rise.
1. Force Motors Ltd
Gain in Last 90 Days: 82.01%
Force Motors Ltd was established in 1958, is the flagship company of the Abhay Firodia group. The company is in the business of manufacturing fully vertically integrated small and light CVs, multi-utility vehicles, and agricultural tractors, which it supplies to various countries in the Middle East, Asia, Latin America, and Africa.
With a market cap of Rs 20,887 crore, shares of Force Motors Ltd started rising after the company posted strong Q4FY25 results. Revenue jumped 24.7% QoQ to Rs 2,356 crore, up from Rs 1,889 crore in Q3FY25. Net profit also surged 278% QoQ to Rs 435 crore during the same period, reflecting strong business growth and operational efficiency.
2. Data Patterns (India) Ltd
Gain in Last 90 Days: 71.67%
Data Patterns (India) Ltd is a fast-growing defence and aerospace electronics company with over 35 years of experience. It focuses on in-house design and manufacturing of advanced systems used across space, air, land, and sea platforms, including key projects like LCA Tejas, Light Utility Helicopter, and BrahMos missile.
With a market cap of Rs 16,182 crore, shares of Data Patterns Ltd started rising after the company posted strong Q4FY25 results. Revenue jumped 238% QoQ to Rs 396 crore, up from Rs 117 crore in Q3FY25. Net profit also surged 153% QoQ to Rs 114 crore, reflecting robust business growth and improved profitability.
Brokerage firm Nuvama Institutional Equities has maintained its ‘Buy’ rating on the stock and raised its price target by over 60%, from Rs 2,300 to Rs 3,700.LINK
3. ITD Cementation India Ltd
Gain in Last 90 Days: 68%
ITD Cementation India Limited is one of the leading Engineering and Construction Companies undertaking Heavy Civil, Infrastructure and EPC business and operating in India with an established presence and expertise in Maritime Structures, Mass Rapid Transit Systems, Airports, Hydro-Electric Power, Tunnels, Dams & Irrigation, Highways, Bridges & Flyovers, Industrial Buildings and Structures, Foundation & Specialist Engineering.
With a market cap of Rs 16,056 crore, ITD Cementation India Limited has enjoyed a strong three-month rally after delivering solid Q4 FY25 numbers. Quarterly revenue rose 10.46 % to Rs 2,480 crore (from Rs 2,245 crore in Q3), while net profit jumped 31 % to Rs 114 crore, underscoring healthy project execution and margin improvement.
What really has investors excited, though, is the company’s Rs 18,300‑crore order book and pipeline of Rs 90,000 Crores, which provides multi‑year revenue visibility and is widely viewed as the key driver behind the recent surge in the stock. LINK
4. Reliance Power Ltd
Gain in Last 90 Days: 67.58%
Reliance Power Limited is part of the Reliance Group, one of India’s largest business houses. The company is focused on developing, building, and operating power projects across India and internationally. It has around 6,000 MW of operational power generation capacity and a large pipeline of projects under development.
With a market cap of Rs 29,033 crore, shares of Reliance Power have rallied 67.58% in the past three months, driven by a strong pipeline of new projects and international expansion plans. The company is planning to set up a 1,500 MW gas-based power plant overseas and is actively bidding for several global power projects.
Adding to the momentum, Reliance Power recently bagged two major projects in Bhutan — a 500 MW solar power project and a 770 MW hydropower project. These developments have boosted investor confidence, as they signal a revival in the company’s growth trajectory and a stronger international presence, both of which are key reasons behind the sharp surge in the stock.
5. Reliance Infrastructure Ltd
Gain in Last 90 Days: 63.61%
Reliance Infrastructure Ltd. is one of the largest infrastructure companies engaged in developing infrastructure projects through various Special Purpose Vehicles (SPVs) in several sectors such as power, roads, metro rail and airport in the infrastructure space and the defence sector.
The Company is also a leading utility Company having a presence across the value chain of power businesses i.e. generation, transmission, distribution and power trading.
Reliance Infrastructure, with a market cap of Rs 16,636 crore, has seen its shares jump 63.61 % in the first three months of FY26, driven by a string of fresh defence wins. A key catalyst was a Rs 600 crore contract secured by one of its subsidiaries from German arms maker Rheinmetall AG.
Soon after, the company’s defence arm partnered with U S‑based Coastal Mechanics Inc. to tap India’s Rs 20,000 crore market for maintaining and upgrading fighter jets and other military platforms. Together, these deals mark a pivot from one‑off equipment sales to long‑term, high‑margin maintenance revenue, giving investors confidence in sustained growth.
Reliance Power rose 67%, boosted by new international projects, including large solar and hydro projects in Bhutan, and plans for a gas-based power plant overseas.
Reliance Infrastructure gained 63%, thanks to fresh defence contracts, including a Rs 600 crore deal with Rheinmetall AG and a strategic partnership targeting India’s Rs 20,000 crore defence MRO market. All five stocks have caught investor attention due to their strong growth outlook and sector momentum.
Written by Rohan Pandey
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