As we look ahead to FY26, certain stocks are expected to stand out based on strong guidance and growth prospects. Companies with solid financial strategies, expansion plans, and industry positioning are likely to see significant gains. Investors should keep an eye on these promising stocks for potential growth opportunities in the coming years.
Here are a few top stocks to watch for FY26 based on strong guidance and growth potential in the market
Kaynes Technology India Limited
With a market capitalization of Rs. 31,055.15 crore, the shares of Kaynes Technology India Ltd closed at Rs. 4,851.55 per equity share, up nearly around 4.58 percent from its previous day’s close price of Rs. 4,639.10.
The management has revised its FY25 revenue guidance to Rs. 2,800-2900 crore, down from the earlier estimate of Rs. 3,000 crore. However, for FY26, the company projects Rs. 4,500 crore in revenue, with margins exceeding 15 percent, reflecting strong growth expectations and improved profitability in the coming years.
Kaynes Technology India Limited’s revenue and net profit have grown at a CAGR of 48.82 percent and 112.35 percent, respectively, over the last four years.
Kaynes Technology India Limited, founded in 1988 and headquartered in Mysore, Karnataka, is an integrated Electronics Manufacturing Services (EMS) company. It specializes in IoT-enabled solutions, offering design, manufacturing, and lifecycle support across industries like automotive, aerospace, defense, medical, and IT.
Tata Power Company Limited
With a market capitalization of Rs. 1,21,247.16 crore, the shares of Tata Power Company Limited closed at Rs. 379.45 per equity share, up nearly around 2.50 percent from its previous day’s close price of Rs. 370.20.
Tata Power plans to expand its clean energy capacity to 23 GW by FY30, a significant rise from the current 6.7 GW. The company expects a 2.5x growth in net profit, reaching Rs. 10,000 crore, with Rs. 5,000 crore (50%) coming from renewables. To achieve this, Tata Power will invest Rs. 1.46 lakh crore in capex between FY25 and FY30, with 60 percent allocated to renewable energy projects.
Tata Power Company Limited’s revenue and net profit have grown at a CAGR of 20.51 percent and 34.29 percent, respectively, over the last four years.
Tata Power Company Limited is India’s largest vertically-integrated power company, involved in electricity generation, transmission, smart meter, and distribution. It focuses on renewable energy, with a significant presence in solar and wind power, aiming for sustainable energy solutions.
Genus Power Infrastructures Limited
With a market capitalization of Rs. 8,598.13 crores, the shares of Genus Power Infrastructures Limited closed at Rs. 282.90 per equity share, up nearly around 5.68 percent from its previous day’s close price of Rs. 267.70.
The company has set a revenue target of Rs. 2,500 crore for this year, with an expected 30 to 40 percent increase in FY26. The company’s EBITDA margins are projected at 15–16 percent for FY25. Additionally, the company plans to expand capacity from 1.1 crore to 1.5 crore smart meter production annually.
Genus Power Infrastructures Limited’s revenue and net profit have grown at a CAGR of 25.40 percent and 13.72 percent, respectively, over the last three years.
Genus Power Infrastructures Limited is a leading EPC company and part of the Kailash Group. It specializes in metering solutions, smart meters, and turnkey power projects, offering innovative solutions to the power sector.
Jupiter Wagons Limited
With a market capitalization of Rs. 14,776.78 crores, the shares of Jupiter Wagons Limited closed at Rs. 348.10 per equity share, up nearly around 11.04 percent from its previous day’s close price of Rs. 313.50.
Jupiter Wagons targets Rs. 5,000 crore revenue by FY26, expecting 10-15 percent growth in its wagon segment. Its subsidiary, Jupiter Tatravagonka, aims to reach Rs. 300 crore revenue by year-end. By FY28, the company plans to achieve Rs. 8,000-10,000 crore revenue, driven by strong expansion in non-wagon sectors.
Jupiter Wagons Limited’s revenue and net profit have grown at a CAGR of 54.05 percent and 83.38 percent, respectively, over the last three years.
Jupiter Wagons Limited was established in 1979 and manufactures railway wagons, passenger coaches, and components. It offers a range of products, including wagon accessories and commercial vehicles, serving Indian Railways and global markets.
Written by – Nikhil Naik
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