1. Sagility India:

Geojit PNB Paribas maintains its ‘Buy’ rating on this healthcare services company, with a target price of Rs 55, an upside of 23%. Analysts believe that the company is strategically positioned to benefit from growing Medicare utilisation from US clients. They also expect margins to expand, backed by automation and cost controls.

In Q1FY26, Sagility's revenue and net profit grew 24.1% YoY to Rs 1548.8 crore, marginally beating Forecaster estimates. Steady growth across its payer and provider segments drove revenue growth. Net profit surged 6.7x YoY to Rs 148.6 crore during the quarter due to a low base in Q1FY25. Sagility won $32 million (~ Rs 281.7 crore) in new contracts from both existing and new clients during the quarter. Management has maintained its FY26 organic growth guidance in the low-to-mid teens, with overall growth projected to be above 20%.

Analysts note that the company’s strong order pipeline, focus on non-discretionary spending, higher-margin offshore delivery, and a seasonally stronger second half will drive revenue growth. They add that the acquisition of BroadPath Healthcare Solutions will create cross-selling opportunities and support future growth. The analysts expect the firm’s revenue and net profit to deliver a CAGR of 18.4% and 33.3% over FY26-27, respectively.

2. Metro Brands:

Emkay reiterates a ‘Buy’ rating on this footwear retail company with a target price of Rs 1,475, an upside of 14%. Analysts Devanshu Bansal and Sunny Bhadra believe that the recent goods & services tax (GST) reduction and an improving outlook for its affordable footwear brand, Walkway, will lead to strong growth across formats. They also anticipate margin gains from operating leverage on recent tech investments and a margin turnaround in the sportswear brand, FILA.

Analysts highlight that the recent GST reduction to 5% on footwear priced under Rs 2,500, which constitutes about 40% of Metro's sales, could increase its topline by 3% and EBITDA by 7% in FY26. The company launched a new premium crossover range and an outlet-store format, Shoe Depot, to cater to consumers seeking discounts. 

Bansal and Bhadra note that management is focused on the high-growth sports and athleisure (S&A) segment through exclusive partnerships with FILA and Footlocker, which have the potential to become Rs 1,000 crore brands. They expect Metro Brands to deliver a CAGR of 15.9% for revenue, 18% for EBITDA, and 18.8% for net profit over FY26-28, respectively.

3. Waaree Renewable Technologies:

Ventura initiates a 'Buy' rating on this renewable energy company, with a target price of Rs 1,416, an upside of 29.6%. Analysts highlight that global demand for solar engineering, procurement, and construction (EPC) is rising due to net-zero pledges, falling solar costs, and India’s plan to add 500 gigawatt (GW) of renewable capacity by 2030. Domestic opportunities are also strong, with annual rooftop tenders exceeding 70 GW, and schemes like PM-KUSUM and Surya Ghar expanding the market.

Management reports that the company currently operates with approximately 15 GW of solar module capacity and 5.4 GW of solar cell capacity, with plans to expand module capacity to 25.7 GW. The revenue per megawatt stands at Rs 1.1 crore and is expected to remain stable or improve, depending on the project specifications. They expect EBITDA margins of 14-15% in FY26, below the 19.5% achieved in FY25.

Analysts note that the company’s near-term margins are under pressure due to intense price competition, faster tender cycles, and volatile solar module costs. They expect revenue to grow at a 53% CAGR by FY28, with EBITDA rising at 50% and margins to ease slightly due to scale and competition. 

4. Krishna Institute of Medical Sciences (KIMS):

ICICI Direct retains its ‘Buy’ call on this healthcare company with a target price of Rs 875, an upside of 15.6%. Analysts Siddhant Khandekar and Shubh Mehta believe the company is well-positioned for growth through a regional expansion into high-earning geographies. 

They highlight that the company's strong presence in Andhra Pradesh and Telangana will be strengthened by a planned 1,270-bed addition over the next two years. The firm is shifting its payor mix toward cash and insured patients to improve average revenue per occupied bed and margins in Andhra Pradesh. 

KIMS is also expanding into new regions like Maharashtra and Karnataka, using a combination of greenfield projects and acquisitions. Two new hospitals in Bengaluru are expected to become operational in Q2FY26, adding a combined 800 beds.

Khandekar and Mehta expect KIMS’ revenue and net profit to deliver a CAGR of 26.2% and 31% over FY26-27. This growth is expected to be driven by the ramp-up of new hospitals, particularly in Thane, and the addition of new facilities in Karnataka. They add that the management's unique merger & acquisition strategy, including a doctor equity partnership model, should help successful acquisitions and clinical alignment.

5. VRL Logistics:

Motilal Oswal reiterates its ‘Buy’ rating on this small-cap logistics company with a target price of Rs 350, an upside of 23.4%. Analysts Alok Deora and Shivam Agarwal note that VRL’s price hikes in June 2024 (8-10%) helped push realisations up by 17% YoY in Q1FY26, though transport volumes fell 13%. EBITDA rose 74% with a margin of 20.4%, driven by lower fuel costs, reduced lorry hire charges, and improved truck procurement.

The company expects volumes to remain flat in FY26 but guides for 7-8% growth in FY27. Realisations are expected to hold steady, with no further hikes planned unless input costs rise. Analysts highlight that the government’s recent cut in Goods and Services Tax across commodities should support a recovery in demand. 

Deora and Agarwal mention that the company’s strong position as one of India’s largest fleet owners, supported by its in-house maintenance infrastructure and a cautious approach to expanding into new regions, has helped the company maintain margins even when volume growth is weak. They expect revenue, EBITDA, and net profit to grow at a CAGR of 6%, 10%, and 19% respectively, over FY26-27.

Note: These recommendations are from various analysts and are not recommendations by Trendlyne.

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