Stocks To Buy: These 5 shares from bank, defence, metal and more could give up to 28% upside – Do you hold any?

Market expert Siddharth Sedani on Wednesday shared his mid-week trading session recommendations, highlighting companies that delivered strong Q3 earnings. Termed “Kamāl Ki Kamai” Sedani said these companies have shown robust performance and offer potential returns in the coming months.

Speaking to Zee Business, Sedani said, “Q3 results season is over, and many companies in our universe have delivered strong earnings. Based on their performance, I have created a theme called Kamal Ki Kamai.”

He added that mid-cap companies are outperforming, management commentary is positive, and government capex support could boost FY27 earnings by 14-15 per cent.

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Sedani presented five companies under this theme, recommending equal allocation across them for a six to eight-month investment perspective.

Polycab India Share Price Target

Polycab India, a leading wires and cables manufacturer, is the first pick. Sedani said the company has shown 36 per cent profit growth in Q3 and 46 per cent revenue growth.

“It is growing 1.5 to 2 times faster than the industry. Market share has increased, return on capital employed is around 27 per cent, and profit could grow 21 per cent CAGR,” he added.

Polycab India is currently trading at Rs 7,826. With a target price of Rs 9,070, the stock has an upside potential of about 16 per cent.

Union Bank of India Share Price Target

The second recommendation is Union Bank of India. Sedani said, “We have recommended Union Bank several times. Q3 loan growth was 21 per cent, and GNPA is at 3.06 per cent. The stock trades at 0.9 times price-to-book value. Credit growth pipeline is strong, and 10 per cent NII growth is expected.”

Union Bank is trading at Rs 193, and with a target of Rs 208, it offers an upside of nearly 8 per cent.

Sansera Engineering Share Price Target

Sansera Engineering is Sedani’s third pick. He said the company’s revenue grew 25 per cent and net profit 29 per cent in Q3. “Exports are strong, around 60 per cent of total revenue. Overall, the company can grow at 15 per cent ICAGR.”

The stock is currently at Rs 2,300, with a target of Rs 2,350, giving an upside of around 2 per cent.

Bharat Electronics (BEL) Share Price Target

Fourth on the list is Bharat Electronics. Sedani said the company has recently partnered with French companies for precision-guided weapons. Q3 profit grew 28 per cent against 21 per cent earlier, and the order book exceeds Rs 73,000 crore.

Bharat Electronics is trading at Rs 447.65, and with a target price of Rs 500, it has an upside of approximately 12 per cent.

Hindustan Copper Share Price Target

The final recommendation is Hindustan Copper. Sedani said, “Q3 revenue more than doubled, net profit up 150 per cent. The stock trades at 11.2 times PE. New mining rights in Madhya Pradesh and strong EV demand will boost growth. Profit could grow 33 per cent CAGR.”

Hindustan Copper is currently priced at Rs 569.25, and with a target of Rs 730, it offers a potential upside of 28 per cent.

How to Invest in These Stocks?

Sedani concluded, “These five companies—Polycab India, Union Bank, Sansera Engineering, Bharat Electronics, and Hindustan Copper—have delivered strong results and are likely to continue performing. Investors can allocate equal proportions to earn good returns over six to eight months.”

The theme highlights earnings momentum, mid-cap growth, and export-oriented potential. Sedani said trade deals with the US and Europe, along with government support, could further boost earnings for these companies in FY27.

He advised monitoring the stocks and allocating their portfolio across the five recommendations to maximise potential gains.