SIP in Stocks: Siddharth Sedani recommends 'Crop Club' basket for up to 12 months; PI Industries, UPL on the list

"Food grain production is expected to be 254 million tonnes, compared to 234.1 million tonnes previously — a strong growth, possibly in double-digit volumes," according to him.

"The agrochemical industry could grow at 3.5 per cent in FY26, while globally it’s projected to grow at only 1.5 per cent–2 per cent. So the agrochemical industry is showing strong potential," Sedani said.

Here is a list of stocks that the market expert recommends investing in via the SIP route:

Sedani has suggested investing in the UPL stock via the SIP route for a target of Rs 690.

He has highlighted several positives in the stock as follows:

It is the 4th largest agrochemical company in the world and has 11 per cent market share in seed manufacturing, expected by FY27 For FY26, expected EBITDA margins are around 10-14 per cent, and revenue growth is expected at 426 per cent The company is launching new products in FY26, which is a major trigger. The management is confident of more than 15 per cent EBITDA growth

Sedani has also recommended the Dhanuka Agritech stock for a target of Rs 1,900, citing the company manufactures herbicides, insecticides, and other crop protection chemicals—over 300 products.

Dhanuka Agritech Q4 Results: It showed 20 per cent revenue growth, 37 per cent EBITDA growth, and improved margins from 3 per cent to 24.8 per cent.

According to the market expert, double-digit growth expected in FY26 and the company is planning to launch 8 new products, which is a major positive for this monsoon season.

 

Sedani suggests doing SIP in the PI Industries stock for a target of Rs 4,200.

Here is the rationale by the analyst:

Strong domestic and export business Their strength lies in biochemistry and specialty chemicals Q4 EBITDA grew 8 per cent, revenue has improved Products are diversified, not dependent on a single one New product launches and strong operating efficiency are key positives Planned capex of Rs 850 crore in FY26

Last but not least, he has recommended the Sumitomo Chemical stock with a target price of Rs 620.

Here are the key highlights of the company as outlined by the market expert:

Over 25 patents granted recently Full-year revenue for FY25 is up by 11 per cent, with profit rising by 37 per cent Despite slightly weak Q4 results, the management's commentary remains optimistic New product launches are in the pipeline, with a 21 per cent profit growth expected from the CRAMS (Contract Research and Manufacturing Services)