Vikas Sethi Stock Picks | 3 stocks on market expert radar for long and short term gains

Here is the list of the these stocks along with targets:

Vikas Sethi has recommended buying Techno Electric & Engineering shares for a long-term target.

According to Sethi, Techno Electric is a leader in the power infrastructure space, focusing on EPC and O&M contracts and smart metering solutions.

The company has a strong order book, especially for smart meter execution, which aligns well with the government's aggressive push for digital energy infrastructure, he said.

He also emphasised the company's expansion into the data center business—a booming sector driven by digitization, 5G rollout, and increasing demand for domestic data storage under government policies. The company plans to invest Rs 15,000 crore in the data center space by 2030.

“With marquee clients like Power Grid, IOCL, Tata Chemicals, and international power firms, Techno Electric stands out. FIIs and DIIs hold a combined stake of 28.7 per cent, with names like Kotak, HDFC, DSP, and L&T in the list. This is a strong fundamental story with long-term potential,” he added.

He recommends buying the Techno Electric stock with a target of Rs 1600 with a perspective of 9-12 months.

Sethi suggests buying Elecon Engineering as a high-quality positional term stock picks for a target of Rs 730 and a stop loss at Rs 640.

“Elecon Engineering is one of India’s largest manufacturers of power transmission and material handling equipment, supplying to sectors like fertiliser, coal, cement, power generation, and steel. It's also Asia’s largest industrial gear maker with a 39% market share in India,” Sethi explained.

He noted that the company is the only domestic player producing complex gearboxes for the Indian Navy, giving it a strategic defence edge. Clients include top names like L&T, NMDC, SAIL, and BHEL.

The company has reported a March quarter with PAT rising from Rs 103 crore to Rs 150 crore year-on-year, a 24 per cent operating margin and maintaining a zero-debt balance sheet.

For short-term investors, Sethi recommends buying Mahindra EPC Irrigation's shares, a Mahindra Group company focused on agri-solutions.

“The company specializes in micro-irrigation systems like drip and sprinkler systems, and also produces agricultural pumps and greenhouse products. They have a JV with Israel’s Top Greenhouses Ltd. to offer protected cultivation solutions,” he said.

With a normal monsoon expected and early rainfall already reported, he believes Mahindra EPC will benefit significantly. The March quarter saw PAT rise from Rs 1 crore to Rs 6 crore, and the company has minimal debt (debt-to-equity of 0.09).

Sethi has a 'buy' call on Mahindra EPC Irrigation shares with a target of Rs 160 and a stop loss at Rs 135.

(Disclaimer: The views/suggestions/recommendations expressed here in this article are solely by investment experts. Zee Business suggests its readers consult their investment advisers before making any financial decision.)