Dixon Tech and 5 Other Stocks To Buy For An Upside of Up To 30% Recommended By Trade Brains Portal

Synopsis: Top stock picks recommended by Trade Brains Portal for the month of February with an upside of upto 30 percent, featuring companies to watch closely for potential growth and investment opportunities this season.

Trade Brains Portal has released its curated list of top stock picks for February, highlighting companies with strong fundamentals, improving financial performance, and favourable industry trends.

These stocks are backed by detailed research and are expected to deliver potential upside of up to 30 percent in the coming months. The selection aims to help investors identify quality opportunities across sectors such as finance, manufacturing, infrastructure, real estate, and exports, making it a useful guide for building a focused and growth-oriented portfolio.

REC Limited

REC Limited is a government-backed financial services company in India’s power sector, providing loans, refinancing, equity funding, and equipment financing for generation, transmission, and distribution projects. It serves government and private utilities, acts as a nodal agency for schemes like Saubhagya and Deen Dayal Upadhyaya Gram Jyoti Yojana, coordinates competitive bidding for transmission projects, and offers project consultancy and IT-based power monitoring. A subsidiary of Power Finance Corporation, it is based in Gurugram and was incorporated in 1969.

With the market capitalization of Rs. 1,00,575.99 crore, the REC Limited closed at Rs. 381.95 on Thursday. The Trade brains portal has given a target price of Rs. 455, implying an Upside of 19.4 percent from current market price.

According to Trade Brains portal, REC Ltd reported steady performance in Q3 FY26, declaring an interim dividend of Rs. 4.60 per share (yield 4.8 percent) and growing its loan book to Rs. 5.82 lakh crore, led by the state sector. Gross and net NPAs improved to 0.88 percent and 0.2 percent, respectively, after resolving two stressed assets. 

Revenue rose 5.2 percent YoY to Rs. 15,018 crore, while net profit slightly declined 0.58 percent YoY to Rs. 4,052 crore. In 9M FY26, REC achieved record profits of Rs. 12,920 crore and disbursements of Rs. 1.65 lakh crore, with a FY26 loan disbursement target of Rs. 2–2.1 lakh crore and a long-term goal of a Rs. 10 lakh crore loan book by FY30.

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited is an Indian electronics manufacturer and exporter, producing a wide range of products including consumer electronics (LED/smart TVs, monitors, digital displays), lighting solutions (LED, smart, and professional lights), home appliances (washing machines, refrigerators), mobile devices (4G/5G phones, wearables), computing devices, and telecom/networking equipment. The company also provides electronic manufacturing services, R&D, design, prototyping, assembly, repair, and refurbishment services. Incorporated in 1993, Dixon is headquartered in Noida, India.

With the market capitalization of Rs. 68,902.59 crore, Dixon Technologies (India) Limited closed at Rs. 11,354 on Thursday. The Trade brains portal has given a target price of Rs. 14,100, implying an Upside of 24.18 percent from current market price.

According to Trade Brains portal, the company reported a 3 percent YoY rise in Q3 FY26 consolidated revenue to Rs. 10,803 crore, while EBITDA surged 37 percent YoY to Rs. 546 crore, expanding margins by 130 bps to 5.1 percent. PAT grew 48 percent YoY to Rs. 321 crore with a 90 bps margin improvement to 3.0 percent. Adjusted ROCE and ROE stood at 45.1 percent and 32.0 percent, respectively. 

The company entered a JV with HKC to produce display modules, initially catering to 76 percent of captive smartphone and notebook demand, with plans to scale smartphone displays to 60 million units annually. It also plans to enter LED TV and automotive display segments. Smartphone camera module production is expected to grow from 40 million units (Rs. 2,000 crore revenue) to 190–200 million units over 2–3 years, generating Rs. 6,000–7,000 crore, while maintaining EBITDA margins below 10 percent.

Cochin Shipyard Limited

Cochin Shipyard Limited is an Indian shipbuilding and repair company serving defense, commercial, and offshore markets. It builds a wide range of vessels, including aircraft carriers, patrol vessels, tankers, ferries, autonomous ships, and specialized offshore vessels, and provides maintenance, repair, conversion, and life-extension services. The company also offers marine engineering training and exports its products to countries like the UAE, Germany, the US, and Norway. Founded in 1969, it is headquartered in Ernakulam, India.

With the market capitalization of Rs. 38,983.31 crore, Cochin Shipyard Limited closed at Rs. 1,481.80 on Thursday. The Trade brains portal has given a target price of Rs. 1,850, implying an Upside of 24.85 percent from current market price.

According to Trade Brains portal, in Q3 FY26, the company’s revenue from operations rose 17.6 percent YoY to Rs. 1,350 crore, while PAT declined 18.2 percent YoY to Rs. 144.6 crore, with a Basic EPS of Rs. 5.5. For 9M FY26, revenue grew 15.5 percent YoY to Rs. 3,537.5 crore, and PAT fell 18.5 percent YoY to Rs. 440 crore (Basic EPS Rs. 16.73). 

The shipbuilding segment contributed Rs. 1,013 crore (71 percent) and ship repair Rs. 337.3 crore (24 percent) in Q3. As of Q1 FY26, the order book stood at Rs. 21,100 crore, including Rs. 13,700 crore for defence and Rs. 5,900 crore for commercial projects, with a total shipbuilding pipeline of Rs. 2,85,000 crore. The Union Budget 2026-27 allocation of Rs. 5,164.8 crore to the Ministry of Ports, Shipping and Waterways, a 48 percent increase YoY, is expected to boost medium- to long-term growth and order inflows.

Gokaldas Exports Limited

Gokaldas Exports Limited is an Indian apparel company that designs, manufactures, and exports garments including fashion wear, outerwear, casualwear, sportswear, and bottom wear for men, women, and children. It serves international fashion brands and retailers, exporting to around 50 countries. Incorporated in 1979, the company is headquartered in Bengaluru, India.

With a market capitalization of Rs. 5,952.57 crore, Gokaldas Exports Limited closed at Rs. 812.75 on Thursday. The Trade brains portal has given a target price of Rs. 1,025, implying an Upside of 26.11 percent from current market price.

According to Trade Brains portal, in Q3 FY26, the company’s total income remained flat YoY at Rs. 998 crore, while EBITDA fell 18 percent YoY to Rs. 96 crore and PAT declined 71 percent YoY to Rs. 15 crore due to higher depreciation, finance costs, and sharing of US tariff impact with customers. For 9M FY26, total income grew 3 percent YoY to Rs. 2,978 crore, EBITDA rose 6 percent YoY to Rs. 299 crore with stable margins, while PAT fell 39 percent YoY to Rs. 64 crore. 

The company focused on mitigating US tariff impact, rebuilding the Africa order book, expanding Europe business, and advancing vertical integration through BTPL. Capex for 9M FY26 stood at Rs. 175 crore, with FY26 plans of Rs. 205 crore for capacity expansion, Africa growth, and strategic investments. The recent US tariff reduction from 25 percent to 18 percent is expected to improve competitiveness, support order flow revival, and enable gradual margin recovery alongside growth from India-EU and India-UK FTAs.

Brigade Enterprises Limited

Brigade Enterprises Limited is an Indian real estate company involved in development, leasing, and related services. It operates across real estate, hospitality, and leasing segments, developing and selling residential, commercial, and retail properties, while also managing star-rated hotels, clubs, convention centres, and The Baking Company. Founded in 1986, it is headquartered in Bengaluru, India.

With the market capitalization of Rs. 18,777.47 crore, Brigade Enterprises Limited closed at Rs. 768 on Thursday. The Trade brains portal has given a target price of Rs. 995, implying an Upside of 29.56 percent from current market price.

According to Trade Brains portal, in Q3 FY26, the company’s real estate segment recorded net bookings of 1.33 million sqft worth Rs. 1,750 crore, with collections of Rs. 1,760 crore. Revenue grew 6 percent YoY to Rs. 1,623 crore, EBITDA stood at Rs. 459 crore, and PAT at Rs. 206 crore. Net cash flow from operations was Rs. 1,032 crore, while the leasing vertical grew 16 percent YoY to Rs. 325 crore. 

The company continues to expand its land bank, holding 568 acres across key cities, and strengthened presence outside Bangalore in Chennai, Hyderabad, and Kochi. In 9M FY26, it launched 5.56 million sqft of projects, with a strong development pipeline of 16.66 million sqft across residential, commercial, and hospitality segments.

Jupiter Wagons Ltd

Jupiter Wagons Limited (JWL), founded in 1979, provides integrated mobility solutions, including freight wagons, locomotives, commercial vehicles, and key components. With five manufacturing facilities and full backward integration, it serves sectors like Indian Railways, defence, and logistics, holding an order book of Rs 5,538 crore as of Q2 FY26.

With the market capitalization of Rs. 12,811.35 crore, Jupiter Wagons Ltd closed at Rs. 301.80 on Thursday. The Trade brains portal has given a target price of Rs. 390, implying an Upside of 29.22 percent from current market price.

According to Trade Brains portal, in Q2 FY26, the company reported revenue of Rs. 786 crore, up from Rs. 459 crore in Q1, with EBITDA of Rs. 104 crore and PAT of Rs. 45 crore, driven by higher wheelset supply in the wagons business. Jupiter Electric Mobility launched modular BESS units (241 kWh–3 MWh) and introduced the 1.05-ton eLCV, JEM TEZ, with a certified 300+ km range.

The company expanded its dealership network to six new cities. In the rail segment, it secured Rs. 113 crore and Rs. 215 crore orders for LHB axles and Vande Bharat wheelsets, respectively. The Odisha Wheel & Axle facility, with a planned Rs. 2,500 crore investment, will produce 100,000 forged wheelsets annually by 2027. Management expects the wagon segment to contribute 50 percent of total revenues by FY28, focusing on margin improvement.

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Dixon Tech and 5 Other Stocks To Buy For An Upside of Up To 30% Recommended By Trade Brains Portal appeared first on Trade Brains.