According to analyst consensus data compiled by INDmoney, TARC Ltd emerges as the top pick with an estimated upside potential of 120.88%, followed by Techno Electric & Engineering Company Ltd with 52.50% upside potential. NBCC (India) Ltd ranks third with 50.97% upside potential, while IRB Infrastructure Developers Ltd and Ashoka Buildcon Ltd both offer 40.55% and 40.53% upside respectively. The list includes companies from infrastructure, construction, engineering, real estate development, airports and logistics sectors, highlighting opportunities across segments expected to benefit from India's ongoing capex cycle and urbanisation trends.
In the large-cap segment, Adani Ports & Special Economic Zone Ltd trades at ₹1,658.00 with a target price of ₹2,020, implying 25.35% upside potential. DLF Ltd is priced at ₹664.00 with a target of ₹810 (21.99% upside), while Lodha Developers Ltd is valued at ₹1,232.30 against a target of ₹1,394 (13.12% upside). GMR Airports Ltd in the mid-cap segment is trading at ₹103.00 with a target of ₹123 (19.42% upside), and Prestige Estates Projects Ltd is priced at ₹1,618.90 against a target of ₹1,877 (15.94% upside).
The small-cap segment offers significant opportunities with NBCC (India) Ltd leading at ₹92.07 with a target of ₹139 (50.97% upside). IRB Infrastructure Developers Ltd is priced at ₹19.21 against a target of ₹27 (40.55% upside), while Techno Electric & Engineering Company Ltd is valued at ₹983.60 with a target of ₹1,500 (52.50% upside). Ashoka Buildcon Ltd is trading at ₹112.43 with a target of ₹158 (40.53% upside), and J Kumar Infraprojects Ltd is priced at ₹498.30 against a target of ₹699 (40.28% upside).
According to reports from ET Now, infrastructure and real estate-linked stocks continue to attract investor attention amid strong government spending on infrastructure, healthy order books, rising urban housing demand and improving project execution across sectors. Strong order inflows, robust residential sales, expanding project pipelines, improving profitability and sustained government focus on infrastructure development continue to underpin analysts' bullish outlook on these companies. The analyst consensus data suggests that companies across large-cap, mid-cap and small-cap segments offer significant upside potential based on their target prices and current market prices.
