Kotak Securities flags CAMS, Kalpataru Projects as near-term buys

Shrikant Chouhan, an analyst at Kotak Securities, has turned bullish on two mid-cap stocks, recommending investors monitor Computer Age Management Services (CAMS) Ltd and Kalpataru Projects International for potential near-term gains.

CAMS Ltd, a leading provider of fund accounting and investor servicing solutions to the mutual fund industry, has caught the attention of the analyst on expectations of improved earnings trajectory and favourable valuation metrics. The stock is seen as a beneficiary of rising mutual fund penetration and increased investor participation in Indian capital markets.

Kalpataru Projects International, a diversified infrastructure and engineering company with operations in power transmission, distribution, railways, and renewable energy, has also drawn positive sentiment. The analyst sees potential catalysts in the company's strong project pipeline and improving execution capabilities across its business segments.

Both stocks are viewed as having technical strength and favorable risk-reward configurations for investors with a near-term investment horizon. Analysts typically recommend such selections for investors seeking exposure to India's infrastructure development and financial services growth stories, though individual investment decisions should factor in risk appetite and portfolio objectives.