Best stocks update: The majority of market participants think that, despite a tumultuous global economy, India will likely maintain its growth momentum in 2025 and continue to be a country of stability.
“All things considered, the growth prospects should get better in the upcoming quarters. Due to fiscal tailwinds, a recovery in private capital expenditures, and improved lending conditions following the CRR cuts, FY26 is anticipated to be better than FY25, according to a recent note from Axis Securities.
With indices frequently reaching new highs, the Indian stock market has demonstrated steady strength. A resurgence in corporate earnings, driven by more government spending and private investments, is one of the most likely major drivers in 2025. Reducing inflation may also increase demand, which would increase consumer spending and purchasing power. Here are the best stocks in 2025 that may give you the worth of your every penny if invested in the coming week.
Best Stocks Update- DLF [Upside: 25% | Target: Rs 1,050 | CMP: Rs 841]
With a predicted sales potential of Rs 41,000 crore for FY2025 and Rs 63,500 crore in the longer term beyond FY2025, Religare Broking thinks DLF has a solid launch pipeline with excellent revenue growth potential.
Additionally, DLF is anticipated to gain from the real estate sector’s robust growth potential. India’s residential market is rebounding, with major cities seeing higher demand than supply.
KNR Constructions [CMP: Rs 340 | Target: Rs 390 | Upside: 24 %]
As of Q2FY25, KNR Constructions, a prominent player in the highway industry, had an order book worth Rs 5,606 crore, or 1.4x book to bill. KNR has selected 80-85 tenders (ticket size of Rs 600-1800 crore) to be awarded by NHAI, and it expects to profit from the expedited tendering procedure by directing order inflows totalling Rs 5,000-6,000 crore going forward.
Because KNR has a solid track record of execution, a sound balance sheet, and a high return ratio, we like it. According to ICICI Securities research, “We think KNR could take advantage of the accelerated ordering process during H2, which could drive order inflows and significantly improve growth visibility.”
International Samvardhana Motherson [CMP: Rs 157 | Target: Rs 195 | Upside: 24%)
A strong order book, growth into non-automotive markets, and the full-year effects of recent acquisitions are anticipated to propel Samvardhana Motherson International Limited’s revenue growth. About 24% of the company’s $88 billion order book as of September 2024 is made up of electric vehicles (EVs).
To improve capabilities and broaden product offerings in accordance with client needs, the company employs a customer-centric acquisition strategy. According to research by Religare Broking, the firm prioritizes disciplined capital expenditure and prudent financial governance, as seen by the 43 strategic acquisitions it conducted between 2002 and March 2024.
Zomato [Upside: 19% | Target: Rs 325 | CMP: Rs 273]
![Zomato [Upside: 19% | Target: Rs 325 | CMP: Rs 273]](data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%202240%201260'%3E%3C/svg%3E)
According to StoxBox, Zomato is positioned for exponential development due to its dominance in food delivery and speedy commerce, Blinkit’s growth, and Hyperpure’s other revenue sources. Zomato is a formidable competitor in India’s rapidly expanding digital economy thanks to increased internet penetration and changing customer behaviour.
Ramco Cements [CMP: Rs 955 | Target: Rs 1,180 | Upside: 22%]
Currently, Ramco Cements, a cement company based mostly in south India, has a 24 mtpa cement capacity, with 84% of that capacity situated in southern states and the remaining portion in the eastern region. It is anticipated that the company’s volume growth will significantly improve over H2FY25 and FY26-27E, driven by a pick-up in demand (in key selling markets including TN, Karnataka, AP, Telangana, Odisha, and WB).
According to research by ICICI Securities, Ramco Cements is still committed to reducing debt, selling off non-core assets, and lowering capital expenditures for future growth, even in the face of a notable improvement in operational performance.
Bharti Airtel [CMP: Rs 1600 | Target: Rs 1,880 | Upside: 18%]
According to Axis Securities, Bharti Airtel now holds the top spot in the mobile services sector in terms of ARPU at Rs 233. Due to a more diverse client base, robust 2G-to-4G/5G conversion, and other services, the business anticipates an increase in ARPU. In the future, Airtel wants ARPU to reach Rs 300.
The foundation of the business is still solid and getting better. With the help of network investments, expanded rural distribution, and expanded 4G/5G coverage, management sees substantial potential for revenue and profit development. Additionally, tower sales, minority investments, and mobile money initial public offerings (IPOs) present strategic potential.
Check out the latest Bharti Airtel Stocks here.
Amar Raja Energy and Mobility[CMP: Rs 1,194 | Target: Rs 1,440 | Upside: 21%]
ARE&M delivers its industrial and automotive batteries to more than 50 countries globally and provides services to esteemed OEMs. According to Religare Broking, it is the go-to supplier in India for a number of industries, including the power, oil, and gas sectors, Indian Railways, UPS, major telecom service providers, and telecom equipment makers.
Products from the company are used in a number of high-growth industries, such as 5G capital expenditures, EV batteries, and data centres. The company is building an EV battery pack facility and a mega cell plant to take advantage of these sectoral tailwinds.
Piramal Pharmaceuticals [CMP: Rs 265 | Upside: 26% | Target: Rs 320]
CRDMO, Complex Hospital Generics (CHG), and Consumer Healthcare are the three main business segments of Piramal Pharma. In addition to the strong demand for unique services, as evidenced by an increase in client queries and visits, Piramal’s creative CRDMO business is seeing indications of improved biotech financing.
We do not see growth-related concerns because global innovators are likely to continue rebalancing with China, notwithstanding the US Biosecure Act’s potential delay in enactment due to its failure to pass the US Senate, according to ICICI Securities. Better clarity is provided by the FY30E estimate, which calls for $2 billion in revenues and roughly 25% EBITDA margins, regardless of the benefits of the Biosecure Act.
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