As investors gear up for the festive season of Samvat 2081, the stock market presents a unique opportunity to align financial aspirations with cultural significance. This period, traditionally marked by auspicious beginnings and wealth accumulation, encourages thoughtful investment strategies.
In this article, we will explore a curated list of stock picks that promise potential growth and stability. From emerging sectors to established players, these selections aim to guide investors in making informed decisions that resonate with the spirit of the season. Join us as we navigate the landscape of opportunities for a prosperous Samvat 2081. Following are the Stocks Recommended by the Brokers
1. L&T Finance: Buy Range: Rs 153-170 |Target price: Rs 219 | Upside: 43% (HDFC Securities)
According to HDFC Securities the company has over the years, been constantly reducing its dependence on the wholesale lending business by aggressively expanding its well-diversified retail financing business. HDFC securities have envisaged an 18% growth in advances over FY24-FY26. According to the brokerage house, the stock is available at reasonable valuations. The reason is the asset quality hiccups in wholesale lending, though the focus on this business has been falling.
2. KPIT Technologies Ltd: Recommended Price Rs 1410 |Target price: Rs 2150 | Upside: 55% (AXIS Direct)
According to AXIS Direct, KPIT Technologies is currently at an attractive valuation. The brokerage house believes that given the company’s strong growth potential backed by robust deal wins and superior execution capabilities, the stock has the potential to significantly outperform the market in the coming years. Thus with the future growth prospects in mind the the brokerage house believes the company is at a sweet spot in terms of products produced and thus looks attractive from an investment point of view.
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3. Fino Payments Bank: Recommended Price Rs 387 |Target price: Rs 856 | Upside: 140% (Ventura Securities)
According to the brokerage house FPB’s net revenues, operating profit, and net earnings are expected to grow at a CAGR of 28 percent, 38 percent, and 34 percent, respectively during the period FY24-FY27.
The primary rationale why the brokerage is bullish on the stock is the bank’s unique model, where merchants double as branches and earn commissions on transactions. This has enabled the bank to maintain a low-cost structure with minimal manpower and capital expenditures. Ventura also cited FPB’s transition to a Small Finance Bank (SFB) as a key driver of future growth, particularly as the bank leverages its existing technological infrastructure to achieve economies of scale post-FY27.
Conclusion
The stock picks for Samvat 2081 present compelling opportunities across diverse sectors. L&T Finance stands out with its strategic shift toward retail financing, while KPIT Technologies leverages its strong deal pipeline and execution capabilities. Fino Payments Bank’s innovative merchant-branch model and potential transition to an SFB position it for exponential growth.
These carefully selected recommendations align with both market dynamics and investor goals, offering a balanced mix of growth potential and operational stability for the festive season ahead.
Written By: Dipangshu Kundu
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. Dailyraven Technologies 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.
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