Oct 13, 2025, 02:45:20 PM IST
Domestic brokerage Anand Rathi Investment Services presents its top Diwali 2025 stock picks, selected based on strong fundamentals, sectoral tailwinds, and growth potential over the next 12 months. These six companies span diverse industries, including retail, beverages, stock exchanges, automotive components, solar pumps, and digital logistics platforms. The picks aim to capitalize on revenue expansions, margin improvements, capacity additions, and structural industry opportunities, with rigorous financial and market analysis backing each recommendation. Here’s the full list.
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2/7
Avenue Supermarts Ltd (DMart)
CMP (10 Oct 2025): Rs 4,328
Target Price: Rs 5,000
Upside: 16%
DMart is poised for sustained growth, supported by faster store expansion, improved revenue from general merchandise and apparel, and robust value delivery in both offline and online formats. The disciplined single-format approach and targeted presence in non-metro towns should help maintain market share gains and mid-teen earnings growth.
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3/7
Tilaknagar Industries Ltd
CMP (10 Oct 2025): Rs 454
Target Price: Rs 580
Upside: 28%
As India’s leading brandy manufacturer, the company benefits from the premiumisation trend and a diverse, strong portfolio. Expansion plans at Prag Distillery, recent acquisitions, and scale-driven cost savings should drive margins and support sustained growth across its IMFL segment.
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CMP (10 Oct 2025): Rs 2,380
Target Price: Rs 2,800
Upside: 18%
Asia’s first stock exchange delivered strong Q1 FY26 results on the back of record derivatives turnover and healthy IPO activity. Growing investor participation, operational improvements, and a dominant position in capital raising underpin earnings momentum and margin expansion.
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CMP (10 Oct 2025): Rs 1,941
Target Price: Rs 2,450
Upside: 26%
Fiem is growing LED penetration in its lighting segment and diversifying into passenger vehicles with new OEM orders. The company is well placed to benefit from GST reforms and capacity expansion, offering 15–20% annual revenue growth guidance, driven by technology upgrades and expanded product pipeline.
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6/7
Shakti Pumps India Ltd
CMP (10 Oct 2025): Rs 815
Target Price: Rs 1,050
Upside: 29%
With a large share in India’s solar pump market and strong export footprint, Shakti Pumps stands to gain from government-driven solarisation under the PM-KUSUM scheme. Ambitious capacity expansion, backward integration via a new cell line, and forays into electric vehicle motors reinforce its growth prospects.
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CMP (10 Oct 2025): Rs 684
Target Price: Rs 860
Upside: 26%
BlackBuck’s asset-light digital trucking platform is scaling up rapidly, with high operating leverage and recurring platform revenues. Continued expansion in loads marketplace, payments, and telematics position the company to capture incremental value in India’s digitizing logistics sector, supporting profitability and network effects.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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