For long-term investors looking to strengthen their portfolios, leading brokerage firms have identified five stocks from key sectors that could generate sizeable returns over the next 12 months, in some
cases as high as 30 percent.
These companies operate in industries considered both stable and growth-oriented, including infrastructure, cement, textiles, pharmaceuticals, and banking. The recommendations, reported by the Economic Times, are based on strong earnings potential, sectoral expansion, and overall market outlook.
Motilal Oswal’s Top Picks
The first recommendation is Kalpataru Projects International, a major player in infrastructure and power transmission. Trading currently at Rs 1,181 per share, the firm has set a target price indicating a potential upside of 22 percent. With India’s infrastructure buildout in full swing, the company’s order book and sector positioning are seen as strong growth drivers.
The second pick is Grasim Industries, a diversified conglomerate with a presence in cement, chemicals, and textiles. Currently priced at Rs 2,690, the brokerage sees it climbing up to a level that would deliver around 30 percent returns. Analysts cite its varied business portfolio and dominant industry presence as major advantages.
Pharma Sector Opportunity
Motilal Oswal has also recommended Biocon, a pharmaceutical and biotechnology company. At its current price of Rs 343, it could yield a 19 percent gain, supported by rising demand in the healthcare sector and expanding global partnerships.
Antique Brokerage’s Selection
From the capital goods space, Siemens has been highlighted by Antique Brokerage. With the stock trading at Rs 3,030, the firm now pegs its target at a level offering about 28 percent upside, an increase from its earlier target of Rs 3,179. Growth in industrial automation and infrastructure spending is expected to support the rally.
Avendus Upgrades SBI
State Bank of India (SBI), the country’s largest lender, rounds out the list. Avendus Brokerage has upgraded the stock from ‘Add’ to ‘Buy’, revising its price target upward from Rs 852 to an even higher level. At Rs 804 currently, the stock could deliver gains of about 16 percent, backed by its robust asset quality and market leadership.
Analysts caution that while these stocks show strong potential, all investments carry risk. Investors should conduct independent research or seek professional advice before committing funds.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. News18 is not responsible for any profit or loss resulting from investments based on these recommendations.
