Financial

“2025’s Top Long-Term Stock Picks: Largecap, Midcap, Smallcap”

The Nifty50, Nifty Midcap 100, and Nifty Smallcap 100 indices have dropped by 12%, 14%, and 16%, respectively, since their peak in Q3 of FY25. JM Financial notes that with this market correction, large-cap stocks in the Nifty50 now seem less expensive, trading below their average valuation.

While midcap and small-cap stocks still have high valuations, there’s potential for stronger earnings growth. JM Financial expects Nifty50 earnings growth to be modest at 3.8% in FY25 but predicts a boost in FY26, with 18.3% growth driven by factors like tax changes, stronger rural economy growth, and higher government spending.

The recent change in RBI leadership also sparks hopes for a rate cut cycle starting in February 2025, which could further support the market.

Top Stock Picks with Expected Upside for FY26:

  • Reliance Industries (RIL) – 31.2% upside, target price ₹1,660
  • TCS – 14.9% upside, target price ₹4,680
  • BHEL – 79% upside, target price ₹358
  • ITC – 14.7% upside, target price ₹530
  • Bajaj Finance – 16.9% upside, target price ₹9,350
  • Larsen & Toubro (L&T) – 16.5% upside, target price ₹4,015
  • Sun Pharma – 20.1% upside, target price ₹2,094
  • Maruti Suzuki – 16.9% upside, target price ₹15,100
  • Hindalco – 29.5% upside, target price ₹760
  • KPIT – 58.9% upside, target price ₹2,250

#StockMarket #Investing #Nifty50 #TopPicks #MarketGrowth #Reliance #TCS #ITC #BHEL #BajajFinance

P.I. Staff Writer

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