diwali stocks
The festival of Diwali is just around the corner. The month of Diwali is going on. In such a situation, many brokerage firms bring the gift of Diwali stocks for investors. On this occasion, SBI Securities has selected 15 stocks for Diwali 2025. He believes that with the onset of the new Samvat year, there will be double-digit growth in earnings from the third quarter of FY 2026 and inflation of 3-5% in FY 2027 will further boost earnings. These stocks include big names like HDFC Bank, recently listed NSDL and Apollo Hospitals. The brokerage expects a rise of 25% in Oswal Pumps and 24% in Swaraj Engines.
HDFC Bank
According to SBI Securities, loan growth is expected to be 10% in FY 2026 and 13% in FY 2027, which is higher than the industry average. This will happen because of corporate and retail banking technology and branch expansion. The brokerage has kept a target price of Rs 1,110. Which shows an increase of 14%.
Apollo Hospitals
Apollo Hospitals is expected to have a revenue growth of 18.3% and profit growth (CAGR) of 30.5% between FY 2025-27. The reason for this is strong hospital business, new capabilities, break-even of Apollo 24/7 and separation of Apollo Healthco. Which will increase value for investors. The brokerage has kept a target price of Rs 8,675 for it, which shows a gain of 13.2%.
At the same time, brokerage on TVS Motor says that GST 2.0 will be a big factor for volume growth in the next 12 months. TVS Motor will benefit from higher capacity and operating leverage, which will improve margins. The brokerage has kept a target price of Rs 3,975 for it, which shows a gain of 13.2%.
NSDL’s target
Market sentiment is expected to improve in the next 3-6 months and NSDL will play a proxy role in this. The market share of demat accounts was 15.5% in the first quarter of FY 2026, which was 9.4% in FY 2025. By June 2025, it has crossed 4 crore accounts. The brokerage has kept a target price of Rs 1,380, which shows a gain of 15.2%.
A growth of more than 23% is expected in Pandi Oxides and Chemicals. Rest of the stocks like Indian Bank, Ashok Leyland, Jubilant Foodworks, National Aluminum Company, Azad Engineering, Subros, Indian Metals & Ferro Alloys as well as Fem Industries are likely to gain 13-22%.
(Disclaimer- TV9 Hindi does not advise investing in any stock or fund. This news has been written on the basis of brokerage report. Therefore, take expert opinion before investing.)