The mood of the stock market seems to have deteriorated in the last few days. The deepening geopolitical tension between America, Israel and Iran has shaken the markets around the world, and our Indian stock market is also not untouched by this shock. Within just one week, a huge decline of about 1.8 percent has been recorded in Nifty 50 and 3.52 percent in Sensex. In such a falling market, it is natural for a common investor to get nervous. Seeing your portfolio in the red, the biggest question that arises in your mind is where to keep your hard-earned money safe now? Should investment be stopped or should this huge decline be seen as an opportunity? If you are also stuck in this dilemma, then market experts have some important suggestions for you.
What is the opportunity for investors?
There is an old and established rule of the stock market that when there is an atmosphere of panic everywhere, then investing in the right and strong companies can give great results in the future. Leading brokerage firms like JP Morgan, Motilal Oswal, Nuvama, Jefferies, JM Financial and Emkay Global have studied the current situation closely. In his latest report, he has identified some such strong stocks, which can give huge profits to the investors after the clouds of this crisis clear. Excellent returns of up to 40 percent are expected in these 10 stocks. Let us know in detail about those companies, one by one, on which market experts have expressed confidence.
- LG Electronics: Expressing his confidence on this stock, Motilal Oswal has set a target price of ₹ 1,860. According to the brokerage, it may increase by about 17 percent from the current level. Due to increase in input costs and new and strict rules on energy efficiency, the company has increased the price of its 5-star ACs by 9 percent and the price of 3-star models by 7 percent. This change will help the company to expand its market in different price and capacity segments, which will be a major reason for future growth.
- Shriram Finance: Jefferies sees the possibility of a huge jump of 21 percent in this stock. Its target price has been kept at ₹ 1,220. According to the report, the business model and outlook of the company is quite stable. In the coming time, its profit margin will further improve due to reduction in the cost of funding. Due to the continued strong demand for commercial vehicles, the management has estimated an impressive growth of 18 to 20 percent in the company’s AUM in the next few years (FY27 to FY28).
- Reliance Industries: JM Financial believes that the recent fall in Reliance shares has been excessive. Due to heavy selling by foreign investors (FIIs) and tensions in West Asia, this stock has fallen by 4 percent in a week and about 8 percent in the last one month. Describing this as an excellent buying opportunity, the brokerage has given a target of ₹ 1,730, which can give a bumper return of about 28.6 percent from the current level.
- Aditya Birla Capital: Motilal Oswal has set a target of ₹415 for this stock, which indicates an upside of about 29 percent. The company is performing well in all its major businesses – be it lending, asset management or insurance. The brokerage clearly believes that the company is now entering a phase where its earnings are going to be structurally very strong.
- Jain Resource Recycling: It is one of the leading non-ferrous metal recycling companies in the country. Its total capacity is 287 thousand metric tons. Due to strict rules like battery waste management and Extended Producer Responsibility (EPR), there is expected to be a big boom in the business of this company. Motilal Oswal has given a target of ₹ 520, estimating a growth of more than 29 percent in the next 12 months.
- Delhivery: Motilal Oswal has set a target price of ₹ 580 for this giant company in the logistics sector. The brokerage expects returns of up to 35 percent. Delhivery is directly benefiting from the continuous increase in e-commerce volumes and rapid expansion of logistics services. It is estimated that the revenue of the express segment may grow at a compound annual growth rate (CAGR) of 16 percent between financial years 2025 to 2028.
- Tata Consumer Products: Nuvama Institutional Equities is quite bullish on this FMCG stock. The brokerage has estimated a rise of 35 percent in it with a target of ₹ 1,500. The company is gradually transforming itself into a comprehensive food and beverage platform. The rapidly increasing demand for health and wellness products in the market will play an important role in the future growth of the company.
- Apollo Tyres: MK Global believes that there can be a huge rise of up to 36 percent in this stock. A target of ₹600 has been set for this. The demand for tires is strong due to huge spending in government infrastructure projects and boom in economic activities. Additionally, the recent reduction in GST is also working in the company’s favour, resulting in double-digit growth being seen in every segment.
- Adani Ports: JP Morgan, while starting its coverage on this stock, has given a big target of ₹ 1,944, which indicates an upside of 36 percent. This is the most comprehensive maritime infrastructure platform in the country. Along with 15 ports and terminals in India with a capacity of 650 million tonnes, the company also operates 4 international ports. This huge infrastructure gives it a big and strong edge in its sector.
- Crompton Greaves Consumer Electricals: According to Motilal Oswal, the shares of this company can give huge returns to the investors up to 40 percent. A target of ₹ 350 has been given for this. The brokerage report predicts that the operating profit margin (OPM) of the company is going to improve rapidly in the coming time. This margin can easily increase from 10 percent in FY 2026 to 11 percent by FY 2028.
Disclaimer: This article is for information only and should not be considered as investment advice in any way. TV9 Bharatvarsha advises its readers and viewers to consult their financial advisors before taking any money-related decisions.