Muhurat picks for Samvat 2082: As India steps into Samvat 2082, many investors are looking to buy stocks that can offer high returns.Motilal Oswal Financial Services analysts expect Nifty earnings to rise by 8% in FY26 and 16% in FY27, marking the start of a strong growth phase. With lower inflation, better liquidity, and ongoing reforms, Muhurat Trading 2025 could signal not just a positive start to the new Samvat, but also the beginning of market recovery.
Samvat 2082: Top picks for Muhurat Trading 2025
Brokerage house Motilal Oswal has listed a set of picks for the new year that can help traders bag big gains, up to 38%!State Bank of India (SBI)The bank is projected to deliver a 14% upside to Rs 1,000, from its current market price of Rs 877, thanks to strong credit growth and structural tailwinds from GST 2.0, tax reforms, and RBI’s liquidity. push.The country’s largest lender continues to benefit from diversified growth across retail, SME, and corporate segments, while its deepening digital transformation ensures operational strength and profitability as the financial sector enters a new growth phase.Mahindra & Mahindra (M&M)Motilal Oswal expects the automaker to show an upside of 18%, driven by an aggressive product roadmap of seven ICE SUVs, five BEVs, and five LCVs by 2030. The brokerage has set a target of Rs 4,091 from Rs 3,460.The company’s strong positioning across both traditional and electric vehicle segments, coupled with rural demand recovery and improved tractor margins, sets it up for sustained earnings momentum. GST rate rationalization is also expected to enhance affordability as the company passes benefits to consumers.Bharat ElectronicsThe brokerage expects the defense manufacturing company to see a 22% upside from its current market price of Rs 402, reaching Rs 490. It boasts of leadership with a massive Rs 300 billion ‘Anant Shastra’ project, where it serves as the lead integrator.With an order book now exceeding Rs 1 trillion, BEL stands at the center of India’s defense modernization drive under the TPCR 2025 roadmap, ensuring steady growth across the Army, Navy, and Air Force.swiggyMotilal Oswal expects Swiggy to post a 25% upside reaching Rs 550, from the current price of Rs 440. With its quick commerce division nearing profitability amid easing competition and disciplined expansion.Growth estimates for its food delivery arm have been upgraded to nearly 23% for FY26–27, supported by higher discretionary spending after the recent GST 2.0 and improved consumer sentiment.Indian Hotels Company Ltd.The brokerage expects Indian Hotels to rise 21% to reach Rs 880 from the current price of Rs 726. India’s hospitality sector is expected to see strong growth in FY26, supported by rising average room rates. (ARR), higher occupancy levels, and solid revenue per available room (RevPAR).Increased MICE activity, cultural events, and a busy wedding season in the second half of FY26 are likely to further lift performance. The positive trend is expected to continue, backed by a healthy pipeline of new rooms — 3,770 under owned hotels and 16,430 under management contracts — along with favorable demand-supply. conditions.Max Financial ServicesMax Financial Services is expected to rise 24%, reaching the target price of Rs 2,000 from the current Rs 1,611, according to Motilal Oswal. It is set to grow faster than the industry, supported by strong bancassurance momentum, a stable agency network, and a healthy product mix.The GST waiver is expected to make insurance more affordable and boost penetration. MFSL is likely to retain its premium valuations, driven by new product launches, steady growth, and an improving margin profile.Radico KhaitanThe brokerage forecasts Radico Khaitan to rise 16%, from the current market price of Rs 2,911 to Rs 3,375. Radico is well placed for long-term growth, focusing on the premium and luxury spirits segment and leveraging strong brand recognition with products like 8PM, Magic Moments, and Rampur Single Malt.Recently, the entity also acquired a 47.5% stake in D’YAVOL Spirits BV, aiming to take Indian spirits global by developing bottled-in-origin luxury brands, including Tequila and other niche categories.DelhiveryMotilal Oswal predicts a 15% upside for Delhivery, reaching Rs 540 from the current rate of Rs 469. The entity now holds over 20% of the express logistics market and has quickly expanded its presence in the PTL segment following the 2021 acquisition of Spoton Logistics.The recent Rs 14 billion acquisition of Ecom Express boosts Delhivery’s rural reach, improves network density, and creates cost synergies. The company is well positioned for continued growth, supported by a growing user base, new category launches, and the expansion of e-commerce.VIP IndustriesIn the travel and lifestyle category, VIP Industries carries a 26% upside potential with the brokerage house expecting the stock to reach Rs 530 from the current price of Rs 422. VIP Industries, a major player in India’s The Rs 170 billion luggage market, has outperformed the industry, posting a revenue CAGR of 19% between FY22 and FY25.With a scalable and profitable digital platform complementing its strong offline presence, VIP is well positioned to gain market share over the long term. Motilal Oswal expects the company to continue delivering above-industry growth by combining premiumisation, digital expansion, and a margin-enhancing supply chain strategy.LT FoodsThe brokerage house expects LT Foods to deliver an upside of 38%, jumping to Rs 560 from its current price of Rs 407, making it a top pick for investors. LT Foods is well placed for long-term growth, supported by strong brand recognition through Daawat and Royal, exporting to over 80 countries, and holding roughly 30% and 50% shares in the Indian and US basmati markets, respectively.Key growth drivers include rising volumes in Basmati and Specialty Rice, along with a greater focus on high-margin O&CH segments. With exports accounting for 66% of FY25 revenue, the business benefits from higher realizations and margins, making it structurally export-driven.(Disclaimer: Recommendations and views on the stock market and other asset classes given by experts are their own. These opinions do not represent the views of The Times of India)
