As we approach Diwali 2025, optimism is quietly building across the Indian equity markets. After months of consolidation, improving liquidity, and key policy reforms, investors are now turning their attention to quality stocks with solid earnings visibility.
Backed by strong macro indicators — such as GST rationalisation, income tax restructuring, and RBI’s accommodative stance — the stage is set for a revival in corporate earnings and renewed investor confidence.
Against this promising backdrop, the JM Financial Services (JMFS) Fundamental Research team has unveiled its Diwali Picks 2025, a curated list of high-conviction ideas across multiple sectors that offer potential upside opportunities for long-term investors.
🎯 JM Financial Services Diwali Picks 2025
Here are JMFS’s top stock recommendations across key sectors — combining fundamentals, growth outlook, and valuation comfort.
|
Company |
Sector |
CMP (₹) |
Target Price (₹) |
Upside (%) |
|
Maruti Suzuki India |
Auto |
16,325 |
19,000 |
16% |
|
Fiem Industries |
Auto Ancillary |
1,960 |
2,400 |
22% |
|
Axis Bank |
Banks |
1,190 |
1,330 |
12% |
|
IIFL Finance |
NBFC |
492 |
600 |
22% |
|
L&T Finance |
NBFC |
267 |
300 |
12% |
|
Apollo Hospitals Enterprise |
Healthcare |
7,677 |
9,000 |
17% |
|
Lloyds Metals & Energy |
Metals |
1,318 |
1,680 |
28% |
|
Ratnamani Metals & Tubes |
Metals |
2,324 |
2,900 |
25% |
|
Brainbees Solutions |
New Age |
368 |
460 |
25% |
|
Anant Raj |
Data Center / Real Estate |
685 |
844 |
23% |
|
Eureka Forbes |
Consumer Durables |
545 |
715 |
31% |
|
Astral |
Building Materials |
1,421 |
1,600 |
13% |
🪙 Investment Perspective
JM Financial Services believes these 12 stocks represent a balanced mix of cyclical recovery and secular growth stories.
The research outlook suggests investors adopt a 1-year investment horizon, focusing on accumulation during market dips for optimal entry.
“These Diwali Picks reflect our conviction in India’s medium-term growth story. With fundamentals improving and valuations supportive, selective stock-picking remains key.”
— JM Financial Services Research Desk
🧭 How to Invest Through JM Financial Services
You can explore and invest in these Diwali Picks directly through your JM Financial Services trading and demat account.
JMFS provides:
- Fundamental & technical research updates
- Investment advisory from experts
- Easy online trading interface
- Portfolio review and management tools
📍Visit: www.jmfinancialservices.in
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