Shriram Research’s Diwali basket features 11 stocks across banking, healthcare, consumer, industrial and technology sectors, with an estimated average…
1/11Aeroflex is benefiting from rising demand for liquid cooling solutions in data centres. Shriram Research expects capacity expansion and higher engineering solutions contribution to support revenue growth.
2/11Dr. Lal PathLabs plans to expand its laboratory network and strengthen genomics and radiology services. Growing specialised testing and smaller-city demand are expected to support growth.
3/11Eternal’s food delivery, quick commerce and going-out businesses offer multiple growth drivers. Blinkit’s expanding dark-store network, higher order value and improving operating leverage support its outlook.
4/11ICICI Bank reported strong loan and deposit growth, supported by broad-based business momentum. Low bad loans, modest credit costs and a contingency buffer strengthen its outlook.
5/11Karur Vysya Bank’s record performance, healthy loan growth and stable margins underpin its outlook. Strong asset quality, provisions and a growing CASA franchise provide further support.
6/11L&T’s record order inflows and expanding order book support revenue visibility. Strong project execution and investments in AI infrastructure, semiconductors, green energy and defence offer growth opportunities.
7/11LG Electronics India is positioned to benefit from rising appliance penetration and premiumisation. Its Sri City investment, export expansion and growing B2B business provide additional growth drivers.
8/11Navin Fluorine’s growth prospects are supported by strong CDMO performance, specialty chemical demand and capacity additions. New projects and an extended HFO supply agreement add revenue visibility.
9/11Radico Khaitan is focusing on premium brands, luxury offerings and international expansion. Strong growth in its Prestige and Above portfolio, alongside margin improvement plans, supports its outlook.
10/11Sona BLW’s strong order book and EV exposure support long-term growth. Its expansion into robotics, physical AI and railways is expected to diversify revenue and reduce dependence.
11/11Titan’s jewellery business, established brands and expanding retail network underpin its growth prospects. CaratLane’s performance, watches premiumisation and international expansion offer additional opportunities.