Stock to buy for long periods: The Indian stock market stood downwards in the fifth consecutive month in February, with a loss of about 6 percent to the month with benchmark -sensex and Nifty 50.
Sensex is now 12,780 points or about 15 percent below, from its peak of 85,978, which was hit on 27 September last year. Currently, the index is at 73,198. The Nifty 50 has fallen from its all -time high to 4153 points of 26,277, or about 16 percent. The index closed at 22,124.70 on Friday.
Most Nifty 50 shares have suffered concrete damage due to piles of headwinds from October, including foreign capital outflow, stretched evaluation, weak income, recession signs and global factors in the domestic economy.
The shares of Tata Motors, Trent, Bajaj Auto, BPCL, Hero MotoCorp, Asian Paints, Adani Enterprises and IndusInd Bank have crashed 30-36 percent since last October.
Amidst this market accident, Rahul Ghosh, CEO Hedged.inOpportunities in select shares due to their strong basic things, development ability and tailwind expectations for sector. He chooses 10 stocks to buy over the long term. To keep an eye:
Share to buy for long periods
ITC | Previous closed: 394.70 | Expected target price: 522
Ghosh told that ITC is The diverse trade model incorporates areas such as rapidly growing consumer goods (FMCG), hotels, paperboards, and agrarian business, which offers a strong shield against sector-specific instability.
The company’s FMCG segment has been operated by continuous product innovation and an extension distribution network. In addition, the tobacco division produces strong cash flows, increasing overall financial health.
Ghosh hopes that the amount of cigarette trade will continue to increase, as the recent budget did not increase the tax.
“ITC has taken relevant strategic action to revive growth in non-cigarette FMCG business in the near period. After the Esset-Havi hotel business performance, its return profile will improve significantly in the coming years, ”Ghosh said.
“Various analysts have maintained a purchase on stock with a modified SOTP-based price target (PT) 522. Although the stock is also available at a good assessment even at the current market price, we believe that the best price to buy will be in the limit. 370–360, ”Ghosh said.
ABB India | Previous closed: 4931.65 | Expected Arget Price: 6,200-7,000
Ghosh said ABB The opportunity pipeline remains strong, fuel by fuel in F&B (food and drinks), chemicals, pharma, motor vehicles, power distribution, water and new-edged industries such as electronics, data centers and renewal.
In addition, with the tendency of premiumrs on center stage in India, high demand for premium products will help in margin expansion.
The view on ABB is positive, given its diverse presence in the major areas of core industries and it is to capitalize on telwind in capex development of the economy in that product range.
“Visual core industries on ABB are positive given in view of its diverse presence in the major areas of the product range, which is to capitalize on tailwinds in capex development of the economy,” Ghosh said.
“With strong balance sheet and ROCE generation, various analysts have estimated the limits of goals CY 2026 Based on income estimates, 6,200-7,000 for stock, ”Ghosh said.
Tata Motors | Previous closed: 620.55 | Expected target price: 850- 900
Tata motors Stock saw the pressure in major markets for Jaguar Land Rover (JLR) and due to weak demand outlook for domestic heavy commercial and passenger vehicles for the financial year 2025-2026.
Additionally, the risk of import tariffs from the European Union being implemented in the US, which will affect JLR sales in the US, will be added under pressure. JLR has 25 percent of the retail sales in the US market.
However, the stock has made significant progress in the motor vehicle industry, especially with focusing on electric vehicles (EVS) and permanent mobility solutions.
Ghosh said that the company’s strong product lineup in both passenger and commercial vehicles with strategic cooperation has increased its market status. EV infrastructure and technology outlines Tata Motors’ commitment to solutions prepared for the future.
“Stock has a significant support 630 – 640 zones, and it should remain intact. We recommend continuing Tata Motors and possibly depositing stocks at lower levels. Finally, we can expect to move towards stock 850 – Ghosh said that 900 levels again, but the time horizon should be at least one year.
Kotak Mahindra Bank | Previous closed: 1,900.75 | Expected target price: 2,100
Kotak Mahindra Bank Prudent risk management practices and strong capital adequacy ratio have given continuous better returns, Ghosh has been outlined.
“The bank provides a balanced revenue stream, including the bank’s diverse portfolio, retail banking, asset management and insurance. Emphasis on digital transformation and customer-centric services expanded its market access, ”Ghosh said.
“A target value of” Ghosh said that 2,100 has been estimated, indicating confidence in the bank’s operational efficiency and development possibilities.
Asian paint | Previous closed: 2179.95 | Expected target price: 3,500
As a leader in the Indian paint industry, Asian paints Benefits from strong brand equity and a broad distribution network. The company’s constant attention to innovation, including introducing environmentally friendly and technically advanced products, meets to develop consumer preferences. The home decor and expansion in the improvement segment brings diversity to its revenue currents.
“Evaluation is below historical average, providing an attractive opportunity from a long -term perspective. Analysts have set a target price 3,500, reflecting positive expectations for its continuous growth, ”Ghosh said.
Shri Cement | Previous closed: 27,277.35 | Expected target price: 32,670
Shri cement Operating efficiency and strategic capacity expansion have strengthened its position in the cement industry. The company’s attention to cost adaptation, alternative fuel use and commitment to stability practices enhances its competitive advantage.
“A strong balance sheet and prudent capital allocation support their development initiative. Analysts have set a target price 32,670, reflecting confidence in the future performance of Shri Cement, ”Ghosh said.
Supreme Industries | Previous closed: 3,326.50 | Expected target price: 5,000
Supreme industry The demand for healthy agriculture, housing and infrastructure is expected to benefit, stabilizing PVC prices at low levels, they said.
It is well prepared to achieve a healthy amount increase in the next three to four years due to continuous demand. A good long-term demand Outlook and incremental capacity is likely to run a 10 percent net income CAGR on the addition FY2024-FY2027, “Ghosh said.
The stock trades the PE (price-to-Kamai ratio) of 42.4 times and 35.8 times its fy2026e and fY2027e income respectively.
“Analysts maintain a purchase with a modified target price 5,000. Technically, the stock is ready for an improvement. The best to enter will be around the level of opportunity 3,000, offering adequate reverse capacity. 3,000 June 2023 had a breakout level, from where the stock went to make an all -time high. The breakout level is likely to act as a strong support for this improvement, “Ghosh said.
Havells India | Previous closed: 1,422.05 | Expected target price: 1,820-1,850
Havildar The broad range of electrical and consumer durable products supported by a strong distribution network, keeps it well to cash in on the growing consumer demand.
Extension in rural markets and smart home solutions further brings diversity to its revenue currents.
“Despite recent challenges, such as the Q2 FY25 profit figures, the share price declined by 5.46 percent, which missed the market expectations, the long -term development possibilities of halls, supported by strategic initiatives and a strong financial foundation, remains promising. Analysts have set a target price 1,820–1,850, reflecting positive feelings towards the market status of Havels, ”Ghosh said.
Kanika India | Previous closed: 461.55 | Expected target price: 700
Granulus IndiaA major pharmaceutical company has recently taken strategic initiative to increase its market status and development prospects.
It has reported better margin, which is inspired by the increasing demand for value -added products.
Management estimates that the contributed dose form (FDF) segment will increase by 75 percent, increased from the high part of the price added products and the new product launch.
Ghosh said that in the near period, development is expected to be led by the North American market, which is expected to increase by 20 percent in FY 25. The European market is expected to be rebound next year as the demand for paracetamol starting in FY26E is pick up.
Additionally, Ghosh reported that the management of the company has increased its Ebitda margin guidance by 22 percent, supported by several factors: (1) Launch new product in high-value categories, (2) The previous stages increase phase three and four clinical trials from two tests, (3) DCDA and Pilot projects for Pilot projects for DCDA and PAP, and (4) (4) a drop in theseput costs.
“At the current market price, the stock is trading at around 21 times and 18 times fY2026e and fY2027e. 27.91 and 31.14 respectively, resulting in value target 700 per share. The best price to enter this stock is around 450–420 range, “Ghosh said.
IPCA laboratories | Previous closed: 1,353.45 | Expected target price: 1,980
IPCA laboratories’ With a strong presence in domestic and international markets, the active pharmaceutical ingredients (APIs) and integrated operations in yogas underlines its growth capacity.
The company’s attention on cost efficiency, quality compliance and a strong product pipeline supports its competitive position.
Ghosh said that during FY 2019-FY24, the earnings of IPCA labs recorded a 3 percent CAGR of CAGR 3 percent of CAGR due to a fall of 200bp in their Ebitda margin. However, it is estimated that the company will generate a strong income increase of 27 percent during the FY25-FY27, which is powered by a 170 bPS improvement in margin.
“Analysts have set a target price 1,980, IPCA reflects the strategic direction of laboratories and optimism about market opportunities. We believe that the best price to buy stock is between 1,250-1,200 range. According to comprehensive markets, the stock may be correct, offering a great prize-to-risk ratio at the above levels, “Ghosh said.
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