Which Stocks Feature in SBI Securities’ Diwali Picks 2025 List?
Diverse Sectoral Selection Reflects Optimism Across Indian Equities
In its much-anticipated Diwali Picks 2025 report, SBI Securities released a curated list of 15 high-conviction stocks across BFSI, Auto, Metals, and Healthcare sectors. The brokerage expects these names to outperform in FY26, citing strong fundamentals, policy tailwinds, and structural earnings visibility.
🎯 The top picks include HDFC Bank, TVS Motor, Apollo Hospitals, Indian Bank, Ashok Leyland, Jubilant FoodWorks, National Aluminium, and Azad Engineering — representing a balanced mix of cyclicals and defensives.
SBI Securities highlighted that the market rally heading into Diwali is supported by consistent domestic inflows and improving corporate earnings visibility. It also noted that PSU banks and mid-cap autos are likely to continue outperforming due to demand recovery and stable credit growth trends.
💡 Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser and Technical Analyst at Indian-Share-Tips.com, observes that SBI’s selection reflects confidence in India’s domestic growth story, particularly within infrastructure, banking, and healthcare-linked consumption.
He adds that investors can use these stock themes to align near-term trading ideas and medium-term portfolios, especially ahead of the Q3 earnings season. While large caps may consolidate, select midcaps could outperform on strong order books and festive demand momentum.
For traders looking to ride pre-Diwali momentum, analysts at Indian-Share-Tips.com recommend exploring Nifty SEBI Regd Advisory and BankNifty Option Tips for actionable short-term opportunities.
Sector-Wise Highlights from the Diwali Picks 2025 Report
📊 BFSI: HDFC Bank and Indian Bank expected to gain from loan growth momentum.
🚗 Auto: TVS Motor, Ashok Leyland, and Fiem Industries seen as key volume beneficiaries.
🏥 Healthcare: Apollo Hospitals projected to see strong margin recovery.
⚙️ Capital Goods & Metals: National Aluminium, Oswal Pumps, and IMFA lead industrial picks.
The brokerage report emphasizes steady earnings recovery, stable macro conditions, and festive demand as drivers of near-term upside. With upside potential between 13–25%, SBI Securities maintains a cautiously optimistic view for FY26.
Investor Takeaway
SBI Securities’ Diwali 2025 picks indicate broad-based optimism across core sectors of the economy. While short-term volatility may persist, the report highlights opportunities in quality names with sustainable earnings and growth visibility.
Explore more insights at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
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