In anticipation of the Samvat 2081, Kotak Securities has highlighted a list of Muhurat Picks, featuring stocks that demonstrate strong potential for returns based on fundamental analysis. These picks serve as valuable guidance for investors seeking quality stocks with promising growth in the upcoming market cycle. Below is a concise table showcasing the current market price (CMP), fair value, and expected upside percentage for each of these top picks.
| Stock | CMP (₹) | Fair Value (₹) | Upside (%) |
|---|---|---|---|
| Aadhar Housing | 439 | 550 | 25.3 |
| Axis Bank | 1,197 | 1,500 | 25.3 |
| Fiem Industries | 1,619 | 2,140 | 32.2 |
| Gravita India | 2,514 | 2,800 | 11.4 |
| Godrej Agrovet | 774 | 850 | 9.8 |
| JB Chemicals | 1,891 | 2,255 | 19.2 |
| SH Kelkar | 319 | 400 | 25.4 |
| Zomato | 257 | 315 | 22.6 |
Highlights of Kotak Securities’ Samvat 2081 Muhurat picks
Aadhar Housing Finance is expected to yield a 25.3% upside, with Kotak Securities setting a fair value target of ₹550. The company exhibits strong growth potential with robust ROE metrics and a healthy P/E ratio, positioning it as a valuable asset in the financial sector.
Axis Bank continues to stand out in the financial landscape. With a current price of ₹1,197 and a fair value of ₹1,500, the bank is projected to offer a 25.3% upside. Axis Bank’s consistent EPS growth and low P/E ratio make it a promising long-term investment for investors seeking steady returns.
Fiem Industries leads the picks with a notable upside of 32.2%. The stock, priced at ₹1,619 with a fair value target of ₹2,140, reflects strong growth in EPS and favorable ROE. Its valuation metrics suggest an attractive investment opportunity in the manufacturing sector.
Gravita India is marked with an “Add” rating, indicating moderate growth potential with an 11.4% upside. The company’s high ROE and solid EPS figures highlight a profitable future for investors looking for consistency in the metals and recycling sector.
Godrej Agrovet, valued at ₹774 with a fair value of ₹850, shows a 9.8% potential upside. This agricultural sector player provides stable performance metrics with steady ROE and EPS values, making it suitable for conservative investors.
JB Chemicals, one of the top picks in the pharmaceutical sector, is expected to offer a 19.2% upside. The stock, priced at ₹1,891 with a fair value of ₹2,255, stands out with its stable ROE and growth-oriented outlook.
SH Kelkar provides a solid 25.4% upside, making it an appealing option for investors. With a fair value target of ₹400, the fragrance industry player offers promising growth prospects supported by healthy ROE values.
Zomato, a prominent name in the food tech industry, is expected to achieve a 22.6% upside with a fair value of ₹315. The stock’s high P/E ratio reflects strong investor confidence in its growth trajectory, presenting an attractive option for those interested in tech-based investments.
Kotak Securities’ Samvat 2081 Muhurat Picks offer a well-rounded selection of stocks across various industries, including finance, chemicals, pharmaceuticals, and technology. Each of these recommendations is backed by solid fundamentals and expected to provide considerable value in the long run. Investors should consider these picks as part of a diversified investment strategy, keeping their risk tolerance and financial goals in mind.
Disclaimer: This analysis is based on Kotak Securities’ research and is intended for informational purposes only. Investors are encouraged to conduct their own research and consult a financial advisor before making investment decisions.
