Diwali Muhurat Stock Picks 2025 — Infosys To HUL Among Geojit's Top 12 Stocks To Buy This Samvat 2082

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Geojit Report

Geojit's top stock picks for Samvat 2082 list includes an IT major, an auto maker, cement manufacturer, a FMCG maker, banking sector among others.

Infosys - potential upside 29%

Infosys Ltd.'s order pipeline remains robust at $3.8 billion in Q1 FY26, with 55% comprising net new orders, driven by strong demand for AI agents across business operations and IT functions.

Investments in automation, productivity tools, and AI have improved delivery and client outcomes, with continued focus on enhancing platforms such as Finacle and insurance solutions, particularly in Europe.

Infosys maintains its FY26 margin outlook, backed by Project Maximus, cost cuts, and disciplined spending.

At a 1-year fwd. P/E of ~22x, the stock is trading below its long-term averages, and the recent buyback signals management confidence and adds to shareholder value.

HUL - potential upside 22%

Hindustan Unilever Ltd.’s strategic focus on premiumization and innovation is expected to drive performance. Moreover, the company's recent leadership transition presents a promising opportunity for sustainable value creation.

With the expected benefits of direct and indirect tax relief, lower inflation, a favourable monsoon, and the upcoming 8th Pay Commission, HUL is well-positioned to capitalise on the improving macro environment.

We expect the revival in demand, especially from rural areas, will aid healthy earnings growth over the next year.

At a 1-year fwd. P/E of ~52x, the stock is trading below its long-term average and also its peers.

Maruti Suzuki - potential upside 16%

GST rationalization enhances affordability, while expected pickup in rural income, new launches and Maruti’s vast distribution network support strong growth.

Maruti offers one of the most comprehensive and diverse portfolios in the sub-1,200 cc segment, securing a dominant market share of the demand surge triggered by lower prices.

1 year fwd. P/E is ~29x (5yr avg is ~28x). Strong earnings growth expectation of ~31% over FY25-27E justifies improvement in future valuation.

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