Diwali Muhurat Stock Picks — Swiggy, BEL, LT Foods Among Motilal Oswal's Top 10 Bets For Samvat 2082

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Motilal Oswal Report

Motilal Oswal has unveiled its list of top 10 stocks for Samvat 2082 which includes India's leading online food ordering and delivery company, a fmcg company, an aerospace and defence electronics company and names across banking, engineering and technology companies among others.

The brokerage expects these stocks to deliver potential upsides ranging from 14% to 38%, making them attractive bets for investors looking to capitalise on festive momentum.

LT Foods - potential upside 38%

LT Foods Ltd. is well-positioned for long-term growth, leveraging its strong brand equity with Daawat and Royal, exporting to 80+ countries and commanding ~30%/50% share in India/US basmati market.

Growth drivers include expanding volumes in Basmati and Specialty Rice and increasing focus on high-margin O&CH segments. Exports (66% of revenue of FY25) offer better realizations and margins vs domestic market, making the business structurally export-led.

Recent acquisition of 100% stake in Hungary-based Global Green Europe Kft. for ~ €25 million will align the long term strategy of the company for growth through packaged food and to further strengthen its RTH (ready to heat) and RTE segment.

Swiggy - potential upside 25%

Swiggy Ltd. expects its quick commerce arm to achieve profitability sooner, aided by easing competition, moderated dark store expansion, and lower acquisition costs.

Swiggy has strengthened its Food Delivery outlook, with growth estimates raised to ~23% for FY26–FY27 (vs ~20% earlier), driven by GST-led boost to disposable income and rising discretionary spending.

Bharat Electronics - potential upside 22%

The Indian Army’s Rs 300 billion tender for ‘Anant Shastra’ project, with Bharat Electronics Ltd. as lead integrator, boosts its order book beyond Rs 1 trillion and underscores its leadership in strategic defense programs. Positioned strongly under the TPCR 2025 roadmap, it is set to benefit from sustained opportunities across the Army, Navy, and Air Force.

BEL offers robust long-term growth visibility, making it a compelling investment in India’s defense modernization journey.

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