Stocks For 2025: Axis Securities Picks Bharti Airtel, Ambuja Cements And More

Axis Securities has identified several promising stocks for 2025, offering potential growth across a range of sectors. Among their top picks is Shriram Finance Ltd., which stands to benefit from its growing market share in the commercial vehicle financing sector. With healthy asset quality and a strong return ratio, the stock has an expected upside of 31%, with a target price of Rs 3,825.

Another strong recommendation is Prestige Estates Projects Ltd., which is well-positioned for growth due to its upcoming developments and diversified portfolio, including residential, annuity, and hospitality segments. The stock has a target price of Rs 2,195, offering a 26% potential upside.

City Union Bank Ltd. is also highlighted, with improving credit growth visibility and a strong deposit franchise. Its consistent delivery on return on assets (ROA) is expected to drive a 24% upside, with a target price of Rs 215. In the cement sector, Ambuja Cements Ltd. stands out due to significant capacity expansions and cost optimisation measures, positioning it for volume growth and improved Ebitda margins. Axis Securities expects a 23% upside for Ambuja, with a target price of Rs 675.

DOMS Industries Ltd., a key player in the stationery and art materials sector, is another recommendation, with the company expanding its share of value-added products and improving its distribution reach. The stock is expected to see a 22% upside, targeting Rs 3,120.

In the luxury retail space, Ethos Ltd. is poised for growth with plans for new store openings and an expanding lifestyle division, offering a 21% upside with a target price of Rs 3,750.

Fortis Healthcare Ltd., with its leadership in specialised care and focus on improving margins and expanding bed capacity, is another top pick. Axis Securities forecasts a 28% upside for Fortis, targeting Rs 860.

The telecom sector also presents an opportunity with Bharti Airtel Ltd., which is expected to benefit from its high ARPU, moderate capital expenditure, and the migration of 2G subscribers to 4G/5G. The stock has an 18% upside, with a target of Rs 1,880.

Lastly, Cipla Ltd., with its strong U.S. presence and growing domestic business, is seen as a solid investment. Axis Securities anticipates a 17% upside for Cipla, targeting Rs 1,735. These stocks, selected for their solid business fundamentals and growth prospects, are expected to perform well in 2025, offering investors a variety of opportunities across key sectors.