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

Samvat 2082 begins on a positive note, thanks to a combination of fiscal and monetary tailwinds. The RBI has cut the repo rate by 100 bps and CRR by 150 bps, together with several measures, injecting much-needed liquidity into the system. This, coupled with the income tax relief of Rs 1 lakh crore, would aid demand revival and improved potential for corporate earnings. .NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..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..Click on the attachment to read the full report:.Diwali Muhurat Stock Picks 2025: Paytm, NMDC To Syrma — Top 12 Bets By Axis Securities For Samvat 2082.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

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

Motilal Oswal has unveiled its list of top 10 stocks for Samvat 2082 which has potential upsides ranging from 14% to 38%.

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