Now only 1 day is left for the year 2024 to end and the new year is about to begin. In such a situation, many experts have picked some great stocks for the year 2025, which can give excellent returns to the investors in the year 2025. Motilal Oswal brokerage firm has given its target on these shares. Let us know which shares you have?
The brokerage believes that domestic factors like Union Budget, government spending, FII sentiment and RBI rate cut, as well as global triggers including Trump’s economic policy, Fed rate and geopolitical concerns, will keep the earnings and valuations of Indian companies under pressure. Will run. Here Motilal Oswal has picked top 10 stocks for 2025 with a rise of up to 36 percent.
ICICI Bank
The target price of ICICI Bank has been kept at Rs 1,550, which is 19% above the current price. The brokerage says ICICI Bank is poised for strong growth, driven by loan growth and strong asset quality. We estimate 15 per cent PPOP CAGR and 12 per cent PAT CAGR during FY25-27E, with ROA/ROE of 2.1 per cent/16.7 per cent by FY27, the brokerage said.
HCL Tech Share
The target price of HCL Technology shares has been fixed by Motilal Oswal at Rs 2300, which shows an upside of 22%. HCLTech has revised its FY25 growth guidance to 3.5%-5.0% annually, supported by strong deals and its leadership position in data/SAP modernization.
Larsen & Toubro (L&T Stock)
The domestic brokerage firm has set the target price of this share at Rs 4,300, which shows an increase of 19 percent. Currently the price of this share is Rs 3,590. L&T expects to get big domestic orders in H2. Also, many orders may come at the international level recently.
Zomato shares
The brokerage has set the target price of Zomato shares at Rs 330, which can show a rise of 21%. Currently its share price is Rs 279.70, which has increased by about 4 percent today. Zomato has raised Rs 8500 crore through QIP to invest in Blinkit to scale up marketing, operations and expand its dark store network, with the aim of opening 1,000 stores by FY25. In such a situation, brokers are bullish on this stock.
Polycab India
The target price of Polycab India shares has been kept at Rs 8,330, which represents 17% upside from the current price of Rs 7,275. Experts say Polycab’s cable and wire segment will benefit from power T&D, private capex growth and strong demand from the real estate sector. It is expanding its Gujarat EHV plant by the end of FY26 and has also secured BharatNet Initiative Phase-III contract worth Rs 5,650 crore for an initial period of 3 years.
Godrej Properties
The brokerage has given a target of Rs 3,725 on this share, which is an upside of 32% from the current price. Godrej Properties (GPL) launched at 5.6 msf, with significant selling in MMR, NCR and Bangalore. GPL invested Rs 1,680 crore in land, ensuring a strong project pipeline with future growth potential. Expected to achieve Rs 30,000 crore from launch and continued growth by FY26.
Nippon Life India Asset Management
The target price on this stock has been kept at Rs 900, which shows an upside of 23%. NAM India has increased its equity market share by 60 bps from April 2022 to October 2024, driven by consistent fund performance and focused granular SIPs from lower tier cities.
IPCA Laboratories
The brokerage has kept the target price of this stock at Rs 1,930, which shows an upside of 18%. IPCA Labs specializes in domestic formulations and exports, and has a strong presence in the pharmaceutical industry.
Lemon Tree Hotels shares
The target price of this share is Rs 190, which is indicating an increase of 28% from its current value. Lemon Tree expects strong growth in the second half, driven by the stabilization of Orica Mumbai and strong demand during the wedding season. As of September 30, 2024, the total operating inventory included 112 hotels with 10,318 rooms and the pipeline included 75 hotels with 5,220 rooms. It is estimated that Lemon Tree’s PAT will grow at a CAGR of 33 percent during FY 24-27.
PN Gadgil’s shares
The target price of this share is Rs 950, which shows an upward movement of 36%. It owns PN Gadgil (PNG), the second largest retailer in Maharashtra, which has 48 stores in 21 cities. Its aim is to expand further in Maharashtra and other states.
(Note- Before investing in any share, take the help of a financial advisor. AajTak does not advise investing in any share.)