Choice Broking's Top 10 Stock Picks for Muhurat Trading in Samvat 2081

By A Staff Reporter: Choice Broking has identified ten stocks that investors should consider for Muhurat Trading in Samvat 2081, citing favorable growth trajectories and strategic developments across sectors like auto, technology, real estate, and healthcare.

1. Bajaj Auto (Target Price: ₹11,483) 

With a focus on exports, increased demand for its 2-wheelers, and the rise of its electric models like “Chetak,” Bajaj Auto is expected to see strong growth. The company's emphasis on marketing CNG-based and electric two-wheelers makes it a top pick for the medium to long term.

2. Bharat Dynamics (Target Price: ₹1,501)

Bharat Dynamics, which caters to the strategic needs of India's defense sector, is expected to benefit from large upcoming defense projects. Choice Broking sees a positive growth trajectory as these initiatives begin taking shape post-FY25.

3. ACC (Target Price: ₹2,795)

ACC is anticipated to grow, driven by India’s infrastructure push and residential projects. The company plans to scale up its cement capacity significantly by FY28, making it a favorable stock to watch.

4. Somany Ceramics (Target Price: ₹965) 

With a projected revenue growth at a CAGR of 11%, Somany Ceramics is expected to report healthy growth in the coming years. Choice Broking forecasts an expansion in the company’s Return on Capital Employed (RoCE) by FY27.

5. TCS (Target Price: ₹4,664)

TCS is making strategic investments in new growth markets, and with its strong pipeline of deals and interest in GenAI, its revenue, EBIT, and PAT are projected to grow at a CAGR of over 10% by FY27.

6. HCL Technologies (Target Price: ₹2,105)

HCL Tech remains committed to ethical and sustainable growth, with a robust pipeline in data and AI-driven initiatives. Its revenue and profit are expected to grow at a strong pace between FY24-FY27.

7. EFC (I) Ltd (Target Price: ₹855)

Based in Pune, EFC Ltd is a real estate management firm, focusing on office rentals, interior design, and furniture commerce. With an expansion into furniture manufacturing, the company aims to generate multiple revenue streams.

8. Granules India (Target Price: ₹723) 

Granules India is expected to benefit from backward integration initiatives and the stabilization of Paracetamol sales in Europe. Choice Broking forecasts strong revenue growth at a CAGR of 15% between FY24 and FY27.

9. Global Health (Target Price: ₹1,246) 

Global Health, known for its multi-specialty healthcare services, is one of North and East India’s largest private tertiary care providers. The company focuses on areas like cardiology, oncology, and liver transplants.

10. Ugro Capital (Target Price: ₹345) 

With a tech-driven business model and a focus on MSME lending, Ugro Capital is well-positioned for long-term profitability. Its strong capital efficiency and co-lending partnerships make it a favorable pick for investors.

These picks from Choice Broking reflect opportunities across diverse sectors, with an optimistic outlook for the upcoming year.