🌟 Diwali 2025 Stock Picks: Motilal Oswal’s Top 10 Buys for Samvat 2082
Every Diwali, Indian investors look forward to the “Muhurat Trading” session and fresh stock ideas that symbolize prosperity and new beginnings. For Samvat 2082, Motilal Oswal Financial Services (MOFSL) has unveiled its list of 10 Diwali stock picks for 2025, highlighting companies poised for structural growth amid a favorable macroeconomic setup.
👉 Original Source: Moneycontrol — “Diwali stock picks 2025: Motilal Oswal selects 10 stocks to buy at the onset of Samvat 2082”
🪔 The Big Picture — Why Motilal Oswal Is Bullish
According to Motilal Oswal, the market outlook for Samvat 2082 is cautiously optimistic — driven by easing inflation, supportive government policy, and improving earnings growth.
Here are some of the key macro factors backing their optimism:
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The RBI has cut the repo rate by 100 bps and the CRR by 150 bps, boosting liquidity in the system.
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The Union Government’s ₹1 lakh crore income tax relief aims to spur consumption and support domestic demand.
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Inflation remains comfortably low, while GST 2.0 reforms are expected to simplify compliance and revive consumer sentiment.
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At ~20× FY26 earnings, the Nifty trades near its long-term average valuation, suggesting reasonable entry levels.
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Mid- and small-caps may be riskier, so MOFSL recommends a selective approach with emphasis on quality and structural growth stories.
Source: Moneycontrol article
💰 The 10 Diwali Picks for 2025 (Samvat 2082)
| Stock | Target / Upside | Key Investment Thesis |
|---|---|---|
| State Bank of India (SBI) | Target ₹1,000 (~13% upside) | Strong retail & corporate growth, healthy asset quality, and digital push. |
| Mahindra & Mahindra (M&M) | Target ₹4,091 (~15% upside) | Rural recovery, robust SUV portfolio, and new EV launches. |
| Bharat Electronics (BEL) | Target ₹490 (~19% upside) | Large defense order book; government’s focus on indigenous defense manufacturing. |
| Swiggy | Target ₹550 (~23% upside) | Rapid expansion in quick commerce (Instamart) and improving profitability metrics. |
| Indian Hotels Company (IHCL) | Target ₹880 (~19% upside) | Rising hospitality demand, strong occupancy, and new property additions. |
| Max Financial Services | Target ₹2,000 (~29% upside) | Bancassurance momentum, rising insurance penetration, and product diversification. |
| Radico Khaitan | ~13% upside | Premium spirits segment growth, brand portfolio expansion, and export traction. |
| Delhivery | Target ₹540 (~21% upside) | E-commerce logistics growth, last-mile network scaling, and cost optimization. |
| LT Foods | Target ₹560 (~35%+ upside) | Basmati export leadership, rising branded rice sales, and global distribution strength. |
| VIP Industries | Target ₹530 (~24% upside) | Premiumization in luggage, better margins, and growing travel demand. |
(Data sourced from Moneycontrol)
🔍 Why These Picks Stand Out
Motilal Oswal’s Diwali portfolio blends defensive and growth-oriented names across sectors — banking, consumption, logistics, defense, and hospitality — to achieve balance and resilience.
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Financials: SBI and Max Financial are positioned to benefit from India’s credit cycle and insurance growth.
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Consumption Plays: M&M, Indian Hotels, Radico Khaitan, and VIP Industries capture rising discretionary demand.
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Industrial & Defense: BEL remains a key Make-in-India beneficiary.
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New-Age Businesses: Swiggy and Delhivery represent next-gen growth stories in digital and logistics.
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Agri & FMCG: LT Foods provides exposure to the export and premium food space.
This combination aligns with MOFSL’s strategy of “growth at a reasonable price” — betting on long-term structural winners instead of short-term speculation.
⚠️ What Investors Should Keep in Mind
While festive optimism runs high, markets remain dynamic. Consider these points before acting on Diwali picks:
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Execution Risk: Some of these companies depend on sustained demand recovery and consistent execution.
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Valuation Sensitivity: Several stocks already trade at premium multiples — watch for corrections.
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Sector Rotation: Short-term underperformance may occur as investors rebalance portfolios post-Diwali.
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Global Headwinds: Oil prices, Fed policy, or geopolitical tensions could dampen sentiment.
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Portfolio Fit: Align any investment with your risk profile and time horizon (at least 12–18 months for such thematic picks).
🪙 Final Thoughts — Investing in Samvat 2082
Motilal Oswal’s Diwali 2025 stock list reflects confidence in India’s economic resilience and corporate earnings strength. With rate cuts, liquidity support, and a favorable policy backdrop, the setup for Samvat 2082 looks bright — but disciplined investors should still focus on quality, diversification, and valuation discipline.
As always, long-term conviction trumps festive enthusiasm.
Invest wisely, stay informed, and let compounding be your real Diwali gift! 🎇
🔗 Reference & Source
⚠️ Disclaimer
This blog is for educational and informational purposes only and should not be construed as financial or investment advice.
Stock targets, upside potentials, and views are based entirely on information from Moneycontrol and Motilal Oswal Financial Services.
Readers are advised to verify data independently, consult their financial advisor, and assess risk tolerance before investing.
Market conditions are subject to change, and past performance is not indicative of future returns.
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