Business · Economy 51
Shriram Research’s Diwali basket features 11 stocks across banking, healthcare, consumer, industrial and technology sectors, with an estimated average... 1 /11 Aeroflex is benefiting from rising demand for liquid cooling solutions in data centres. Shriram Research expects capacity expansion and higher engineering solutions contribution to support revenue growth. 2 /11 Dr. Lal PathLabs plans to expand its laboratory network and strengthen genomics and radiology services.
Growing specialised testing and smaller-city demand are expected to support growth. 3 /11 Eternal’s food delivery, quick commerce and going-out businesses offer multiple growth drivers. Blinkit’s expanding dark-store network, higher order value and improving operating leverage support its outlook. 4 /11 ICICI Bank reported strong loan and deposit growth, supported by broad-based business momentum. Low bad loans, modest credit costs and a contingency buffer strengthen its outlook. 5 /11 Karur Vysya Bank’s record performance, healthy loan growth and stable margins underpin its outlook.
Strong asset quality, provisions and a growing CASA franchise provide further support. 6 /11 L&T’s record order inflows and expanding order book support revenue visibility. Strong project execution and investments in AI infrastructure, semiconductors, green energy and defence offer growth opportunities. 7 /11 LG Electronics India is positioned to benefit from rising appliance penetration and premiumisation. Its Sri City investment, export expansion and growing B2B business provide additional growth drivers. 8 /11 Navin Fluorine’s growth prospects are supported by strong CDMO performance, specialty chemical demand and capacity additions.
New projects and an extended HFO supply agreement add revenue visibility. 9 /11 Radico Khaitan is focusing on premium brands, luxury offerings and international expansion. Strong growth in its Prestige and Above portfolio, alongside margin improvement plans, supports its outlook. 10 /11 Sona BLW’s strong order book and EV exposure support long-term growth. Its expansion into robotics, physical AI and railways is expected to diversify revenue and reduce dependence. 11 /11 Titan’s jewellery business, established brands and expanding retail network underpin its growth prospects.
CaratLane’s performance, watches premiumisation and international expansion offer additional opportunities. Home Photos News Market News Diwali 2026 stock picks: Shriram Research recommends 11 stocks with up to 32% upside
Source: CNBC TV18
