The revisions underscore our continued emphasis that aligns with our core thematic investment framework, with a focus on delivering robust and sustainable medium-term growth visibility
We have refreshed our Top Picks by adding Kotak Bank Ltd, Eternal Ltd, and Nestle India while exiting Mahanagar Gas Ltd, HDFC Bank, and Prestige Estate Projects Ltd. The revisions underscore our continued emphasis that aligns with our core thematic investment framework, with a focus on delivering robust and sustainable medium-term growth visibility. We maintain the Dec’26 Nifty target at 28,080
Based on the above themes, we recommend the following stocks: Kotak Bank, Bajaj Finance, Bharti Airtel, Avenue Supermarts, State Bank of India, Max Healthcare, Navin Flourine, Kalpataru Projects, LG Electronics (I) Ltd, Nestle India Ltd, Eternal Ltd, Ujjivan Small Finance Bank, Chalet Hotels, Minda Corporation Ltd, and Dalmia Bharat Ltd.
