October 1, 2025
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Sharekhan's stock picks are eagerly awaited by the investing public because the stocks represent a nice balance between safety and growth and regularly outperform the market. This time also, Sharekhan has made a judicious choice of stocks that will benefit your portfolio
Sharekhan’s stock picks are eagerly awaited by the investing public because the stocks represent a nice balance between safety and growth and regularly outperform the market. This time also, Sharekhan has made a judicious choice of stocks that will benefit your portfolio

With an eye on the Union Budget, Sharekhan has made three changes to the Top Picks basket this month. As
part of the churn in the pharmaceutical sector, it has replaced Dishman Pharma with a more stable and front-line company, Sun Pharmaceuticals. Given the government’s focus on reforms in the oil & gas sector, it has introduced Oil India in place of Bharat Heavy Eelectricals, which is struggling to procure fresh orders due to tough conditions in the power generation sector.

Sharekhan has also suggested that it is better to avoid Mahindra and Mahindra (M&M) before the Union Budget as the noises related to a higher tax on diesel vehicles are getting louder. Moreover, the move to reduce diesel under-recoveries by regularly hiking the retail price of diesel would also affect sentiments for M&M due to the company’s dependence on the diesel-powered portfolio of automobiles. United Phosphorous has been introduced in place of M&M due to the latter’s strong performance in Q3FY2013 and attractive valuation.

Name

CMP*

 

PER (x)

 

 

RoE (%)

 

Price

Upside

 

(Rs)

FY12

FY13E

FY14E

FY12

FY13E

FY14E

target

(%)

CanFin Homes

169

7.9

6.4

5.0

13.3

14.5

16.4

220

30

Federal Bank

511

11.3

10.3

8.6

14.4

14.1

15.0

590

15

GCPL

711

36.1

26.4

21.0

26.3

23.2

27.4

811

14

ICICI Bank

1,171

20.9

16.4

14.2

11.2

13.0

13.8

1,320

13

Larsen & Toubro

1,535

22.1

19.6

17.4

18.1

17.7

17.3

1,790

17

OIL India

526

9.2

8.5

7.9

27.0

28.2

26.8

600

14

Relaxo Footwear

809

24.3

18.7

13.9

20.3

20.4

20.6

885

9

Reliance

893

14.6

14.2

13.7

11.5

10.6

9.9

1,010

13

Sun Pharmaceutical Industries

720

28.8

25.4

21.4

21.3

19.1

19.0

775

8

United  Phosphorous

132

11.0

8.4

8.1

13.3

15.2

13.8

171

30

Zee Entertainment Enterprises

231

37.9

31.2

25.4

18.1

19.2

20.7

280

21

* CMP as on February 01, 2013

 

 

 

 

 

 

 

 

 

Sharekhan Model Stock Portfolio For 2013

[download id=”343″]

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