Motilal Oswal Reveals Top 10 Diwali Stock Picks for 2025 with Upsides of Up to 38%

Strategic Insights -

Motilal Oswal's latest stock picks for Diwali 2025 aim to capitalize on the potential growth of various sectors, including BFSI, defence, and e-commerce. The brokerage house has selected a basket of 10 stocks, each with a potential upside of up to 38%. From State Bank of India to VIP Industries, the picks are expected to benefit from government reforms, digitization, and robust demand-supply dynamics.

Key Takeaways:

  • State Bank of India has a target price of Rs 1,000, implying an upside of 14%, driven by structural tailwinds from government reforms and RBI's liquidity infusion.
  • Mahindra & Mahindra is poised to deliver strong earnings growth, driven by rural recovery and robust launches, with a price target of Rs 4,091, implying an upside of 18%.
  • Bharat Electronics is set to benefit from sustained opportunities across the Army, Navy, and Air Force, with a target price of Rs 490, implying an upside of 22%.
  • Swiggy expects its Quick Commerce arm to achieve profitability sooner, aided by easing competition and moderated dark store expansion, with a target price of Rs 550, implying an upside of 25%.
  • Indian Hotels is set for robust growth in FY26, driven by rising ARR, higher occupancy, and strong RevPAR, with a target price of Rs 880, implying an upside of 21%.
  • Max Financial is poised for above-industry growth, supported by strong bancassurance traction and a resilient agency channel, with a target price of Rs 2,000, implying an upside of 24%.
  • Radico Khaitan is well-positioned for long-term growth through aggressive expansion in the premium and luxury spirits segment, with an upside of 16%.
  • Delhivery is poised for sustained growth, supported by a rising user base, new category launches, and expanding e-commerce, with a target price of Rs 540, implying an upside of 15%.
  • LT Foods is well-positioned for long-term growth, leveraging its strong brand equity with Daawat and Royal, with a target price of Rs 560, implying an upside of 38%.
  • VIP Industries is expected to deliver industry-beating growth by leveraging the integrated strategy of premiumisation, digital scale, and margin-accretive supply chain, with an upside of 26%.

Statistics:

  • State Bank of India has a target price of Rs 1,000, with a potential upside of 14% from current levels.
  • Mahindra & Mahindra has a price target of Rs 4,091, with a potential upside of 18% from current levels.
  • Bharat Electronics has a target price of Rs 490, with a potential upside of 22% from current levels.
  • Swiggy has a target price of Rs 550, with a potential upside of 25% from current levels.
  • Indian Hotels has a target price of Rs 880, with a potential upside of 21% from current levels.
  • Max Financial has a target price of Rs 2,000, with a potential upside of 24% from current levels.
  • Radico Khaitan has a potential upside of 16% from current levels.
  • Delhivery has a target price of Rs 540, with a potential upside of 15% from current levels.
  • LT Foods has a target price of Rs 560, with a potential upside of 38% from current levels.
  • VIP Industries has a potential upside of 26% from current levels.

Sources:

  • Byline: Sparsh Bansal Diwali 2025: Motilal Oswal reveals top 10 Diwali stock picks for 2025, with potential upsides up to 38%. See which stocks to watch and consider investing now!
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