Shares to buy for long term: From Kotak Bank to Chalet Hotels - Axis Securities indicates 9 muhurat choices for Diwali 2025

Shares to buy for long -term: The Indian stock market benchmark Nifty 50 looks to pack Samvat 2081 with subdued profits. Poor earnings, US rates, foreign capital outflows and geopolitical uncertainties kept the domestic market under pressure during the year. The Indian stock market has underperformed for the first time since the start of the Covid-19 pandemic for the first time since the start of the Covid-19 pandemic. Brokerage firm Axis Securities pointed out that the underperformance of the Indian stocks was largely due to US policy and prolonged negotiation between US and Indian rates against the market expectations, depreciation of the Indian rupee, FII sale, delayed earnings and a delay in the reflection of fiscal and monetary benefits. Axis Securities believes that Samvat 2082 is an eventful and accurate year for the Indian economy. “Despite the prevailing external wind wind, India’s domestic growthomentum remains resilient. The most important macro economic indicators indicate a stronger performance in FY26 compared to FY25, with early forecasts suggesting an even more robust outlook for FY27,” says Axis. It can be an ideal time to build quality stocks for the long term, with Diwali 2025 giving a promising opportunity to do so. Axis Securities listed nine Muhurat choices for Diwali 2025, including Kotak Mahindra Bank, Federal Bank, JSW Energy and Chalet Hotel. Let’s see: Muhurat opt ​​for Diwali 2025 Rainbow Children’s Medicare | Target Price: £ 1,625 | Upside potential: 23% According to Axis, Rainbow is well positioned to produce healthy growth, supported by strong occupancy trends in adult hospitals, which improve contributions from new hospitals, and the focused specialization in pediatrics and maternity care. “The company’s hub-and-speaking model provides scalability, while its strategy for asset-light expansion ensures effective capital deployment. The expansion of the margin is expected as new hospitals are reinforced,” says Axis. The brokerage firm expects Rainbow to produce a double-digit revenue growth, with nearly 32-33 percent EBITDA margins in the medium term, supported by disciplined execution and favorable operating winds. Doms Industries | Target Price: £ 3,110 | Upside potential: 22% Axis said Doms’ growth is supported by its 44-acre green field facility, expansion to pens, bags, toys and diapers, as well as a distribution stick to 3-3.5 lakh outlets. “The Fila partnership adds global scope and R&D strength. These initiatives support our FY25–28 income, Ebitda and Pat CAGRs of 23 percent, 22 percent and 25 percent respectively. We appreciate the company at 58 times Mar’28e EPS,” says Axis. KEC International | Target Price: £ 1,030 | Upside potential: 20% According to Axis, KEC has a well-diversified and robust order book, along with an L1 position, which offers healthy visibility for the next 18-24 months. The government’s emphasis on T&D (transmission and distribution) and its focus on civil and urban infrastructure also provide good for the company that is moving forward. “The stock is currently trading at 24 times and 17 times FY26E and 27th EPS, and we appreciate it at 20 times FY27E EPS,” says Axis. Chalet Hotels | Target Price: £ 1,120 | Upside potential: 19% “Chalet hotels are well positioned for sustainable growth, supported by its diversified portfolio and healthy cash flow of commercial assets,” says Axis. “The company expects to generate nearly £ 300 crore from the sale of remaining residential units, which will be deployed to hospitality and commercial expansion, including the Taj at Delhi airport, which improves returns,” the brokerage firm added. “With strong brand partnerships, strategic locations and favorable industry in the industry, Chalet is expected to produce strong occupation, ARR growth and long-term valuation. We appreciate the stock at 21 times H1FY27E EV/EBITDA,” the brokerage firm said. Minda Corp. | Target Price: £ 690 | Upside potential: 19% Axis underlined that Minda Corporation develops from a conventional auto parts manufacturer to a high-value supplier of technology-driven mobility solutions. “The company is supported by strong finances, tough OEM ratios, rising profit contributions from collaborators (especially flash electronics), and well-defined growths over both EV and ICE segments, making it a compelling long-term composite opportunity,” the brokerage firm said. “The outlook remains positive, supported by robust new order victories, a strong order book and management’s confidence in the better performance of the industry by both organic and inorganic initiatives. About FY25–28E, income, EBITDA and PAT, is expected to grow at a 13 percent, 16 percent and 22 percent, respectively. Kotak Mahindra Bank | Target Price: £ 2500 | Upside potential: 17% Axis believes that the focus of Kotak Mahindra Bank on lap, SME and business banking vertical drugs should be a healthy CA deposit assessment. “We expect deposit growth to reflect credit growth, enabling the bank to maintain a steady LDR between 85-86 percent. We appreciate the bank’s core book at 2.5 times FY27E ABV and assigns a value of £ 635 to the subsidiaries,” Axis said. Federal Bank | Target Price: £ 240 | Upside potential: 16% The brokerage firm believes that the federal bank has undertaken its growth in the retail portfolio and that it intends to achieve strong growth from the second half. The bank will also look at strong growth in middle yield segments. “As the macro environment gets favorable, the Federal Bank will accelerate the growth in the segments with a higher return. Given uncertain macros, the Federal Bank expects to grow 1.2 times nominal GDP in FY26,” says Axis. Supported by improving the demand for consumption and favorable macroeconomic conditions, however, the Federal Bank will be aimed at growing the book on a steady basis at 1.2-1.5 times nominal GDP. “We expect the Federal Bank to deliver a healthy CAGR credit growth of 16 percent over FY25-28E,” the brokerage firm said. Axis appreciates Federal Bank at 1.4 times FY27E ABV and the subsidiary at £ 10 JSW Energy | Target Price: £ 625 | Upside potential: 15% According to Axis, the company is focused on taking advantage of the growing energy storage. JSW Energy has a total enclosed power generation portfolio of 30.5 GW. The company intends to achieve 30 GW total installed capacity (current installed capacity of 13.2 GW), along with 40 GWH energy storage capacity by reaching FY30 and by 2050 carbon neutrality, Axis noted. “The stock trades at 14 times 12 months Pre-consensus EV/EBITDA versus the average of the 12 times industry. We recommend a buying rating on the share with a target price at £ 625, which implies an upward potential of 15 percent,” says Axis. Coforge | Target Price: £ 1,980 | Upside potential: 15% Axis noted that Coforge is well positioned for growth, given its multiple long -term contracts with leading global brands. The company maintains a positive prospect, and expects recent transactions to win revenue. Management remains committed to introducing new criteria in the developing industry landscape, the brokerage firm said. “We believe the company still stays on track to meet its long -term guidance and expects a CAGR of 25 percent, 39 percent and 40 percent for revenue, EBIT and Pat over FY25–27E respectively. The stock is currently trading at 40 times and 31 times FY26E/FY27E EPS,” says Axis. Read all market -related news here read more stories by Nishant Kumar Disclaimer: This story is for educational purposes only. The opinions and recommendations expressed are those of the brokerage firm, not coin. We advise investors to consult with certified experts before making investment decisions, as market conditions can change quickly and conditions can vary.