Shares to buy in the long run: Pankaj Pandey of Icici Securities Picks Persistent, SBI, DLF and more | Einsmark news

Shares to buy for the long term: The Indian stock market criterion Nifty 50 looks like it will extend its winning run to the third consecutive month. After an increase of 6.30 percent in March and an increase of 3.46 percent in April, the Nifty 50 was 2.74 percent in May to the 26th. Favorable macro, healthy retail purchase and largely stable Q4 earnings retained the market despite continued concern about Trump’s rates and its impact on the global economy. The Indian stock market can remain on a strong foot in a medium term due to a clear growth -outlook, expectations of a healthy monsoon, inflation and a strong influx of retail investors. However, experts warn that the valuations look slightly on the higher side, which can cause consolidation. They suggest you buy quality shares at the current time, which are available in segments. Pankaj Pandey, the head of research at ICICI Securities, chose five shares to buy for the next one to two years. Check out: Stock options for the long -term sustaining systems | Previous Closing: £ 5,691 | Target price: £ 6.470 Persistent offers cloud, data, product and design-led services to BFSI, healthcare and Hi-Tech vertical. It still shows the leading industry growth, supported by a robust TCV (total contract value) of $ 2.1 billion in FY25. “We expect dollar revenue and earnings to grow at an 18.4 percent CAGR and nearly 27.2 percent more than FY25–27E, supported by resilient transactions (annual contract value of $ 1.5 billion), margin stability, diversified revenue mixture about vertical and no cancellations despite a challenging macro. Despite higher investments in S&M (service management), margin expansion of 200–300 BPS was targeted in the medium term, supported by operational efficiency. Management confirmed a nearly $ 2 billion revenue goal with FY27 and an ambitious $ 5 billion FY31 income goal, which probably included an inorganic growth component, which implies a nearly 23.5 percent CAGR over FY25-31. State Bank of India (SBI) | Previous Closing: £ 794.40 | Target price: £ 940 SBI remains well positioned to produce steady growth, backed by a strong corporate pipeline and revival in the momentum of payments of personal loans, while the secure retail and MSME segments remain healthy. The relief of liquidity, together with a CD (credit deposit) ratio at 69.7 percent and a prudent deposit -herpic price strategy, is expected to support credit expansion without hindering financing costs. The diversified loan mix of the bank-which is anchored by a large part of the fixed and MCLR-linked loans at nearly 70 percent, a pillow against the windwinds in the continued rate reduction cycle. “Despite the pressure of NIM (net interest margin) in the short term, earnings of earnings are likely to apply, aided by Treasury profits and stable operational efficiency,” says Pandey. “Asset quality remains a key strength, supported by sustained control over sliding ties and steady story and write-offs. Management’s focus on revival in Xpress credit is also ready to help returns, further strengthening the general prospects,” Pandey said. DLF | Previous Closing: £ 777.80 | Target price: £ 1,000 for FY26, DLF is aimed at £ 20,000-22,000 crore pre-sale. It has a strong medium-term laundry pipeline of £ 95.196 crore (£ 21.256 crore unsold stock), which will help maintain healthy reservations before sales over the next three to four years. On the rental portfolio it will develop almost 28 MSF, of which nearly 6.2 MSF is expected to be completed in FY26 with the revenue of £ 6,700 exit. It earmarked £ 5,000 crore capex per year for FY26 and FY27. “We believe that the tightening in its annuity portfolio would provide a constant revenue stream amid cyclicalness in residential matters,” says Pandey. Marico | Previous Closing: £ 711.35 | Target price: £ 850 Marico transforms its low-margin business model and edible oil to premium food and personal care businesses, which will in the long run offer a strong margin lever. The company delivered a volume of 6-7 percent in the domestic business, compared to large FMCG players, on the back of a strong growth of 20 percent in the food companies and personal care companies (nearly 22 percent of Indian business). “Gradual recovery in the sales volume of the core products (parachute, saffola-usually oil and added products) and a strong growth of 20 percent+ in premium businesses, together with moderation in input cost inflation, will help the business to clock the 16 percent growth over FY23-25th, which is expected to be better with large businesses,” Pandey said. Gland Pharma | Previous Closing: £ 1,527,60 | Target price: £ 1,920 gland Pharma is one of the largest generic injectable B2B businesses, with a global footprint in 60 countries. Klier’s internal complex injectable pipeline contains 19 products with a US market opportunity of $ 6.5 billion (9 andAs submitted and introduced 6 products from this portfolio). The French CDMO, Cenexi, has grown despite a machinery collapse in a Fontenay plant, as the Belgian plant returned to normal production levels. “We believe that the turnaround in this business is around. This, along with the Licensing Agreements for GLP 1 contracts for the glandular base industry, can provide a significant traction in FY26/FY27,” says Pandey. Read all market -related news here read more stories by Nishant Kumar Disclaimer: This story is for educational purposes only. The views and recommendations above are those of individual analysts or brokerage companies, not coin. We advise investors to check with certified experts before making investment decisions, as market conditions can change quickly, and conditions can vary.