Muhurat Trading 2025: HDFC Bank, NSDL to Oswal Pumps - SBI Securities List 15 shares to buy for up to 25% upside

While investors are ready for the Diwali Muhurat trading session, which was the beginning of the new Hindu calendar year Samvat 2082, domestic brokerage firm SBI Securities has listed 15 shares to consider this holiday season, including HDFC Bank, TVS Motor Company and Indian Bank. The broker chose shares in different sectors and maintained a balanced mix of names with large and mid -cap. This has given a greater weight to the car segment, and expects a setback in sales after the recent GST rate cuts, and also prefers bank shares amid the expectation of a revival in credit question. In general, the broker expects its recommended list of shares to deliver up to 25% returns for investors. Car shares occur as the top choices of SBI Securities inside cars and supplements, the broker recommended Swaraj engines, Ashok Leyland, Fiem Industries, Subros and TVs Motor Company, with the various target prices of £ 5,112 (24.2%), £ 170 (23.2%), £ 2.340 (22.5%), 1,111888, £ 2,340 (22.5%) (21.2%), and £ 3.975 (13.2%). Under the bank names, Indian Bank and HDFC Bank benefit, with the expected profits of 15.4% (target price £ 875) and 14% (target price £ 1,110 respectively). In the metal and mining sector, Pondy Oxides & Chemicals and Nalco are the best choices, with target prices of £ 1,530 and £ 260, reflecting the potential increase of 23.4% and 19.7% respectively. Azad Engineering is the only choice from the air and defense segment, with a target of £ 2,105, indicating a 22.5%increase. In the space for capital goods, Oswal pumps lead the list with a target price of £ 970, which implies a 25.2%increase. Other recommended shares include jubilant food works (£ 720; 15.5%upside down), NSDL (£ 1,380; 15.2%) and Apollo hospitals (£ 8,675; 13.2%). Expect the turnaround for the Indian stock market in Samvat 2082 The Samvat 2081 period was characterized by multiple domestic and global challenges that significantly affected market performance, causing Indian measures to underperform the most important global indices. The Indian stock market has faced several conditions: disappointing corporate earnings, uncertainties linked to world rates, persistent FII outflow in the secondary market, and the underperformance of the rupee against the US dollar. From Diwali 2024 to 30 September 2025, the Nifty 50 and Sensex delivered subdued returns of 1.3% and 0.7% respectively. Wider markets were also subdued, with the Nifty Smallcap index slipping 6.6% during the same period. Sector was weakness-based-the IT, power and FMCG sectors fell 18.1%, 15.0%and 7.7%respectively. However, SBI Securities believes that this underperformance can convert in Samvat 2082, supported by the restoration of earnings, a GST-led consumption increase, a bakkie in CapeX, strong macro fundamentals and attractive valuations. The broker expects these factors to help the coming year to help Indian shares shed their underachiever label. Looking ahead, SBI Securities expects the next set of winners to come from certain bags, including car -ones and car supplements, cement and NBFCs focusing on MSME, housing and gold. Capital market players, such as wealth managers and AMCs, selected banks, EMS, recycling, new age companies, pharmaceutical CDMO, structural steel tubes, office rental, hotels, hospitals and manufacturing that include PEB, defense, air and space engineering, railway equipment, including Bess, Pharma supplement. Disclaimer: This story is for educational purposes only. The views and recommendations above are those of individual analysts or brokerage companies, and not of currency. We advise investors to check with certified experts before making investment decisions.