Samvat 2082 Stock Picks: 15 High-Conviction Ideas Across Defence, Tech & Consumption

As Samvat 2082 begins, Dalal Street enters the new market year with optimism, supported by strong corporate earnings, steady domestic growth, and resilient market momentum. Analysts and investors alike are looking for sectors and companies poised to deliver higher returns in the coming year. Reflecting this confidence, Choice Institutional Equities has released its report, “Shubh Samvat 2082: High-Conviction Investment Ideas,” highlighting 15 carefully selected stocks across diverse sectors.

The report identifies companies that embody India’s evolving growth story, spanning defence, technology, premium consumption, manufacturing, and healthcare. Leading the defence segment are Bharat Dynamics and Bharat Electronics. Beyond their PSU status, these firms play a crucial role in India’s drive for self-reliance in missiles, radars, and electronic warfare systems. With robust order books and improving margins, they are expected to benefit from ongoing defence modernisation initiatives.

In the consumer sector, premiumisation is a key trend. Allied Blenders & Distillers, known for Officer’s Choice, is expanding into luxury labels, celebrity collaborations, and in-house malt production. Radico Khaitan is similarly tapping into rising demand for premium spirits, reflecting higher disposable incomes and shifting lifestyles in India.

Technology stocks like Coforge and Zensar Technologies stand out for their consistent growth and focus on digital transformation projects. Both companies are well-positioned to gain as global tech spending rebounds, providing a stable avenue for long-term returns.

Old-economy sectors are also showing resilience. Birla Corporation is expanding cement capacity by nearly 40% to meet infrastructure demand, while Gulf Oil Lubricants benefits from strong brand equity and evolving emission regulations. Automotive-focused firms like Mahindra & Mahindra and Lumax Auto Technologies are capitalising on healthy demand and India’s gradual EV adoption.

Healthcare and pharmaceutical companies, including Yatharth Hospitals, Jeena Sikho Lifecare, and Senores Pharmaceuticals, offer stability and steady growth, highlighting the value of long-term compounding.

According to Choice Institutional Equities, these 15 stocks exemplify the market’s next phase, driven by business fundamentals and earnings growth rather than short-term liquidity trends. As Samvat 2082 unfolds, investors are encouraged to focus on companies creating sustainable value, from defence and distilleries to infrastructure and tech, ensuring their portfolios are aligned with India’s long-term growth trajectory.