Synopsis: Axis Securities has unveiled its top stock recommendations for 2025, offering potential upsides of up to 46% across diverse sectors. The firm expects market volatility in the first half of the year, with stability and returns likely in the latter half. Key picks include Aditya Birla Sun Life AMC, Infosys, HDFC Bank, and Paytm, all demonstrating robust technical patterns and promising growth trajectories. Investors are encouraged to evaluate these options carefully while keeping market conditions in mind.
As we usher in 2025, Axis Securities has identified a selection of stocks across various sectors poised to deliver substantial returns, with potential upsides reaching up to 46%. The brokerage anticipates that India's growth trajectory will persist, influenced by global economic policies, geopolitical factors, monetary policy adjustments, and fluctuations in currency and oil prices.
Market Outlook for 2025
Axis Securities projects that Indian equity markets will experience volatility in 2025, particularly in the first half of the year. The firm expects more stable developments in the latter half, suggesting that the majority of returns may be realized towards the end of the year.
Top Stock Recommendations
Here are some of the top stock picks from Axis Securities for 2025:
Aditya Birla Sun Life AMC
Recommendation: Buy
Target Price: Rs950-1,045
Potential Upside: 30-43%
Analysis: The stock has confirmed a 'rounding bottom' breakout at Rs723, indicating a bullish trend supported by significant volume growth over recent quarters.
Aster DM Healthcare
Recommendation: Buy
Target Price: Rs613-685
Potential Upside: 30-46%
Analysis: Trading within an upward channel, the stock has found support at the lower band and is advancing towards the upper band, with increased volume activity suggesting strong market participation.
Capacite Infraprojects
Recommendation: Buy
Target Price: Rs513-555
Potential Upside: 29-39%
Analysis: The stock has surpassed a multi-year high around Rs425, signaling a continuation of its medium-term uptrend, reinforced by bullish RSI indicators.
Gujarat Fluorochemicals
Recommendation: Buy
Target Price: Rs4,815-5,213
Potential Upside: 17-27%
Analysis: After a prolonged consolidation, the stock broke out in September 2024, maintaining levels above the consolidation zone, indicating a continuation of its long-term bullish trajectory.
HDFC Bank
Recommendation: Buy
Target Price: Rs1,950-2,200
Potential Upside: 15-30%
Analysis: The stock has broken out of a four-year consolidation zone at Rs1,740, signaling the continuation of its bullish trend, supported by rising volumes and positive RSI indicators.
Hindustan Petroleum Corporation
Recommendation: Buy
Target Price: Rs485-544
Potential Upside: 28-43%
Analysis: The stock has surpassed multiple resistance levels at Rs300, indicating a robust bullish trend, with rising volumes over the past few years highlighting increasing market participation.
Infosys
Recommendation: Buy
Target Price: Rs2,165-2,335
Potential Upside: 20-30%
Analysis: After retracing 38% of the Fibonacci move from Rs509 to Rs1,954, the stock found support at Rs1,231, with a sharp rebound confirming a strong medium-term support base.
Man Infraconstruction
Recommendation: Buy
Target Price: Rs295-328
Potential Upside: 22-36%
Analysis: The stock has been in a strong uptrend since mid-2020, recently breaking above a bullish 'pennants' pattern, signaling the continuation of its medium-term uptrend.
Muthoot Finance
Recommendation: Buy
Target Price: Rs2,285-2,455
Potential Upside: 18-27%
Analysis: Exhibiting bullish momentum with higher highs and lows, the stock has broken out of a four-year resistance zone at Rs1,500-1,560, signaling further upside potential.
Natco Pharma
Recommendation: Buy
Target Price: Rs1,616-1,785
Potential Upside: 28-42%
Analysis: After an eight-year consolidation, the stock has broken out, forming higher highs and lows, with increased volume activity indicating strong market participation.
One97 Communications (Paytm)
Recommendation: Buy
Target Price: Rs1,150-1,265
Potential Upside: 28-41%
Analysis: The stock has decisively broken out of a four-year down-sloping trendline, signaling a major trend reversal, with rising volumes indicating strong participation.
Polyplex Corporation
Recommendation: Buy
Target Price: Rs1,595-1,735
Potential Upside: 34-46%
Analysis: Trending within an upward-sloping channel since 2000, the stock rebounded sharply after retesting its lower-end support zone, indicating robust buying interest at lower levels.
Disclaimer: The above information is for educational and informational purposes only and should not be considered financial advice. Always consult a certified financial advisor before making investment decisions.