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Diwali 2025: Kotak Securities’ 7 stock picks to watch this festive season
After a lackluster Samvat 2081, Indian equities are set for a cautious rebound, supported by improving earnings visibility, easing inflation, and fiscal support measures. Kotak Securities says it expects “some stability in earnings after large downgrades over the past 12-15 months” and sees strong growth in earnings in FY27. Against this backdrop, the brokerage has identified seven stocks it believes are best positioned to outperform in the year ahead. Festive picks
After a lackluster Samvat 2081, Indian equities are set for a cautious rebound, supported by improving earnings visibility, easing inflation, and fiscal support measures. Kotak Securities says it expects “some stability in earnings after large downgrades over the past 12-15 months” and sees strong growth in earnings in FY27. Against this backdrop, the brokerage has identified seven stocks it believes are best positioned to outperform in the year ahead. Festive picks
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