Axis Capital’s Diwali 2025 Muhurat Picks: High-Conviction Stocks for the Festive Season
As the Diwali 2025 Muhurat trading session approaches, leading brokerage Axis Capital has unveiled nine promising stock recommendations for investors. Focused largely on midcap and small-cap stocks, the list offers a potential upside of up to 23% over the next 12 months.
Let’s explore the complete list and the reasoning behind each pick.
1. Rainbow Children’s Medicare (Target ₹1,625 | Upside 23%)
Axis Capital is bullish on Rainbow Children’s Medicare for its strong competitive moat across paediatric specialities — including neonatology, cardiology, oncology, and orthopaedics.
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Revenue Growth: Expected double-digit rise with margins of 32–33%.
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Catalyst: Strong execution, demand tailwinds, and steady expansion in specialized healthcare.
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2. DOMS Industries (Target ₹3,110 | Upside 22%)
The brokerage sees DOMS Industries as a fast-growing stationery and lifestyle brand expanding aggressively.
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Growth Drivers: New 44-acre greenfield facility, expansion into pens, bags, diapers, and toys.
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Partnership Edge: FILA collaboration adds R&D strength and international exposure.
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Financial Outlook: Revenue CAGR 23%, EBITDA CAGR 22%, PAT CAGR 25% (FY25–FY28).
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3. KEC International (Target ₹1,030 | Upside 20%)
A key infrastructure play, KEC International benefits from robust order flows and government focus on transmission, distribution, and urban infrastructure.
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4. Chalet Hotels (Target ₹1,120 | Upside 19%)
Axis Capital highlights Chalet Hotels for its diversified portfolio and premium hospitality positioning.
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Growth Outlook: Strong ARR (average room rate) and occupancy gains.
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Capital Catalyst: ₹300 crore expected from sale of residential units to enhance returns.
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Tailwind: Strategic brand partnerships and urban travel demand.
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5. Minda Corporation (Target Upside 19%)
This auto component manufacturer continues to impress with new order wins and expansion in smart vehicle systems.
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CAGR Outlook (FY25–FY28): Revenue +13%, EBITDA +16%, PAT +22%.
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Strengths: Innovation, diversification, and strong management execution.
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6. Kotak Mahindra Bank (Target ₹2,500 | Upside 17%)
The only Nifty 50 stock in Axis Capital’s list, Kotak Bank offers steady long-term growth.
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Focus Areas: Unsecured lending expansion, improved NIMs, strong RoA profile.
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Deposits & Credit: Balanced growth keeps LDR (Loan-to-Deposit Ratio) near 85–86%.
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7. Federal Bank (Target ₹240 | Upside 16%)
Axis Capital expects Federal Bank to deliver solid credit growth with improving margins.
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Key Drivers: Controlled asset quality stress, steady NIMs, improving RoA metrics.
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CAGR Outlook: Credit growth of 16% (FY25–FY28).
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8. JSW Energy (Target ₹625 | Upside 15%)
A strong play on India’s clean energy and storage transition.
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Growth Strategy: Energy storage, inorganic growth, and “Strategy 3.0” execution.
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Edge: Proven project delivery and diversified renewable pipeline.
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9. Coforge (Target ₹1,980 | Upside 15%)
Axis Capital remains positive on Coforge for its niche IT focus and large global contracts.
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Financial Outlook (FY25–FY27): Revenue CAGR 25%, EBIT CAGR 39%, PAT CAGR 40%.
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Tailwinds: Strong deal momentum and digital transformation trends.
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Why Axis Capital’s Picks Matter for Diwali 2025
Axis Capital’s research points to broad-based growth across sectors like IT, energy, infrastructure, and banking — reflecting India’s resilient economy.
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Midcap Focus: Stocks positioned for stronger earnings growth.
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Diversification: Balanced mix across cyclicals, defensives, and structural plays.
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Upside Potential: Average return potential of 15–23% over the next 12 months.
FAQs on Axis Capital’s Diwali Picks
Q1. Are Axis Capital’s Diwali picks good for long-term investors?
Yes, most of these stocks have strong fundamentals and growth visibility beyond the festive season.
Q2. What is Muhurat Trading?
It’s a one-hour symbolic trading session on Diwali, considered auspicious to begin new investments.
Q3. Which sectors are expected to perform best after Diwali 2025?
Axis Capital favours infrastructure, banking, auto components, and IT for steady growth.
Q4. What is the average return expected from Axis Capital’s Diwali picks?
The average 12-month upside potential is up to 23%, based on the brokerage’s price targets.
🌟 Conclusion
As investors prepare for Diwali Muhurat Trading 2025, Axis Capital’s carefully chosen list of nine stocks offers a roadmap for both short-term festive gains and long-term wealth creation. From Kotak Mahindra Bank to Coforge and JSW Energy, these picks combine strong fundamentals with sectoral tailwinds — making them ideal for your festive-season portfolio.
Light up your investments this Diwali — and let your portfolio shine as brightly as the festival of lights!
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