Diwali Muhurat Trading 2025: 7 stocks recommendations from SBI Securities for long term wealth

Diwali Muhurat Trading 2025: As investors gear up for the auspicious Diwali Muhurat trading session 2025, SBI Securities has recommended seven stocks that it believes can deliver strong long-term returns. The brokerage’s list includes companies from diverse sectors such as healthcare, metals, engineering, and auto ancillaries.

Apollo Hospitals Enterprise Ltd – Target Rs 8,675

SBI Securities expects Apollo Hospitals to see strong revenue growth, estimating an addition of Rs 1,000 crore in revenue in FY26 through the expansion of 1,937 new beds. Over the next three to four years, 2,435 more beds are likely to be added. Margins are expected to improve to 17–18 per cent, and the demerger of Apollo HealthCo could unlock further value for investors.

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National Aluminium Company (NALCO) – Target Rs 260

NALCO remains one of the lowest-cost producers of bauxite and alumina globally. With a focus on expansion and improving operational efficiency, SBI Securities expects production costs to decline, driving better profitability in the coming quarters.

NSDL – Target Rs 1,380

With around 4 crore demat accounts expected by June 2025, NSDL commands a strong 73.2 per cent market share in the unlisted market segment. The brokerage notes continuous technology upgrades and improving performance from its subsidiaries as key growth drivers for the company.

Azad Engineering – Target Rs 2,105

Azad Engineering, known for its strong client base and cost advantage over global peers, holds an order book of around Rs 6,600 crore. SBI Securities highlights the company’s focus on scaling up manufacturing and execution efficiency as catalysts for growth.

Subros Ltd – Target Rs 1,118

Subros, which holds a leading market share of 42 per cent in passenger vehicles and 44 per cent in commercial vehicles, is expected to gain from the implementation of mandatory air-conditioned cabins in CVs. The company is also participating in electric bus tenders, while GST reforms could further boost volumes.

Fiem Industries – Target Rs 2,340

SBI Securities expects margin improvement driven by the shift toward LED lighting. With a 33 per cent market share in the 2-wheeler OEM lighting segment and focus on diversification, the company is well positioned to benefit from the upcoming GST 2.0 rollout.

Swaraj Engines – Target Rs 5,112

A key supplier to Mahindra & Mahindra, Swaraj Engines is likely to benefit from rising farm mechanization and supportive government schemes. The brokerage expects strong demand-led growth, aided by capacity expansion and potential benefits from GST rate cuts.