Stocks to Buy: Avinash Gorakshkar’s Top Long-Term, Positional and Short-Term Picks

Stocks to Buy: Indian equities ended Wednesday’s session on a steady note, extending gains for the third day in a row, even as volatility persisted across sectors. The BSE Sensex recovered nearly 600 points from the day’s low to close at 83,735, up around 284 points. The broader Nifty 50 settled above the key 25,800 mark at 25,819, led by strong buying in PSU banks, metal and FMCG stocks.

While IT shares remained under pressure, the overall mood on Dalal Street stayed positive and in this kind of market, investors are increasingly looking for stock-specific opportunities rather than broad rallies. That’s where market expert Avinash Gorakshkar’s latest picks come in. From a steady auto component player for long-term investors, to a real estate stock gaining traction as a positional bet, and a defence PSU in focus after the India–France missile deal, Gorakshkar’s recommendations are drawing attention.

Based on current prices and targets, these stocks offer upside potential of up to 17 per cent.

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Here’s a closer look at what’s behind each call:

Sectorally, Wednesday’s gains were powered by old-economy strength.

• Nifty Metal jumped 1.33 per cent
• Nifty PSU Bank rose 1.31 per cent
• Nifty FMCG gained 1.21 per cent

On the other hand, IT stocks remained the weak link, with Nifty IT slipping over 1 per cent, limiting the headline upside.

Among top movers, Tata Steel, ITC, Axis Bank and M&M were among the session’s biggest gainers, while tech names like Infosys, HCL Tech and Tech Mahindra ended in the red. Against this backdrop, investors are now scanning for stocks with clear upside potential across different timeframes.

Long-Term Pick

For investors building a long-term portfolio, Gorakshkar is bullish on Shriram Pistons & Rings Ltd, a company that quietly plays a crucial role in India’s automotive supply chain.

It manufactures key components like pistons and rings - products that remain essential even as the industry shifts towards electric vehicles. The company has also been expanding into EV-linked parts and industrial applications, adding a fresh growth layer.

• Current price: Rs 2,995.50
• Target: Rs 3,500
• Upside: Around 17 per cent

What stands out is consistency. Shriram Pistons has delivered profit growth of nearly 48 per cent CAGR over the last five years, making it one of the stronger long-term compounders in the auto ancillary space.

For patient investors, this is the kind of stock that can steadily build wealth over time rather than spike overnight.

Positional Pick

In the positional category, Gorakshkar has picked Anant Raj Ltd, a well-known name in the NCR real estate space with a legacy that goes back decades.

But the real reason the stock is being tracked more closely now is its shift beyond traditional real estate. The company has started building a presence in the fast-growing data centre and cloud infrastructure segment through its subsidiary.

That diversification is giving investors a new reason to look at the stock.

• Current price: Rs 556.15
• Target: Rs 625
• Upside: Around 12 per cent

Anant Raj also holds a sizeable land bank in prime NCR locations, which remains one of its biggest strengths.

Still, it isn’t without concerns - promoter holding has dipped slightly, valuations are on the higher side, and return on equity remains moderate. But as a positional bet, the story is gaining momentum.

Short-Term Pick

For the short term, Gorakshkar is positive on Bharat Electronics Ltd (BEL) and recent defence headlines have only added fuel.

BEL is one of India’s most important defence electronics companies, and it has come into the spotlight after India and France renewed their long-term defence cooperation agreement and signed an MoU linked to HAMMER missile manufacturing in India.

That development is being seen as another major push for Make in India defence production.

• Current price: Rs 447.70
• Target: Rs 474
• Upside: Around 6 per cent

BEL’s fundamentals remain strong: the company is almost debt-free, has maintained healthy profitability, and continues to benefit from rising defence spending.

The upside may look smaller compared to the other picks, but defence stocks often react sharply to fresh order and partnership news - which is why BEL remains firmly in the short-term spotlight.

(Disclaimer: The views/suggestions/recommendations expressed in this article are solely those of investment experts. The platform does not advise investors to buy or sell stocks. Please consult your financial adviser before making investment decisions.)