5 Stocks To Buy For Long Term: Brokerage sees up to 48% upside — ITC, V2 Retail, PFC on the list

Sharekhan has maintained a Buy rating on ITC with a target price of Rs 505, implying an upside of around 48 per cent from the current market price of Rs 341. The brokerage notes that while recent announcements on higher excise duty on cigarettes have negatively impacted sentiment, this risk is largely priced in. ITC continues to generate strong cash flows from its cigarette business, while its FMCG segment is expected to benefit from stable GST rates and personal tax relief. The stock is trading close to its 52-week low of Rs 337, compared with a 52-week high of Rs 472, making valuations attractive from a long-term perspective.

Satin Creditcare is currently trading at around Rs 149, and Sharekhan has assigned a target price of Rs 201, which translates into an upside of nearly 35 per cent. The brokerage highlights that the microfinance sector is seeing gradual improvement in collection efficiency and asset quality as the credit cycle normalises. Satin’s improving portfolio quality, coupled with easing regulatory pressures from the RBI, is expected to support earnings recovery. However, Sharekhan also flags that the sector remains sensitive to macro and rural income trends, making this a higher-risk but higher-reward long-term bet.

Sharekhan has a Buy call on Samhi Hotels with a target price of Rs 246, offering an upside of about 25 per cent from the current market price of Rs 197. The brokerage remains constructive on the hospitality sector, citing strong occupancy levels, rising room rates and sustained demand from business and leisure travellers. Samhi’s partnerships with global hotel brands such as Marriott, Hyatt and IHG, along with improving RevPAR trends, are expected to drive earnings growth. The stock has corrected from its recent highs, improving its risk-reward profile.

Power Finance Corporation is trading at around Rs 376, and Sharekhan has set a target price of Rs 465, indicating an upside potential of roughly 24 per cent. The brokerage believes PFC is well placed to benefit from the ongoing power sector capex cycle, particularly in renewable energy and transmission projects. Asset quality remains strong, margins are stable and the company continues to offer attractive dividend yields. The stock’s 52-week range of Rs 330 to Rs 448 suggests limited downside at current levels, according to the brokerage.

V2 Retail is trading near Rs 2,295, and Sharekhan has pegged a target price of Rs 2,810, which implies an upside of around 22 per cent. The brokerage is positive on the company’s focus on value fashion in tier-2 and tier-3 cities, where organised retail penetration remains low. Rising footfalls, improving average ticket sizes and a steady store expansion plan are expected to support revenue growth. While the stock has already delivered strong returns from its 52-week low of Rs 1,398, Sharekhan believes the growth runway remains intact.

The views, suggestions and recommendations expressed in this article are solely those of investment experts. Zee Business advises readers to consult their financial advisers before taking any investment decision.