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5 Stocks to Buy in 2026: CLSA’s top picks for long-term investors
- Written by Shweta Birendra Shukla
Published: 4:43 PM, Jan 8, 2026| Updated: 4:43 PM, Jan 8, 2026
Stock Picks for 2026: Global brokerage CLSA has identified select Indian stocks that offer attractive risk-reward heading into 2026, as valuations turn reasonable and stock-specific opportunities improve after a volatile 2025. The brokerage remains selective, favouring quality names across consumption, banking, IT, energy and infrastructure.
1/5
DMart
1/5CLSA sees DMart as one of the strongest long-term consumption plays, backed by aggressive store expansion, cost leadership and rising penetration in tier-2 and tier-3 markets. The brokerage expects store additions to accelerate, supporting steady earnings growth.
2/5
Eternal
2/5After a sharp correction, CLSA believes Eternal offers a favourable entry point. The brokerage expects its quick-commerce business to approach EBITDA breakeven by FY26-end, aided by easing competition and improving unit economics.
3/5
State Bank of India (SBI)
3/5CLSA remains bullish on large banks, citing healthy loan growth, improving asset quality and strong capital positions. SBI remain top financial bets due to their consistent earnings delivery and balance sheet strength.
4/5
ICICI Bank
4/5CLSA remains bullish on large banks, citing healthy loan growth, improving asset quality and strong capital positions. ICICI Bank remain top financial bets due to their consistent earnings delivery and balance sheet strength.
5/5
Infosys
5/5CLSA prefers selective IT exposure as a hedge against global uncertainty. Valuations appear attractive, and any improvement in global tech spending or trade sentiment could act as a trigger.
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