The brokerage expects these companies to benefit from favourable industry trends, rising domestic demand, and strategic expansion plans over the medium term.
1 / 9Global brokerage firm UBS has identified eight Indian stocks as its “most preferred” picks in its model portfolio, citing strong earnings visibility, sector leadership, and structural growth opportunities.
2 / 9Hindustan Petroleum: UBS expects the company’s earnings to grow, driven by robust domestic fuel demand. The group’s capital expenditure plans for its core refining and marketing business, along with renewable energy initiatives, are also expected to support long-term growth prospects.
3 / 9InterGlobe Aviation: The brokerage expects IndiGo’s earnings growth to rebound over the next few quarters, supported by sustained demand for air travel.
4 / 9National Thermal Power Corporation Ltd: As India’s largest thermal power producer, and with a growing presence in renewable energy, the company is well positioned to benefit from rising domestic electricity demand and the country’s ongoing energy transition, UBS said.
5 / 9Varun Beverages: UBS expects the company to sustain strong earnings growth, driven by its strategy to gain market share, expand across domestic and international markets, and improve margins.
6 / 9Tata Consumer Products: The brokerage expects the company to maintain double-digit earnings growth over the medium term, supported by its focus on product premiumisation and portfolio expansion.
7 / 9Bharat Heavy Electricals Limited: Given its position as a market leader in power equipment, UBS sees the company as a key beneficiary of the government’s plans to expand thermal power capacity through 2032. These initiatives are expected to support the company’s growth outlook in the coming years.
8 / 9Hyundai Motor India: The brokerage expects the company’s earnings growth to improve in the medium term, supported by higher domestic and export revenues. In India, the company aims to gain market share through new product launches, while its parent plans to use India as a manufacturing hub and expand exports.
9 / 9Cognizant Technology: UBS believes the company could benefit from the growing adoption of artificial intelligence, with opportunities emerging from AI-led projects and productivity gains through AI integration, supporting growth and operational efficiency.
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