Investment experts have compiled a list of 10 stocks for potential portfolio consideration in 2026, focusing on companies positioned to benefit from long-term structural trends across multiple sectors. The selection emphasizes businesses with strong execution track records, competitive advantages, and exposure to themes including AI infrastructure, luxury consumption, specialty manufacturing, and urban development.

Technology and Infrastructure Plays

Netweb Technologies India leads the technology selections, trading at ₹3,313.00 with a market capitalisation of ₹18,769.43 crores. The company has delivered exceptional growth metrics over three years:

As India's only high-performance computing (HPC) original equipment manufacturer, Netweb has delivered multiple supercomputers featured in the global Top 500 list. The company's AI systems business has grown at a 91% revenue CAGR over four years, supported by strategic access to Nvidia GPUs—a privilege enjoyed by fewer than 10 companies globally.

TD Power Systems complements the infrastructure theme, trading at ₹672.60 with a market cap of ₹10,507.01 crores. The company manufactures customised AC generators and electric motors for industrial applications across more than 110 countries. With a three-year profit CAGR of 39% and sales CAGR of 17%, TD Power is positioned to benefit from global data centre expansion, with Morgan Stanley estimating nearly USD 3 trillion in global data centre investments by 2029.

Specialty Manufacturing and Chemicals

Privi Speciality Chemicals represents the specialty manufacturing segment, trading at ₹2,695.55 with a market capitalisation of ₹10,529.55 crores. The company has achieved strong financial performance:

Privi's competitive advantage stems from its backward integration through CST processing, offering a 15-20% cost advantage over volatile alternatives. The company is one of only four globally capable of processing CST at scale, enabled by proprietary sulphur-removal technology.

Shaily Engineering Plastics focuses on precision injection-moulded components, trading at ₹2,229.60 with a market cap of ₹10,246.15 crores. The company has delivered a profit CAGR of 38% over three years and is emerging as a beneficiary of the expanding GLP-1 drug ecosystem, with its healthcare segment doubling revenue share to 31% in Q1 FY26.

Luxury and Premium Consumption

Ethos leads the luxury retail segment, trading at ₹2,823.30 with a market capitalisation of ₹7,554.50 crores. India's largest luxury watch retailer operates 83 stores across 26 cities, retailing over 80 global luxury watch brands. The company has achieved impressive growth metrics:

India's luxury market is projected to grow from USD 17.7 billion in 2024 to over USD 85 billion by 2030, with Ethos positioned to capture growth in both new and pre-owned luxury watch segments.

Radico Khaitan represents the premium alcohol segment, trading at ₹2,949.90 with a market cap of ₹39,497.24 crores. The company has transformed from a bulk spirits player into a premium-focused brand owner, with JM Financial expecting an 18% net sales CAGR in the premium segment between FY25 and FY28.

Additional Portfolio Considerations

The selection includes several other companies across diverse sectors:

• Varun Beverages (₹488.85, market cap ₹1,65,328.52 crores) - PepsiCo franchisee with 55% profit CAGR over three years • Sri Lotus Developers & Realty (₹157.10, market cap ₹7,677.85 crores) - Mumbai-focused redevelopment specialist • Sona BLW Precision Forgings (₹459.95, market cap ₹28,596.06 crores) - Automotive technology supplier • Rubicon Research (₹649.55, market cap ₹10,701.36 crores) - Specialty pharmaceutical company with 81% revenue CAGR over FY23-25

Investment Considerations

The recommended stocks trade at varying premium valuations compared to industry averages, reflecting market expectations for continued growth. Most companies demonstrate strong execution capabilities and exposure to structural rather than cyclical growth themes. The selection spans multiple sectors to provide diversification while focusing on businesses with multi-year growth visibility.

Investors should conduct thorough due diligence and consider their risk tolerance before making investment decisions. The companies listed represent potential opportunities based on current market positioning and growth prospects rather than guaranteed returns.

Source: https://tradebrains.in/stocks-for-2026-ethos-radico-khaitan-and-8-other-stocks-to-add-to-your-portfolio/

Multiple Indian companies are capturing market attention today following a series of significant corporate announcements and financial developments that could impact their stock performance.

Major Corporate Transactions

Bajaj Group has successfully completed its acquisition of a 23% stake in its insurance arms from Allianz, valued at ₹21,390 crore. This transaction represents the largest-ever deal in the Indian insurance sector and significantly alters the ownership structure of the insurance companies.

Earlier in March 2025, Allianz had announced the sale of a 26% stake in both insurance companies to Bajaj Group for ₹24,180 crore.

Infrastructure and Manufacturing Orders

Bharat Heavy Electricals Ltd. (BHEL) has secured a significant order worth ₹5,400 crore from JV Bharat Coal Gasification & Chemicals, strengthening its order book position. Meanwhile, Bharat Electronics has received additional orders worth ₹596 crore since January 1.

Waaree Renewable's arm, Waaree Forever Energies, received a revised Letter of Acceptance that reduced the project capacity and order value:

Financial Developments and Regulatory Issues

Hindustan Unilever Ltd. (HUL) has received a tax demand of ₹1,560 crore from Mumbai tax authorities, which could impact the company's financial position. In contrast, NHPC has approved raising ₹2,000 crore through private placement to support its expansion plans.

Fusion Finance completed an ₹800 crore rights issue, while Voltas approved extending its Long-Term Incentive Scheme 2024, which will now end in Fiscal 2028 instead of Fiscal 2027.

Quarterly Earnings Results

Elecon Engineering reported mixed Q3 results, showing revenue growth but declining profitability metrics:

The company also announced that Narasimhan Raghunathan has resigned as CFO.

Legal and Operational Updates

Vedanta has filed a writ in the Delhi High Court challenging the rejection of its application for extension of the Production Sharing Contract for Block CB-OS/2. The Court has issued notice to the Government and directed parties to maintain the status quo.

Antony Waste provided its Q3 business update, reporting the sale of nearly 4,359 tonnes of compost, 37,840 tonnes of refuse-derived fuel, and management of nearly 1.42 million tonnes of municipal solid waste.

These developments across various sectors highlight the dynamic nature of corporate India, with companies navigating acquisitions, securing orders, managing regulatory challenges, and reporting quarterly performance.