As markets continue to trade with a mix of global cues and sector rotations, leading brokerages have spotlighted a fresh list of high-conviction stock picks for investors. The focus areas include auto, IT, renewables, and electronics manufacturing, with companies like Tata Motors PV, Infosys, Premier Energies, and Kaynes Technology emerging as the top names on analysts’ radar.
The selections come amid expectations of stable earnings trajectories, improving demand cycles, and strong order books across sectors.
Here’s a breakdown of the highlighted stocks and why brokerages are bullish.
1. Tata Motors PV — Strong Momentum in Passenger Vehicles
Brokerages are optimistic about Tata Motors’ PV division due to:
Consistent market share gains
Strong EV lineup
Robust festive demand
Improved profitability outlook
The company’s push into electric passenger vehicles continues to drive investor confidence.
2. Infosys — Stability in IT Despite Global Uncertainty
Infosys remains a preferred pick in the IT sector because of:
Solid deal pipeline
Strong presence in cloud, AI, and digital services
Margin stabilisation
Attractive valuations after recent corrections
Analysts expect FY26 recovery in discretionary IT spends.
3. Premier Energies — Renewable Energy Momentum Builds Up
One of the fastest-growing solar companies, Premier Energies is gaining visibility due to:
High demand for solar modules and cells
Government focus on renewable energy capacity
Expansion in manufacturing capabilities
Strong sector tailwinds
Brokerages see long-term value as India pushes for energy transition.
4. Kaynes Technology — EMS & Semiconductor Tailwinds
Kaynes Tech continues to appear on multiple brokerage lists thanks to:
Rapid scale-up in electronics manufacturing
Strong order book
Exposure to automotive, healthcare, and industrial segments
Beneficiary of India’s semiconductor & EMS growth push
The company remains one of the top picks in the emerging electronics manufacturing theme.
Other Stocks Featured on Radar
Depending on brokerage outlooks, analysts are also tracking:
Banking & NBFC stocks benefiting from credit growth
Metal companies as global commodities strengthen
Real estate developers showing record pre-sales
Capital goods companies riding infrastructure spending
Sector Trends Driving These Picks
✔ Automotive
Strong festive demand, EV growth, and margin recovery.
✔ IT
Stability returning with generative AI opportunities.
✔ Renewable Energy
Government incentives fueling clean energy expansion.
✔ Electronics Manufacturing
PLI schemes and semiconductor initiatives pushing local production.
What Investors Should Keep in Mind
Market volatility may continue
Global cues (US Fed, crude prices) remain key
Stock-specific fundamentals matter more than ever
Diversification across sectors is advisable
FAQs
1. Why is Tata Motors PV on brokerages' radar?
Due to market share gains, EV leadership, and strong demand.
2. What makes Infosys a preferred pick?
Stable deal wins, digital transformation projects, and valuation comfort.
3. Is Premier Energies a long-term play?
Yes — renewable energy demand is rising sharply in India.
4. Why Kaynes Tech?
It benefits from EMS growth, semiconductor tailwinds, and a strong order pipeline.
5. Should investors buy these stocks now?
Brokerages highlight them for their fundamentals, but investors should assess risk and time horizon.
Published on : 26th November
Published by : SMITA
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