Diwali Picks 2025 : special Muhurat trading session for Wealth creation

Light, Luck & Long-Term Wealth — 6 Stocks to Brighten Your Portfolio This Muhurat Trading Season

Every Diwali evening, as the markets open for the special Muhurat trading session, something magical happens. The trading screens glow a little brighter, not just with numbers — but with hope, faith, and new beginnings.

For generations, Indian investors have believed that buying shares during Muhurat trading brings good fortune and prosperity for the year ahead. It’s not just about making profits — it’s about inviting Lakshmi Maa’s blessings into our financial lives and starting the new Samvat year with positivity and intent.

At Nirman Share Brokers, this tradition runs deep. Every Diwali, our research team curates a special set of stocks — companies that represent India’s growth story, innovation, and resilience. These are not random picks; they’re handpicked opportunities that blend strong fundamentals with futuristic potential.

This year’s theme is simple — "Growth meets Stability", featuring a mix of financial, tech, and power sector gems. Let’s deep dive into the six companies that could make your portfolio shine brighter this Diwali.

As we step into Samvat 2082, here are Nirman’s Diwali Picks 2025  

1. Tata Capital — Target Rs.510

Sector: Financial Services | Theme: India’s credit growth wave

Fresh off its IPO, Tata Capital is one of the most awaited listings of the year. As the financial arm of the Tata Group, it offers everything from retail loans, commercial finance, wealth management, and infrastructure funding.

Why it’s a pick:

• Backed by the trusted Tata brand — strong governance, diversified business lines.
• India’s credit demand is booming post-pandemic, and NBFCs like Tata Capital are well-placed to ride that wave.
• The IPO also strengthens its balance sheet for future expansion.

Watch out for: Competition from large private banks and cost of funds pressure, but the long-term story remains solid.

Nirman Target: Rs.510

2. PG Electroplast (PGEL) — Target Rs.890

Sector: Electronics Manufacturing | Theme: “Make in India” Electronics Boom

PGEL is one of India’s leading electronic manufacturing services (EMS) players, producing air conditioner components, washing machines, LED TVs, and more for leading consumer brands.

Why it’s a pick:

• Major beneficiary of PLI schemes and India’s manufacturing push.
• Strong client base across consumer durable brands.
• Focused on backward integration and efficiency improvement.

Risks: Raw material volatility and thin EMS margins. But the demand momentum in Indian manufacturing makes PGEL a solid medium-term story.

Nirman Target: Rs.890

3. Anant Raj Ltd — Target Rs.980

Sector: Real Estate & Infrastructure | Theme: Infra revival + land bank advantage

Anant Raj is a diversified player in real estate development, infrastructure, and data center construction. With a strong land bank around Delhi-NCR and a push into data-centric realty, it’s positioned for the next leg of infra expansion.

Why it’s a pick:

• Strategic assets in growing NCR regions.
• Expected benefit from India’s real estate upcycle and government infra spending.
• Steady financials and improved leverage ratios.

Risks: Real estate is cyclical, but the data-infra story could de-risk growth.

Nirman Target: Rs.980

4. L&T Finance (LTF) — Target Rs.410

Sector: Financial Services | Theme: Lending comeback story

L&T Finance is one of India’s leading NBFCs with a presence across retail, rural, and infrastructure lending. After a tough few years, it’s undergone a strategic reset focusing more on retail loans and digital transformation.

Why it’s a pick:

• Improving asset quality and margins.
• Strong parentage under the L&T brand ensures credibility.
• Beneficiary of India’s credit growth and capex cycle.

Risks: NPA management and macro rate sensitivity.

Nirman Target: Rs.410

5. NetWeb Technologies — Target Rs.8,500

Sector: Technology | Theme: AI & Supercomputing Revolution

NetWeb Technologies is one of India’s few players in high-performance computing (HPC) and AI infrastructure solutions. The company designs and deploys supercomputers, private clouds, and data center systems for top institutions and enterprises.

Why it’s a pick:

• Government’s “Digital India” & AI infrastructure push adds tailwinds.
• Increasing demand for domestic compute solutions in AI/ML and defence sectors.
• Order book visibility improving sharply post-listing.

Risks: High valuation and execution risks, but it’s a futuristic bet.

Nirman Target: Rs.8,500

6. Adani Power — Target Rs.320

Sector: Power Generation | Theme: Energy expansion & efficiency**

Adani Power is one of India’s largest private thermal power producers. With rising electricity demand and industrial expansion, the company continues to benefit from higher PLF (Plant Load Factor) and capacity utilization.

Why it’s a pick:

• Strong demand recovery in both industrial and retail segments.
• Upcoming renewable expansion under the Adani portfolio.
• Solid Q1 earnings growth and improved realizations.

Risks: Fuel price volatility and regulatory challenges, but power remains a structural long-term story.

Nirman Target: Rs.320

Final Thoughts: Light the Lamp, But Manage the Risk

The Nirman Diwali Picks 2025 blend financial stability with future-ready growth stories — from traditional power and finance to futuristic AI and EMS manufacturing.

A smart investor’s takeaway?

“Diwali is for lighting diyas, not burning fingers — invest smart, stay diversified, and let compounding do the magic.”

As we step into a new Samvat year, may your portfolio glow with steady gains and your investments multiply like Diwali sweets!

Nirman’s Diwali Portfolio Snapshot

Disclaimer: These are research-based ideas from Nirman Share Brokers for educational purposes. Investors should consult their financial advisor before making investment decisions.