This March, India’s Hot Stocks to Keep an Eye on
MUMBAI, India — Zenith Financial Services on Tuesday announced its best stock picks for March 5, 2025, banking on India's roaring market. The list, released today, is intended to help investors capitalize on a wave of growth as global trade redirection kicks in. These stocks could chug ahead as the Nifty 50 comes to life.
Why These Stocks Stand Out
India’s stock market is stirring. The Nifty 50 at 22,082.65 on March 4 is a shade less than 4% weaker month-on-month. Global tariff fears — brought on by U.S. President Donald Trump’s 25 per cent tariffs on Canada and Mexico — took even harder. But hope’s back.
| Stock | Ticker | Price Today (March 4, 2025) |
|---|---|---|
| HDFC Bank Ltd. | HDFCBANK | Rs 1,750.20 |
| Infosys Ltd. | INFY | Rs 1,870.50 |
| Hindustan Unilever Ltd. | HUL | Rs 2,410.30 |
| Bajaj Finance Ltd. | BAJFINANCE | Rs 7,205.75 |
| Larsen & Toubro Ltd. | LT | Rs 3,620.90 |
Asian markets — with India in the lead — took heart from U.S. Commerce Secretary Howard Lutnick’s hint of tariff relief. The GIFT Nifty futures rose to 22,110.5, indicating an optimistic start Wednesday.
Zenith’s selections are criteria that lead to resilience and upside. They’ve zeroed in on five names with solid earnings and growth prospects. These include banking, tech, and consumer goods — sectors primed to pop. “These stocks can withstand volatility and still grow,” said Rakesh Patel, Zenith’s chief analyst. Here’s the lineup, with today’s prices:
Breaking Down the Winners
At number one on the list is HDFC Bank Ltd. at Rs 1,750.20. It’s a banking goliath with last quarter loan growth of 12%. Its 2024 profit of Rs 1.5 trillion is powerful. Slump in interest rates might inflate it further.
Let us consider Infosys Ltd. which trades at Rs 1,870.50. This tech giant registered a revenue of Rs 63,000 crore last year, a 5% growth. With the demand for AI and cloud booming, it’s poised to go even higher.” Some analysts predict it will touch Rs 2,000 in the near future.
Hindustan Unilever Ltd. is quoting at Rs 2,410.30. Its soaps and snacks brought Rs 62,000 crore in 2024. This gives it a solid base of steady demand in rural India. A 3% increase in sales last quarter seals the deal.
Bajaj Finance Ltd. heads the way at Rs 7,205.75. It expanded loans by 25% to Rs 3 trillion in 2024. With consumer spending on the rise, it’s a growth machine. Its target is pegged at Rs 8,000 by experts.
Larsen & Toubro Ltd., the bottom of the pack, at Rs 3,620.90. Order book of this builder grew 15% last year to Rs 5 trillion. The rise is fuelled by big infra projects — highways, metros, etc.
The Bigger Picture
The Nifty’s been rocky. It has hemorrhaged 1,400 points since January, when it peaked at 24,500. Foreign funds withdrew Rs 1.2 trillion on trade jitters. Yet Tuesday’s 0.7% MSCI Asia increase suggests a shift. India’s rupee kept at 87.30 to the dollar, a minor victory.
The selections you make avoid tariff pitfalls. Domestic strength carries banking and tech. HUL, for example, is a consumer goods company that taps into India’s 1.4 billion people. Infra plays such as L&T benefit from government outlay—Rs 11 trillion in 2025. Still, risks linger. Analysts warned of a possible 5% dip in Nifty in case the truce leads to a tariff rollback flop.
What’s Next for Investors
The market open on Wednesday could be telling. If the Nifty closes above 22,250, it can rush up to 22,500. A drop under 22,000 threatens 21,800. Zenith’s picks are a little of both—steady performers such as HUL, high growth shots like Bajaj. Patel recommends: “Buy on dips, hold for a month.”
The stakes are high. If Trade Cools, India’s Market Could Rally Or it could stall if the world’s woes deepen. For the time being, these stocks offer investors a chance at gains. Follow the news, see the Nifty, and then enter smart. March 5 could be your day, after all.