Diwali 2025 Stock Rockets: HDFC Securities Unveils High-Beta Picks For Samvat 2082

Market momentum meets festive optimism

As Diwali ushers in Samvat 2082, HDFC Securities has spotlighted three high-beta stocks poised to deliver explosive returns. Despite a muted Samvat 2081 and global uncertainties, India’s economic fundamentals remain strong, prompting investors to seek aggressive opportunities in the equity space.

Devarsh Vakil, Head of Prime Research at HDFC Securities, introduced the picks as “Dhamakedar” ideas designed to outperform in a volatile yet promising market environment. These stocks are expected to benefit from sectoral tailwinds, policy support, and improving earnings visibility.

The top three high-beta picks

HDFC Securities’ Diwali 2025 recommendations include:

- MSTC Ltd: A government-owned e-commerce and trading company, MSTC is expected to benefit from increased scrap sales and digital auction services  
- Northern Arc Capital: A financial services firm focused on underserved segments, Northern Arc is positioned to gain from rising credit demand and fintech partnerships  
- Sheela Foam: Known for its Sleepwell brand, Sheela Foam is set to capitalize on consumer demand and expansion into new product categories  

These stocks have shown strong price momentum and are considered suitable for investors with a higher risk appetite.

Key highlights from the report

- Released ahead of Muhurat Trading for Samvat 2082  
- Picks include MSTC, Northern Arc Capital, and Sheela Foam  
- Focus on high-beta, high-return potential  
- Backed by sectoral growth and policy tailwinds  
- Ideal for aggressive investors seeking festive portfolio boosts  
- Reflects confidence in India’s medium-term growth trajectory  

Strategic positioning for the year ahead

HDFC Securities emphasized that while high-beta stocks carry elevated risk, they also offer outsized returns when timed well. Investors are advised to monitor macroeconomic indicators and company-specific developments while holding these picks.

The Diwali portfolio reflects a blend of optimism, research-driven conviction, and a belief in India’s evolving investment landscape.

Sources: Moneycontrol, HDFC Sky, Goodreturns