As Muhurat trading ushers in Samvat 2082, analysts spotlight ICICI Bank, Larsen & Toubro, Kaynes Technology, and Allied Blenders as top stock picks. The one-hour symbolic session on October 21 reflects investor optimism for India’s growth story, with long-term bets on infra, banking, and tech-led consumption themes.
India’s stock markets opened for the Muhurat trading session today, marking the start of Samvat 2082—the new Hindu financial year. Held between 1:45 PM and 2:45 PM, this symbolic one-hour session on Diwali is considered auspicious for initiating long-term investments. Leading brokerages have recommended a curated list of stocks that align with India’s projected growth trajectory.
Among the top picks for this year’s Muhurat strategy are ICICI Bank, Larsen & Toubro (L&T), Kaynes Technology, and Allied Blenders & Distillers. These selections reflect confidence in India’s banking resilience, infrastructure expansion, tech innovation, and consumer demand.
Major Takeaways:
ICICI Bank: A consistent performer in the private banking space, ICICI Bank is favored for its strong asset quality, digital transformation, and retail loan growth. Analysts expect double-digit earnings growth over FY25–27.
Larsen & Toubro (L&T): India’s infrastructure giant remains a proxy for capital expenditure cycles and government-led infra push. Its diversified order book and execution strength make it a long-term compounder.
Kaynes Technology: A rising star in the electronics manufacturing services (EMS) sector, Kaynes is seen as a beneficiary of PLI schemes, semiconductor demand, and Make in India momentum.
Allied Blenders & Distillers: With a strong presence in India’s alcoholic beverage market, the company is expected to gain from premiumization trends, rural penetration, and brand consolidation.
Notable Updates:
Market Sentiment: The Nifty 50 has shown modest growth over the past year, with consolidation amid global volatility. Analysts project the index to reach 27,000 by next Diwali, driven by corporate earnings and domestic consumption.
Timing Shift: For the first time in decades, the Muhurat session was held in the afternoon instead of the traditional evening slot—reflecting evolving market dynamics and broader participation.
Investment Strategy: Experts advise focusing on fundamentally strong stocks, avoiding speculative bets, and aligning portfolios with India’s self-reliance and digital growth themes.
As Samvat 2082 begins, investors are encouraged to embrace long-term conviction and sectoral resilience—ushering in prosperity with informed equity choices.
Sources: MSN, NDTV Profit, Livemint, Outlook