Stocks With Staying Power: Marico And Cera Lead 2026 Picks

Indian equity markets in 2026 are witnessing cautious optimism, with brokerages recommending select large- and mid-cap stocks for long-term investors. Consumption-driven companies and infrastructure-linked businesses are expected to deliver steady returns despite global volatility.

Consumption Plays

Goldman Sachs has maintained a Buy rating on Marico, setting a target price of ₹860 against its current ₹761, implying a 13% upside. The FMCG major is expected to benefit from stable demand in personal care and food categories, alongside margin improvements.

Infrastructure And Housing Growth

Cera Sanitaryware has also been recommended as a strong buy, with analysts projecting double-digit growth driven by rising housing demand and premiumization in sanitaryware products. The company’s robust distribution network and brand positioning make it a key beneficiary of India’s infrastructure push.

Other Recommended Stocks

Brokerages have also identified Mahindra & Mahindra, Hindustan Petroleum, and another consumption-oriented player as part of the top five picks. These companies are expected to deliver 10–20% returns over the next 12–18 months, supported by sectoral resilience and favorable macroeconomic trends.

Key Highlights

•⁠  ⁠Marico target price ₹860; upside 13%

•⁠  ⁠Cera Sanitaryware positioned for housing-led growth

•⁠  ⁠Mahindra & Mahindra and Hindustan Petroleum among top picks

•⁠  ⁠Analysts project 10–20% long-term returns

•⁠  ⁠Focus on consumption and infrastructure sectors

Sources: The Economic Times