Tata Technologies Net Profit Rises 2% YoY to ₹165.5 Crore; Polycab Revenue Surges 17.8%

  In a recent financial update, Tata Technologies reported a modest 2% year-on-year (YoY) increase in its net profit for Q2 FY26, reaching ₹165.5 crore . Meanwhile, Polycab India , a leading electrical goods manufacturer, showcased robust growth with a 17.8% YoY revenue increase , signaling strong market demand and operational efficiency. These results highlight the resilience and growth potential of both companies in their respective sectors. Tata Technologies: Steady Growth with Strategic Focus Commenting on the earnings, Warren Harris , Chief Executive Officer and Managing Director at Tata Technologies, emphasized the company’s strong performance in Q2 FY26. He noted, “Q2 FY26 was a quarter of strong progress and positive momentum. We achieved a return to growth, upheld margin discipline, strengthened our strategic position in Europe, advanced our innovation agenda, and continued to invest in talent and partnerships that fuel long-term value creation.” Despite anticipating...
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Radhakishan Damani’s Top Stock Picks You Can’t Ignore

Radhakishan Damani, often dubbed India’s “Retail King,” is a billionaire investor whose value-driven investment strategy has made him a legend in the stock market. With a net worth exceeding ₹1.65 lakh crore as of November 2024, Damani’s portfolio, managed through Bright Star Investments, showcases his knack for picking undervalued stocks with strong fundamentals. From retail to hospitality, his investments span diverse sectors, offering inspiration for investors seeking long-term wealth creation. Here’s a look at 11 of Radhakishan Damani’s top stock picks that are turning heads in 2025, based on their growth potential and recent performance.

1. BF Utilities: Powering Infrastructure Growth

BF Utilities, a key player in infrastructure and renewable energy, has shown impressive momentum with a 75.74% 1-year return as of early 2025. Damani holds a 1.01% stake, valued at approximately ₹32.84 crore. The company’s focus on wind power and infrastructure projects aligns with India’s push for sustainable energy, making it a promising pick for growth-oriented investors.

2. Advani Hotels & Resorts: Riding the Hospitality Wave

With a 4.18% stake worth ₹30.49 crore, Damani’s investment in Advani Hotels reflects his confidence in India’s booming tourism sector. The stock has nearly doubled in value over the past year, driven by post-COVID travel demand and a ₹200 million project for a new banquet hall facility. Priced at ₹72.1 per share, this hospitality gem is a strong contender for investors eyeing the leisure industry.

3. Trent: A Retail Powerhouse

Trent Ltd., part of the Tata Group, is a standout in Damani’s portfolio with a 141.23% 1-year return and a 5.42 million share holding valued at ₹1,384.10 crore. Operating brands like Westside and Zudio, Trent’s diverse retail formats cater to apparel, footwear, and lifestyle needs. Its robust growth and market cap make it a cornerstone of Damani’s strategy.

4. 3M India: Stability in Diversification

Damani’s 1.48% stake in 3M India, valued at ₹219.71 crore, highlights his trust in this diversified conglomerate. Known for products in healthcare, consumer goods, and industrial applications, 3M India offers stable performance with consistent returns, making it a reliable long-term investment.

5. VST Industries: A Dividend Darling

With a 32.66% stake worth ₹1,971.36 crore, VST Industries is one of Damani’s largest holdings. This tobacco giant, known for brands like Charminar, boasts a 9% market share in India’s legal cigarette market. Its stock surged 17% after announcing bonus share considerations in July 2024, making it a favorite for income-focused investors.

6. Blue Dart Express: Logistics Leader

Damani’s 1.29% stake in Blue Dart Express, valued at ₹219.71 crore, taps into India’s growing logistics sector. As a dominant player in express delivery, Blue Dart benefits from e-commerce growth and its parent company DHL’s global network. The stock’s steady performance makes it a solid pick for investors seeking exposure to supply chain solutions.

7. Sundaram Finance: Financial Stability

Holding a 2.37% stake worth ₹847.92 crore, Damani’s investment in Sundaram Finance underscores his faith in India’s financial services sector. With a 51.33% 1-year return, this NBFC’s focus on vehicle financing and wealth management ensures consistent growth, appealing to investors prioritizing stability.

8. Avenue Supermarts: The Retail Giant

Avenue Supermarts, the parent company of DMart, is Damani’s crown jewel, with a 67.24% stake valued at ₹2,11,172.06 crore. Despite a challenging 2024, DMart’s low-cost model and over 300 stores nationwide ensure its dominance in retail. Its 30.7% 1-year return reflects its resilience and long-term potential.

9. Aptech: Skilling the Future

Damani’s 3.03% stake in Aptech Ltd., valued at ₹40.67 crore, targets the growing demand for IT and vocational training. Trading at ₹212 per share, Aptech’s focus on software development and digital marketing courses positions it well in India’s skilling ecosystem, making it a unique pick in Damani’s portfolio.

10. United Breweries: Brewing Success

With a 1.23% stake worth ₹636.78 crore, Damani’s investment in United Breweries, the maker of Kingfisher, capitalizes on India’s growing beverage market. The stock’s consistent performance and strong brand presence make it a reliable choice for investors seeking FMCG exposure.

11. Mangalam Organics: Chemical Innovation

Damani holds a 2.17% stake in Mangalam Organics, valued at ₹6.78 crore. This smallcap chemical manufacturer, known for camphor and resins, exports to global markets. Despite a 49.06% profit decline in December 2022, its niche focus and Damani’s backing signal long-term potential.

Why Invest in Damani’s Picks?

Radhakishan Damani’s investment philosophy is rooted in value investing, focusing on undervalued companies with strong fundamentals, sustainable business models, and competitive advantages. His contrarian approach—buying when others sell—and long-term vision have yielded stellar returns, such as a 540% gain on VST Industries since 2013. By diversifying across retail, hospitality, finance, logistics, and chemicals, Damani mitigates risk while maximizing growth potential.

Key Takeaways for Investors

  • Diversification: Damani’s portfolio spans multiple sectors, reducing exposure to market volatility.

  • Long-Term Focus: His holdings, like Avenue Supermarts and VST Industries, emphasize sustained growth over short-term gains.

  • Value Investing: Stocks like BF Utilities and Mangalam Organics reflect his strategy of picking undervalued assets with strong fundamentals.

  • Market Trends: Investments in hospitality (Advani Hotels) and logistics (Blue Dart) align with India’s consumption and e-commerce boom.

How to Get Started

Inspired by Damani’s portfolio? Start by researching these stocks on platforms like Tickertape or Alice Blue to analyze financials, valuations, and market trends. Open a Demat account with a trusted broker to invest in these high-potential stocks. Always assess your risk appetite and consult a financial advisor before investing.

Radhakishan Damani’s stock picks offer a blueprint for building a diversified, growth-oriented portfolio. From retail giants like Avenue Supermarts to niche players like Mangalam Organics, these stocks are worth watching in 2025. Stay informed, invest wisely, and let Damani’s strategy guide your wealth-creation journey!

Comments

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