HAL, Paras Defence, Max Health, Sagility: Top 9 Diwali Stock Picks of Aditya Birla Money

1. Hindustan Aeronautics Ltd (HAL)

Sector: Defence & Aerospace
Why It’s a Pick: HAL remains a top choice for investors betting on India’s defence indigenization. With a robust order book, consistent revenue growth, and government support under the “Make in India” initiative, the company is well-positioned for long-term value creation.

2. Paras Defence and Space Technologies

Sector: Defence Manufacturing
Why It’s a Pick: Paras Defence continues to attract attention for its niche expertise in optics, space systems, and drone technology. Aditya Birla Money believes its growth potential lies in rising domestic defence procurement and export opportunities.

3. Max Healthcare Institute

Sector: Healthcare
Why It’s a Pick: With the healthcare sector showing consistent growth post-pandemic, Max Health’s strong financials, expansion plans, and leadership in tertiary care make it a solid pick for both medium and long-term portfolios.

4. Sagility India

Sector: IT & Healthcare Process Outsourcing
Why It’s a Pick: Formerly known as Hinduja Global Solutions’ healthcare arm, Sagility has become a key player in digital transformation for the healthcare industry. Analysts highlight its stable global client base and rising profit margins.

5. Larsen & Toubro (L&T)

Sector: Infrastructure & Engineering
Why It’s a Pick: L&T remains a bellwether of India’s infrastructure story. Aditya Birla Money expects order inflows from domestic and overseas markets to remain robust, supported by government spending and private sector capex.

6. ICICI Bank

Sector: Banking & Financial Services
Why It’s a Pick: ICICI Bank continues to demonstrate strong credit growth, healthy asset quality, and digital transformation initiatives. Its steady earnings momentum and improving return on equity make it a consistent performer.

7. Hindustan Unilever (HUL)

Sector: FMCG
Why It’s a Pick: HUL is favored for its resilient business model, premiumization strategy, and ability to sustain margins even in volatile input cost environments. It remains a defensive bet with steady returns.

8. Tata Power

Sector: Energy & Renewables
Why It’s a Pick: With the clean energy transition gaining momentum, Tata Power’s renewable portfolio and strong operational base make it a preferred stock in the sustainable energy space.

9. Persistent Systems

Sector: IT Services
Why It’s a Pick: Aditya Birla Money expects Persistent Systems to benefit from growing digital transformation demand, particularly in AI, cloud, and data engineering services. Strong execution and healthy order pipelines make it a solid performer in the IT midcap segment.

Summary: A Balanced Portfolio for 2025

According to Aditya Birla Money, these nine stocks offer a balanced mix of growth, stability, and sectoral diversity, suitable for investors looking to build wealth in the coming year. With India’s economy projected to grow steadily, these picks are designed to capture opportunities across core industries — from defence and infrastructure to healthcare and technology.

As always, investors are advised to consider their risk profile and investment horizon before making decisions during the festive season.