Stocks to buy for the long term: Mazagon Dock, GRSE, to BEL — 10 stocks in which AI sees up to 184% upside
With earnings recovering amid favourable growth-inflation dynamics, easing geopolitical tensions, and waning concerns over US tariffs, hopes are high that the domestic market will hit record highs in the second half of the year.
Experts believe this is the right time to buy the dips. They suggest picking quality stocks with strong long-term fundamentals.
Mint spoke to Tradonomy—a financial services and wealth management firm—for stock recommendations suitable at this juncture. The firm suggested 10 stocks to buy for the long term.
Tradonomy handpicked these stocks using its proprietary quant scoring model, which analyses valuation, growth, trend, and business quality across 50+ indicators.
Final picks were validated using key financial metrics like ROE (return on equity), profit margin, revenue growth, and cash flow, and justified using sectoral valuation benchmarks to estimate fair target prices.
Mazagon is India's premier submarine builder, with 19 per cent revenue growth and consistently strong margins. Zero debt and high government visibility make it a defensive growth story.
"With a 93 per cent Tradonomy score, it's a top-rated stock in our system. As India upgrades its naval strength, Mazagon's order book will remain full for years to come," said the financial firm.
Motilal Oswal is a full-service financial powerhouse in broking, wealth, and asset management.
With 18 per cent revenue growth, solid ROE, and decent margins, it's riding the retail investing boom and is a scalable platform for India's financialisation.
"Cash flow remains healthy, and the 92 per cent Tradonomy score underscores quality and trend strength," said the financial firm.
ACE is India's leading construction equipment manufacturer, primed to benefit from the infrastructure and logistics push.
With government spending and private capex rising, ACE is well-positioned for multi-year expansion.
With 14.6 per cent revenue growth, 25 per cent ROE, and 12 per cent net margins, it shows robust operating efficiency.
"Cash flow conversion is strong, and the stock scores 94 per cent on Tradonomy, our highest conviction indicator," said the financial firm.
Cummins powers India's infra backbone, supplying engines to railways, real estate, and data centres.
With 15.5 per cent revenue growth, 26 per cent ROE, and steady margins, the company benefits from cyclical recovery and export demand. Its global quality and local scale make it a dependable long-term industrial play.
"At a 90 per cent Tradonomy score, Cummins reflects high valuation strength and business stability," said the financial firm.
Nippon AMC benefits from the structural shift toward mutual funds. With 24 per cent revenue growth and a 30 per cent ROE, it's among the most profitable AMCs in the country. It operates an asset-light model with excellent cash conversion.
"The 89 per cent Tradonomy score confirms strong trend and growth momentum. It's a steady wealth compounder for the next decade," said the financial firm.
CDSL is the digital custodian of India's equity markets. With 32 per cent YoY revenue growth and a stellar 49 per cent net profit margin, it runs a high-margin, low-capex model.
ROE stands tall at 30 per cent with healthy cash flow backing. As equity culture deepens in India, CDSL becomes a quiet compounder.
"Tradonomy scores it at 90 per cent, reflecting strong trends and business quality," said the wealth management firm.
Garden Reach is a defence PSU building warships for India's coastal forces. A sharp 39 per cent year-on-year (YoY) revenue growth signals robust execution.
ROE is healthy, and business fundamentals are strong. As defence indigenisation deepens, GRSE stands to benefit from government contracts and maritime expansion.
"With a Tradonomy score of 89 per cent, it's catching investor attention," Tradonomy said.
BEL is India's defence electronics powerhouse, delivering 17 per cent revenue growth and a healthy 27 per cent ROE.
Its core strength lies in long-term government contracts, radar and missile systems, and increasing exports.
Though cash flow conversion is low due to capex, margins remain solid.
BEL is a strategic long-term bet on India's defence modernisation.
"BEL's 88 per cent Tradonomy score confirms its high-quality franchise," Tradonomy said.
Force Motors is transitioning from utility vehicles to a premium auto and defence mobility brand.
It posted 15.6 per cent revenue growth and an impressive 26 per cent ROE, backed by BMW/Mercedes engine supply contracts.
Its high 1.2 times cash conversion ratio shows capital efficiency.
"Tradonomy score of 89 per cent, it's an under-the-radar compounder riding the auto-electrification curve," said the financial firm.
Solar Industries leads in industrial explosives and is expanding into defence propellants and rocket tech.
With 24.5 per cent revenue growth, high ROE, and two times cash conversion, it blends deep moats with futuristic segments.
"The 87 per cent Tradonomy score and expanding global footprint make it a long-term asymmetric bet on India's defence-tech manufacturing," said Tradonomy.
Read all market-related news here
Experts believe this is the right time to buy the dips.
Read more stories by Nishant Kumar
Disclaimer: This story is for educational purposes only. The views and recommendations above are those of individual analysts or broking companies, not Mint. We advise investors to check with certified experts before making any investment decisions, as market conditions can change rapidly, and circumstances may vary.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Indian Express
4 minutes ago
- Indian Express
‘Full access' into Indonesia after pact, India deal ‘along the same lines', says Trump
As Indian negotiators engage with the US in extended talks for an interim deal this week, US President Donald Trump on Tuesday said that the US has signed a trade deal with Indonesia, opening the country to trade with America and that a agreement 'on the same lines' is being worked on with India. After what Indonesian President's spokesperson Hasan Nasbi termed an 'extraordinary struggle' by their negotiators, the US and Indonesia announced that the reciprocal tariffs faced by the Southeast Asian country would be reduced from 32 per cent to 19 per cent. Trump said American firms, in exchange, would have full access to the Indonesian market. 'We have full access into Indonesia, everything. As you know, Indonesia is very strong on copper, but we have full access to everything. We will pay no is basically working along that same lines. We're going to have access into India. You have to understand, we had no access to any of these countries. Our people couldn't go in, and now we're getting access because of what we're doing with the tariffs,' Trump told reporters. In what could be a glimpse of a similar agreement with India, Indonesia has not only agreed to remove duty on agricultural items but also on certain manufactured goods. Trump said Indonesia has also agreed to purchase $15 billion worth of US energy, $4.5 billion in American agricultural products, and 50 Boeing jets. The new rates for Indonesia were announced after Trump imposed 32 per cent tariffs on the country in a letter sent last week, despite ongoing negotiations. Talks with India have also been underway, though Trump has not announced any new tariffs in India's case. A deal on the same lines as could, according to exports, translate into India potentially stepping up purchase of petroleum and agriculture items from US, alongside other items. New Delhi-based think tank GTRI said that India must proceed with extreme caution in negotiating any trade deal with the United States, given the Trump administration's current approach. 'Trump's unilateral declarations—such as claiming a 'done deal' with Indonesia and saying India is 'working along the same line'—often pre-empt actual negotiations. This was evident in the Vietnam case, where Trump announced a 20 per cent tariff on Vietnamese goods as part of a supposed deal, while Vietnamese officials clarified they had only agreed to 11 per cent,' GTRI said. The think tank added that to avoid similar misrepresentation, India must insist on a jointly issued, written statement before acknowledging any agreement. Verbal assurances or informal understandings—especially those announced on social media—are no substitute for formal, verified commitments, GTRI said. 'Moreover, Trump's claim that the US will get full access to the Indonesian market at zero tariffs, while Indonesian exports will face a 19 per cent duty in the US, raises red flags. If India were to accept such a lopsided arrangement, it could expose its domestic sectors—especially dairy and agriculture—to duty-free US goods while gaining little in return,' the GTRI note read. A bad deal—especially one that removes India's tariffs without reciprocal benefits—could be worse than no deal at all. India must therefore negotiate transparently, guard against one-sided outcomes, and not succumb to pressure for quick, symbolic agreements that compromise long-term economic interests, the think tank said. The Indian Express had reported that agriculture has been a major sticking point in the negotiations, particularly because India has adopted an unwavering stance on this sector. The US maintains that the August 1 cut-off date is not a new deadline but an outer limit for countries to 'speed things up', and that this strategy has helped bring trading partners such as the European Union on board. The threat from the Trump administration is that if the August 1 deadline is not adhered to, those countries revert to the April 2 tariff levels. Most of them are minor trading partners of the US and are likely outside America's 18 key trading relationships that account for 95 per cent of the country's trade deficit. Ravi Dutta Mishra is a Principal Correspondent with The Indian Express, covering policy issues related to trade, commerce, and banking. He has over five years of experience and has previously worked with Mint, CNBC-TV18, and other news outlets. ... Read More
Mint
7 minutes ago
- Mint
UK Visa: 3,000 young professionals from India to get chosen this year; last ballot to open on July 22
Under the UK-India Young Professionals Scheme, working professionals in the age group of 18-30 can apply for a visa that allows them to live and work in the UK for upto two years. This scheme was launched in February 2023. To be eligible for this UK visa, an applicant must be an Indian citizen in the age group of 18 to 30, have an eligible qualification and have £2,530 in savings. To be able to apply, one must be first selected in the ballot which will open for two days on July 22. The ballot will close at 1.30 pm on July 24, i.e., exactly 48 hours after opening. To be able to apply for UK India Young Professionals Scheme visa, one needs to enter a ballot. The next ballot will open on July 22 at 1.30 pm. There is no fee to enter the ballot but once selected, applicant will have to pay £319 at the time of applying for visa. When you enter the ballot, you will have to provide your name, date of birth, passport details, a scan or photo of your passport, phone number and email address. I. A valid passport or other document that proves your identity and nationality II. You also need to show an evidence that you have a minimum of £2,530 in your bank account, for example bank statements III. Evidence of your qualifications IV. Test results of tuberculosis (TB) if you are living in India V. You also need to show a police report or clearance certificate from India. Although there are 3,000 places available for this visa in 2025 but most places were offered in February and the remaining places will be made available in July when the second and final ballot is opened. Once someone is successful in the ballot, s/he will be invited to apply for a visa. The selected cohort will have a total of 90 days from the date of the email to apply for the visa which will happen online. The visa applicant will need to pay the visa application fee and immigration health surcharge (IHS), provide fingerprints and photo (biometric information). If one is successful in the ballot but still decide not to apply for the visa, it is perfectly alright. You can visit this link for more details.
NDTV
7 minutes ago
- NDTV
BMW 2 Series Gran Coupe India Launch Tomorrow: All You Need To Know
BMW Group India is set to launch the second-generation 2 Series Gran Coupe in the Indian market tomorrow, on July 17. In the meantime, the Bavarian automaker has already started accepting pre-bookings for the model. Potential customers can get their bookings through the online portal or at dealerships across the country. Before we get into the details, it's important to note that initially, only the petrol variant called the 218 Gran Coupe will be offered. BMW 2 Series Gran Coupe: Dimensions The BMW 2 Series Gran Coupe is based on the UKL2 platform, the same as its predecessor. As a result, the car's wheelbase remains unchanged at 2,670 mm and its width at 1,800 mm. However, the overall length has been increased by 20 mm, bringing it to 4,546 mm, while the height has risen by 25 mm to reach 1,445 mm. This results in a cargo capacity of 430 litres. BMW 2 Series Gran Coupe: Design In addition to the dimensions, the design has been updated. The vehicle now boasts a more aggressive look, highlighted by adaptive LED headlights and a backlit grille. Thanks to the M Sport package, the car presents a bolder bumper design along with darkened accents. This is further enhanced by the inclusion of 18-inch alloy wheels, which are standard. BMW 2 Series Gran Coupe: Cabin, Features Inside, the BMW 218 Gran Coupe M Sport exemplifies the brand's signature minimalist aesthetic. A standout feature is the curved glass panel linking the 10.7-inch infotainment screen with the 10.25-inch digital instrument cluster, which is tilted toward the driver for improved visibility. These displays function on BMW's latest OS9 software. The seat and door upholstery comes in a uniform dark mocha brown shade, although various upholstery options are available. A panoramic sunroof is standard, along with features like a wireless charger, wireless compatibility for Apple CarPlay and Android Auto, a 360-degree camera, automatic parking capabilities, an advanced driver assistance system (ADAS), and a digital key for remotely controlling essential functions like locking/unlocking, pre-cooling the cabin, and accessing the boot. BMW 2 Series Gran Coupe: Powertrain To begin with, the second-generation 2 Series Gran Coupe will be offered only in petrol variants. Under the hood lies a 1.5-liter, 3-cylinder turbo-petrol engine that produces 156 hp and 230 Nm of torque, with power directed to the front wheels via an 8-speed automatic transmission. Overall, this vehicle poses a strong competition to the Mercedes-Benz A-Class.
