Amid heightened volatility in early 2026, HDFC Securities has identified 10 stocks to accumulate through 2026, spanning small-, mid- and large-cap companies across sectors. The picks are anchored in strong fundamentals, healthy balance sheets and long-term earnings visibility, offering investors a disciplined way to navigate market swings and build wealth over the year.
The company has been able to roll-out CNG and PNG distribution network across authorised GAs by installing infrastructure such as pipeline network, compressor stations and a marketing network. IGL has 954 CNG stations (FY24: 882), 12,049 Industrial and commercial PNG connections and 30.70 lakh domestic PNG connections as on Mar. 31, 2025.
Its brownfield expansion at Angul is set to double crude steel capacity from 6 MTPA to 12 MTPA by FY26E, taking total capacity to 15.9 MTPA, with a further ramp-up to 25.2 MTPA by 2030 through an investment of about Rs 70,000 crore. The expansion is seen as a key re-rating trigger, aided by the government’s infrastructure push and rising per capita steel consumption.
The company holds leadership positions across key categories such as refrigerators, washing machines and air conditioners, backed by a wide distribution network, local manufacturing scale and strong after-sales service. LGEL has a strong presence in the offline channel, which accounts for about 78% of the major home appliances market and 77% of the consumer electronics market, excluding mobile phones.
It operates multi-channel offerings including Lending, Placements, and Fund Management, supported by proprietary technology solutions. This extensive network and technology infrastructure enable access to diverse investor pools, generating both fee and interest income, creating positive network effects and scalable growth.
The group's robust brand, a pan-India presence and wide reach in rural and semi-urban areas have resulted in diversified advances book and large and stable deposit base. In addition to its strong presence in corporate finance, the bank is a leader in the retail finance segment; it also offers other financial services such as investment banking and life insurance. The SBI group also has wide presence in overseas markets
It is well-positioned for sustained growth in FY26, backed by a confident outlook across its Lighting & Consumer Durables and Steel Pipes segments. It maintains a robust Rs 875 crore order book across steel pipes (Rs 700+ crore) and lighting as of September 2025, providing 4-6 months revenue visibility tied to infra, water projects, railways, and exports.
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Curated by David Kim
