Mumbai: Axis Securities has released its top stock picks for September 2025, highlighting 15 companies across various sectors with a potential upside of up to 29 percent. The brokerage has recommended a diversified portfolio covering financials, consumer staples, healthcare, real estate, and industrials.
The 15 stocks include Bajaj Finance, State Bank of India, Varun Beverages, HDFC Bank, Bharti Airtel, Shriram Finance, Avenue Supermarts, Lupin, Max Healthcare, Hero MotoCorp, Prestige Estates, APL Apollo, Kirloskar Brothers, Sansera Engineering, and Kalpataru Projects.
Axis Securities has identified six core investment themes for the period, including structural growth in premium consumption, expansion in the healthcare industry, infrastructure development, defensive plays in pharma and telecom, real estate growth driven by demand visibility, and reasonably valued banking and financial services companies.
The brokerage anticipates Nifty 50 earnings to grow at 17–18 percent over FY23–27, supported by stable political conditions, policy continuity, and a soft landing in the U.S. According to Axis Securities, under these conditions, the Nifty 50 index could reach 26,800 by March 2026.
In the financials segment, Bajaj Finance, SBI, HDFC Bank, and Shriram Finance are expected to benefit from improving credit growth. Consumer-focused stocks like Varun Beverages and Avenue Supermarts are positioned to gain from increased consumer spending during the festive season. Healthcare stocks Lupin and Max Healthcare are projected to see growth due to rising healthcare demand. Real estate players Prestige Estates and Kalpataru Projects may benefit from urbanization and infrastructure expansion, while industrial stocks such as APL Apollo Tubes, Kirloskar Brothers, and Sansera Engineering are expected to profit from increased industrial activity.
Axis Securities’ recommendations provide investors with opportunities for medium- to long-term gains across multiple sectors, with upside potential ranging from 11 to 29 percent, depending on market conditions.