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16 handpicked stocks

India's 2025 Growth Playbook

Get ahead with stocks positioned to benefit from India's massive economic push. These companies are set to capture gains from the government's record infrastructure spending, financial expansion, and consumer tax cuts designed to drive the world's fastest-growing major economy.

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Han Tan | Market Analyst

Updated 1 day ago | Published at July 1

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

HDB

HDFC Bank Ltd.

HDB

Current price

$75.00

India's largest private sector bank, set to gain from increased credit demand and improved liquidity driven by the government's economic stimulus.

IBN

ICICI Bank Ltd.

IBN

Current price

$32.88

A leading private bank that will benefit from the expansion in both retail and corporate credit as economic activity accelerates.

About This Group of Stocks

1

Our Expert Thinking

This collection targets companies directly benefiting from India's three-pronged growth strategy for 2025. With record capital spending on infrastructure, expanded financial services, and tax cuts to boost consumer spending, these stocks are positioned at the center of what's projected to be the world's fastest-growing major economy.

2

What You Need to Know

These stocks represent market leaders across key sectors driving India's domestic growth - from construction firms building public infrastructure to banks facilitating credit expansion and consumer companies capturing increased household spending. They're specifically selected to benefit from the government's coordinated fiscal stimulus.

3

Why These Stocks

Each company was carefully selected for its position as a primary beneficiary of India's strategic economic plan. These are established market leaders with the scale and capabilities to secure government contracts, capitalize on increased liquidity, or capture rising consumer demand triggered by the stimulus program.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+1.62%

Group Performance Snapshot

1.62%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 1.62% over the next year.

2 of 2

Stocks Rated Buy by Analysts

2 of 2 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Riding the World's Fastest-Growing Economy

India is projected to outpace all other major economies in 2025. These companies are strategically positioned at the center of this growth surge, with potential to deliver significant returns as the stimulus takes effect.

💰

Tax Cuts Unleashing Consumer Spending

With middle-income tax cuts putting more money in consumers' pockets, companies in this group focusing on automotive, retail, and consumer goods are poised to see surging sales and expanding profits.

🏗️

Record Infrastructure Investment Flowing

The government's unprecedented capital expenditure plan is directing billions toward construction, engineering, and infrastructure projects. These handpicked companies are first in line to secure these lucrative contracts.

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