What is India's 2025 Growth Playbook about?

India's 2025 Growth Playbook is a collection of stocks positioned to benefit from the Indian government's strategic economic plan for 2025. This plan focuses on three main areas: infrastructure development through record government spending, expansion of financial services, and stimulating consumer spending through tax cuts for middle-income earners. The stocks in this group represent companies that are likely to directly benefit from these economic initiatives.

Why is infrastructure spending important for these stocks?

Infrastructure spending is a key driver for many companies in this group because the Indian government is planning record capital expenditure on public works and development projects. Companies like L&T, ULTRACEMCO, NCC, and KEC are directly involved in construction, engineering, and materials needed for these projects. When the government invests heavily in infrastructure, these companies typically see increased orders, revenue growth, and potentially higher profits.

How do tax cuts affect the stocks in this group?

The middle-income tax cuts in India's economic plan are designed to leave more money in consumers' pockets, increasing their spending power. This directly benefits consumer-focused companies in the group like TITAN (jewelry), MARUTI and TTM (automobiles), HINDUNILVR (consumer goods), and ASIANPAINT (home improvement). When consumers have more disposable income, these companies typically see higher sales volumes and revenue growth.

What role do financial companies play in this growth strategy?

Financial companies are essential to India's growth strategy because they provide the credit and financial services needed to fuel both consumer spending and business expansion. Banks like HDFC (HDB), ICICI (IBN), and SBI, along with non-banking financial companies like BAJFINANCE and LICHSGFIN, facilitate loans for everything from infrastructure projects to home purchases and consumer goods. As economic activity increases, these financial institutions typically see growth in lending, improved asset quality, and potentially higher profitability.

What does "Market Cap" mean in the stock information?

Market Cap (short for Market Capitalization) represents the total value of a company in the stock market. It's calculated by multiplying the current share price by the total number of outstanding shares. Market Cap helps you understand the size of a company - larger market caps typically indicate more established, stable companies, while smaller market caps might suggest smaller companies with potentially higher growth (and risk). When comparing companies in the same industry, market cap can give you a sense of their relative size and market position.

2 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.

Han Tan | Market Analyst

Published on 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.

HDFC Bank Ltd.

HDB

Current price

$34.09

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

ICICI Bank Ltd.

IBN

Current price

$30.63

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

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

≈

In 12 months it might be worth:

$1,000.00

+65.72%

≈

About This Group of Stocks

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.

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.

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.

Group Performance Snapshot

65.72%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 65.72% 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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