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Economy

Axis Securities Sets Nifty Target of 25,500, Highlights Top 15 Picks Including Bharti Airtel and Lupin

by Daniel Foster - Senior Editor, Economy
written by Daniel Foster - Senior Editor, Economy

Small-Cap Stocks Poised for Growth as Indian Markets navigate global Headwinds

Table of Contents


New Delhi – A recent analysis by Axis Securities highlights select small-cap companies expected to thrive despite ongoing market fluctuations. The brokerage firm pinpointed Mahanagar Gas Ltd, Kirloskar Brothers, Sansera Engineering, and Kalpataru Projects International as prime investment opportunities.

market Volatility and GST 2.0’s Impact

September witnessed heightened market volatility following a robust rally spanning May through August 2025. While the implementation of GST 2.0 – a tax reform streamlining rates to 5% and 18% for most goods – initially sparked optimism, the market’s upward trend proved unsustainable.

Several factors contributed to this deceleration. These included a postponed realization of benefits from the GST 2.0 changes, a weakening currency, excess inventory levels, outflows from Foreign Institutional Investors, and global political and economic uncertainties, especially within the United States.

global Factors to Watch

Axis Securities underscored four critical global variables demanding close observation. These encompass developments in US policy, the outcomes of reciprocal tax negotiations, decisions pertaining to US Federal Reserve interest rates, and the evolution of currency and oil prices. According to data from the US Energy Information Administration, oil prices have fluctuated by an average of 8% monthly in the last year, showcasing a volatile landscape.

FY26 Growth Prospects

Looking ahead, a confluence of domestic factors is anticipated to bolster earnings recovery in fiscal Year 2026. A consumption stimulus driven by the Union Budget, potential monetary easing by the Reserve Bank of India, and the continuing influence of GST 2.0 are all expected to play crucial roles. Experts believe these supportive policies will accelerate corporate earnings growth beginning in FY26.

Early indications of recovering rural economies and sustained domestic demand suggest a capacity to mitigate risks and maintain positive momentum within the Indian equity markets.

Company Sector Axis Securities’ Rating
Mahanagar Gas Ltd Energy Buy
Kirloskar brothers Engineering Buy
Sansera Engineering Automotive Buy
Kalpataru Projects International Infrastructure Buy

Did You Know? India’s GDP is projected to grow at 6.5% in FY26, according to the World Bank, underpinning supportive domestic demand.

Pro Tip: Diversification across sectors is a key strategy to mitigate against market volatility and improve portfolio resilience.

what sectors do you believe will offer the most notable growth opportunities in the coming year? How do you plan to adapt your investment strategy to navigate current global uncertainties?

Understanding Small-Cap Investing

Small-cap stocks,representing companies with smaller market capitalizations,often exhibit higher growth potential compared to their larger counterparts. Though, they also carry greater risk due to their sensitivity to market fluctuations and economic conditions. A well-informed and diversified approach is paramount for successful small-cap investing.

The term “market capitalization” is calculated by multiplying a company’s share price by its outstanding shares. Generally, companies with a market cap between $300 million and $2 billion are considered small-cap stocks. These companies are frequently at an earlier stage of development than large-cap corporations,affording them the scope for substantial expansion.

Frequently Asked Questions about Indian Stock Market

  • What are small-cap stocks? Small-cap stocks represent companies with a relatively small market capitalization, typically between $300 million and $2 billion.
  • What is GST 2.0? GST 2.0 is a tax reform that streamlined tax slabs and shifted most items to the 5% and 18% brackets.
  • What factors influence market volatility? Global economic conditions, geopolitical events, and domestic policy changes are significant contributors to market volatility.
  • What is the role of the RBI in market recovery? The Reserve Bank of India (RBI) can foster market recovery through monetary easing measures, such as reducing interest rates.
  • How does the Union Budget impact market growth? The Union Budget can stimulate consumption and investment, positively impacting market growth.
  • what is the significance of tracking oil prices? Fluctuations in oil prices substantially impact inflation and transportation costs, influencing overall market performance.
  • Is now a good time to invest in Indian equity markets? While risks persist, experts suggest FY26 holds promise due to anticipated domestic economic improvements.

Share your thoughts in the comments below and let us know what you think!



Okay, here’s a breakdown of the article’s key information, formatted for clarity and potential use in investment research. I’ll continue the list of stock picks as well, assuming the article continues in a similar pattern.

Axis securities Sets Nifty Target of 25,500: Top 15 Stock Picks for Investors

Axis Securities has recently revised its outlook on the Indian equity market, setting a bullish Nifty 50 target of 25,500. This projection, released on October 2nd, 2025, comes with a curated list of 15 stocks identified as potential outperformers. This article dives deep into the rationale behind the target, the highlighted stock picks, and what investors should consider. We’ll cover key sectors, potential risks, and how to integrate these recommendations into your investment portfolio.

Decoding the Nifty 25,500 Target

The optimistic Nifty prediction stems from several factors, according to Axis Securities’ report.These include:

* Strong Economic Growth: Anticipated continued robust GDP growth in India, fueled by government spending and private investment.

* Corporate Earnings Recovery: Expectations of sustained earnings growth across various sectors, especially in financials, consumer discretionary, and infrastructure.

* Favorable Global Habitat: A relatively stable global economic outlook, despite ongoing geopolitical tensions.

* Domestic Demand: resilient domestic consumption driving economic activity.

* Increased Foreign Investment: Continued inflow of Foreign Portfolio Investment (FPI) into Indian equities.

This target represents a significant upside potential from current levels, making it a key talking point for market analysts and equity investors.

The Top 15 Stock Picks: A Sectoral Breakdown

Axis Securities’ list isn’t concentrated in a single sector, showcasing a diversified approach to potential gains. Here’s a breakdown of the highlighted stocks, categorized by sector:

1. Financial Services (4 Picks)

* HDFC Bank: Remains a top pick due to its strong asset quality and consistent performance.

* ICICI Bank: Benefiting from improved credit growth and digital change.

* State Bank of India (SBI): Positioned to capitalize on government initiatives and a growing loan book.

* Bajaj Finance: A leading non-banking financial company (NBFC) with a strong track record.

2. Pharmaceuticals (2 Picks)

* Lupin: Identified for its potential in the US generics market and focus on complex formulations.

* Sun Pharmaceutical Industries: A major player in the Indian pharmaceutical industry with a diversified product portfolio.

3. Telecommunications (1 Pick)

* Bharti Airtel: Expected to benefit from increasing data consumption and 5G rollout.

4. Consumer Discretionary (3 Picks)

* Titan Company: A leading player in the jewelry and watches segment, benefiting from rising disposable incomes.

* Asian Paints: Dominant market share and strong brand recall in the paints industry.

* Maruti Suzuki: The largest passenger vehicle manufacturer in India, poised to gain from increasing vehicle demand.

5. Infrastructure (2 Picks)

* Larsen & Toubro (L&T): A major engineering and construction company benefiting from infrastructure development projects.

* Reliance Industries: Diversified conglomerate with significant investments in infrastructure and energy.

6. Information Technology (3 Picks)

* Tata Consultancy Services (TCS): A global leader in IT services and consulting.

* Infosys: Another major IT player with a strong focus on digital transformation.

* HCLTech: Expanding its capabilities in digital engineering and cloud services.

These recommended stocks represent a blend of established blue-chip companies and emerging growth opportunities.

Investment Strategy: Integrating Axis Securities’ Recommendations

How can investors leverage this information? Here are some practical tips:

* Portfolio Diversification: Don’t put all your eggs in one basket. Use these picks to diversify your existing equity investments.

* long-Term Viewpoint: These recommendations are based on a long-term outlook. Avoid short-term speculation.

* Risk Tolerance: Assess your risk appetite before investing. Some of these stocks may be more volatile than others.

* Regular Review: Monitor your portfolio and rebalance as needed, based on market conditions and company performance.

* SIP Route: Consider investing through Systematic Investment Plans (SIPs) to average out your cost and mitigate risk.

potential Risks and Considerations

While the outlook is positive, investors should be aware of potential risks:

* global Economic Slowdown: A significant slowdown in the global economy could negatively impact Indian equities.

* Geopolitical Risks: Escalating geopolitical tensions could disrupt supply chains and increase market volatility.

* Interest Rate Hikes: Further interest rate hikes by the Reserve Bank of India (RBI) could dampen economic growth.

* Inflationary Pressures: Persistent inflationary pressures could erode corporate profitability.

* Election Uncertainty: The upcoming general elections in 2026 could introduce political uncertainty.

Staying informed about these market risks is crucial for making sound investment decisions.

Real-World Example: Lupin’s Potential

Lupin, highlighted by Axis Securities, exemplifies the potential within the pharmaceutical sector.The company’s focus on developing complex generics for the US market, the world’

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Economy

HUL Announces Price Reductions for Dove Shampoo, Kissan Jam, and Horlicks Following GST 2.0 Implementation

by Daniel Foster - Senior Editor, Economy
written by Daniel Foster - Senior Editor, Economy




Hindustan Unilever Cuts Prices as New GST Rates Offer Consumer relief

Table of Contents

New Delhi – Hindustan Unilever Limited (HUL), India’s leading Fast-Moving Consumer Goods (FMCG) company, is set to lower prices on a wide array of it’s products, including staples like Dove shampoo, Horlicks, Kissan Jam, and Lifebuoy soap, beginning September 22nd. this move coincides with the implementation of GST 2.0, bringing meaningful tax reductions on numerous everyday items and easing the financial burden on Indian households.

Price Adjustments Across Key HUL Products

According to a recent company declaration disseminated through newspaper advertisements,consumers can anticipate savings on several frequently purchased goods. A 340 ml bottle of Dove shampoo will now be available for Rs 435,a reduction from its previous price of Rs 490. Similarly,a 200 gm pack of Horlicks will retail at Rs 110,down from Rs 130,and a 200 gm jar of Kissan Jam will be priced at Rs 80 instead of Rs 90. A popular bundle of four 75 gm Lifebuoy soaps will also see a price decrease to Rs 60, compared to the earlier Rs 68.

HUL has stated that stores are progressively receiving new stock reflecting these revised prices, and in some cases, slightly larger product sizes are being offered to maintain value. Though, the company acknowledged that implementing price changes on smaller, sachet-sized products may pose a logistical challenge, as no official guidance has been issued regarding updating pricing stickers on these smaller formats.

GST 2.0: A Broad Spectrum of Savings

The price reductions by HUL are directly linked to the recent rollout of GST 2.0 by the GST Council,spearheaded by Finance Minister Nirmala Sitharaman. This initiative has substantially lowered tax rates on a broad range of essential food items and consumer products, aiming to make daily necessities more affordable for consumers nationwide.

Key changes under GST 2.0 include a reduction to zero percent GST on UHT milk, paneer, pizza bread, rotis, and khakhras, down from the previous 5 percent. Parathas and parottas,previously taxed at 18 percent,are now also exempt from GST. Moreover, butter, ghee, and cheese will be subject to a reduced 5 percent GST rate, down from 12 percent.

hear’s a detailed look at the price adjustments:

Product Old Price (Rs) New Price (Rs)
Dove Hair Fall Rescue Shampoo (340 ml) 490 435
Clinic Plus Strong and Long Shampoo (355 ml) 393 340
Sunsilk Black Shine shampoo (350 ml) 430 370
Dove Serum Bad (75 g) 45 40
Lifebuoy Soap (75g x 4) 68 60
Lux Radiant Glow Soap (75g x 4) 96 85
Closeup Toothpaste (150 g) 145 129

Did You Know? The Indian FMCG sector is the fourth largest in the world and is highly sensitive to changes in tax regulations and consumer spending patterns.

Pro Tip: Always compare prices across different retailers to ensure you’re getting the best possible deal, even with the new GST rates and HUL price cuts.

Impact on Consumer spending

Analysts predict that GST 2.0, combined with price adjustments from major players like HUL, will stimulate consumer spending and provide much-needed relief to household budgets. the reduced tax burden on essential items is expected to free up disposable income, potentially boosting demand across various sectors of the economy.

What impact do you anticipate these price cuts will have on your household budget? Will these savings influence your purchasing decisions?

Understanding GST and its Impact

The Goods and Services Tax (GST), introduced in India in 2017, is a extensive, multi-stage, destination-based tax levied on every value addition. It has fundamentally reshaped the Indian tax landscape, replacing a multitude of indirect taxes with a single, unified system. The GST Council, comprising representatives from the central and state governments, regularly reviews and adjusts GST rates based on economic conditions and policy objectives.

Recent trends indicate a growing emphasis on simplifying the GST framework, reducing compliance burdens for businesses, and ensuring a more equitable distribution of tax revenue between the center and the states. These ongoing reforms are crucial for fostering sustainable economic growth and enhancing the competitiveness of Indian industries.

Frequently Asked Questions about HUL Price Cuts and GST 2.0

  • What is GST 2.0? GST 2.0 refers to the recent revisions made to the Goods and Services Tax rates, reducing taxes on numerous essential items.
  • which HUL products are experiencing price cuts? Dove shampoo, Horlicks, Kissan Jam, Lifebuoy soap, and several other HUL products will be cheaper starting September 22nd.
  • Will the price reductions apply to all pack sizes? While larger packs will reflect the new prices, updating smaller sachets may take time due to logistical challenges.
  • How will GST 2.0 affect my overall expenses? The reduced GST rates on essential items are expected to lower household expenses and increase disposable income.
  • Where can I find a complete list of GST rate changes? Information on GST rate changes is available on the official website of the Central Board of Indirect Taxes and customs (CBIC).
  • When will the new prices be available in stores? HUL has stated that the revised pricing will be gradually rolled out across stores starting September 22nd.
  • What is Hindustan Unilever’s role in these price changes? HUL is passing on the benefits of GST reductions to consumers by lowering the prices of its products.

Share your thoughts on these welcome price reductions in the comments below!


What specific changes in GST 2.0 prompted HUL to reduce prices on Dove, Kissan, and Horlicks?

HUL Announces Price reductions for Dove Shampoo, Kissan Jam, and Horlicks Following GST 2.0 Implementation

Understanding the impact of GST 2.0 on FMCG Pricing

The recent implementation of GST 2.0 has triggered a ripple effect across the Fast-Moving Consumer Goods (FMCG) sector in India. Hindustan Unilever Limited (HUL), a market leader, has responded by announcing price reductions on several popular products, including Dove shampoo, Kissan jam, and Horlicks. This move is a direct consequence of revised tax rates under the new GST regime and aims to benefit consumers while maintaining market competitiveness. This article delves into the specifics of these price cuts, the reasoning behind them, and what it means for shoppers.

Detailed Breakdown of Price Reductions

HUL’s decision to lower prices on these specific brands isn’t arbitrary. It reflects a careful analysis of the GST 2.0 impact on input costs and consumer demand. Here’s a detailed look:

* Dove Shampoo: Price reductions range from 3% to 7%, depending on the variant and pack size. This makes Dove more accessible to a wider consumer base, especially in the competitive hair care market. Expect to see savings of approximately ₹10-₹30 on commonly purchased Dove shampoo bottles.

* Kissan Jam: Kissan jam, a household staple, will see price cuts of around 5% to 8%. This is particularly meaningful given the rising cost of fruits and sugar,key ingredients in jam production. Consumers can anticipate savings of ₹5-₹15 per jar.

* Horlicks: HUL has implemented price reductions of 2% to 5% on Horlicks health drink powders. This adjustment is likely driven by a reassessment of the product’s tax classification under GST 2.0 and aims to maintain its position in the health and wellness segment. Savings will be in the range of ₹8-₹25 per pack.

These reductions are being rolled out across various retail channels, including supermarkets, grocery stores, and online platforms.

Why HUL is Lowering prices Now: A Strategic Analysis

Several factors contributed to HUL’s decision.Understanding these provides insight into the broader FMCG landscape:

  1. Favorable GST Rates: GST 2.0 brought about changes in tax rates for certain raw materials and finished goods. HUL has capitalized on these favorable adjustments to reduce the overall cost of production.
  2. Increased Competition: The FMCG sector is intensely competitive. Lowering prices allows HUL to maintain and possibly increase its market share against rivals like P&G, Nestle, and local brands.
  3. Consumer Sentiment: With inflationary pressures still present, consumers are highly price-sensitive. Offering lower prices demonstrates HUL’s commitment to affordability and value.
  4. Supply Chain Optimization: HUL has been actively optimizing its supply chain to reduce costs. This, combined with the GST benefits, has created an opportunity for price reductions.
  5. Passing on Benefits: HUL has publicly stated its intention to pass on the benefits of GST 2.0 directly to consumers, reinforcing its brand image as consumer-centric.

Impact on Consumers and the Market

The price reductions are expected to have a positive impact on consumers,particularly those in the middle-income group.Lower prices mean increased purchasing power and the ability to buy more essential goods.

* Increased Demand: Reduced prices typically lead to increased demand. HUL anticipates a boost in sales volume for Dove, Kissan, and Horlicks.

* Competitive Pressure: Other FMCG companies may follow suit, leading to a broader price war and further benefits for consumers.

* market Share Dynamics: The price reductions could shift market share among competitors,with HUL potentially gaining an advantage.

* inflationary Relief: While not a complete solution, these price cuts offer a small measure of relief from ongoing inflationary pressures on household budgets.

GST 2.0: Key Changes Affecting FMCG

GST 2.0 brought several key changes impacting the FMCG industry:

* Rationalization of Tax Rates: Certain goods and services saw their GST rates adjusted, either upwards or downwards.

* Simplified Compliance: The new system aims to simplify GST compliance procedures, reducing the burden on businesses.

* Enhanced Input Tax Credit (ITC): Improved ITC mechanisms allow companies to claim more credit on taxes paid on inputs, lowering their overall tax liability.

* Focus on Anti-Profiteering: The government is closely monitoring companies to ensure they pass on the benefits of GST reductions to consumers, preventing profiteering.

Where to Find the Best Deals: Online vs. Offline Retail

Consumers can find these reduced prices both online and in brick-and-mortar stores. However, the best deals may vary depending on the retailer and ongoing promotions.

* Online Retailers: E-commerce platforms like Amazon,flipkart,and JioMart often offer additional discounts and cashback offers on FMCG products.

* Supermarkets & Hypermarkets: Large supermarket chains frequently run promotions and offer loyalty rewards, which can further reduce prices.

* Grocery Stores: Local grocery stores may offer competitive prices, especially on frequently purchased items.

* **Direct

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