Today, July 4, 2025, Indian market experts are offering their top stock picks, with several recommendations focusing on both short-term gains and long-term growth potential.
Stocks Under ₹100
For investors seeking stocks under ₹100, Vaishali Parekh, Vice President—Technical Research at Prabhudas Lilladher, Sugandha Sachdeva, Founder of SS WealthStreet, and Anshul Jain, Head of Research at Lakshmishree Investment, have recommended three stocks: Aditya Birla Fashion and Retail (ABFRL), Motherson Sumi Wiring India, and Imagicaaworld Entertainment.
Green Energy Stocks
Trade Brains Portal is recommending two stocks from the green energy sector, highlighting the growing traction in sustainability.
Other Recommendations and Analysis
Anand Rathi is bullish on Happiest Minds Technologies, setting a target price of Rs 790, indicating a potential 31.5% upside. The firm’s investment rationale highlights inorganic growth, a verticalized structure, and a dedicated AI unit. Valuations are based on a blend of P/E multiple and DCF methods, projecting strong earnings per share.
The stock Lloyds Engineering Works is also recommended. The stock has been moving up sharply for more than a week now. The 5 percent rise on Thursday has taken the share price well above a key resistance, leaving the outlook bullish and the share price can go up further in the coming days.
Axis Securities' Top Picks
Axis Securities has released its "Top Picks for July 2025" report, featuring 15 high-conviction stocks across large, mid and small-cap categories. These selections are based on improving domestic macroeconomic conditions, robust earnings expectations for FY26, and a broad-based market recovery since March 2025. They project strong upside potential across sectors, with Varun Beverages topping the list with a projected return of 42%, followed by Lupin with 29% and State Bank of India (SBI) with 25%. Other notable mentions include Colgate-Palmolive India, APL Apollo Tubes, Hero MotoCorp, Bharti Airtel and Max Healthcare. Axis Securities maintains its March 2026 Nifty target at 26,300, with potential to hit 27,600 in a bull case. The firm emphasises stock selection and sector rotation as critical in a market where broad valuation rerating may be limited.
Dividend Stocks
Several companies have announced dividends of ₹10 or more per share, with a record date set for July 4, 2025. Investors needed to hold these stocks by July 3 to be eligible for the dividend. Key companies include Tech Mahindra, Nestlé India, Mahindra & Mahindra, Cyient, and Thermax.
Market Trends
The Indian stock market has been trading range-bound. On Wednesday, the Nifty 50 index closed at 25,453, the BSE Sensex at 83,409, and the Bank Nifty index at 56,999. Tata Steel, JSW Steel, and Asian Paints were among the top performers, while Shriram Finance, HDFC Life, and IndusInd Bank faced selling pressure.
