In this article, we look at two stocks, both from the consumer durables sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 15%. We analyzed the market’s performance yesterday and looked at some stocks to watch out for today.
1. Voltas Ltd
- CMP: ₹ 1,255
- Target: ₹ 1,495
- Upside: 19%
- Time frame: 12 Months
Why it’s recommended
Voltas, part of the Tata group, is one of India’s leading consumer durables companies. It operates through three major segments: Unitary Cooling Products (UCP), Electro-Mechanical Projects and Services, and Engineering Products and Services. Under its brand name “ Voltas,” the company sells air coolers, air purifiers, water dispensers, water coolers, commercial refrigeration, and commercial air conditioning products.
The company is a market leader in split and window air conditioners, recording a market share of 19% as of March 2025. It has more than 30,000 touchpoints in India. Voltas has also launched a wide range of home appliances under the Voltas Beko brand name through its equal partnership with a Joint Venture with Beko, a leader in home appliances in Europe.
In FY25, Voltas recorded a total income of Rs 15,737 crore from Rs 12,734 crore in FY24, an increase of 23.6%. It has surpassed the Rs 15,000 crore milestone for the first time in FY25. Profit before tax stood at Rs 1,191 crore compared to Rs 486 crore in FY24, surging by 147% YoY. Voltas’ profit after tax also surged by 236.3%, from Rs 248 crore to Rs 834 crore, over the same period.
The company recorded the highest ever profit in its history. UCP segment revenue in FY25 grew by 30%, reaching Rs 10,614 crore, up from Rs 8,160 crore in FY24. This segment also recorded a healthy profitability in FY25; segment results stood at Rs 892 crore, a growth of 29%, compared to Rs 693 crore in FY24. Additionally, the Electro-Mechanical project segment successfully turned around, with its result standing at Rs 169 crore, compared to a loss of Rs 328 crore in FY24.
Voltas achieved several key milestones during the year, becoming the first brand to surpass 2.5 million AC units in 2024-25, the highest ever air cooler sales of over 0.5 million, and the commercial air conditioner business also delivered steady growth. During the year, Voltas Beko also recorded sales of over 1 million refrigerators and established itself as the fastest-growing home appliance brand in the country, with a volume growth of 56%.
Furthermore, Voltas plans to launch new products and strategic initiatives across categories this season, leveraging its strong distribution network to enhance market performance and sustainably grow market share.
Risk factor
Voltas operates in a highly competitive industry, especially in air conditioning and cooling solutions, which might pressure margins and profitability. Additionally, since Voltas is in a capital-intensive industry, it demands continuous investment in research, development, and manufacturing capacity to stay ahead of competitors and meet evolving consumer demand. The electromechanical project segment of the company remains exposed to time and cost overruns with a longer gestation period for most of its orders, which have caused losses to this segment in FY23 and FY24.
2. Crompton Greaves Consumer Electricals Limited
- CMP: ₹ 352
- Target: ₹ 410
- Upside: 16 %
- Time frame: 12 Months
Why it’s recommended
It is a leading electrical consumer durables company with more than 12,000 SKUs and strong growth prospects, with a focus on brand building and consumer sentiments. The company has generated the highest-ever revenue of Rs 7,932 crore in FY25, a growth of 7.4% YoY. It is also increasing its gross & EBITDA margins, led by input cost reduction, mix improvement, cost optimization measures, and other expense fronts. EBITDA margins improved by 154 bps YoY, standing at 11.3% as of FY25.
Net profit margin for FY25 stood at 7.11%, improved by 112 bps YoY. Net profit stood at Rs 564 crore in FY25, a growth of 27.8% YoY. The company has a strong distribution network, with 300,000+ retailers and more than 6,500 channel partners.
The company is consistent in introducing new products, which have enabled the company to keep a constant market share across categories, with fans at 26%, pumps at 18%, the light-emitting diode (LED) segment at 9%, geysers at 11%, and air coolers at 5%. Sales through alternate channels recorded double-digit growth YoY, with e-commerce serving as a strong growth driver, especially in the appliances category.
The company achieved strong growth of more than 50% in air coolers, followed by mixer grinders growing by 30% YoY. The butterfly segment turned around in FY25, with an EBITDA margin rebounding to 8.6% in Q4FY25, compared to -11.9% in Q4FY24.
India’s consumer durables sector is projected to grow at a CAGR of 11%, reaching Rs. 3 lakh crore by 2029. Crompton 2.0 (Nucleus and Xtech) vision is implemented to help accelerate revenue growth to double digits. This vision is aimed at increasing the market share and growing sustainably in core products like fans, pumps, and large domestic appliances.
It also aims to transform the lighting business through product innovation, range expansion across panels, premiumization of products, and forays into new segments. To establish the vision and maintain the competitive advantage, the company increased its R&D spend as a percentage of revenue from 0.5% in FY21 to 1.1% in FY24.
Risk factor
The company faces competition in the domestic consumer durables sector that has intensified over the past few years. Organized players such as Havells India Ltd. have established a strong consumer connection and brand recall and are facing pricing pressures from unorganized players. Further, raw materials and purchases of traded goods account for 65-70% of sales. Key inputs such as copper, aluminum, and steel volatility due to geopolitical issues and supply chain concerns may hamper the margins.
Market Recap May 28, 2025
On Wednesday, May 28, 2025, Indian equity markets extended their losses for the second consecutive session. The BSE Sensex declined by 239.31 points (0.29%) to close at 81,312.32, while the Nifty 50 fell by 73.75 points (0.30%) to settle at 24,752.45.
The downturn was broad-based, with the Nifty FMCG index leading the losses, falling 1.49 percent. ITC, a major constituent, dropped over 3 percent following a block deal by British American Tobacco. Other FMCG stocks such as Nestlé India and Hindustan Unilever also saw declines. In contrast, the Nifty Media index gained 1.04 percent, supported by positive performances in select media stocks.
The BSE Midcap index ended lower by 0.22 percent, while the Small-cap 250 index bucked the trend, rising 0.41 percent. This indicates that investor interest was more favorable towards smaller companies during the session.
Global markets showed mixed movements on May 28, 2025. Japan’s Nikkei 225 was nearly flat, falling 0.0045 percent, as concerns over weak demand in government bond auctions weighed on sentiment. Hong Kong’s Hang Seng Index declined 0.53 percent, pressured by falling tech stocks and ongoing economic uncertainties. Meanwhile, China’s Shanghai Composite edged down 0.02 percent, reflecting worries about domestic growth and geopolitical tensions. Overall, investor caution remained high across these key Asian markets.
The decline in Indian markets reflects a widespread sell-off influenced by global trends, economic data, and sector-specific factors. Investors are expected to remain cautious and closely watch global macroeconomic signals and domestic policy updates in the near term.
Stocks to watch out for on May 29
HeidelbergCement India Ltd: Revenue from operations rose by 2% YoY and stood at Rs.62.36 crore. Profit after tax stood at Rs.5.04 crore, up by 5% YoY and by 888% QoQ. The Board of Directors has recommended a final dividend of Rs.7 per share.
Avanti Feeds Ltd: Revenue from operations rose by 9% YoY and stood at Rs.1,435.02 crore. Profit after tax stood at Rs.157.19 crore, up by 40% YoY. The Board of Directors has recommended a final dividend of Rs.9 per share.
Lumax Auto Technologies Ltd: IAC International Automotive India Private Limited (formerly Lumax Integrated Ventures) inaugurated two new plants in Chakan, Pune, investing around Rs.640 million to boost production capacity by 50 percent and enhance support to automotive OEMs across India.
Monotype India Ltd: Revenue from operations rose by 458% YoY and stood at Rs.13.56 crore. Profit after tax stood at Rs.6.62 crore, up by 223% YoY.
B.R.Goyal Infrastructure Ltd: The company has received a work order worth Rs.91.71 crores from NHAI for managing the Kathpur Fee Plaza on NH-8 in Gujarat, covering the Himmat Nagar to Chiloda section.
Khadim India Ltd: Khadim India Limited and KSR Footwear Limited have mutually set June 07, 2025 as the Record Date following NCLT’s approval of the Scheme of Arrangement for the transfer of KIL’s distribution business to KFL.
Manaksia Ltd: Revenue from operations rose by 114% YoY and stood at Rs.276.72 crore. Profit after tax stood at Rs.11.47 crore, down by 24% YoY.
Major companies announcing results today
- Bajaj Auto
- Mazagon Dock Shipbuilders
- Samvardhana Motherson International
- Suzlon Energy
- Prestige Estates Projects
- Alkem Laboratories
- SJVN
- Ipca Laboratories
- NBCC (India)
- Jubilant Agri and Consumer Products
- Wockhardt
- Amara Raja Energy & Mobility
- Concord Biotech
- Century Plyboards
- Embassy Developments
- Welspun Living
- Sobha
- Engineers India
- Lemon Tree Hotels
- Procter and Gamble Health
- ISGEC Heavy Engineering
- Mrs. Bectors Food Specialities
- Campus Activewear
- Bengal and Assam Company
- Varroc Engineering
- Gujarat Pipavav Port
- Technocraft Industries (India)
- ICRA
- KNR Constructions
- Senco Gold
- Kitex Garments
- India Tourism Development Corporation
- TARC
