Today, we recommend two stocks, one from the consumer services (Digital) sector and another from the financial services sector, as recommended by the Trade Brains Portal, for potential upside of more than 22%. India is the world’s third-largest digital economy, behind only the U.S. and China, and leads in mobile and internet users, digital transactions, and Information and Communication Technology (ICT) service exports.
Meanwhile, India’s stock exchange industry has seen rapid growth in recent years, now encompassing a wide range of asset classes including equities, equity and currency derivatives, commodity derivatives, ETFs, mutual funds, debt instruments, interest rate derivatives, and power trading. We also analyzed the market’s performance on Tuesday to understand what may lie ahead for the stock indices in the coming days.
1. Info Edge (India) Ltd
- Current price: Rs 1,349
- Target price: Rs 1,650
- Upside: 22.3%
- Time frame: 12 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
One of India’s top consumer internet companies, Info Edge, was established in 1995 and has a significant presence in 4 digital verticals: education, real estate, matchmaking, and recruitment. It owns well-known businesses such as Naukri, 99acres, Jeevansathi, Aisle, and Shiksha. In addition to its core businesses, Info Edge has a strong investment portfolio, having funded over 110 startups through its balance sheet and venture capital arm, Info Edge Ventures. It has strategic investments in companies like iimjobs.com, Zwayam, AmbitionBox, hirist.tech, codingninjas, etc., for expanding its core businesses.
Net sales at the consolidated level increased 17% YoY to Rs 791 crore in Q1FY26 from Rs 677 crore in Q1FY25. Profit after tax grew by 32% YoY to Rs 343 crore, compared to Rs 259 crore in Q1FY25. Its recruitment business’s billings growth rate moderated to 9% in Q1FY26, while revenue growth improved to 14.8%, due to strong momentum in prior quarters. IIMJobs, Naukri Gulf, and Naukri Fast Forward also witnessed healthy billings growth of 41%, 18%, and 15% YoY, respectively.
The recruitment segment of the company has a database of 108 million resumes, 581,000 job postings, and 26,000 new resumes added every day, and commands a traffic share of over 75% among its peers. The company has successfully increased its no. of billed customers from 69,000 in FY21 to 128,000 in FY25, registering a growth of 17% CAGR.
The 99acres segment registered 16.7% YoY growth in Q1FY26 billings, continuing to gain market share and reinforce its leadership position. The platform hosts over 185,000 projects and more than 1 million listings. On the other hand, Jeevansathi’s billings grew 36.4% YoY in Q1FY26, achieving operating breakeven and generating positive cash flow, despite fierce competition from the top three players of the industry.
In order to further diversify its clientele, the company is progressively increasing its presence in GCCs, SMEs, Tier 2 and Tier 3 cities, and non-IT sectors. As of Q1FY26, the company has 20 active financial investments in unlisted entities in the portfolio, with a total carrying value of Rs 639 Crore. It also holds a 12.43% shareholding in Eternal, as well as a 12.52% shareholding in PB Fintech.
The company is focusing on leveraging AI to enhance search quality, user personalization, and productivity across existing platforms and improve user experience and engagement. It also plans to create entirely new products and monetization levers with AI and leverage AI internally to improve operational efficiency and speed in execution.
Risk factors
The company is exposed to intense competition from other online platforms such as LinkedIn, Shine, MagicBricks.com, Housing.com, and Shaadi.com, as well as offline companies that provide similar services. It is also exposed to investment risk, as it owns stakes in many companies that are either listed or unlisted; changes in valuations for those investee companies may impact the balance sheet of the company. The company relies heavily on the recruitment business in India for its profits and cash flows.
2. BSE Ltd
- Current price: Rs 2,351
- Target price: Rs 2,875
- Upside: 22.3%
- Time frame: 12 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
BSE was established in 1875 and is Asia’s first and the world’s fastest stock exchange. BSE provides an efficient and transparent market for trading in equity, currencies, debt instruments, derivatives, and mutual funds. BSE has a diverse line of business, such as Trading & Clearing, Distribution, Services to Corporations, and Other Services.
The BSE is the largest stock exchange in India and ranks 7th globally in terms of market capitalization as of March 31, 2025. There were 5,452 companies listed on the BSE overall. As of Q1 FY26, the BSE’s total market capitalization was USD 5.25 trillion. It has more than 219 million registered investors, 46 registered mutual funds, and an equity derivatives average daily turnover of Rs 131 lakh crore.
In Q1 FY26, the company reported a total income of Rs 1,044.45 crore, an increase of 56% YoY, marking its strongest quarterly performance in its 150-year history. Profit after tax increased by 104% YoY, at Rs 538.17 crore. Transaction charges, which include equity cash, equity derivatives, mutual fund, and clearing house income, have increased by 84% YoY to Rs. 737 crore in Q1FY26 compared to Rs. 400 crore in Q1FY25. Other operating income increased by 57% YoY to Rs 70 crore in Q1FY26 compared to Rs 45 crore in Q1FY25.
In Q1FY26, the company reported a net margin of 50%, a growth of 1,100 bps YoY. It got 21 new equity listings across the main and SME boards in Q1 FY26, which raised Rs 14,237 crore. As of Q1 FY26, it has around 528 members, 79 lakh registered unique client codes (UCCs), and 330 FPIs. BSE Star Mutual fund grew by 30% YoY to reach Rs 18.3 crore in transactions in Q1 FY26 compared to Rs 14.1 crore in Q1FY25.
As of Q1 FY26, the BSE Star Mutual Fund platform has grown its reach to 721 cities, having a network of 80,977 distributors and 244.12 million registered investors. BSE crossed 600 SME listings, with July 2025 marking the record-breaking month with 18 new listings raising a total of Rs 880 crore. It has executed over 182.7 million Mutual fund orders with a value of Rs 2.43 lakh crore.
Mutual fund revenue increased more than 61% CAGR between FY21-25, which stood at Rs 61.2 crore in Q1FY26. It is focusing on increasing market share across all segments by launching unique products across segments. It is also planning to scale the mutual fund business further and capitalize on favourable investment dynamics such as increasing household incomes and financial savings, increasing awareness about financial products, and investor participation.
Risk factors
The company operates in a highly regulated sector and may be subject to penalties, sanctions, or legal action if it fails to comply with legal and regulatory requirements. Additionally, changes in government policies could negatively impact the trading volumes of instruments listed on the BSE, while weak economic conditions in the country may reduce listing activity, trading, clearing, and settlement volumes, as well as the demand for market data.
Market Recap 09/09/2025
On Tuesday, the Nifty 50 opened on a positive note at 24,864, rising 90.95 points from its previous close of 24,773.15. It touched an intraday high of 24,891.8 and ended the session at 24,868.6, registering a gain of 95.45 points, or 0.39%. The index closed above all four key EMAs (20/50/100/200-day) on the daily chart. The BSE Sensex followed a similar upward trajectory, opening at 81,129.69, up 342.39 points from its previous close of 80,787.30. It settled at 81,101.32, adding 314.02 points, or 0.39%.
In terms of momentum indicators, the Nifty 50’s Relative Strength Index (RSI) stood at 53.55, while the Sensex RSI was at 51.56, both comfortably below the overbought level of 70. The Bank Nifty Index also ended marginally higher, rising 29.20 points, or 0.05%, to close at 54,216.
Among the top sectoral performers, the Nifty IT Index led the gains, closing at 35,255.9, up 945.45 points or 2.76%, snapping a five-day losing streak. Infosys Ltd surged 5% as the board discussed a potential share buyback. Other tech stocks, including Wipro Ltd, Tech Mahindra Ltd, Persistent Systems Ltd, and Mphasis Ltd, also gained up to 2.7%.
The Nifty Pharma Index followed, ending at 22,052.65 with a rise of 187.45 points or 0.86%. Dr. Reddy’s Laboratories Ltd emerged as the top gainer with a 3.3% rise, followed by Glenmark Pharmaceuticals Ltd up 3.1%, and Zydus Lifesciences Ltd, which gained 2.6%. The Nifty Healthcare Index also featured among the top gainers, closing at 14,541.15, up 111.15 points or 0.77%.
On the losing side, the Nifty Oil & Gas Index was the worst performer in Tuesday’s session, closing at 10,927.95, down 32.5 points or -0.30%. Indraprastha Gas Ltd was the top laggard, falling by -1.9%. Other oil & gas stocks such as Aegis Logistics Ltd, Hindustan Petroleum Corporation Ltd, and Bharat Petroleum Corporation Ltd declined by up to -1.0%. The Nifty Realty Index also ended in the red at 873.95, down 2.60 points or -0.30%, with notable losers including Anant Raj Ltd, DLF Ltd, Lodha Developers Ltd, and Godrej Properties Ltd, which dropped up to -1.8%.
Asian markets showed a mixed trend on Tuesday. Hong Kong’s Hang Seng Index closed higher at 25,923, climbing 289.09 points or 1.12%. In contrast, China’s Shanghai Composite Index ended in the red at 3,807.29, down -19.55 points or -0.51%. South Korea’s KOSPI Index, however, closed in green at 3,260.05, gaining 40.46 points or 1.24%. Japan’s Nikkei 225 Index ended lower at 43,520.00, slipping 123.81 points or -0.28%. As of 5:01 p.m. IST, U.S. Dow Jones Futures were trading slightly higher, up 70.92 points or 0.16% at 45,585.87.
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