Today, we recommend two stocks, one from the paint sector and another from the consumer services (travel) sector, as recommended by the Trade Brains Portal, for a potential upside of more than 25%. The Indian paint industry is set for substantial growth by 2025, fueled by rising demand from the infrastructure, real estate, and automotive sectors.
At the same time, the Indian tourism sector is rapidly advancing, with India ranking second in the Asia-Pacific region for tourism GDP contribution in 2023. This growth is supported by a growing middle-income population and strong GDP growth. We also analyzed the market’s performance on Wednesday to understand what may lie ahead for the stock indices in the coming days.
1. Berger Paints India Ltd (BPIL)
- Current price: Rs 536
- Target price: Rs 629
- Upside: 17.35%
- Time frame: 12 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
Established in 1923, BPIL is one of the oldest paint manufacturers in India, with a wide-ranging presence across decorative, industrial, automotive, protective, and powder coating segments. Its prominent brands include Silk, Luxol, Weathercoat, Rangoli, Illusions, and Jadoo. The company holds a leadership position in the protective coatings segment while maintaining a moderate presence in the automotive and powder coatings markets.
BPIL ranks as the second-largest paint company in India, fourth in Asia, and seventh globally in the decorative paint category and is among the top 15 paint companies worldwide by revenue. With a market share of over 20% among listed paint firms, BPIL operates 29 manufacturing plants across the globe.
The company continued to register steady YoY market share growth despite rising competition. Its market share rose from 20.3% in FY25 to 21.2% in Q1 FY26. During Q1 FY26, revenue from operations increased by 3.6% YoY, reaching Rs 3,200.76 crore compared to Rs 3,091.01 crore in Q1 FY25. Net profit for the quarter stood at Rs 315.04 crore. EBITDA (excluding other income) came in at Rs 528.4 crore for Q1FY26, showing a 1.1% rise YoY from Rs 522.4 crore in the same period last year.
The company reported mid-single-digit volume growth this quarter, which was impacted by the heavier-than-expected monsoon during May-June. The company witnessed strong growth across key segments such as waterproofing, construction chemicals, and wood coatings. In the industrial segment, the Automotive division delivered solid performance, posting notable gains in both revenue and profitability.
The company broadened its geographic reach in FY25 by adding over 13,000 retail touchpoints and more than 12,000 dealers, expanding its presence across 28 states. The company has guided for an Operating Profit Margin (OPM) in the 15-17% range for FY26. Management expects growth to rebound to the 7-9% range as weather conditions normalise. India’s paints market, valued at Rs 1,110 billion in FY 2023-24, is on a strong growth path, with projections forecasting it to reach Rs 2,640 billion by FY 2032-33.
Risk factors
The company is exposed to revenue concentration risk as 80% of the revenue comes from the decorative segment, while the rest comes from the non-decorative segment. Despite the oligopolistic nature of the organized paint industry, players face competition from regional players, especially in mass-market products. This increase in competition forced the industry to reduce its operating margins.
2. Easy Trip Planners Ltd
- Current price: Rs 8.80
- Target price: Rs 11
- Upside: 25.3%
- Time frame: 12 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
Founded in 2008, Easytrip Planners is one of India’s top online travel platforms, offering a wide range of travel-related services all in one place, including flights, hotels, holiday packages, rail and bus bookings, cabs, charters, visa assistance, and other ancillary services. The platform has a user base of over 3 crore premium customers and features more than 29 lakh hotel listings.
It has built a strong network of 400+ domestic and international airlines and partners with over 72,000 registered travel agents. It has an impressive 94% repeat transaction rate. Easytrip Planners stands out as the only consistently profitable online travel agency (OTA) in India since it began operations. While flights currently make up over 80% of its gross booking revenue, this share is gradually declining as the company expands into other travel service segments.
In Q1 FY26, the company reported revenue from operations of Rs 113.8 crore, reflecting strong performance, while since FY21, it has been growing at a CAGR of 44%. The gross booking revenue for the quarter stood at Rs 2,065.8 crore, growing at a 5-year CAGR of 32.5%. The hotel and holiday package segment experienced significant growth, with 3.3 lakh room nights booked, an increase of 81.2% YoY.
The company’s Dubai operations also showed strong momentum, recording gross booking revenue of Rs 318.1 crore in Q1 FY26, up 151% YoY. This growth highlights a consistent QoQ upward trend, driven by rising international travel demand and continued operational expansion. In trains, buses, and other segments also registered strong growth, with bookings increasing from 3.1 lakh in Q1FY25 to 4.3 lakh in Q1FY26, up by 41.4% YoY.
It is diversifying into other services through both organic and inorganic initiatives, as it has made some strategic acquisitions such as Spree Hospitality and YOLO bus, which gave it exposure to the hotel and EV bus segments. The company is actively scaling its presence across global markets to capture untapped opportunities and reinforce its competitive position.
It has established operations in the UAE, UK, Thailand, and the USA, with additional locations set to launch shortly. Moreover, India’s online travel market is expected to grow from USD 19.05 billion in 2025 to USD 31.38 billion by 2030, at a CAGR of 10.5%, with strong growth levers such as increasing internet penetration, high growth in e-commerce, and growth in tourism infrastructure.
Risk factors
The company is exposed to seasonal patterns within the travel and tourism sector. Revenue usually peaks in Q1 and Q3 due to summer and winter holidays. The company’s huge portion of revenue comes from the airline ticketing business, which poses revenue concentration risk. The company operates within an intensely competitive segment of the travel products and services market.
Market Recap 17/09/2025
On Wednesday, the Nifty 50 opened on a positive note at 25,276.6, up just 37.5 points from its previous close of 25,239.1. It touched an intraday high of 25,346.5 before closing at 25,330.25, up by 91.15 points, or 0.36%. Technically, the index remained above all four key exponential moving averages (20/50/100/200-day) on the daily chart. The BSE Sensex also reflected a positive trend, opening at 82,506.4, up 125.71 points from its previous close of 82,380.69. It traded in a similar range to the Nifty 50 and settled at 82,693.71, marking a gain of 313 points, or 0.38%.
Momentum indicators showed moderate strength, with the RSI for Nifty 50 at 66.15 and for Sensex at 65.57, both below the overbought level of 70. The Bank Nifty Index closed in positive territory, gaining 345.7 points, or 0.63%, to finish at 55,493.3. The investors showed positive reactions to the cooling trade relations between India and the US and anticipated an interest rate cut by the Fed later on Wednesday.
The majority of the sectoral indices ended in green on Wednesday. The Nifty PSU Bank Index emerged as the top performer, climbing 186.25 points, or 2.6%, to end at 7,315.9. Bank of Maharashtra gained 4.1%. Other PSU bank stocks like Punjab National Bank, State Bank of India, and Canara Bank also rose by up to 3.3%.
The Nifty India Defence Index gained 162.25 points, or 2%, closing at 8,316.55. Top gainers included Garden Reach Shipbuilders, Zen Technologies, Data Patterns, and Cochin Shipyard Ltd., all of which rose by up to 6.7%. The Nifty Capital Markets Index also posted modest gains, closing at 4,365.7, up 48.4 points, or 1.1%.
On the downside, the Nifty Metal Index was the major loser, closing at 9,923.15, down -50.3 points, or -0.5%. Jindal Steel Ltd dropped 1.9%, while Hindustan Copper Ltd, Welspun Corp Ltd, and NALCO Ltd slipped by up to 1.7%. Nifty consumer durables also followed the fall, declining by -118.05 points or -0.3%, closing at 39,554.75. Whirlpool of India, Havells India, Bata India, and Titan Company Ltd all fell by up to 1.5%.
Asian markets were on a mixed trend on Wednesday. China’s Shanghai Composite Index was up at 3,876.34, gaining 14.47 points, or 0.37%. Whereas, Hong Kong’s Hang Seng Index gained by 151.48 points, or 1.16%, to close at 26,908.39. South Korea’s KOSPI Index closed lower at 3,413.4, down -36.22 points, or -1.05%, while Japan’s Nikkei 225 Index declined -111.89 points, or -0.25%, finishing at 44,790.38. As of 4:46 p.m. IST, US Dow Jones Futures were trading at 45,773, down -11 points, or -0.024%.
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