In this article, we look at two stocks from the energy sector and the other from the FMCG sector to buy for an upside potential of more than 49%, recommended by Trade Brains Portal. Further, we analyze the market’s performance yesterday and also look at some stocks to watch out for today.
Rattanindia Enterprises Ltd
- CMP: ₹ 47
- Target: ₹ 70
- Upside: 49%
- Time frame: 16-24 Months
Rationale:
The company’s 9MFY25 revenue from operations grew by 16%, reaching Rs 5,774 crore from Rs 4,967 crore in 9MFY24, whereas their profit after tax in 9MFY25 stood at Rs 439 crore.
The valuation of the stock looks attractive given its presence in future-oriented segments such as e-commerce, electric vehicles (EVs), fintech, and drones. Revolt Motors ventured into Sri Lanka in 2024 by partnering with Evolution Auto Pvt Ltd to sell AI-enabled electric motorcycles. This move is expected to increase its sales in the Sri Lankan market.
The company’s e-commerce unit, Cocoblu, has been serving over 20,000 pin codes, covering >99% of the pin codes in the country. This segment’s revenue for 9M FY25 stood at Rs 5,077 crore, growing by 20% YoY, and its EBITDA, being positive since inception, in 9M FY25 stood at Rs 122 crore, with a growth of 30% YoY. Cocoblu has established tie-ups with 172 Amazon fulfillment centers and served more than 28 crore orders as of February 2025.
Additionally, Revolt Motors is expanding its footprint across India with more than 100 dealership stores across 65 cities. Revolt plans to establish 15 dealerships by the end of this year, and as of Q3 FY25, it has opened 12 dealerships. The company aims to expand to 90 dealerships across Sri Lanka by 2029, positioning itself to capitalize on early adoption trends in the growing EV market. Revolt has been awarded the prestigious ISO 9001:2015 certification for its robust Quality Management System (QMS).
NeoSky, in the drone segment, has formed strong partnerships with TAS (Throttle Aerospace Systems Pvt. Ltd.) and Matternet to facilitate technology sharing that is expected to boost sales. TAS has received DGCA approval to manufacture drones for military applications.
The company’s Wefin vertical in the fintech space had partnerships with over 45 banks, NBFCs, and fintech firms, and added four more banks during Q3FY25. The registered customer base exceeded 4.43 lakh, with 36,441 loans disbursed.
Risk Factor
RattanIndia faces intense competition in the electric vehicle (EV) and drone markets, making it difficult to capture and maintain market share. Further, with a total debt of roughly Rs 1,156 crores in FY24, the company’s high debt-to-equity ratio is notable for a small-cap company.
Varun Beverages Ltd
- CMP: ₹ 510
- Target: ₹ 630
- Upside: 23%
- Time frame: 12 Months
Rationale
VBL’s revenue from operations grew by 28.9% YoY to Rs 5,566.9 crore in Q1 CY2025 from Rs 4,317.3 crore in Q1 CY2024. Their sales volume also increased by 30.1% to reach 312.4 million cases, driven by strong organic volume growth of 15.5% in India and inorganic volume contributions from South Africa and the Democratic Republic of Congo. VBL’s EBITDA increased by 27.8% in Q1 CY 2025 to Rs. 1,263.96 crore. PAT increased by 33.5% to Rs. 731.4 crore in Q1 CY2025, driven by robust volume growth and lower finance costs. (Note: The company follows a January-December calendar year format.).
The company has commissioned new production facilities at Kangra (Himachal Pradesh) and Prayagraj (Uttar Pradesh) and also set up backward integration facilities at the Prayagraj plant, as well as at the DRC plant in the international region. Acquired BevCo along with its wholly owned subsidiaries and SBC Beverages Ghana Limited (SBCG) in West Africa.
VBL has recently entered into binding agreements to acquire a 100% stake in Tanzania and Ghana, further enhancing its African market presence. The company has also secured exclusive snacks franchising rights for PepsiCo’s brands in Morocco, Zimbabwe, and Zambia, set to commence by October 2025.
VBL successfully raised Rs 7,500 crore through a Qualified Institutional Placement (QIP) for strategic acquisitions and expansions. Currently, the company’s net debt stands at Rs 6,000 crore, with plans to utilize the proceeds for debt reduction for CY2025.
VBL is adding about 10-12% additional outlets (400,000-500,000 outlets) every year, bolstering its growth. The company owns 130+ depots, 2800+ primary distributors, and 10,000+ vehicles, and also has franchise rights in Nepal, Sri Lanka, Morocco, Zambia, and Zimbabwe.
VBL is the world’s second-largest PepsiCo franchisee with a market share of 72% in the carbonated segment, holding exclusive rights to manufacture and distribute PepsiCo’s carbonated and non-carbonated beverages across 27 Indian states and 7 union territories. The company has 50 state-of-the-art production facilities, 38 in India & 12 international territories.
Risk Factor
Consistent growth in revenue and sales volumes may be affected due to fluctuations in seasonal sales that might pose a risk to the company’s overall financial performance throughout the year. Further, regulations like plastic bottle bans, high sugar taxes, and FDI restrictions pose risks for Varun Beverages.
Market Recap May 15, 2025
After the Indian market opened on a flatter note on Thursday, with Nifty 50 opening at 24,694 and BSE Sensex opening at 81,354, both the indices rebounded sharply in the afternoon session, with Sensex hitting an intraday high of 82,718, surging 1,387 points, or 1.7%, whereas Nifty gained 448 points, or 1.80%, to 25,116, crossing the 25,000 mark for the first time in 2025. The reason behind this rally is investors’ positive sentiment over US President Donald Trump claiming a “no tariff” trade deal with the US by India. Nifty 50 closed at 25,062, up by 395.2 points, or 1.60%, with an RSI of 66.2, below the overbought zone of 70, and was trading above all four 20/50/100/200 EMAs in the daily timeframe. Whereas, the Sensex closed at 82,530.74, up by 1,200 points, or 1.48%, with an RSI of 65.76, and was trading above all four EMAs as well.
Additionally, gold prices in India dampened to nearly a month’s low due to easing geopolitical tensions, with 24-karat gold at ₹93,930 per 10 grams in Bengaluru, as per data from GoodReturns. Furthermore, India beats Japan to become Asia’s most desired equity market, as per BofA.
Nifty Realty , Nifty Metal, and Nifty Auto have been the top performers today, and Nifty Auto was at 23,805, gaining 448 points, or 1.92%, with Hero MotoCorp rallying by 257 points, or 6.34%, followed by TATA Motors, up by 29.15 points, or 4.17%. Coming to Nifty Realty at 898, gaining 17 points or 1.92%, with Raymond surging by 27.50 points or 5%, followed by Macrotech Developers gaining 54.50 points or 4.14%. Nifty Metal gained 158 points, or 1.74%, at 9,210, with JSW Steel gaining 49 points, or 4.95%, followed by NALCO, up by 5.5 points, or 3.12%. All sectoral indices ended in green today with no sectoral losers.
Stocks to Watch Today
Beta Drugs Ltd.-Beta recorded consolidated total revenues of Rs 368.8 crores for FY25, a 24% increase from Rs 297.1 crores in FY24. Their net profit increased by 16.4%, from Rs 36.43 crore in FY24 to Rs 42.41 crore in FY25.
L T Foods-The company recorded a raise of 12% in their revenue from operations, from Rs 7,822 crore in FY24 to Rs 8,770 crore in FY25. Their net profits increased by 2.5%, from Rs 597 crore to Rs 612 crore, over the same period.
Page Industries—The company recorded total revenue of Rs 4,945 crore, up by 8% for FY25 from Rs 4,569 crore. The net profit increased by 28.10%, from Rs 56,919 crore to Rs 72,915 crore for FY25. The company has also announced a 4th interim dividend of Rs 200 per equity share.
Crompton Greaves Consumer Electricals Ltd- The company reported a growth of 7.5%, from Rs 7312.8 crore in FY24 to Rs 7,863.5 crore in FY25 in their revenue from operations. Net profit rose by 27.7% from Rs 441.8 crore to Rs 564 crore over the same period.
Global Health Ltd.- The company has reported growth of 12.6%, from Rs 3,349.77 crore in FY24 to Rs 3,771.41 crore in FY25, in their total income. Net profit increased marginally by 0.68%, from Rs 478.06 crore to Rs 481.32 crore over the same period.
Tega Industries – The company recorded a raise of 11.02% in their revenue from operations, from Rs 15,149 crore in FY24 to Rs 16,818 crore in FY25. Their net profits increased by 40.26%, from Rs 1,556 crore to Rs 2,182 crore, over the same period.
Websol Energy System Ltd- In FY25, the company reported an outstanding revenue growth of 2,125%, to Rs 575.46 crore from Rs 25.86 crore in FY24, while profit turned around from a loss to positive, to Rs 154.74 crore in FY25.
Garware Technical Fibres Ltd- The company reported a growth of 16% in its revenue from operations, from Rs 1,325.61 crore in FY24 to Rs 1,540.11 crore in FY25. Their net profit grew by 10%, from Rs 210.27 crore to Rs 231.5 crore over the period.
Medi Assist Healthcare Services Ltd- The company reported a growth of 13.8% in its revenue from operations, from Rs 634.7 crore in FY24 to Rs 723.3 crore in FY25. Their net profit rose by 32%, from Rs 69.2 crore to Rs 91.5 crore, over the same period.
South Indian Bank- The company reported net interest income of Rs 3,486 crore, up by 4.6% YoY. Profit after tax stood at Rs 1,303 crore, up by 21.7% YoY.
ITC Hotels- The company, after demerging recently from its flagship brand ITC Group, reported financial results with a stellar performance of total revenue at Rs 3,626 crore and profit after tax at Rs 638 crore.
Major companies that are announcing results today
- Hyundai Motor India
- Bharat Heavy Electricals
- Emami
- Delhivery
- CreditAccess Grameen
- Kalpataru Projects International
- Jubilant Pharmova
- Reliance Infrastructure
- Eureka Forbes
- Shipping Corporation of India
- Galaxy Surfactants Ltd.
- KRBL
- NESCO
- Dhanuka Agritech
- Texmaco Rail and Engineering
- India Glycols
- Gujarat Alkalies and Chemicals
- Heritage Foods
- Bharat Bijlee
- Sterlite Technologies
- EIH Associated Hotels
- Pondy Oxides & Chemicals
- IOL Chemicals and Pharmaceuticals
- Sai Silks Kalamandir
- GPT Infraprojects
- Asian Energy Services
- Texmaco Infrastructure & Holdings
- Matrimony.com
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