As the monsoon sets in, it’s a perfect time to refresh your investment portfolio. Just like the rains bring new life, adding “monsoon stocks” can bring fresh growth to your returns. These 12 stocks have the potential to rise by up to 25 percent, offering a great opportunity to grow your wealth this season.
Here are a few top Monsoon stocks to buy with an upside potential of up to 25 percent
Bajaj Auto Limited
With a market capitalization of Rs. 241,532.70 crore, the shares of Bajaj Auto Limited were currently trading at Rs. 8,649.10 per equity share, rising nearly 0.13 percent from its previous day’s close price of Rs. 8,637.90.
TradeBrains has recommended a “Buy” call on Bajaj Auto Limited with a target price of Rs. 10,200 per share, indicating an upside potential of 17.93 percent.
Bajaj Auto expects more than 20 percent growth on a year-on-year basis in the export business unit in the coming years. The company committed to deliver Rs 1,000 crore of capex under the PLI scheme in a 5-year horizon and is likely to incur a capex of Rs 6-7 billion in FY25-FY26, largely towards maintenance activities.
Chambal Fertilisers and Chemicals Limited
With a market capitalization of Rs. 21,827.54 crore, the shares of Chambal Fertilisers and Chemicals Limited were currently trading at Rs. 544.75 per equity share, up nearly 0.90 percent from its previous day’s close price of Rs. 539.90.
TradeBrains has recommended a “Buy” call on Chambal Fertilisers and Chemicals Limited with a target price of Rs. 680 per share, indicating an upside potential of 24.83 percent.
Chambal Fertilisers and Chemicals Limited expects to incur Rs 1,200 crore for FY26 for the Technical Ammonium Nitrate (TAN) project, which is expected to commercialize in January 2026 and generate revenue in the second half of FY26.
The company is also working on increasing phosphoric acid production from 5 lakh MT to 7 lakh MT by 2027. Additionally, the NPK (Nitrogen, Phosphorus, Potassium) fertilizer segment is expected to grow 2.5 times in FY26.
CreditAccess Grameen Limited
With a market capitalization of Rs. 19,407.56 crore, the shares of CreditAccess Grameen Limited were currently trading at Rs. 1,215 per equity share, rising nearly 1.29 percent from its previous day’s close price of Rs. 1,199.55.
TradeBrains has recommended a “Buy” call on CreditAccess Grameen Limited with a target price of Rs. 1,420 per share, indicating an upside potential of 16.87 percent.
The company is planning to increase its retail finance segment contribution, increase the retail portfolio to 10-15 percent of the AUM by FY28. The management gave guidance of GLP growth of 14-18 percent for FY26, with NIM expected to be stable at 12.6-12.8 percent.
Dalmia Bharat Sugar and Industries Limited
With a market capitalization of Rs. 3,597.35 crore, the shares of Dalmia Bharat Sugar and Industries Limited were currently trading at Rs. 444.45 per equity share, up nearly 1.46 percent from its previous day’s close price of Rs. 438.05.
TradeBrains has recommended a “Buy” call on Dalmia Bharat Sugar and Industries Limited with a target price of Rs. 520 per share, indicating an upside potential of 17 percent.
The Company achieved a record-high average sales realization of Rs. 38 per kg in FY25. Its Grain Distillery segment delivered 6.2 crore liters, marking a 72 percent year-on-year growth, supported by increased capacity.
Overall, the company reported strong financial performance with revenue of Rs. 3,746 crore (up 29 percent YoY), EBITDA of Rs. 544 crore, and a profit after tax (PAT) of Rs. 387 crore.
Emami Limited
With a market capitalization of Rs. 25,521.53 crore, the shares of Emami Limited were currently trading at Rs. 581.25 per equity share, down nearly 0.32 percent from its previous day’s close price of Rs. 583.10.
TradeBrains has recommended a “Buy” call on Emami Limited with a target price of Rs. 720 per share, indicating an upside potential of 23.87 percent.
Emami Limited showed strong resilience in FY25, with 11 percent domestic growth and 7 percent volume growth, led by brands like Navratna and BoroPlus. Despite global challenges, international markets performed well with 6 percent growth in Q4 FY25.
The company’s consolidated revenue rose 6 percent to Rs. 3,809 crore, EBITDA grew 8 percent to Rs. 1,025 crore, and PAT increased 11 percent to Rs. 806 crore, with improved margins at 26.9 percent.
Escorts Kubota Limited
With a market capitalization of Rs. 36,862.04 crore, the shares of Escorts Kubota Limited were currently trading at Rs. 3,294.85 per equity share, up nearly 0.05 percent from its previous day’s close price of Rs. 3,293.05.
TradeBrains has recommended a “Buy” call on Escorts Kubota Limited with a target price of Rs. 3,950 per share, indicating an upside potential of 19.88 percent.
The company is planning to invest Rs 4,500-5,000 crores over the next 3-4 years, with a focus on setting up a greenfield plant. The partnership with Kubota is proving successful, contributing 70 percent of exports and enhancing operational efficiency. A new Greenfield plant will boost capacity in tractors, construction equipment, and spare parts and include a dedicated engine manufacturing line for Kubota.
Godrej Agrovet Limited
With a market capitalization of Rs. 15,568.03 crore, the shares of Godrej Agrovet Limited were currently trading at Rs. 809.45 per equity share, up nearly 0.47 percent from its previous day’s close price of Rs. 805.70.
TradeBrains has recommended a “Buy” call on Godrej Agrovet Limited with a target price of Rs. 980 per share, indicating an upside potential of 21.07 percent.
The management expects revenue growth between 16 and 18 percent, driven by volume growth, and anticipates strong growth across the Crop Protection business, the Animal Feed business, and the Astec LifeSciences business in FY26. It also expects FY26 EBIT/MT to remain in the Rs 1,900–2,000 range.
Mahindra and Mahindra Financial Services Limited
With a market capitalization of Rs. 39,628.08 crore, the shares of Mahindra and Mahindra Financial Services Limited were currently trading at Rs. 285.10 per equity share, rising nearly 3.45 percent from its previous day’s close price of Rs. 275.60.
TradeBrains has recommended a “Buy” call on Mahindra and Mahindra Financial Services Limited with a target price of Rs. 315 per share, indicating an upside potential of 10.49 percent.
In FY25, the company’s loans and advances rose by 16 percent year-on-year to Rs. 1,23,514 crore. The SME segment saw 48 percent growth in disbursements, contributing 5 percent to overall disbursement. The company now partners with 10 insurance firms for fee-based income and continues investing in technology to strengthen resilience and support future growth.
Gujarat State Fertilizers and Chemicals Limited
With a market capitalization of Rs. 8,481.59 crore, the shares of Gujarat State Fertilizers and Chemicals Limited were currently trading at Rs. 212.85 per equity share, up nearly 1.55 percent from its previous day’s close price of Rs. 209.60.
TradeBrains has recommended a “Buy” call on Gujarat State Fertilizers and Chemicals Limited with a target price of Rs. 265 per share, indicating an upside potential of 24.50 percent.
The company remains optimistic for Q1FY26 for its fertilizer segment, supported by a favorable monsoon forecast and timely policy interventions by the Department of Fertilizers. The Phosphoric Acid and Sulphuric Acid project at Sikka is progressing as planned, with SA V expected to be commissioned in H1 FY26.
Over the next six months, the company plans to invest approximately Rs. 600 crore in urea, Rs. 453 crore in phosphoric acid, and Rs. 300 crore towards completing the SA V unit.
Kirloskar Brothers Limited
With a market capitalization of Rs. 14,247.95 crore, the shares of Kirloskar Brothers Limited were currently trading at Rs. 1,794.25 per equity share, up nearly 1.06 percent from its previous day’s close price of Rs. 1,775.35.
TradeBrains has recommended a “Buy” call on Kirloskar Brothers Limited with a target price of Rs. 2,160 per share, indicating an upside potential of 20.38 percent.
The company expects to improve its margin by 20 percent or more in the next 3-4 years, as the company is working towards enhancing its efficiency by cost-cutting, reducing waste, and improving operations.
The company expects maintenance capex of Rs 100 crores towards debottlenecking, modernization, and replacement of machines. The company is focusing on expanding its services business in the UK, Europe, and Southeast Asia through its proprietary software, Colligo and Phoenix.
Mahindra and Mahindra Limited
With a market capitalization of Rs. 388,497.06 crore, the shares of Mahindra and Mahindra Limited were currently trading at Rs. 3,124.15 per equity share, rising nearly 0.62 percent from its previous day’s close price of Rs. 3,105.05.
TradeBrains has recommended a “Buy” call on Mahindra and Mahindra Limited with a target price of Rs. 3,550 per share, indicating an upside potential of 13.63 percent.
The company aims to expand its hospitality business, currently at 5,800 keys, by 2-3x over the next five years. In automotive, it plans to increase Thar and 3XO production from 9,500 to 11,000 units monthly and add a new platform at Chakan with a capacity of 1.2 lakh units annually. M&M achieved 43.3 percent tractor market share and is planning for a greenfield plant for a new set of products from FY28 and beyond.
PI Industries Limited
With a market capitalization of Rs. 59,471.99 crore, the shares of PI Industries Limited were currently trading at Rs. 3,919.90 per equity share, up nearly 0.65 percent from its previous day’s close price of Rs. 3,894.70.
TradeBrains has recommended a “Buy” call on PI Industries Limited with a target price of Rs. 4,660 per share, indicating an upside potential of 18.88 percent.
The company invested Rs. 928 crore in PI Health Sciences and plans to spend Rs. 800-900 crore in FY26 for new products and global growth. The company’s two plants will be commissioned by FY27, including kilo-facilities in Italy in Q1 FY26. The order book is $1.3 billion, with biological revenue aiming to grow from Rs. 250 crore to Rs. 1,000-1,200 crore in five years.
Written By – Nikhil Naik
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