Summary of this article
HDFC Securities selected ten top stocks for Samvat 2083.
The special Muhurat Trading session happens in November 2026.
Featured top stock picks include Maruti Suzuki and L&T.
Investors across portfolio sizes are looking forward to the Muhurat Trading session which will be held in the afternoon on November 8, 2026. Notably the session will be held from 02:05 PM to 04:00 PM.
Ahead of the much anticipated session, HDFC Securities has shared a list of ten stocks that offer compelling investment opportunities. The portfolio includes seven well established mega caps and three mid cap and small cap companies. Here’s a look at HDFC Securities’ stock picks for Samvat 2083 and why the firm has picked these stocks:
Ambuja Cement
Shares of Ambuja Cement Ltd. closed at Rs 368.90 apiece, up by 2.42 per cent on the NSE. The brokerage has picked the cement manufacturer due to its upcoming capacity addition plan. According to the report the company is on track to add 10 MTPA capacity in FY27 which will take its installed capacity to 119 MTPA.
Additionally, the company’s management is prioritising profitability over volume by increasing the share of blended cement and targeting a 60 per cent green power penetration by FY28. The pending merger of ACC and Orient Cement is expected to simplify the corporate structure.
Adani Power
Shares of Adani Power closed at Rs 195.50 apiece, up by 0.08 per cent on the NSE. The brokerage firm is set to undertake a capacity ramp-up. According to the firm, Adani Power is executing a 23.7 GW thermal expansion pipeline to reach a 45 GW operational capacity by FY32. Long term power purchase agreements cover 62 per cent of this expansion pipeline. Currently, around 95 per cent of the company capacity is tied to long and medium term power purchase agreements, providing stable cash flows.
Coal India
Shares of Coal India Ltd. closed flat at Rs 408 apiece on the NSE. According to the report, strong power demand outlook for India is expected to help Coal India register sustainable volume growth over the next couple of years. The company plans to develop 36 new coal projects over the next five years to meet a domestic production target of 1.5 billion tons by FY30. Cost control initiatives, such as reducing manpower, could help expand margins.
Bharat Electronics
Shares of Bharat Electronics closed at Rs 380.10 apiece, up by 0.96 per cent on the NSE. The defence electronics manufacturer reported an order book position of Rs 68,717 crore as of October 2026. The firm has picked the stock as it expects the order book to provide adequate revenue visibility over the medium term. The company is exploring export potential and is optimistic about a $500 million pipeline of potential leads across international clients.
Maruti Suzuki India
Shares of Maruti Suzuki India closed at Rs 11,869 apiece, up by 1.69 per cent on the NSE. The automaker commands roughly 40 per cent of the domestic passenger vehicle market. The firm has selected the automaker’s stock for Samvat 2083 as it believes it is executing multi phase capacity additions at its Kharkhoda and Gujarat plants to take its total annual manufacturing capability toward 30 lakh units. The company is expected to aggressively broaden its target market through expanding utility vehicle offerings and flexible multi powertrain models.
Can Fin Homes
Shares of Can Fin Homes closed at Rs 736 apiece, down by 1.11 per cent on the NSE. Promoted by Canara Bank, the housing finance company maintains pristine asset quality metrics with Gross NPAs consistently under 1.0 per cent over the past decade according to the report. HDFC Securities has picked the stock as it sees the lender benefitting from high credit ratings that allow it to borrow at institutional rates comparable to leading public sector entities. The company concentrates on low to middle income salaried individuals.
K.P.R. Mill
Shares of K.P.R. Mill Ltd. closed at Rs 1,159.70 apiece, up by 2.49 per cent on the NSE. According to the report, the company is the single largest direct beneficiary of the India EU and India UK trade agreements, which eliminate the 10 to 12 per cent tariff wall on apparel. The garment division remains its primary growth engine, and the company is steadily shifting its revenue and profit mix towards value added apparel.
Tata Steel
Shares of Tata Steel closed at Rs 176.50 apiece, down by 0.46 per cent on the NSE. HDFC Securities believes that rising infrastructure spending and government led capex are expected to drive volume growth for Tata Steel. The recently expanded Kalinganagar facility and the ramp up of high value automotive grade steel production are expected to improve product realisations. A planned 4.8 MTPA expansion at NINL will further strengthen its long products portfolio.
Emcure Pharmaceuticals
Shares of Emcure Pharmaceuticals closed at Rs 1,966.80 apiece, up by 4.42 per cent on the NSE. According to the report, the domestic formulation segment of the company has been growing strongly, led by the gynecology, anti infective, cardiac, and anti diabetic therapeutic areas. The Canada business is gaining traction with accelerating growth supported by market share gains and a strong product pipeline. The company is prioritising women's health and cardio metabolic therapies.
Larsen & Toubro
Shares of Larsen & Toubro closed at Rs 3,948.20 apiece, up by 0.21 per cent on the NSE. The engineering and construction firm has a robust order pipeline of Rs 10 lakh crore and a total order book of Rs 8.53 lakh crore as of September 2026. The firm has selected the stock for Samvat 2083 as its execution is ramping up across mega projects, especially in the Middle East. The firm expects future growth to be fueled by emerging sectors like green hydrogen, semiconductor design, and data centers.
