Diwali stock picks: Titan, Eternal, BSE to Adani Ports — 10 long-term bets by Motilal Oswal with up to 41% upside

Motilal Oswal's Samvat 2083 Stock Picks

Ahead of Diwali Muhurat trading, which opens the Hindu calendar year Samvat 2083, Motilal Oswal has named ten stocks it considers suitable for long-term investors. The list includes Kotak Mahindra Bank, Adani Ports, Titan, Eternal, BSE and Unimech Aerospace, among others. The brokerage has leaned towards mid- and small-cap companies and projects returns of as much as 41% over the coming year. Its selections cut across banking, ports, pharmaceuticals, technology and consumer-facing businesses.

Why The List Matters For Businesses

The recommendations offer a window into where domestic brokerage research sees earnings visibility building over the next cycle. Several picks rest on capacity creation and sector-specific policy shifts rather than near-term price movement. Titan is projected to gain 35.2% on the strength of its organised jewellery leadership, sourcing network and growing studded jewellery mix, with 3,551 stores as of June 2026. Adani Ports is seen as capable of funding expansion from strong cash flows, a ₹125 billion cash balance and a net debt-to-operating profit ratio of 1.8 times. Kotak Mahindra Bank is expected to grow retail, small business and corporate lending at roughly 1.5-2 times nominal GDP, with margins recovering as surplus foreign currency deposits are deployed and higher repo rates flow into loan yields. BSE draws attention for an 85% rise in futures and options turnover in October 2026 so far, a partial rollback of closing auction session norms effective December 7, 2026, over 30% share of options premium turnover and recurring income from mutual funds and co-location services.

Other Names In The Portfolio

SPR Auto Components is described as moving from pistons, where it holds over 45% market share, into a broader auto component platform, with acquisitions contributing about 35% of revenue and content per vehicle exceeding ₹30,000. Arvind is expected to grow through garments and advanced materials,…