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Stocks To BUY: After a steady Q2 earnings season, market expert Siddharth Sedani from Anand Rathi has highlighted three stocks that he believes deserve attention.

He noted that Q2 results were an improvement over Q1, with companies reporting around 8.6% revenue growth and nearly 15% profit growth.

Sectors such as PSU banks, cement, capital goods, oil & gas, midcap IT, and autos showed noticeable strength, with midcaps posting stronger profit growth than large caps.

Based on the quarterly performance and future outlook, he has picked three stocks from different sectors that investors may want to keep an eye on.

Siddhartha’s first pick is Belrise Industries, an auto ancillary company recommended earlier with a long-term view.

Belrise Industries is trading at Rs 163.85, against a target price of Rs 182, indicating a potential upside of about 11 per cent.

Belrise reported an impressive 82 per cent jump in net profit in Q2, along with a 22 per cent increase in operating profit. The company has secured a new order in the EV platform segment, where it has a strong presence in safety-critical systems.

With a 24 per cent market share in the auto industry and new opportunities emerging in the defence sector, Siddhartha expects solid growth for the company in the coming years.

Carysil Ltd is trading at Rs 1,023.80, and with a target price of Rs 1,161, it offers a potential upside of around 13 per cent.

Carysil’s operating profit grew 33 per cent, while net profit surged 60 per cent year-on-year in Q2. It is a niche player in the luxury kitchen and bathroom segment with a strong 21 per cent return on capital employed.

The company plans to scale up production to 1.25 million units by FY27, with expected revenue growth of 18–20 per cent and profit CAGR of around 24 per cent.

Bank of Baroda is trading at Rs 292.15, and with a target price of Rs 345, it offers a potential upside of around 18 per cent.

Advances grew 12 per cent, while provisioning declined sharply by 40 per cent, improving profitability. The bank maintains a return on assets above 1 per cent, supported by strong retail-focused segments such as loans against property.

With an estimated ROE of 15 per cent and robust growth in high-margin products, Siddhartha considers it a solid PSU banking bet for the next six months.

Siddhartha recommends equal allocation among all three stocks and suggests a six-month investment horizon. According to him, each company has delivered standout Q2 results and holds strong potential for growth in the medium term.

Anubhav Maurya is a Senior Sub-Editor at Zee Business, focusing on the stock market, personal finance, corporate news, and related sectors.

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