Diwali 2025 Stock Fireworks: Oswal Pumps Leads the Pack in SBI’s Top 15 Samvat 2082 Picks!

The Festive Market Buzz

The Diwali of 2025 comes with the beginning of Samvat 2082 and with it, a bright and optimistic mood is spreading among the investors. The list of 15 highest-returning stocks for the next year is being unveiled by SBI Securities this festive season - and among them is Oswal Pumps Ltd. which is getting all the attention.

Oswal Pumps Tops the Chart

Among the Diwali stock pack, Oswal Pumps is leading the race with a whopping 25.2% upside potential and a target price of ₹970 from its last closing level of around ₹775. The company with its well-known solar pump segment has diversified into the manufacture of submersible and monoblock pumps, electric motors, and solar modules.

Prime Minister KUSUM is the essential facilitator for the solar-powered water irrigation schemes, and hence the government is also playing a significant role in Oswal's growth. The company has received a total of 45,000 installations till now and is aiming for FY26 revenue to grow by 50–60%, signifying the demand pipeline's robustness and sector appointment.

Rising Stars in the List

While Oswal Pumps is leading the race, we have come across many other shares in the race for the best choices for the year Samvat 2082. Here is the list of some such companies:

1.Swaraj Engines Ltd. – Benefiting from rural demand and tractor replacement with a probable 24% upside.

2.Ashok Leyland – EV adoption and export orders being the two factors driving expansion.

3.POCL (Pondy Oxides & Chemicals) – The company is looking at the growth that will come from aluminium and lithium-ion recycling.

4.HDFC Bank – It is planning the merger synergies and steady deposit growth to be its growth drivers.

Few from Apollo Hospitals, TVS Motor, Subros, and Fiem Industries also make this list, implying that there is balanced sectoral exposure in the portfolio.

What’s Fueling These Picks?

The key reasons that the stock market is betting on Diwali stock picks are enumerated by Analysts.

1.Earnings Revival – The earnings revival will start from FY 26-27 and the trend is expected to continue.

2.Policy Push – The government's focus on energy, agriculture, and infrastructure is favorable for the stocks in these sectors.

3.Attractive Valuations – A good number of the Mid-cap stocks still see their market prices below their intrinsic value.

4.Sector Tailwinds – The sector of Solar Energy, EVs, and Health care has been the winning businesses for quite some time and will continue to be the same in the future.

Bright Outlook, but Stay Cautious

Though the scenario is quite favorable, the experts warn the investors that they need to keep an eye for possible risks that may arise from the international stage, monetary policies, and other such policy changes. On the other hand, these Diwali 2025 picks could be the perfect investment opportunity for long-term investors willing to ride on the Indian growth wave.