JSW Infra, Swiggy, Lodha: 3 Stocks Worth a Look Right Now
So, the Indian market had a shaky start this Monday—no surprise, really, given the US-Iran tensions over the weekend. Asian markets were jittery, and ours followed suit. But here’s the thing: when everyone’s panicking, that’s usually when you find the best bargains. Vinay Rajani from HDFC Securities pointed out that if the Nifty holds above 25,200, we might just see a rebound. And honestly? I think he’s onto something. Right now, three names stand out to me: JSW Infra, Swiggy, and Lodha. Let’s break it down.
Why These Three Could Be Winners
Market dips are like clearance sales—if you know what to look for. Rajani’s take makes sense: if the Nifty stays above 25,200, we could see infra, consumer tech, and real estate leading the charge. Now, I’m not saying go all in, but these stocks? They’ve got some serious potential. Here’s why.
Stock #1: JSW Infra – Riding the Infra Wave
What’s the deal? JSW Infra handles ports and logistics, and let’s face it—India’s infra push isn’t slowing down anytime soon. With projects like PM Gati Shakti and Sagarmala, they’ve got a packed order book.
Why it could pop: Revenue’s looking solid, and the stock’s technically primed for a breakout. Plus, compared to Adani Ports, the P/E ratio’s pretty decent. Not a guaranteed win, but definitely one to watch.
Stock #2: Swiggy – More Than Just Food Delivery
What’s the deal? Everyone knows Swiggy for food delivery, but their quick-commerce arm, Instamart, is growing like crazy. IPO buzz and fresh funding are keeping things interesting.
Why it could pop: Tier 2 and 3 cities are driving growth, and unit economics are improving. But—and this is a big but—Zomato’s still a thorn in their side, and gig worker regulations could throw a wrench in things. High risk, high reward.
Stock #3: Lodha – Betting on the Housing Crunch
What’s the deal? Lodha’s a big name in Mumbai and Pune’s real estate scene. Their recent launches? Sold out fast. Demand’s there, and with interest rates stabilizing, things could get even better.
Why it could pop: Urban housing shortages are real, and Lodha’s positioned well. Just keep an eye on pre-sales numbers and how fast they’re cutting debt. Execution delays are always a risk, though.
Don’t Ignore the Risks
Look, geopolitics and oil prices could mess with the market anytime. Swiggy’s pre-IPO phase might be bumpy, and Lodha’s got to deliver—literally. Diversify, set stop-losses, and maybe don’t bet the farm.
Bottom Line
JSW Infra, Swiggy, and Lodha? Solid picks if the Nifty holds above 25,200. But—and I can’t stress this enough—talk to a financial advisor before diving in. Markets are fun until they’re not.
Keywords: Stocks to buy now, Vinay Rajani HDFC Sec, Nifty 25,200, JSW Infra Swiggy Lodha
Source: Livemint – Markets