2 Stocks to buy now for an upside of up to 20%; Recommended by Trade Brains Portal

Today, we recommend two stocks, one from the FMCG sector and another from the Real Estate sector, recommended by the Trade Brains Portal, to buy for an upside potential of more than 20%. The Indian FMCG sector is one of the largest and fastest-growing industries, driven by rising incomes, urbanisation, and evolving consumer lifestyles. In contrast, the domestic real estate sector serves as a key economic driver, propelled by rapid urbanisation, infrastructure growth, and housing demand across income groups. We also analysed the market’s performance on Thursday to understand what may lie ahead for the stock indices in the coming days.

Current price: ₹ 523
Target price: ₹ 630
Upside: 20.45%
Time frame: 12 Months

To view the report for the stock mentioned above or explore other stock recommendations, click here

Table of Contents

Why it’s recommended

Incorporated in 1995 and headquartered in Gurugram, Varun Beverages Ltd. (VBL), part of the RJ Corp group, is the world’s second-largest PepsiCo franchisee with a dominant market share of 70-71% in the carbonated segment. VBL holds exclusive rights to manufacture and distribute PepsiCo’s carbonated and non-carbonated beverages across 27 Indian states and 7 union territories. The company has 50 state-of-the-art production facilities, 38 in India & 12 in international territories.

In addition to setting up backward integration facilities at the Prayagraj plant and the DRC facility in the international zone, the company has put new production facilities into service at Kangra (Himachal Pradesh) and Prayagraj (Uttar Pradesh). They acquired SBC Beverages Ghana Limited (SBCG) in West Africa, as well as BevCo and its fully owned subsidiaries. To strengthen its position in the African market, VBL recently signed legally binding contracts to purchase a 100% share in Ghana and Tanzania. Additionally, by October 2025, the company will have exclusive snack franchise rights for PepsiCo’s brands in Morocco, Zimbabwe, and Zambia.

Through a Qualified Institutional Placement (QIP), VBL successfully raised Rs 7,500 crore for strategic expansion and acquisitions. With plans to use the proceeds for debt reduction for CY2025, the company’s net debt now stands at Rs 6,000 crore. VBL is accelerating growth by increasing its outlets by 10-12% annually, reaching approximately 400,000-500,000 outlets. The company holds franchise rights in Nepal, Sri Lanka, Morocco, Zambia, and Zimbabwe, in addition to owning more than 10,000 vehicles, over 130 depots, and more than 2,800 primary distributors.

The company delivered a resilient performance during this quarter. The revenue declined 2.3% YoY to Rs 7,163.02 crore, due to the unusually early onset of monsoon rains in the peak summer months in India. Despite this, the company ended the quarter with positive EBITDA, grew by 0.4% YoY, at Rs 1,998.7 crore, and PAT increased by 5% YoY, at Rs 1,325.4 crore in Q2 FY25.

Risk Factor

Variations in seasonal sales may have an impact on steady revenue and sales volume growth, which could jeopardise the company’s overall financial performance all year long. Varun Beverages is also at risk from laws regulating those that prohibit plastic bottles, impose high sugar prices, and restrict foreign direct investment.

Current price: ₹ 564.6
Target price: ₹ 675
Upside: 19.5%
Time frame: 16 – 24 Months

To view the report for the stock mentioned above or explore other stock recommendations, click here

Why it’s recommended

Established in 1969, Anant Raj Ltd. is a diversified real estate developer involved in building IT parks, hospitality ventures, data centres, office complexes, shopping malls, and residential projects. The company also manages warehousing facilities across Delhi, Haryana, Andhra Pradesh, Rajasthan, and several regions within the National Capital Region. It has successfully delivered 9.96 million square feet of residential and commercial space, including 2,663 affordable housing units. In addition, it operates a data centre with an IT load capacity of 6 megawatts and offers cloud-based services.

Anant Raj has demonstrated strong financial performance over the last five years. Revenue increased by 39% year-on-year, rising from Rs 1,483 crore in FY24 to Rs 2,060 crore in FY25. Since FY21, revenue has grown at a compound annual growth rate of 69%. EBITDA rose by 43% from Rs 371 crore in FY24 to Rs 532 crore in FY25, registering a CAGR of 76% since FY21. Profit after tax surged by 60% from Rs 266 crore to Rs 426 crore during the same period, with a remarkable CAGR of 149% since FY21.

As of Q1 FY26, Anant Raj Ltd. launched “The Estate Apartments” at Sector 63A, Gurugram, with a strong market response. Development has begun on a Community Centre and Commercial Tower at Ashok Estate, while the Luxury Group Housing-2 project is in advanced stages. RERA approval for a new 6-acre phase is expected in Q2 FY26. The second data centre at Panchkula (7 MW) is now operational, enabling disaster recovery synergy with the Manesar facility. Cloud integration at both sites is underway in partnership with Orange Business, and a major private client has been onboarded for 3 MW colocation and cloud services at Manesar.

The company’s revenue from operations for Q1 FY26 stood at Rs 592 Crore, up 26% YoY, from Rs 472 crore in the previous year. EBITDA for Q1FY26 was at Rs 161 crore, up 42% YoY, whereas EBITDA margin for the quarter stood at 27%. PAT in Q1 FY26 jumps by 38% YoY to Rs 126 crore from Rs 91 crore in Q1 FY25, and PAT Margins for the quarter grew to 21%.

Risk Factor

Anant Raj operates in the real estate sector, which is inherently cyclical and highly competitive. These factors can lead to fluctuations in demand, potentially affecting cash flows. A number of the company’s projects are still in the early stages and rely on regulatory approvals. Any delays in securing these approvals may impact project timelines and slow down growth initiatives.

Market Recap 31st July 2025

The Nifty 50 had a negative start to the day, opening at 24,642.25, down 212.80 points from the previous day’s closing price of 24,855.05. On Thursday, the index dropped −86.70 points, or -0.35%, closing at 24,768.35 after hitting a day low of 24,635. The Nifty closed below the 20-day and 50-day EMAs, while the RSI was at 40.91, well below the overbought zone of 70.

On the daily chart, however, it closed above two of the 100/200-day EMAs. With an RSI of 40.81, the Sensex ended the day at 81,185.58, down −296.28 points, or−0.36%. However, both Nifty and Sensex recovered sharply from the day’s low due to improved investor sentiment as trade negotiations continue, despite a proposed 25% tariff on Indian goods by US President Trump.

On Thursday, most indices were down. Although one of the biggest gainers was the Nifty FMCG Index, which ended the day at 55,812.15, up 791.75 points, or 1.44%. Stocks like Emami Ltd., which rose 6.25%; Godrej Consumer Products, which increased 3.49%; and Hindustan Unilever Ltd., which increased 3.44% on Thursday, all contributed to the index’s increase.

Among the sectoral losers, the Nifty Oil & Gas Index fell the most, losing -169.25 points or -1.48%, closing at 11,262. Major oil stocks, including Mahanagar Gas Ltd, Adani Total Gas Ltd, Gujarat State Petronet, BPCL, and Indian Oil Corporation, fell as much as 4% due to Trump’s 25% tariff, in addition to a penalty for buying Russian Oil. The Nifty Pharma Index also fell by -302.85 points or -1.31%, closing at 22,771. Ipca Laboratories, Granules India, Lupin, and Zydus Lifesciences lost up to 4% during the trading session, pulling the index down. The Nifty Metal Index was also among the major losers, closing at 9,285.45, down by -114.3 points or -1.22%.

Asian markets had a downtrend on Thursday. The Hang Seng of Hong Kong decreased by -403.6 points, or -1.6%, to 24,773.33. The Kospi of South Korea closed the day down 9.03 points, or 0.28%, at 3,245.44. Shanghai’s Composite Index closed the day at 3,573.21, down -42.51 points, or -1.18%. At 4:45 p.m. IST, Dow Jones Futures were up 119 points, or 0.27%, on the US stock exchange, trading at 44,752.

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