Ahead of Diwali 2025, Kotak Securities has unveiled its list of seven preferred stocks across key sectors, highlighting opportunities in infrastructure, banking, manufacturing and consumer technology. The domestic brokerage expects robust earnings growth and margin improvement across its selected counters, with five stocks rated 'BUY' and two rated 'ADD'. Advertisement

Adani Ports and Special Economic Zone Ltd (TP – Rs 1,900, BUY)

Kotak Securities noted a strong pace of value addition at Adani Ports, driven by volume growth across two-thirds of its port portfolio. The brokerage expects significant expansion in East Coast operations and continued dominance in container volumes. It projects revenue of Rs 11,400 crore and EBITDA of Rs 2,800 crore by FY29, valuing the company on a DCF and S

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