2 High-Potential Stocks to Buy for a 20% Upside in 2025
Discover two promising stocks from the FMCG and Real Estate sectors, recommended by Trade Brains Portal, with an upside potential of up to 20% over the next 12-24 months. These stocks are poised to benefit from strong market trends and strategic initiatives.
Stock MarketFmcgReal EstateInvestmentTrade Brains PortalReal EstateAug 01, 2025
1. Varun Beverages Ltd
- 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.
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 and 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.
2. Anant Raj Ltd
- 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
Frequently Asked Questions
What is the current price of Varun Beverages Ltd?
The current price of Varun Beverages Ltd is ₹ 523.
What is the target price and upside for Anant Raj Ltd?
The target price for Anant Raj Ltd is ₹ 675, with an upside of 19.5%.
What are the key risks associated with investing in Varun Beverages Ltd?
The key risks include variations in seasonal sales, regulations on plastic bottles, high sugar prices, and restrictions on foreign direct investment.
How has Anant Raj Ltd performed financially over the last five years?
Anant Raj Ltd has shown strong financial performance, with revenue growing at a compound annual growth rate of 69% and EBITDA at a CAGR of 76% since FY21.
What factors influenced the market performance on 31st July 2025?
The market performance was influenced by trade negotiations and a proposed 25% tariff on Indian goods by US President Trump, leading to a recovery in the Nifty and Sensex despite an initial drop.
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