Nomura Predicts Nifty to Reach 24,970 by March 2026: Top Picks for 2025
Nomura, a leading financial services firm, has forecasted that the Nifty 50 index will reach 24,970 by March 2026. This positive outlook is driven by several factors, including the recovery in the real estate sector and strong corporate earnings. Here are the top picks for 2025.
Nifty 50Real EstateCorporate EarningsStock MarketIndian EconomyReal Estate NewsApr 21, 2025
Nomura's forecast is not just a numerical target but is backed by a comprehensive analysis of the Indian economy. The firm has identified several key drivers that are expected to propel the Nifty 50 to new heights. These include a strong recovery in the real estate sector, which has been showing signs of improvement over the past few quarters, and robust corporate earnings growth across various industries.
One of the standout sectors in Nomura's analysis is the real estate sector. Companies like Macrotech Developers, a leading player in the Indian real estate market, have been performing exceptionally well. The company has reported strong sales and an increasing number of project completions, which have positively impacted its stock price. Nomura believes that this trend is likely to continue, making Macrotech Developers a top pick for 2025.
In addition to real estate, Nomura has identified several other sectors that are expected to contribute significantly to the market's growth. These include information technology, pharmaceuticals, and consumer goods. Companies in these sectors have been resilient despite the challenges posed by the global economic environment and are poised to deliver strong returns in the coming years.
The pharmaceutical sector, for instance, has shown remarkable resilience and has been a consistent performer. Companies like Sun Pharma and Dr. Reddy's Laboratories have been expanding their global footprint and investing in research and development. Nomura's analysts expect these companies to benefit from the increasing demand for generic drugs and the growing focus on healthcare innovation.
The information technology sector, another key driver of the Indian economy, has also been performing well. Companies like TCS, Infosys, and Wipro have been reporting strong revenues and are well-positioned to capitalize on the digital transformation trend. Nomura believes that these companies will continue to see robust growth, driven by their ability to deliver high-quality services and innovative solutions to clients across the globe.
Consumer goods companies, such as Hindustan Unilever and Nestle India, have also been seeing strong performance. These companies have been successful in tapping into the growing consumer demand in India, especially in the rural markets. Nomura expects these companies to continue their upward trajectory, driven by their strong brand presence and innovative product launches.
Nomura's forecast is not without its caveats. The firm acknowledges that there are certain risks that could impact the market's performance, such as geopolitical tensions, global economic slowdowns, and domestic policy changes. However, Nomura remains optimistic about the overall outlook and believes that the Indian market has the resilience and fundamentals to overcome these challenges.
For investors, Nomura's forecast provides a clear roadmap for the coming years. The firm advises investors to focus on companies with strong fundamentals, a robust business model, and a clear growth strategy. While the target of 24,970 for the Nifty 50 may seem ambitious, Nomura's analysis suggests that it is achievable given the current economic conditions and the potential for further improvement in key sectors.
In conclusion, Nomura's prediction that the Nifty 50 will reach 24,970 by March 2026 is a positive signal for the Indian market. The recovery in the real estate sector, along with strong corporate earnings in other key sectors, provides a solid foundation for sustained growth. Investors who are looking to make strategic investments should consider firms like Macrotech Developers, Sun Pharma, Dr. Reddy's, TCS, Infosys, Wipro, Hindustan Unilever, and Nestle India as key players in their portfolio.
Nomura's forecast is a testament to the resilience and potential of the Indian economy. As the country continues to navigate through various economic challenges, the positive outlook provided by Nomura offers a ray of hope and a guiding light for investors and businesses alike.
Frequently Asked Questions
What is Nomura's forecast for the Nifty 50 index?
Nomura predicts that the Nifty 50 index will reach 24,970 by March 2026.
What are the key sectors driving the market's growth according to Nomura?
The key sectors driving the market's growth include real estate, information technology, pharmaceuticals, and consumer goods.
Why is Macrotech Developers a top pick for 2025?
Macrotech Developers is a top pick for 2025 due to its strong performance, increasing number of project completions, and robust sales in the real estate sector.
What are the risks that could impact the market's performance?
Risks include geopolitical tensions, global economic slowdowns, and domestic policy changes.
What advice does Nomura have for investors?
Nomura advises investors to focus on companies with strong fundamentals, a robust business model, and a clear growth strategy.
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