Real Estate:Today, we recommend two stocks, one from the real estate sector and another from the oil & gas sector, both with an upside potential of more than 40%. These recommendations come from the Trade Brains Portal, a trusted source for investment insights. The real estate sector is a vital part of India’s economy, while the petroleum industry spans exploration, production, refining, distribution, and marketing of petroleum and its by-products. We also provide a brief market recap to help you understand the current trends.
To view the detailed report for Godrej Properties Ltd or explore other stock recommendations, click here.
Why it’s Recommended
Godrej Properties Limited (GPL) is a leading real estate developer and a part of the Godrej Industries Group, established in 1990. Leveraging the 128-year history of the Godrej Group, GPL is renowned for its commitment to quality, sustainability, and innovation in the real estate industry. The company operates in eleven major Indian cities, including Bengaluru, Hyderabad, Chennai, Pune, Mumbai, and Delhi-NCR. GPL’s portfolio includes a variety of township, commercial, and residential projects.
In FY25, Godrej Properties achieved the highest booking value and area sold by any Indian real estate developer, reaching Rs 29,444 crore, a 31% YoY increase. It saw a 29% increase in sales, selling 15,302 homes totaling 25.73 million square feet. The company expects to receive bookings from new business ventures totaling Rs 26,450 crore in the future, with plans to launch projects valued at Rs 40,000 crore.
The latest policy easing by the RBI will be advantageous to Godrej Properties. In 2025, the repo rate was lowered twice: once in April by 25 basis points to 6.00%, and again in June by 50 basis points to 5.50%. Additionally, the Cash Reserve Ratio (CRR) was cut by 100 basis points to 3.00 percent, allowing the banking system to collect almost Rs 2.5 lakh crore. These actions lower borrowing costs and increase liquidity, making home loans more accessible and boosting demand in Godrej’s target markets.
Risk Factor
The real estate market is cyclical and influenced by government regulations, supply and demand swings, financing availability, liquidity, and macroeconomic factors. The Indian real estate industry is heavily regulated by central, state, and municipal governments, and delays in approvals can impact project timelines.
2. Oil & Natural Gas Corp Ltd
- Current Market Price (CMP): ₹ 234 - Target Price: ₹ 290 - Upside: 24% - Time Frame: 12 Months
To view the detailed report for Oil & Natural Gas Corp Ltd or explore other stock recommendations, click here.
Why it’s Recommended
Oil and Natural Gas Corporation Limited (ONGC) is one of India’s leading companies in the exploration, development, and production of crude oil, natural gas, and value-added products. Its operations span both domestic and international oil and gas blocks, as well as downstream segments such as ethanol and sugar production, pipeline transportation, SEZ development, petrochemicals, LNG supply, power generation, and refining and marketing.
ONGC is actively engaged in renewable and green energy initiatives and has discovered seven of the eight producing basins in India. It contributes approximately 63% of India’s total oil and gas output. In FY25, ONGC reported operating revenue of Rs 6,63,262.31 crore, marking a 1.5% year-on-year increase. However, profit after tax declined by 30.7% to Rs 38,328.59 crore due to a 100% rise in exploration costs.
The company invested Rs 62,000 crore during the year, up 25% from FY24, including Rs 10,300 crore in exploration-related capital expenditure. ONGC drilled 578 wells during the year, the highest in 35 years. On a standalone basis, ONGC produced 18.558 million tonnes (MT) of crude oil, up 0.9% from FY24. Natural gas production stood at 19.654 billion cubic meters (BCM), slightly lower than the 19.978 BCM recorded in FY24.
Risk Factor
ONGC’s revenue is heavily influenced by fluctuations in global crude oil and gas prices, making it susceptible to price volatility. The company also faces challenges related to changes in regulatory frameworks, licensing requirements, and compliance timelines, which can impact operations and increase the risk of legal issues.
Market Recap August 5, 2025
The Nifty 50 index opened at 24,720.25 on Tuesday, down by 2.50 points from Monday’s closing of 24,722.25. The index was volatile throughout the day and closed on a negative note at 24,649.55, down -73.20 points or -0.30%. It traded above the 100/200 EMAs but below the 20 and 50 EMAs in the daily time frame. Its RSI stood at 40.01, well below the overbought zone of 70. BSE Sensex also had a similar start, opening at 80,946.43, down by -72.29 points from the previous close of 81,018.72 levels. Sensex closed at 80,710.25, down -308.47 points or -0.38%. Bank Nifty also ended in red at 55,360.25, down by -259.10 points or -0.47%.
On Tuesday, one of the major gainers was the Nifty Auto Index, which ended the day at 23,876.30, up 88.80 points, or 0.37%. Major stocks like Maruti Suzuki India Ltd, which rose 1.39%; TVS Motor Company Ltd., which increased 1.38%; and MRF Ltd, which increased 1.08% on Tuesday.
Frequently Asked Questions
What is the current market price of Godrej Properties Ltd?
The current market price (CMP) of Godrej Properties Ltd is ₹ 2,113.
What is the target price and upside potential for Godrej Properties Ltd?
The target price for Godrej Properties Ltd is ₹ 2,950, with an upside potential of 40%. The time frame for this target is 16 – 24 months.
What is the current market price of Oil & Natural Gas Corp Ltd?
The current market price (CMP) of Oil & Natural Gas Corp Ltd is ₹ 234.
What is the target price and upside potential for Oil & Natural Gas Corp Ltd?
The target price for Oil & Natural Gas Corp Ltd is ₹ 290, with an upside potential of 24%. The time frame for this target is 12 months.
What factors could impact the performance of these stocks?
The performance of these stocks can be impacted by various factors such as government regulations, supply and demand dynamics, financing availability, global oil and gas prices, and macroeconomic conditions.