Mon Jan 05 03:50:00 UTC 2026: Here’s a summary of the text, followed by a news article based on it:

Summary:

Centrum Broking forecasts a positive outlook for the Nifty in 2026, projecting a 13% rise to 29,731. This optimism is fueled by improving macroeconomic conditions, robust GDP growth, controlled inflation, and an expected end to corporate earnings downgrades. Centrum Broking has identified 10 stocks with strong fundamentals and potential upside, spanning sectors like auto components, defence, finance, and manufacturing. The picks include Belrise Industries, Bharat Electronics, BSE, CAMS, Elica Field Lifestyle (EFL), HBL Power Systems, Himadri Speciality Chemical, Hindustan Aeronautics, Hindalco, and KFin Technologies. Each company is highlighted for its market position, growth prospects, and strong financials.

News Article:

Nifty Poised for 13% Jump in 2026, Says Centrum Broking

Mumbai: The Indian stock market is heading for a strong 2026, with the Nifty benchmark index predicted to climb 13% to reach 29,731, according to a new forecast from Centrum Broking. Nilesh Jain, Head VP – Equity Research at the firm, cites improving macro indicators, solid Q2 GDP growth, controlled inflation, and a likely halt to corporate earnings downgrades as key drivers of this optimistic outlook.

“We believe the Indian economy is well-positioned for continued growth, creating a fertile ground for strong corporate performance,” said Jain in a statement.

Centrum Broking has also identified 10 fundamentally strong stocks poised to outperform the market, offering potential upsides of up to 36%. These picks span various sectors, including:

  • Auto Components: Belrise Industries, a leading player in the 2W segment, boosted by the acquisition of H-One India.
  • Defense: Bharat Electronics (BEL), a Navaratna company with a significant market share in Indian defence electronics and a strong order book of ₹74,453 crore.
  • Financial Services: BSE, aiming to expand institutional participation in equity derivatives; CAMS, the dominant player in the MF RTA industry; and KFin Technologies, a leading financial services platform.
  • Manufacturing: Elica Field Lifestyle (EFL), leader in electric water purifiers and vacuum cleaners; HBL Power Systems, manufacturing specialized batteries and EV charging infrastructure; Himadri Speciality Chemical, the number one coal pitch manufacturer in India; Hindalco, a major copper producer; and Hindustan Aeronautics (HAL), the country’s largest aerospace and defense PSU with a substantial order book.

Analysts highlight each company’s strong market position, growth prospects, and robust financials as key reasons for their inclusion in the list. Investors are encouraged to conduct their own research and consult with financial advisors before making any investment decisions.

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