SHARE MARKET TIPS

 For Monday, August 4, 2025, here is a well-researched list of Indian company shares with strong fundamentals and sector momentum that analysts and experts are highlighting as attractive investment opportunities:

Top Recommended Indian Shares to Buy on Monday 4th August 

Core Blue-Chip & Large Cap Picks

• ICICI Bank Ltd: Continues to stand out for its strong balance sheet, profit growth, and leadership among private lenders, with a current market price around ₹1,481.40.

• Axis Bank Ltd: Expert recommendations note strong operational performance and solid long-term prospects, with buy levels suggested between ₹1,050–1,070.

• Kotak Mahindra Bank Ltd: Well-regarded private sector bank with diversified financial services exposure, trading near ₹1,978.60.

Defensive, FMCG, and Pharma Stocks

• ITC Ltd: Indian FMCG giant and consistent generator of cash flows with diverse holdings across tobacco and fast-moving consumer goods, trading around ₹411.95.

• Divi’s Laboratories Ltd: Leading pharma company with established export business and strong R&D, price approximately ₹6,595.50.

• Cipla Ltd: Well-positioned for growth in the pharma sector, especially following solid quarterly results, near ₹1,554.60.

Growth Sectors: Defence, Manufacturing & Renewables

• Hindustan Aeronautics Ltd (HAL): Central player in India’s “Make in India” defence push with robust order book, trading near ₹4,533.90.

• Bharat Electronics Ltd (BEL): Major government defence supplier, market price around ₹383.10, poised for further order inflows.

• Solar Industries India Ltd: Prominent in explosives and propellant manufacturing for defence and mining, showing growth in renewables integrations, priced around ₹14,220.

• Polycab India Ltd: Leader in electrical wires, cables, and FMEG, benefitting from infrastructure growth, trading near ₹6,821.

Autos & Related

• Bajaj Auto Ltd: Resilient major two-wheeler manufacturer, price approximately ₹8,008.00.

• TVS Motor Company Ltd: Strong growth in both domestic and export motorcycle markets, pricing around ₹2,801.80.

Power, Infra, and Energy

• Adani Power Ltd: Well-positioned to benefit from India’s growing energy demand and capacity increases, price about ₹588.10.

• Coal India Ltd: Attractive for dividends and government focus on energy security, near ₹376.35.

Additional Momentum Picks & Recent Analyst Focus

• Varun Beverages Ltd: Robust beverage sector play with strong distribution, price around ₹522.60.

• Mazagon Dock Shipbuilders Ltd: Noted for wins in ship/dockyard contracts and strong order book, around ₹2,771.20.

• Cummins India Ltd: Industrial equipment leader poised to benefit from capex cycle, price about ₹3,555.50.

Recent Analyst/Media Stock Recommendations

• Larsen & Toubro (L&T): A core infrastructure and engineering choice, recommended buy range ₹3,590–3,640, with expectations to reach ₹3,963.

• Maruti Suzuki: Positive quarterly earnings and lead in autos making it a strong sectoral performer.