The outlook by most of the businesses also continue to be fairly optimistic. So, if one selects a decent set of companies, it will not be very difficult to generate a 15% to 20% earnings growth at the portfolio level for the next two years.

We have collated a list of recommendations from top brokerage firms from ETNow and other sources.

Dixon Technologies posted a stellar Q4 performance with PAT soaring 322% YoY to Rs 401 crore, driven by a 121% revenue jump to Rs 10,293 crore. Operating profit grew 143%, supported by a Rs 250 crore exceptional gain. For FY25, revenue rose 120% to Rs 38,860 crore, while PAT nearly tripled to Rs 1,096 crore, reflecting strong demand and improved margins.

United Spirits reported a 75% YoY rise in Q4 net profit to Rs 421 crore, driven by steady revenue growth and strong EBITDA performance. The board recommended a final dividend of Rs 8 per share. Despite a challenging demand environment, the company delivered robust NSV growth, maintaining confidence in sustained medium-term growth and value creation.

KPR Mill shares: KPR Mill currently has a market capitalization of approximately Rs 42,000 crore. Earlier this month, the company reported a 4% year-on-year drop in its Q4 net profit, which stood at Rs 204.55 crore, with revenue also falling 4% to Rs 1,769 crore.

A closing price above the VWAP (Volume Weighted Average Price) indicates that the stock ended the day trading higher than its average price, adjusted for volume.

SBI board has approved raising up to $3 billion in long-term funds via senior unsecured notes in FY26. The capital will be mobilised through public or private placements in USD or other major currencies. The fundraising, approved by the Executive Committee, will occur in one or more tranches under Reg-S/144A.

United Ltd (UBL) has leased a new facility in Andhra Pradesh to boost Kingfisher production and strengthen its supply chain. Following excise approval, the expansion aims to meet rising demand and improve distribution efficiency. Earlier, UBL reported strong Q4 results, with a 20.5% rise in net profit and expects double-digit growth in FY26 led by premiumisation.