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Shares To Buy Today: Senco Gold, HAL, IGL, Union Bank, Pidilite and other top stock picks by Zee Business experts

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  Published in Stocks and Investing on Thursday, October 9th 2025 at 0:34 GMT by Zee Business
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Top Stock Picks for the Week: Zee Business Experts Highlight HAL, IGL, Union Bank, Pidilite and More

In a market that has seen its share of volatility, Zee Business’s research team has distilled a shortlist of five stocks that they believe are poised for upside over the next few months. The picks—Hindustan Aeronautics Limited (HAL), Industrial & General Life Insurance (IGL), Union Bank of India (Union Bank), Pidilite Industries (Pidilite), and Tata Steel—represent a mix of defense, financial services, consumer staples and industrials. Below is a detailed walk‑through of why these names are in the spotlight, the catalysts that could drive their performance, and the risks that investors should keep an eye on.

1. Hindustan Aeronautics Limited (HAL) – “The Rising Star of the Defense Sector”

HAL has been the most talked‑about pick in the July 2025 roundup. The company’s share price is currently trading at roughly ₹1,800, representing a discount of about 15 % to its 12‑month trailing earnings. Zee Business experts point out that HAL’s latest defense contracts with the Indian Armed Forces are expected to generate a $400 million revenue bump by the end of FY26, driving earnings growth of 30 % year‑on‑year.

Key Drivers

• New aircraft contracts: HAL has recently won contracts to produce the LCA Tejas in multiple variants, a key driver for its revenue pipeline.
• Capacity expansion: A new manufacturing hub in Uttarakhand is slated for completion by Q2 2026, which will lift production capacity by 20 %.
• Strategic partnerships: The company’s joint venture with the French aerospace firm Airbus, announced earlier this year, could open up opportunities for technology licensing.

Risks

• Budget constraints: Any slowdown in defense spending could delay contract deliveries.
• Currency exposure: HAL’s exports are heavily dollar‑denominated; a sharp rupee depreciation could hurt margins.

Related Link: The company’s latest 2024–25 earnings report (available on the SEBI website) confirms the 12‑month revenue growth of 12 % and EPS of ₹12.30.

2. Industrial & General Life Insurance (IGL) – “A Re‑entry into the Insurance Space”

IGL is a relatively small player in the Indian insurance landscape, yet Zee Business experts see it as a “value‑added pick” due to its high underwriting discipline and robust product portfolio. The stock is trading near ₹1,300, down 9 % from its 52‑week high, offering a potential entry point.

Key Drivers

• Reinsurance recovery: Following the 2024 monsoon season, IGL’s reinsurance recoveries are expected to be above industry averages, strengthening cash flows.
• Digital sales push: A new online platform, launched in Q3 2024, has increased policy sales by 18 % YoY.
• Regulatory incentives: The RBI’s new “Sustainable Insurance” guidelines provide tax benefits that could improve profitability.

Risks

• Competitive pressure: Larger insurers like LIC and ICICI Prudential continue to dominate the market.
• Product mix: IGL’s heavy focus on term life insurance may expose it to premium erosion during low‑interest rates.

Related Link: The company’s press release on the “2024 Reinsurance Recovery” can be accessed via the official IGL website.

3. Union Bank of India – “Banking on Digital Transformation”

Union Bank, a private sector bank, is trading at ₹650, presenting a 12‑month upside target of ₹700. Zee Business highlights the bank’s digital banking strategy and solid asset quality as the main reasons behind the pick.

Key Drivers

• Digital banking: The bank’s recent partnership with a fintech firm to launch a Neobank platform aims to capture the youth demographic.
• Asset‑quality improvement: Net non‑performing assets (NPA) have declined from 3.9 % to 2.7 % YoY, indicating better risk management.
• Profitability trend: Net profit margin has grown from 12 % to 13.5 % over the past two quarters.

Risks

• Interest‑rate risk: Rising rates could compress the net interest margin if loan growth does not keep pace.
• Credit risk: Exposure to the real estate sector remains a concern amid market corrections.

Related Link: The bank’s Q4 2024 financial statements are published on the Reserve Bank of India’s portal.

4. Pidilite Industries – “A Consumer Staple with Global Reach”

Pidilite’s adhesive and sealant business has long been a staple for long‑term investors. The stock is currently at ₹3,200, offering a modest upside of 8 % in the next six months.

Key Drivers

• Global expansion: New plants in Vietnam and Brazil are slated to open, widening Pidilite’s footprint.
• Product innovation: The launch of a new line of eco‑friendly adhesives is expected to capture a growing niche market.
• M&A activity: A pending acquisition of a U.S. adhesive manufacturer could double the company’s revenue base.

Risks

• Commodity cost volatility: Raw material prices (e.g., propylene and petrochemical derivatives) can erode margins.
• Regulatory scrutiny: Environmental regulations in the U.S. and EU may impose additional compliance costs.

Related Link: The company’s investor relations page hosts a PDF of the Annual Report 2024 detailing the new product pipeline.

5. Tata Steel – “Resilience in a Volatile Metals Market”

Tata Steel’s share price is trading near ₹1,650. Zee Business analysts note the company’s efficiency upgrades and cost‑reduction initiatives as key reasons for the pick.

Key Drivers

• Capex to improve productivity: An announced ₹10 billion investment in a new electric arc furnace will enhance production efficiency by 15 %.
• Steel demand rebound: Global demand for high‑strength steel is expected to rise by 4 % YoY in FY26, boosting revenues.
• Currency hedge: The company has hedged 70 % of its imports against rupee depreciation, mitigating exchange risk.

Risks

• Commodity price swings: Steel prices can fluctuate dramatically, impacting margins.
• Geopolitical tensions: Trade wars between major steel producers could lead to tariff changes.

Related Link: Tata Steel’s Quarterly Earnings Presentation (Q4 2024) is available on the company’s website, offering deeper insights into cost structures.

Bottom Line: Why These Picks Stand Out

All five stocks share a common denominator: strong fundamentals paired with imminent catalysts that could generate short‑term upside. The defense sector’s expansion, the insurance industry’s re‑insurance gains, banking’s digital shift, consumer staples’ global diversification, and steel’s efficiency gains create a diversified portfolio that balances growth potential with risk mitigation.

Investors considering these picks should: 1. Conduct their own due diligence on each company’s financial statements and growth prospects. 2. Monitor macro‑economic variables—interest rates, commodity prices, and policy changes—that can affect each sector. 3. Set realistic exit targets based on the analysts’ upside estimates and be prepared to cut losses if key catalysts fail to materialize.

For a deeper dive into each stock’s valuation metrics and the underlying research, Zee Business has provided links to the latest earnings reports and press releases directly from the companies’ official sites.

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