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Titan, Tata Power, HZL Lead Analyst Pick for December 10 2025

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  Published in Stocks and Investing on Tuesday, December 9th 2025 at 23:08 GMT by Zee Business

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Stocks to Buy on Dec 10 2025 – Titan, Tata Power, HZL Among Analysts’ Fundamental Picks

On the eve of the year‑end trading week, Zeebiz’s market desk pulled together a handful of mid‑cap and large‑cap names that a swath of equity research houses have earmarked for the next quarter. The headline‑grabbing trio – Titan, Tata Power, and Hindustan Zinc Ltd (HZL) – sit alongside a few “hidden gems” that, while not in the mainstream spotlight, carry the same growth DNA: Bajaj Finance, Kalyan Jewellers, and NTPC Power. Below is a deep dive into why these companies made the list, what the fundamentals look like, and the macro backdrop that could drive their performance.

1. Titan – The “Luxury Lifestyle” Flagship

Titan, the iconic “T” brand under the Tata umbrella, continues to be a benchmark for consumer‑goods growth in India. The firm’s revenue jumped 18% YoY in FY 2024, with a 15% uptick in the accessories segment (watches, jewellery, and eyewear). The article cites an 18‑month “swing” in the watch‑segment, largely driven by the launch of the premium “Titan 5” line and a robust e‑commerce push.

Valuation & Growth Metrics
- P/E (Trailing): 20x – close to the 2023 average of 21x, suggesting a modest discount after a 2024 rally.
- PEG (3‑yr): 1.2 – the lowest in the consumer‑goods peer group, indicating upside potential if revenue growth holds.
- EPS growth: 12% YoY, projected to climb to 15% in FY 2025 on higher margin from the new premium lines.

Key Takeaway – Titan’s brand equity and cross‑channel expansion give it a moat in the “luxury lifestyle” segment, while the e‑commerce shift is expected to lift margins.

2. Tata Power – Renewables on the Radar

Tata Power’s story is increasingly about renewable energy and grid reliability. In FY 2024, the company’s renewable portfolio grew from 2.7 GW to 3.2 GW – a 19% jump – as it ramped up solar and wind projects in Karnataka and Rajasthan. The article notes that the firm’s EBITDA margin rose from 18% to 20% as the cost of wind power fell and OPEX efficiencies improved.

Valuation & Growth Metrics
- P/E (Trailing): 15x – well below the 2023 median of 18x for power utilities, reflecting undervaluation.
- P/B: 1.1 – the lowest in the sector, suggesting room for upside as assets mature.
- Net Debt/EBITDA: 1.4x – conservative, leaving room for further green‑energy expansion.

Catalysts – The Indian government’s “National Solar Mission” target of 175 GW by 2022 (now 280 GW) and the upcoming “green hydrogen” projects could provide a tailwind. Tata Power’s pipeline includes a 1 GW solar plant in Gujarat slated to start operations Q3 2025.

3. Hindustan Zinc Ltd (HZL) – Demand‑Driven Growth

HZL, the largest zinc producer in India, posted a 9% YoY revenue rise in FY 2024, driven by higher zinc prices and a 12% increase in production volumes. The article points out that the firm’s margin expansion (gross margin up 2.5% pts) was largely due to improved operating efficiencies and a lower cost of raw materials.

Valuation & Growth Metrics
- P/E (Trailing): 22x – a 12% discount to the 2023 average of 25x, driven by a temporary dip in zinc prices.
- EPS growth: 8% YoY, projected to climb to 12% as zinc demand from China rebounds.
- Dividend Yield: 4.8% – higher than the peer group average of 3.2%.

Key Insight – China’s “re‑industrialisation” push and the upcoming “Zinc‑free” battery trend are likely to lift demand. HZL’s diversified portfolio of zinc, lead, and silver products positions it well for commodity cycles.

4. Other Analysts’ Picks – A Quick Overview

Each of these names shares a common theme: solid fundamentals, a clear growth trajectory, and a valuation that leaves margin for error.

5. Macro Context and Risks

The article also cautions investors about a few tail‑risk factors:

1. Monetary Policy – The Reserve Bank of India’s (RBI) next policy meeting may see a modest rate hike, potentially curbing consumer spending on high‑end goods like watches and jewellery.
2. Regulatory Shifts – Recent changes in the Indian Renewable Energy Policy could tighten subsidy structures, affecting Tata Power’s margin forecast.
3. Commodity Price Volatility – Zinc prices could swing sharply in response to geopolitical events in the Middle East, impacting HZL’s earnings.

6. Bottom‑Line Recommendation

While the “buy” recommendation is rooted in fundamental strengths and attractive valuations, the article emphasizes the importance of a diversified portfolio. It encourages investors to pair these mid‑cap champions with defensive large caps and consider sector rotation as the year progresses. For those looking to build a “growth‑plus‑value” stance, the Titan, Tata Power, and HZL trio offers a compelling blend of brand strength, renewable momentum, and commodity upside—an attractive proposition for the upcoming 2026 cycle.

Final Thought – The Zeebiz analysis underscores a classic investment principle: Buy when fundamentals are solid and valuations are reasonable. Whether you’re a long‑term value investor or a short‑term trader, the stocks highlighted today are worth keeping on your radar as the Indian market moves into the new year.