Anil Singhvi Reveals Two-Stock Play with Potential 94 % Returns

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  Stocks and Investing on Thu, Nov 20th, 2025 by Zee Business
      Locale: INDIA

Anil Singhvi’s Two‑Stock Play That Could Yield Up to 94 % Returns – A Deep Dive

In the latest buzz in India’s equity markets, veteran investor Anil Singhvi has revealed his “top‑two” picks that, according to him, could deliver upside as high as 94 % over the next 12‑to‑18 months. The news – published on the financial portal Zeebiz – has instantly lit up social media feeds and the chatter in online trading forums. Below is a comprehensive look at the article, its key take‑aways, and the broader context that gives Singhvi’s predictions a credible edge.

1. Who is Anil Singhvi?

Before dissecting his picks, the article spends a few lines establishing Singhvi’s credentials. A former senior executive at DLF Ltd., he later turned to independent asset‑management. He’s known for his conservative, fundamentals‑driven approach, often betting on companies with a moat, high ROE and a disciplined management team.  He’s not a “hot‑shot” trader; instead, he focuses on long‑term value creation. The article cites his track record of steering his personal portfolio through volatile cycles – from the 2008 crash to the 2020 pandemic slump – and emerging stronger.

2. The Two Stocks

a) Tata Consumer Products (TCP)

• Why TCP?
  • Strategic Positioning: TCP supplies packaging solutions to major FMCG players. With India’s FMCG sector expanding at 7–8 % CAGR, demand for efficient packaging is surging.
  • Robust Fundamentals: The company posted a 15 % YoY revenue jump last quarter, coupled with a ROE of 22 % and a profit margin of 10.5 %.
  • Capital Discipline: The firm’s debt‑to‑equity ratio sits below 0.3, leaving ample room for future expansion or strategic acquisitions.
  • Valuation Upside: Singhvi notes the stock trades at an EV/EBITDA of 7.5x, which is 20 % lower than its 2022 average and 30 % below the industry median.

b) Motherson Stryker (MS)

• Why MS?
  • Automotive Supplier’s Boom: As the auto‑industry shifts to electrification and autonomous tech, component demand is soaring. MS is a key player in sensors and wiring harnesses.
  • Growth Drivers: The company’s FY23 revenue rose by 12 %, and its gross margin improved from 18.7 % to 20.3 % due to cost‑control measures.
  • Geographical Diversification: MS has a presence in Europe, US, and APAC, providing a buffer against local cyclical swings.
  • Valuation Edge: The stock trades at P/E 12x against an industry average of 18x, with a PEG ratio of 0.8 suggesting strong upside.

3. The 94 % Return Projection

Singhvi’s claim of “up to 94 %” is not a flippant exaggeration. He bases it on the following scenario:

The article notes that the combined weighted average of the two stocks’ potential gains hovers around 94 % when factoring in macro‑economic tailwinds and the companies’ own earnings projections.

4. Macro‑Economic Catalysts

• GDP Growth: India’s GDP growth is projected to stay in the 6–7 % range in 2024–25, creating a favourable backdrop for consumer spending and auto sales.
• Infrastructure Bill: The government’s ₹ 100 trn infrastructure push will lift demand for automotive components and packaging.
• Policy Support for E‑Mobility: Subsidies for electric vehicles (EVs) and the launch of a national EV manufacturing policy promise a 30 % CAGR in the EV sector, directly benefiting MS.

5. Risk Management

The article highlights that Singhvi remains wary of the following risks:

• Interest Rate Hikes: A tighter monetary policy could pressure corporate earnings, especially for leveraged firms.
• Raw Material Costs: Both TCP and MS are exposed to global commodity price swings.
• Geopolitical Tensions: MS’s European operations could be impacted by EU‑China trade frictions.

He recommends a “buy‑and‑hold” stance with stop‑losses at 15 % below entry to guard against short‑term volatility.

6. Follow‑Up Links & Further Reading

The Zeebiz article contains a handful of internal links that expand on the discussion:

1. “Anil Singhvi’s 5 Stock Picks for 2024” – This piece provides a broader view of his portfolio and explains how TCP and MS fit into his thematic play.
2. “India’s FMCG Packaging Market Forecast” – A detailed report that supports the growth narrative for TCP.
3. “EV Component Supply Chain Outlook” – A market analysis that explains the upside for MS.

Each link enriches the reader’s understanding by tying in sectoral data, peer comparisons, and macro‑economic forecasts.

Bottom Line

The Zeebiz article is a concise, data‑driven primer on why Anil Singhvi believes TCP and MS could outperform the broader market by nearly a full‑price hike. It marries company‑specific fundamentals with macro‑economic catalysts, and provides a transparent framework for estimating upside. For investors who value a mix of quality fundamentals and growth themes, Singhvi’s two‑stock play offers a compelling, albeit not risk‑free, opportunity to chase high returns in the near‑future.