Stocks to buy in 2025-26 for long term: Tata Motors PV among 5 stocks that could give 10-28% returns

Stocks to buy in 2025-26 for long term: Tata Motors PV among 5 stocks that could give 10-28% returns

Tata Motors Passenger Vehicles is one of four stocks highlighted by brokerages as potential long-term ideas for 2025–26 with an indicative upside band of roughly 10–28%, driven by its strong domestic PV and EV franchise but capped by lingering concerns around the JLR-heavy earnings mix and global demand risks. The other three stocks in that basket come from consumer, energy/PSU, and healthcare spaces, reflecting a selectively bullish stance across domestic demand, energy transition and hospital themes rather than a broad market call.​

Basket overview (10–28% band)

• The curated list of four stocks is framed as “stocks to buy in 2025 for long term”, with 12‑month target prices implying upside potential of roughly 10–28% from prevailing levels at the time of the report.​

• Brokerages stress this is a selectively optimistic stance, not a blanket bull call, with picks anchored in earnings visibility, balance‑sheet strength and sectoral tailwinds in autos, QSR/consumer, PSU mining/power, and hospitals.​

Representative targets and upsides

• Tata Motors PV: Consensus 12‑month target around ₹398–₹400 implies c. 11% upside versus a spot price in the ₹355–₹360 zone, though individual houses range from about ₹305 (Sell) to ₹506 (Bullish), underscoring high dispersion.​

• Westlife Foodworld : Emkay Global rates it ADD with a target of ₹725 vs. ~₹566 LTP, indicating about 28% upside, driven by store expansion, improving unit economics and operating leverage in its QSR portfolio.​

• NLC India : Elara Capital assigns a Buy with a ₹320 target vs. ~₹246 LTP, implying c. 30% upside on expectations of steady mining volumes, power capacity additions and improving realisations.​

• Global Health : Motilal Oswal rates it Buy with a ₹1,480 target vs. ~₹1,263 LTP (c. 17% upside) supported by volume growth, case mix improvement and brownfield bed additions in its hospital network.​

Key comparison snapshot

Stock	Brokerage view (sample)	LTP (₹)	Target (₹)	Implied upside	Core thesis (brief)
Tata Motors PV	Mixed (Buy/Hold/Sell) with wide target dispersion​	~357​	~398–400 cons.​	~11%	Strong India PV/EV franchise; JLR cyclicality and global demand are key swing factors.​
Westlife Foodworld	ADD, structurally positive QSR play​	566​	725​	28%	Store additions, same‑store sales growth, operating leverage in McDonald’s West & South India franchise.​
NLC India	Buy, PSU mining & power beneficiary​	246​	320​	30%	Lignite mining, power expansions, improving tariffs and utilisation.​
Global Health	Buy, quality hospital operator​	1,263​	1,480​	17%	Rising patient volumes, better case mix, capacity expansion.​

Tata Motors PV: long‑term story

• The listed Tata Motors PV entity houses India passenger vehicles and Jaguar Land Rover (JLR), with JLR contributing over 80% of revenue and profits, which means global luxury auto cycles, Europe/China demand and FX trends heavily drive consolidated numbers.​

• On the India side, the company is well‑positioned in EVs (Nexon EV, Tiago EV, Harrier EV, upcoming Sierra/Curvv) and SUVs, and is expected to benefit from PLI incentives and a growing EV ecosystem, supporting the long‑term domestic growth narrative.​

Valuation, targets and risks

• Consensus 12‑month target near ₹398–₹400 suggests mid‑teens upside from late‑November levels, but analysts’ range spans from a cautious ₹305 (Sell) to over ₹500 (Bullish), reflecting disagreement on the depth and duration of JLR’s challenges versus India EV tailwinds.​

• Key upside drivers cited include: sustained double‑digit volume growth and margin expansion in India PV/EV, successful new model launches (Sierra, Harrier EV), and any positive surprise on JLR margins or China demand; key risks are prolonged JLR margin pressure, macro slowdown in key export markets, EV adoption pacing and regulatory/emission changes in Europe.​

Other three stocks: long‑term angles

• Westlife Foodworld is positioned as a consumer‑discretionary compounder leveraging QSR penetration, menu innovation and operating leverage; long‑term thesis revolves around sustained store roll‑outs and margin expansion as scale improves.​

• NLC India is a PSU play on lignite mining and power, where long‑term returns hinge on execution of capacity additions, tariff visibility and government policy on coal/lignite and renewables.​

• Global Health represents a structural healthcare demand story, with earnings growth expected from higher occupancy, richer case mix and incremental beds, though regulatory and pricing controls remain watch‑points for long‑term investors.​

How to use this basket for 2025–26

• For a 3–5+ year horizon, this basket mixes cyclical/global (Tata Motors PV ) with more domestic, relatively defensive or structural growth (QSR, hospital, PSU power/mining), which can help balance risk across themes.​

• Position sizing and staggered buying are critical because autos (especially JLR‑linked) and PSUs can be volatile; using SIP‑style accumulation and regularly reviewing earnings versus the brokerage theses can reduce timing risk and help stay aligned with long‑term return expectations in the 10–28% band rather than chasing short‑term moves.​

This is not personal investment advice; evaluating your own risk tolerance, time horizon, and diversification needs (and consulting a SEBI‑registered advisor) is essential before acting on any of these ideas.