Top 5 Stocks to Watch in 2025

Written by seo gemius

Last Updated on: July 21, 2025

A deep-dive for active traders and long-term investors

Why These Five?

Market momentum in 2025 is being shaped by three intertwined themes: India’s capex-heavy push on infrastructure, a global pivot to cleaner technologies, and the steady return of consumption demand. The five companies below stand out because they sit exactly at those intersections—each backed by healthy order books, expansion plans that are already funded, and profit trajectories that are visible rather than speculative. All financial figures and business details come directly from the company information you supplied; no numbers have been altered.

1 Engineers India Limited (EIL) — Riding the Green & Global EPC Wave

Founded in 1965, EIL is no ordinary PSU consultancy. FY 2024-25 was its best year in a decade:

• Order inflow: ₹8,214 crore
• Order book: ₹11,700 crore (as of 31 Mar 2025)
• Standalone profit: ₹465 crore
• Q4 turnover: ₹991 crore
• Revenue mix: ~55 % hydrocarbon, ~36 % non-oil & gas

Why traders care

1. Energy transition hedged – EIL’s push into green hydrogen, bio-refineries, offshore wind, and nuclear power gives it exposure to policy-driven capex without walking away from bread-and-butter hydrocarbon cash flows.
2. International kicker – Projects in Nigeria, Guyana, and the Middle East already delivered ₹1,077 crore in FY25 revenue, the highest overseas tally in the firm’s history.
3. Margin defence – Nearly half the backlog sits in high-margin consultancy work, insulating profitability when raw-material costs swing.

Trading lens: Among Top Indian stocks 2025, PSU EPCs like EIL tend to re-rate late in the cycle. Watch for booking momentum and potential disinvestment triggers that may lift valuations.

2 Interarch Building Solutions — A Steel-Backed Capex Proxy

Interarch is a pure-play on pre-engineered buildings (PEBs)—the backbone of India’s warehouse and data-centre boom.

• FY 2023-24 revenue: ₹1,306 crore
• PAT: ₹86 crore
• Order book (Jan 2025): ₹1,305 crore
• Q3 FY25 revenue/EBITDA/PAT: ₹364 cr / ₹35 cr / ₹28 cr 
• Capacity: Ramping to ~200,000 MT by early FY26, funded entirely internally

Growth triggers

• Zero-debt balance sheet provides downside protection during steel-price cycles.
• Strategic tie-up with Jindal Steel & Power to push steel-based data centres and high-rise structures.
• Repeat business at 81 % of sales shows sticky client relationships (Grasim, Asian Paints, Timken).
• Management aims to double revenue in 3–4 years through capacity expansion and new geographies.

Trading lens: This is a mid-cap with operating leverage. Monitor monthly steel spreads; every 1 % swing in raw-material cost can juice or dent EBITDA quickly.

3 Styrenix Performance Materials — Polymer Player with a Pan-Asian Footprint

If you want exposure to consumption plus import substitution, Styrenix ticks both boxes.

• FY 2024-25 revenue: ₹2,744 crore
• Net profit: ₹232 crore
• 9M FY25 revenue / profit: ₹2,042.7 cr / ₹179 cr
• Q3 FY25 revenue / profit: ₹690.8 cr / ₹47.7 cr

Growth triggers

1. Cross-border scale-up – The USD 22.3 million takeover of INEOS Styrolution Thailand unlocked markets from Vietnam to Japan.
2. Domestic debottlenecking – Polystyrene capacity at Dahej now stands at 100,000 TPA, with ABS/HIPS expansions under way.
3. Premium product mix – High-margin PC-ABS (STYROLOY) and ASA (ASALAC) resins support a management-guided 15–20 % annual volume growth.

Trading lens: This is a classic capex-driven stock. Every 1% move in steel prices can significantly impact EBITDA. Keep an eye on spreads and demand from warehousing and infra sectors.

4 Kitex Garments — Infant-Wear Giant Poised for Telangana Take-off

Kitex makes babywear for global majors and is using Telangana as its growth runway.

• FY 2024-25 revenue: > ₹1,000 crore
• Net profit: ₹135.7 crore (↑ 141 % YoY)
• Q4 profit: ₹31.8 cr on revenue of ₹305 cr
• Order book: Full till June 2025

Growth triggers

• ₹3,550–3,750 crore capex into two textile parks (Warangal by Mar 2025, Sitarampur by Mar 2026).
• Projected revenue at scale: ₹5,000 crore annually. This makes Kitex a textbook capex-driven stock in India.
• Merger of group entities to simplify operations and lift margins.
• China + 1 tailwind—lower U.S. tariffs on Indian infant wear plus high ESG certifications (GOTS, OEKO-TEX, WRAP).

Trading lens: Among mid-cap stocks to watch, Kitex offers a unique consumption + export story. Traders should follow U.S. infantwear import data and Telangana plant updates for confirmation signals.

5 Transrail Lighting — A Turnkey Bet on Power-Grid Expansion

Transrail sits at the heart of India’s clean energy infrastructure boom. It combines manufacturing depth with EPC execution in power T&D—exactly where India is investing heavily.

• FY 2025 revenue: ₹5,307.8 crore
• EBITDA / margin: ₹675.9 cr / 12.73 %
• PAT: ₹326.6 crore (margin 6.10 %)
• Q3 FY25 revenue / EBITDA / PAT: ₹1,357.6 cr / ₹179.8 cr / ₹93.2 cr

Growth triggers

1. Capex pipeline: ~₹327 crore over 18–24 months for new tower plant and conductor lines.
2. Order visibility: ~90 % of pipeline anchored in T&D where India plans ₹9 lakh crore of spend by 2032.
3. Global reach: Projects executed in 58 countries and counting, de-risking geography.

Trading lens: Transmission lines enjoy multi-year government backing; monitor tender awards and commodity (zinc, aluminium) price trends to gauge future margins.

Comparative Snapshot

How to Use This Table:

• Looking for PSU capex plays? Check out EIL.
• Want steel-based infra growth? Interarch fits the theme.
• Prefer a consumption + export story? Kitex might appeal.
• Focused on high-margin industrials? Styrenix offers specialty exposure.
• Chasing energy infra momentum? Transrail is well-positioned in T&D.

(All figures are as reported in FY 2024-25/FY 2025 filings and company updates.)

Putting It All Together

• Macro tailwinds—Government infrastructure push, global supply-chain realignment, and rising consumption converge across these firms.
• Balance-sheet health—Except for EIL (a PSU) and Transrail (capital-intensive EPC), the other three run net-cash or modest-debt structures, offering downside buffers.
• Execution risk—Capacity additions (Interarch, Kitex, Transrail) must translate into utilisation. Watch quarterly plant-loading metrics.
• Commodity sensitivity—Steel (Interarch), styrene (Styrenix), cotton (Kitex) and metals (Transrail) can all swing margins quarter-to-quarter. Active traders should track raw-material indices alongside price action.

Wrapping Up: Trade Smart, Not Fast

These five names present a clear, data-backed investment narrative that aligns with India’s structural themes. As always, do your own due diligence, align positions with risk appetite, and consult a registered adviser if needed. Markets reward preparation—let this list be your starting point, not the final destination.

Disclaimer: This article is for educational purposes only and does not constitute investment advice. Stock prices can be volatile; investors may lose capital.