10 stocks to buy for long term one year target largecap midcap smallcap

Are you looking for stock investment ideas with a one-year perspective? Domestic brokerage JM Financial has handpicked several stocks from different categories, including large-cap and small-cap. These stocks span various sectors such as finance, real estate, and IT.

Many of the companies have announced their Q4 earnings.  Here is the list of these stocks along with their target prices:

Midcap | OneSource Specialty Pharma Share Price Target

JM Financial recommends buying OneSourcePharma shares for a target of Rs 2,049. In terms of valuation, the brokerage has valued the company at 22x EV/EB multiple.

Analysts at JM Financial has projected a revenue, EBIDTA, and APAT CAGR of 35 per cent, 52 per cent, and 129 per cent for FY25E to FY27E due to GLP-1 product sales ramp-up.

Largecap | Bajaj Finance Share Price Target

JM Financial recommends buying Bajaj Finance shares for a one-year target of Rs 9,500. The brokerage has expected AUM CAGR of 24 per cent in between FY25-27E. 

According to JM Financial’s analysts, the current valuation is rich and provide limited upside in near term.

Largecap | Hexaware Technologies Share Price Target

According to the analysts, the IT firm Hexaware Technologies is increasing participation in mega deals even where they are not incumbents, like sales focused on high quality logos, strong execution, platform-led transformation or efficiency capabilities. According to analysts, these factors are positive for medium and near terms.

The brokerage has recommended buying Hexaware Technologies shares for a one-year target of Rs 860.

Midcap | IndiaMART InterMESH Share Price Target

JM Financial recommends buying IndiaMart InterMESH shares for a target of Rs 2,570.

Q4 Results: PAT rose over 80% in 4Q

According to the brokerage, the management suggested that over the next few quarters it would rather focus on product enhancements than acquire new customers, which means near-term collections growth in the standalone business would be realisation-led, thus limiting meaningful upside to collections growth.

Smallcap | Greenply Industries Share Price Target

JM Financial recommends buying Greenply Industries shares for a one-year target of Rs 390. The brokerage has expected a return of XX per cent in the next one-year.

The brokerage has expected the MDF segment to see a gradual recovery owing to overcapacity in the market.

Smallcap | Fedbank Financial Share Price Target

JM Financial suggests buying Fedbank Financial shares for a one-year target of Rs 105. The bank’s disbursements remained strong at Rs 56 billion. 

The brokerage said that the smallcap company has hired senior heads in its LAP businesses, while the mid-level changes are expected to be completed over next 2 quarters.

The brokerage believed that the current valuation of 1.1x FY27E BVPS remains attractive in return for average RoA of 2.5 per cent over FY26–27E.

Smallcap | DCB Bank Share Price Target

JM Financial has a ‘buy’ stance on DCB Bank shares for a target of Rs 150.

DCB Bank Q4 Results: In 4QFY25, the bank reported a performance with PAT growing 17 per cent QoQ, and 14 per cent YoY 

The deposits also grew 22 per cent YoY, despite a challenging environment for deposit mobilisation. However, management highlighted that any further rate cuts could adversely impact margins as bank is unlikely to fully pass on lower rates to depositors given rising competitive intensity. To mitigate this pressure, the bank is focused on maintaining strong fee income growth.

Largecap | Maruti Suzuki Share Price Target
JM Financial recommends buying Maruti Suzuki shares for a one-year target of Rs 13,300.

Automobiles’ EBITDA in Q4 came at 10.5 per cent below the brokerage’s expectation (150bps).

The company’s retail volume during the quarter rose by 4 per cent YoY. 

The brokerage has cut its revenue growth estimates from 16 per cent to 8 per cent in FY26, and from 11 per cent to 10 per cent in FY27.

Largecap | Hindustan Zinc Share Price Target

JM Financial has recommended buying Hindustan Zinc shares for a twelve-month target of Rs 530.

The brokerage is positive on the stock given its presence in the lower end of the global cost curve facilitated by high grade captive mines sufficient to meet requirements for decades, 100 per cent captive power plants, sizeable scale, and diversified revenue stream with increasing contribution from silver sales.

Largecap | Macrotech Developers Share Price Target

The brokerage has recommended buying Macrotech Developers shares for a target of Rs 1,480 with a perspective of one year. The real estate company has reported an inline quarter with pre-sales of Rs 48.1 billion, accounting to annual bookings to Rs 176.3 billion

Despite higher spending on land investments, approvals and annuity assets of Rs 69.1 billion, net debt remained comfortable at Rs 40 billion with net debt-to-equity of 0.2x.

In line with its historical performance, company has maintained its 20 per cent growth guidance and is targeting to achieve bookings of Rs 210 billion in FY26E aided by Rs 188 billion worth of new launches and INR 330bn of inventory.

According to the brokerage, Macrotech Developers, with a target of Rs 250 billion in new project additions, the company anticipates sustained business development momentum.

Largecap | Shriram Finance Share Price Target

JM Financial recommends buying Shriram Finance shares with a target of Rs 730.

Q4 Results: The largecap company has reported a PAT of Rs 21.4 billion. According to the brokerage, AUM growth also remained steady at 3 per cent (QoQ) and 17 per cent (YoY) driven by healthy disbursements of Rs 448 billion; 14 per cent YoY and 2 per cent (QoQ).

“Management guidance remains consistent with over 15 per cent AUM growth, 2 per cent credit cost and margins benefit to come in with decline in incremental borrowing rates going forward,” the brokerage said. It also increased their credit cost assumptions by 15bps to 20bps over FY26-27E.