Today, we recommend two stocks, one from the real estate sector and another from the oil & gas sector, recommended by the Trade Brains Portal, to buy for an upside potential of more than 40%. India’s petroleum industry comprehensively spans exploration, production, refining, distribution, and marketing of petroleum and its by‑products. The real estate sector, meanwhile, is among the most economically significant globally and holds a vital position within India’s economy. We also analyze the market’s performance on Tuesday to understand what may lie ahead for the stock indices in the coming days.
- CMP: ₹ 2,113
- Target: ₹ 2,950
- Upside: 40%
- Time frame: 16 – 24 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
Godrej Properties Limited (GPL), a prominent real estate developer and a part of the Godrej Industries Group, was established in 1990. Leveraging the 128-year history of the Godrej Group, GPL is renowned in the real estate industry for its dedication to quality, sustainability, and innovation. Eleven major Indian cities, including Bengaluru, Hyderabad, Chennai, Pune, Mumbai, and Delhi-NCR, are served by GPL. A variety of township, commercial, and residential projects are included in GPL’s portfolio. Some notable projects include Godrej River Crest, Godrej Hillview Estate, Godrej Eden Estate Phases 1 and 2, The Gale at Godrej Park World, Godrej Jardinia, Godrej Zenith, and more.
The company achieved the highest booking value and area sold by any Indian real estate developer in a fiscal year, reaching Rs 29,444 crore in FY25, a 31% YoY increase. It saw a 29% increase in sales, selling 15,302 homes totaling 25.73 million square feet. The respective contributions from Bengaluru, MMR, and NCR were Rs 5,089 crore, Rs 8,034 crore, and Rs 10,523 crore. Booking values for twelve projects totaling more than Rs 1,000 crore were recorded in six different cities. In seven cities, 34 new projects and phases were started during the year.
With 14 new projects totaling 19 million square feet of saleable area, GPL expects to receive bookings from new business ventures totaling Rs 26,450 crore in the future. Additionally, it plans to launch projects valued at Rs 40,000 crore, including in Ashok Vihar, Worli, and Bangalore. The company generated a strong operating cash flow of Rs 7,484 crore in FY25, which it aims to invest to grow residential bookings beyond Rs 32,500 crore through the launch of several new projects.
The latest policy easing by the RBI will be advantageous to Godrej Properties. In 2025, the repo rate was lowered twice: once in April by 25 basis points to 6.00%, and again in June by a more significant 50 basis points to 5.50%. Additionally, the Cash Reserve Ratio (CRR) was cut by 100 basis points to 3.00 percent, allowing the banking system to collect almost Rs 2.5 lakh crore.
In the meantime, the bank rate dropped from 6.25% to 5.75%, a 50 basis point decrease. Together, these actions lower borrowing costs and increase liquidity; home loans become more accessible, increasing demand in Godrej’s target mid-income and premium markets; project financing becomes more affordable, increasing margins; and investor sentiment improves, as reflected in positive stock performance.
Risk Factor
Government regulations, supply and demand swings, financing availability, liquidity, and macroeconomic factors all have an impact on the cyclical nature of the real estate market. Furthermore, the Indian real estate industry depends heavily on regulatory scrutiny from the central, state, and municipal governments, as adherence to several regulations pertaining to land acquisition, property transfer, and land use is necessary. Project timeframes may need to be adjusted as a result of approval delays.
- CMP: ₹ 234
- Target: ₹ 290
- Upside: 24%
- Time frame: 12 Months
To view the report for the stock mentioned above or explore other stock recommendations, click here
Why it’s recommended
Oil and Natural Gas Corporation Limited (ONGC) is one of India’s leading companies in the exploration, development, and production of crude oil, natural gas, and value-added products. Its operations span both domestic and international oil and gas blocks, along with downstream segments such as ethanol and sugar production, pipeline transportation, SEZ development, petrochemicals, LNG supply, power generation, and refining and marketing.
ONGC is also actively engaged in renewable and green energy initiatives. It has discovered seven of the eight producing basins in India and possesses comprehensive in-house capabilities across all areas of upstream operations and oilfield services. ONGC contributes approximately 63% of India’s total oil and gas output.
In FY25, ONGC reported operating revenue of Rs 6,63,262.31 crore, marking a 1.5% year-on-year increase. However, profit after tax declined by 30.7% to Rs 38,328.59 crore due to a 100% rise in exploration costs. Increased capital expenditure and the addition of tangible oil and gas assets led to higher depreciation expenses, resulting in a decline in profit margin from 8.46% in FY24 to 5.78% in FY25.
The company invested Rs 62,000 crore during the year, up 25% from FY24, including Rs 10,300 crore in exploration-related capital expenditure. The net realised price of crude oil was USD 76.9 per barrel in FY25, down from USD 80.77 per barrel in FY24. ONGC drilled 578 wells during the year, the highest in 35 years.
On a standalone basis, ONGC produced 18.558 million tonnes (MT) of crude oil, up 0.9% from FY24. Natural gas production stood at 19.654 billion cubic meters (BCM), slightly lower than the 19.978 BCM recorded in FY24. The company monetized eight hydrocarbon discoveries during the year. As of FY25, ONGC’s proven domestic oil reserves rose to 515.17 million tonnes of oil equivalent (MMTOE), compared to 514.83 MMTOE in FY24.
Risk Factor
ONGC’s revenue is heavily influenced by fluctuations in global crude oil and gas prices, making it susceptible to price volatility. The company also encounters challenges stemming from changes in regulatory frameworks, licensing requirements, and compliance timelines, which can impact operations and heighten the risk of legal issues.
Market Recap August 5, 2025
The Nifty 50 index opened at 24,720.25 on Tuesday, down by 2.50 points from Monday’s closing of 24,722.25. The index was volatile throughout the day and closed on a negative note at 24,649.55, down -73.20 points or -0.30%. It traded above the 100/200 EMAs but below the 20 and 50 EMAs in the daily time frame. Its RSI stood at 40.01, well below the overbought zone of 70. BSE Sensex also had a similar start, opening at 80,946.43, down by -72.29 points from the previous close of 81,018.72 levels. Sensex closed at 80,710.25, down -308.47 points or -0.38%. Bank Nifty also ended in red at 55,360.25, down by -259.10 points or -0.47%.
On Tuesday, one of the major gainers was the Nifty Auto Index, which ended the day at 23,876.30, up 88.80 points, or 0.37%. Major stocks like Maruti Suzuki India Ltd, which rose 1.39%; TVS Motor Company Ltd., which increased 1.38%; and MRF Ltd, which increased 1.08% on Tuesday, all contributed to the index’s increase. The Nifty Consumer Durable Index also closed with gains at 38,461.90, up 47.75 points, or 0.12%.
However, the Nifty Oil and Gas Index closed at 11,044.70, down -106.75 points, or -0.96%. Stocks including Castrol India Ltd, Oil India Ltd, and Gujarat State Petronet pulled the index down, which declined by more than -0.85%. The Nifty Pharma Index was another big loser, closing at 21,970.15, down -183.65 points, or -0.83%. Pharma stocks, including Biocon Ltd, Abbott India Ltd, and Divis Laboratories Ltd, dragged the index down, with a fall of more than 1.24% on Tuesday.
Asian markets were majorly positive, with Japan’s Nikkei 225 Index gaining 251.30 points, or 0.62%, to close at 40,542. Similarly, the Shanghai Composite Index closed at 3,617.60, gaining 34.29 points, or 0.95%. South Korea’s KOSPI Index was at 3,198, up 50.25 points, or 1.57%. Hong Kong’s Hang Seng Index gained 45.55 points or 0.18%, to close at 24,779. The US Dow Jones Futures were trading at 44,203.98, up 32.34 points, or 0.07%, as of 5:11 p.m. IST.
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