THIS YEAR MAKE DIWALI LIGHT FULL WITH THIS LIGHTNING STOCKS

Diwali Stocks to Hold Till Diwali 2025: Festive Picks for a Prosperous Portfolio

As Diwali 2025 approaches, investors seek stocks poised to benefit from the festive surge in demand and India’s economic momentum. Sectors like jewellery, retail, banking, and consumer goods traditionally see a boost during this period. This article highlights stocks to consider for holding until Diwali 2025, with a focus on companies that directly benefit from the festival—including Radhika Jeweltech, TBZ, Titan, and more. We compare their business models, financials, and Diwali potential.

Why Certain Stocks Shine During Diwali

• Jewellery and Retail: Gold and diamond purchases spike for gifting and weddings.
• Consumer and Auto: Gifting and upgrades drive demand for consumer durables and vehicles.
• Banking and Finance: Higher spending, loan disbursements, and digital transactions increase.
• Capital Goods & Infra: Economic optimism and new project launches often coincide with the festive season.

Top Diwali Stocks to Hold Till Diwali 2025

1. Radhika Jeweltech Ltd

• Business: Leading jewellery retailer based in Rajkot, Gujarat, engaged in manufacturing and trading of gold, diamond, and platinum jewellery, offering both lightweight and heavy pieces in 22K and 18K gold collections.
• Market Cap: ~₹1,200 crore (May 2025).
• FY24 Revenue: ₹544 crore.
• Q4 FY25 Results: Not yet released; FY24 saw strong sales growth.
• Order Book: Robust festive pre-bookings and strong local brand presence.
• Potential: High, due to festive gold demand and trendsetting designs.

2. Tribhovandas Bhimji Zaveri (TBZ) Jewellers

• Business: Established jewellery retailer with a pan-India presence, specializing in gold, diamond, and bridal jewellery.
• Market Cap: ~₹2,500 crore (May 2025)
• Q4 FY25 Results: Revenue ~₹800 crore, Net Profit ~₹45 crore
• Order Book: Strong festive and wedding season pre-orders.
• Potential: Consistent festive outperformance, trusted brand.

3. Titan Company Ltd

• Business: Market leader in jewellery (Tanishq), watches, and eyewear.
• Market Cap: ~₹3,00,000 crore
• Q4 FY25 Results: Revenue ~₹12,000 crore, Net Profit ~₹950 crore
• Order Book: High, with Tanishq’s festive launches.
• Potential: Diversified, premium brand, Diwali and wedding demand driver.

4. ICICI Bank

• Business: Major private bank, benefits from festive loan demand and higher digital transactions.
• Market Cap: ~₹6,80,000 crore
• Q4 FY25 Results: Net Profit ~₹12,500 crore
• Potential: Financial sector leader, festive season boosts credit and spending.

5. Bajaj Finserv

• Business: Financial services, insurance, and lending; gains from festive consumer loan and insurance uptake.
• Market Cap: ~₹3,00,000 crore
• Q4 FY25 Results: Net Profit ~₹2,000 crore
• Potential: Fintech growth, festive financing demand.

6. Bharat Dynamics Ltd (BDL)

• Business: Defense PSU, not directly festive-driven but a Diwali pick for long-term growth.
• Market Cap: ~₹40,000 crore
• Q4 FY25 Results: Net Profit ~₹350 crore
• Potential: Strong order book, government focus on defense.

7. Zomato

• Business: Online food delivery, sees a spike in orders during Diwali.
• Market Cap: ~₹1,40,000 crore
• Q4 FY25 Results: Net Profit ~₹150 crore
• Potential: Festive food orders, digital adoption.

Comparison Table: Diwali 2025 Stock Picks

Company Name	Sector	Market Cap (₹ Cr)	FY24/FY25 Revenue (₹ Cr)	Q4 FY25 Net Profit (₹ Cr)	Diwali Potential	Core Business/Strengths
Radhika Jeweltech	Jewellery	1,200	544 (FY24)	N/A	High, strong festive demand	Gold/diamond retail, trendsetting
TBZ Jewellers	Jewellery	2,500	800 (Q4)	45	High, wedding/festive sales	Pan-India, bridal, trusted brand
Titan Company	Jewellery/Retail	3,00,000	12,000 (Q4)	950	Very High, Tanishq, festive launches	Diversified, premium, Tanishq brand
ICICI Bank	Banking	6,80,000	N/A	12,500	High, festive loans/spending	Retail banking, digital leadership
Bajaj Finserv	Finance	3,00,000	N/A	2,000	High, festive financing	Lending, insurance, fintech
Bharat Dynamics Ltd	Defense	40,000	N/A	350	Moderate, long-term Diwali pick	Defense contracts, PSU
Zomato	Food Tech	1,40,000	N/A	150	High, festive food orders	Food delivery, digital platform

Stock Work & Diwali Potential: Analysis

• Jewellery Stocks (Radhika Jeweltech, TBZ, Titan):
  Outperform during Diwali due to gold buying, gifting, and wedding demand. Radhika Jeweltech is a regional leader with strong sales growth and trendsetting designs, TBZ is a legacy brand, and Titan (Tanishq) leads in organized retail.
• Banking & Finance (ICICI Bank, Bajaj Finserv):
  Festive spending boosts credit card, personal loan, and consumer durable loan disbursements.
• Consumer Tech (Zomato):
  Diwali parties and gifting drive higher online food orders.
• Defense (Bharat Dynamics):
  Not directly linked to Diwali, but included for its strong order book and government reforms—suitable for diversification.

Conclusion

For Diwali 2025, a balanced portfolio can benefit from the seasonal surge in jewellery, banking, and consumer tech, while also holding long-term growth stocks in defense and finance.

• Jewellery stocks like Radhika Jeweltech, TBZ, and Titan are poised for robust festive gains.
• Financials like ICICI Bank and Bajaj Finserv stand to benefit from increased lending and consumer activity.
• Zomato offers exposure to the digital consumption trend.
• Bharat Dynamics provides long-term stability beyond the festive cycle.

Tip: Always review fundamentals and recent results before investing, and consider a mix of festive and secular growth stories for a prosperous Samvat 2081!

Disclaimer: This article is for informational purposes only. Please consult a financial advisor before making investment decisions.