Top Indian Stocks for 2026: Ethos, Radico Khaitan & More Long-Term Picks | Quick Digest
Trade Brains recently published a list of ten Indian stocks, including Ethos and Radico Khaitan, recommended for long-term portfolios in 2026. The selections are based on companies aligning with structural growth themes like premium consumption and specialty manufacturing in the Indian market. Several other brokerages also express optimism for Indian equities in 2026.
Ethos and Radico Khaitan are among the 10 Indian stocks recommended for 2026 portfolios.
Recommendations focus on themes like premium consumption and real estate redevelopment.
Ethos shows strong profit and sales growth, leveraging India's expanding luxury market.
Radico Khaitan benefits from premiumisation trends in India's alcohol sector.
Privi Speciality Chemicals, a key aroma chemical manufacturer, is also a recommended long-term pick.
Analysts from major firms remain optimistic on Indian equities for 2026.
An article from Trade Brains, published on January 10, 2026, highlights 'Stocks for 2026,' recommending Ethos, Radico Khaitan, and eight other stocks for investors' portfolios. The recommendations are based on companies positioned within long-term structural growth themes relevant to the Indian economy, such as data centers, AI infrastructure, healthcare devices, premium consumption, real estate redevelopment, and specialty manufacturing.
Among the specifically detailed stocks, Ethos, a luxury watch retailer, has demonstrated robust financial performance with a three-year profit CAGR of 60 percent and a sales CAGR of 29 percent. Its high Price-to-Earnings (PE) ratio of 79.2 times reflects its premium valuation in a rapidly expanding Indian luxury market, projected to grow from USD 17.7 billion in 2024 to over USD 85 billion by 2030. Analyst forecasts for Ethos in 2026 suggest potential price targets ranging from ₹4,031.63 to ₹6,353.03.
Radico Khaitan, a significant player in India's alcoholic beverage industry, is identified for its strong position in the premium alcohol segment. The company is benefiting from premiumization trends, broader distribution, and brand-led growth, with a reported PE of 84.9 times. JM Financial expects an 18 percent net sales CAGR and 24 percent CAGR in its premium segment between FY25 and FY28. Price targets for Radico Khaitan in 2026 vary, with some projections reaching up to ₹3,809.53.
Privi Speciality Chemicals, a manufacturer and exporter of aroma and fragrance chemicals, is also highlighted for its strong execution and multi-year growth drivers. It has delivered a 26 percent profit CAGR and 14 percent sales CAGR over the last three years. Motilal Oswal also identified Privi Speciality Chemicals as a stock pick for 2026, indicating corroborating bullish sentiment.
The article also mentions 'Sri Lotus,' a company specializing in high-value urban renewal and luxury residential projects in Mumbai, exhibiting strong profit and sales CAGR over three years. While specific analyst targets for Sri Lotus from external sources were not immediately found, the broader real estate sector, particularly redevelopment, is recognized as a growth theme for 2026.
Overall, the sentiment among leading financial analysts from firms like Citi, Jefferies, and Morgan Stanley is constructive on Indian equities for 2026, citing an improving earnings outlook, supportive domestic flows, and sector-specific opportunities. Many brokerages have also released their own lists of top long-term stock picks for the year, reinforcing a positive outlook for the Indian market.
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