High-conviction bets for 2026 with potential gains of 11–39%
Indian equities face an uncertain start to 2026 after a volatile 2025. While a recovery is expected, lingering trade deal doubts and a lack of new catalysts suggest a stock picker's market. Leading brokerages highlight high-conviction ideas with potential upside between 11.3% and 39%.
After a turbulent 2025, Indian equities enter 2026 on an uncertain footing. The strong gains of previous years gave way to volatility, and while a recovery is anticipated, lingering doubts over a US–India trade deal and the absence of fresh catalysts could keep markets choppy.
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Against this backdrop, 2026 is shaping up to be a stock picker’s market— where select opportunities matter more than broad trends. Here are the high-conviction ideas from leading brokerages, offering potential upside between 11.3% and 39%.