Stocks To Buy In 2026 For Long Term: HDFC Bank, M&M Among Top Picks

With Indian markets facing volatility from global factors, brokerages remain constructive on large-cap stocks with resilient business models. HDFC Bank and M&M stand out for their consistent performance and growth prospects, while other sectoral leaders are expected to benefit from consumption demand and industrial recovery.  

HDFC Bank Outlook  

Motilal Oswal has a Buy rating on HDFC Bank with a target price of ₹1,100, implying a potential upside of 38% from its current market price of ₹800. The bank’s strong loan growth, stable asset quality, and digital expansion make it a preferred pick for long-term investors.   

Mahindra & Mahindra Prospects  

M&M is favored for its leadership in SUVs and tractors, supported by rural demand and new product launches. Analysts expect double-digit earnings growth, making it a solid candidate for portfolio diversification in the automobile sector.  

Other Sectoral Picks  

Brokerages also recommend select IT, metals, and FMCG stocks, citing structural demand, export opportunities, and margin resilience. These sectors are expected to benefit from India’s consumption story and global commodity cycles.  

Future Outlook  

Experts advise long-term investors to focus on companies with strong fundamentals and avoid short-term volatility. With India’s economy projected to grow steadily, these stocks could deliver compounded returns over the next 3–5 years.  

Key Highlights  

• HDFC Bank target price ₹1,100, upside 38%  
• M&M backed by strong SUV and tractor demand  
• IT, metals, FMCG also recommended for long-term gains  
• Brokerages expect 10–30% returns over 3–5 years  
• Focus on fundamentals amid market volatility  

Sources: Economic Times, Motilal Oswal, MSN Markets