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NTPC Green set for re-rating as new solar projects go live, expanding its renewable energy portfolio.
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Tata Tech expected to post 13–14% revenue growth, supported by global partnerships and improving trade conditions.
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RIL and BoI viewed as undervalued picks with strong upside potential in the next 12 months.
NTPC Green: Powering Ahead with Renewable Growth
NTPC Green Energy Ltd is one of the top recommendations by market expert Dharmesh Kant, Head of Equity Research at Cholamandalam Securities. He believes the renewable energy major is entering a strong growth phase as several new solar power projects are set to be commissioned this year. According to Kant, these developments will significantly expand NTPC Green’s renewable portfolio and could lead to a re-rating of the stock.
He said that India’s clean energy transition is gaining global attention, and NTPC Green, being one of the largest players in the public sector space, stands to benefit directly. As the company adds capacity and strengthens its green footprint, it could emerge as a key player not just in India but also in international renewable partnerships. This potential growth is what makes NTPC Green a strong buy for investors looking at sustainable energy opportunities.
🚗 Tata Tech: Driving Innovation and Global Expansion
Tata Tech is another major pick on Dharmesh Kant’s list. He sees strong potential for Tata Tech in the auto and engineering technology sectors. Over the past year and a half, the company’s growth was affected by global tariff issues between countries, which slowed new project launches. However, Kant noted that these trade issues are now being resolved, paving the way for renewed business momentum.
He also pointed out Tata Tech’s recent acquisition of a German technology firm. This strategic move is expected to deepen its partnerships with major automakers like Volkswagen and expand its global client base. Kant projected that Tata Tech will achieve 13–14% topline growth with profit margins near 20%, driven by new business wins and technological advancements.
As the world shifts toward electric vehicles and automation, Tata Tech is well-positioned to play a leading role. According to Kant, it’s one of the most promising mid-to-large-cap stocks in the Indian market today.
🏭 NTPC Green: Renewable Energy at the Core of India’s Future
Reinforcing his bullish stance on NTPC Green, Dharmesh Kant said that India’s renewable energy sector is becoming a critical growth driver for the economy. With strong government support, new policies, and increasing demand for clean energy, NTPC Green is likely to see long-term value creation. The company’s focus on solar and hybrid power projects aligns with India’s goal to achieve 500 GW of renewable capacity by 2030.
Kant believes that as NTPC Green commissions more projects this year, investors will begin to see stronger financial performance and higher valuations. He expects the company’s green initiatives to attract both domestic and foreign investors looking to participate in India’s clean energy growth story.
💼 Tata Tech: Strengthening Global Partnerships
Tata Tech continues to strengthen its presence in the global market. Kant said the firm’s collaboration with European automakers will not only improve its revenue visibility but also diversify its client portfolio. With digital manufacturing, design automation, and artificial intelligence becoming key trends in the automotive sector, Tata Tech is strategically positioned to lead.
He added that the company’s focus on innovation and cost efficiency will help it maintain high margins. The combination of global exposure and steady domestic demand makes Tata Tech a top pick for investors seeking growth within India’s technology-driven manufacturing ecosystem.
🏦 RIL and BoI: The Big Value Opportunities
Alongside NTPC Green and Tata Tech, Dharmesh Kant also highlighted Reliance Industries Ltd (RIL) and Bank of India (BoI) as strong investment bets. Kant believes RIL is undervalued, particularly its retail division, which currently trades at about two times sales, while similar companies trade at six times sales. He emphasized that RIL’s new ventures in green energy and AI-based businesses are not yet fully reflected in its valuation, providing significant upside potential over the next two years.
For Bank of India, Kant said the stock remains attractive as part of the broader recovery in the public sector banking space. With improving credit quality, growing loan demand, and strong capital ratios, BoI is expected to continue its upward momentum. He placed a near-term price target of ₹155–₹160, suggesting healthy growth potential.
📊 NTPC Green and Tata Tech: The Twin Engines of Sectoral Growth
Dharmesh Kant believes that NTPC Green and Tata Tech represent two major themes of India’s next economic cycle — renewable energy and advanced engineering technology. While NTPC Green focuses on sustainability and energy transition, Tata Tech focuses on digital transformation and global automotive innovation. Both companies, he said, are strategically aligned with India’s long-term growth story and industrial transformation.
Investors who maintain a balanced portfolio with exposure to these sectors could potentially see 25–30% returns over the next 12 months, according to Kant’s projections.
📈 Market Outlook: India’s Growth Story Remains Strong
Overall, Kant remains optimistic about India’s equity market outlook. He noted that the financial sector is attracting strong foreign capital, and India’s economy is projected to grow faster than most global peers. The combination of policy stability, robust demand, and sectoral diversification makes India one of the most promising investment destinations worldwide.
As per his assessment, NTPC Green, Tata Tech, RIL, and BoI are positioned to lead this growth cycle, offering investors both stability and superior returns.
✅ Conclusion
Market expert Dharmesh Kant’s investment outlook centers on quality, innovation, and long-term growth. His top picks — NTPC Green, Tata Tech, RIL, and BoI — reflect the strength of India’s renewable energy, technology, and banking sectors. With a potential upside of 25–30%, these stocks represent a powerful blend of sustainability, value, and future-ready opportunity.
