Recommendation from FMCG and Healthcare Sector

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

Godrej Agrovet
CMP - ₹783.05
BSE CODE 540743
Volume 11,027
Face Value ₹10
Target ₹846 - ₹861
Stoploss ₹728 (CLS)

Godrej Agrovet Ltd, a part of the renowned Godrej Group, operates as a leading diversified agribusiness player in India. Its core businesses include animal feed, crop protection, oil palm plantations, dairy, and poultry processing. The company has established strong rural linkages and leverages advanced research and development to offer innovative and efficient agri-solutions. The company delivered a considerable 5 per cent revenue growth, surging from ₹2,345 crore in Q3FY24 to ₹2,450 crore in Q3FY25. Net profit climbed by around 37 per cent year-on-year, reaching ₹96 crore. The company made headlines by signing a Share Purchase Agreement with the Promoter Group of Creamline Dairy Products—its key unlisted subsidiary—to acquire their 47.38 per cent equity stake in the business. The stock has shown resilience, recording minimal movement despite broader market weakness, while recent buying interest indicates growing investor confidence. Given its strong fundamentals and upside potential, we recommend a BUY.

Eris life sciences
CMP - ₹1,485.85
BSE CODE 540596
Volume 3,120
Face Value ₹1
Target ₹1,605- ₹1,635
Stoploss ₹1,382 (CLS)

Eris Lifesciences is a prominent Indian pharmaceutical company and a key player in the domestic branded formulations market, with strong leadership in the cardio-metabolic segment. The company has a diversified presence across multiple therapeutic areas. Mirroring the strong performance of the broader pharmaceutical industry, driven by consistent demand, the company delivered impressive topline growth. It reported a robust 50 per cent surge in revenue, rising from ₹486 crore in Q3FY24 to ₹727 crore in Q3FY25. However, net profit saw a decline of around 14 per cent year-onyear, reaching ₹87 crore. The company maintains a strong focus on the domestic market with minimal exposure to the U.S., making it less vulnerable to external shocks. As a result, even though the stock initially faced a sharp decline amid heightened tariff tensions, it swiftly rebounded, demonstrating resilience and investor confidence. Over the past year, it has delivered impressive returns of around 70 per cent to investors. Given its strong recovery, and future growth potential, we recommend a BUY.