Top 10 Stocks from BSE 100 Index upto 100% Returns in 1 year – What is driving?

Top 10 Stocks from BSE 100 Index - 100% Returns – What is drivingTop 10 Stocks from BSE 100 Index upto 100% Returns in 1 year – What is driving?


Stock Markets are reaching new Highs in 2018. While there are several stocks that are making new highs even without any reasons, there is some of the best stocks in NIFTY50 or BSE 100 that are zooming based on their outstanding financial performance and several other factors. While some of them are driving based on financial performance, some of them are driving based on their strategies which would help them in coming years. Which are the Top 10 Stocks from BSE 100 index that gave up to 100% returns in one year? What is driving these Top 10 Stocks in 2018 which are rocking now? Let me provide some insights into this.

Also Read: 15 Best Mutual Funds that gave over 30% annualised returns in last 5 years

How we filtered Top 10 Stocks from BSE 100 Index that gave up to 100% Returns in one year?


We have taken a simple approach here. Filtered 10 stocks that gave the highest returns in BSE100 category in the last 1 year. These stocks have given between 50% to 100% returns.

Top 10 Stocks from BSE 100 Index upto 100% Returns in one year – What is driving them?


Top # 1 Divis Laboratories – Current Share Price Rs 1,248


Established in the year 1990, with Research & Development as its prime fundamental, Divis Laboratories focussed on developing new processes for the production of Active Pharma Ingredients (APIs) & Intermediates. The company in a matter of short time expanded its breadth of operations to provide complete turnkey solutions to the domestic Indian pharmaceutical industry.

This stock price has moved from Rs 622 a year back to Rs 1,248 as on 21st August, 2018 and gave amazing 100% returns in just a year.

This stock 52 weeks Low was Rs 622 and 52 week high was at Rs 1,260.

What is driving its share price: In the last 3 months, many stock market experts believe that it has broken the resistance levels and started exhibiting bullish setup. This company's revenue grew from Rs 821 Crores (Jun-17 Qtr) to Rs 995 Crores (Jun-18 Qtr). Its profits grew from Rs 176 Crores (Jun-17 Qtr) to Rs 266 Crores (Jun-18 Qtr). Couple of months back, USFDA inspection has given no observations on its plants. Divis have gone aggressive spending over Rs 400 Crores for its expansion. All these positive factors are driving its share price which gained by over 100% in last 1 year. We expect that it would continue in the future with good prospects.

Top # 2 Bajaj Finance – Current Share Price Rs 2871


Bajaj Finance Limited, a subsidiary of Bajaj Finserv, is a Non-Banking Financial Company. The company deals in Consumer Finance, SME and Commercial Lending, and Wealth Management.

This stock price has moved from Rs 1,692 a year back to Rs 2,871 as on 21st August, 2018 and gave amazing 70% returns in just a year.

This stock 52 weeks Low was Rs 1514 and 52 week high was at Rs 2,909.

What is driving its share price: This company's revenue grew from Rs 3,150 Crores (Jun-17 Qtr) to Rs 3,936 Crores (Jun-18 Qtr). Its profits grew from Rs 602 Crores (Jun-17 Qtr) to Rs 835 Crores (Jun-18 Qtr). Last Qtr results were good due to higher interest income. Strong performance has rallied this stock in the last few months. All these positive factors are driving its share price which gained by over 70% in last 1 year.

Top # 3 Nestle India – Current Share Price Rs 10,888


Nestle IndiaNestle is the world’s largest food and beverage company. They have more than 2,000 brands ranging from global icons to local favorites, and they are present in 191 countries around the world.

This stock price has moved from Rs 6,618 a year back to Rs 10,888 as on 21st August, 2018 and gave superior returns in just a year. This stock 52 weeks Low was Rs 6,585 and 52 week high was at Rs 11,000.

What is driving its share price: This company's revenue grew from Rs 2,484 Crores (Jun-17 Qtr) to Rs 2,698 Crores (Jun-18 Qtr). Its profits grew from Rs 263 Crores (Jun-17 Qtr) to Rs 395 Crores (Jun-18 Qtr). Maggi was banned by FSSAI on June 2015 for five months for allegedly containing lead beyond permissible limits, however, the popular noodles brand was back in the market in November 2015. Nestle India's instant noodles brand Maggi has now attained over 60 percent market share and almost touched the pre-crisis level in value terms. Now Nestle planning to expand product offering, evaluates inorganic growth rate. Some of these factors had driven its share price by giving 65% returns in just 1 years. We expect that this momentum would continue in future too.

Top # 4 Tech Mahindra – Current Share Price Rs 708


Tech Mahindra Limited is the leading multinational provider of information technology, networking technology solutions and Business Process Outsourcing to various industry verticals and horizontals.

This stock price has moved from Rs 431 a year back to Rs 708 as on 21st August, 2018 and gave amazing returns in just a year. This stock 52 weeks Low was Rs 411 and 52 week high was at Rs 729.

What is driving its share price: This company's revenue grew from Rs 7,336 Crores (Jun-17 Qtr) to Rs 8,276 Crores (Jun-18 Qtr). Its profits grew from Rs 791 Crores (Jun-17 Qtr) to Rs 911 Crores (Jun-18 Qtr). The company posted good financial performance in the last few quarters. Rupee depreciation is favorable for companies that are in export business like Tech Mahindra. Some of these factors had driven its share price by giving 65% returns in just 1 years. We expect that this momentum would continue for some more time.

Top # 5 Britannia – Current Share Price Rs 6855


Britannia Industries Limited is a leading food-products corporation in India. It sells its Britannia and Tiger brands of biscuit throughout India. Britannia has an estimated market share of 38%.

This stock price has moved from Rs 4,236 a year back to Rs 6,855 as on 21st August, 2018 and gave amazing returns in just a year. This stock 52 weeks Low was Rs 4,145 and 52 week high was at Rs 6,915.

What is driving its share price: This company's revenue grew from Rs 2,339 Crores (Jun-17 Qtr) to Rs 2,543 Crores (Jun-18 Qtr). Its profits grew from Rs 216 Crores (Jun-17 Qtr) to Rs 258 Crores (Jun-18 Qtr). The company is planning for stock split now. Last month, Britannia has rolled out its new unit in Assam with Rs 170 Crores and 1,000 employees. It has delivered consistent healthy performance. Rapidly expanding distribution, continuing investment in R&D and significant expansion indicate the strong confidence that management has on growth prospects. The opportunity beyond biscuits is also substantially high. Some of these factors had driven its share price by giving 65% returns in just 1 year. We expect that this momentum would continue in future too.

Top # 6 TCS – Current Share Price Rs 2,014


TCS is the India’s largest Information Technology and Consulting company.

This stock price has moved from Rs 1261 a year back to Rs 2014 as on 21st August, 2018 and gave amazing returns in just a year. This stock 52 weeks Low was Rs 1210 and 52 week high was at Rs 2024

What is driving its share price: This company's revenue grew from Rs 29,584 Crores (Jun-17 Qtr) to Rs 34,261 Crores (Jun-18 Qtr). Its profits grew from Rs 5,950 Crores (Jun-17 Qtr) to Rs 7,362 Crores (Jun-18 Qtr). Rupee depreciation is favorable for companies that are in export business like TCS. Last month the Global ratings agency Moody's affirmed largest software exporter TCS' rating at the highest among India Inc with a stable outlook. Last month, the TCS Board approved a bonus issue even though its Q1 profit missed the estimates. Some of these factors had driven its share price by giving 60% returns in 1 year. We expect that this momentum would continue in future too.

Top # 7 Reliance Industries – Current Share Price Rs 1,247


Reliance Industries Limited has diversified businesses across India engaged in energy, petrochemicals, textiles, natural resources, retail, and telecommunications.

This stock price has moved from Rs 783 a year back to Rs 1247 as on 21st August, 2018 and gave amazing returns in just a year. This stock 52 weeks Low was Rs 765 and 52 week high was at Rs 1251.

What is driving its share price: This company's revenue grew from Rs 90,537 Crores (Jun-17 Qtr) to Rs 133,069 Crores (Jun-18 Qtr). Its profits grew from Rs 7,978 Crores (Jun-17 Qtr) to Rs 9,475 Crores (Jun-18 Qtr). Recently such Cash-rich company eyed $2.7b in fresh FX loans to refinance high cost debt. If you observe last Qtr results, these are mainly driven by robust growth in petrochemicals and Jio. It has again beaten TCS in market capitalization after Q1 results. In last month AGM, Mukesh Ambani indicated that Reliance Industry revenues would be more than doubled by 2025. Some of these factors had driven its share price by giving 60% returns in 1 year. We expect that this momentum would continue.

Top # 8 Infosys Limited – Current Share Price Rs 1,384


Infosys Limited is 2nd largest Information Technology and Consulting company after TCS that provides business consulting, information technology and outsourcing services.

This stock price has moved from Rs 874 a year back to Rs 1384 as on 21st August, 2018 and gave amazing returns in just a year. This stock 52 weeks Low was Rs 862 and 52 week high was at Rs 1,437.

What is driving its share price: This company's revenue grew from Rs 17,078 Crores (Jun-17 Qtr) to Rs 19,128    Crores (Jun-18 Qtr). Its profits grew from Rs 3,554 Crores (Jun-17 Qtr) to Rs 3,612 Crores (Jun-18 Qtr). Its CFO, MD Ranganath resigned last week back after holding several leadership positions during a tenure of over 17 years with the company. Interestingly, exactly one year back on August 18, 2017, Infosys CEO Vishal Sikka quit as CEO of the Bengaluru-based firm. While it showed good revenue performance, its margins have grown at a slow rate. This indicates mixed reaction and some uncertainty about the company.  In spite of this uncertainty, company share price has increased by 60% in the last 1 year. Some of these factors had driven its share price by giving 60% returns in 1 year. It is difficult to comment about the future stock price appreciation now.

Top # 9 Godrej Consumer – Current Share Price Rs 1,381


Godrej Consumer Products Limited is an Indian consumer goods company based in Mumbai, India. GCPL's products include soap, hair colorants, toiletries and liquid detergents.

This stock price has moved from Rs 905 a year back to Rs 1381 as on 21st August, 2018 and gave amazing returns in just a year. This stock 52 weeks Low was Rs 884 and 52 week high was at Rs 1,406.

What is driving its share price: This company's consolidated revenue grew from Rs 2,271 Crores (Jun-17 Qtr) to Rs 2,476 Crores (Jun-18 Qtr). Its consolidated profits grew from Rs 232 Crores (Jun-17 Qtr) to Rs 352 Crores (Jun-18 Qtr). Godrej Consumer expects that new products launched would grow at 25% to 40%. Many brokerage firms are maintaining outperform for this stock. Some of these factors had driven its share price by giving 55% returns in 1 year.

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Top # 10 Dabur India – Current Share Price Rs 459


Dabur is India's largest Ayurvedic medicine & natural consumer products manufacturer. Dabur demerged its Pharma business in 2003 and hived it off into a separate company, Dabur Pharma Ltd.

This stock price has moved from Rs 304 a year back to Rs 459 as on 21st August, 2018 and gave amazing returns in just a year. This stock 52 weeks Low was Rs 297 and 52 week high was at Rs 462.

What is driving its share price: This company's consolidated revenue grew from Rs 1,790 Crores (Jun-17 Qtr) to Rs 2,080 Crores (Jun-18 Qtr). Its consolidated profits grew from Rs 264 Crores (Jun-17 Qtr) to Rs 329 Crores (Jun-18 Qtr). Dabur India had a stellar performance in Q1. Revival in rural markets is one of the factors for its growth.  Competitive intensity from Patanjali is also fading. However, its beverage segment market share reduced from 56% to 54%. Some of these factors had driven its share price by giving 51% returns in 1 year. However, we believe this momentum would continue in future too.

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Suresh

Top 10 Stocks from BSE 100 Index upto 100% Returns in one year – What is driving

Suresh KP

8 comments

  1. Thank you for the article. How about MphasiS, Bata, Titan etc for the last one year. I did not see them making it to your list.

  2. Good evening Suresh sir. I follow ur valuable articles on investment. These stocks have already gained a lot, sir it would be great if u publish a report of 10 stocks which will yield more than 50 % return in a year.

  3. RESPECTED SIR, I WOULD LIKE TO HAVE YOUR VALUABLE ADVICE FOR INVESTMENT IN NIFTY BEES.THANKS IN ADVANCE.

  4. This is history. Which are those stock that will give good return in future? Can you give a list of such stocks?

  5. Excellent analysis of all the prime stocks. Request you to advice on top 10 MF which one should invest in fresh or remain invested in previous keeping in view the recent downfall witnessed by MF industry. Also it will be helpful to know about the MF which hv taken maximum beating in the current preiod

    1. Vivek, Thank you. While one can easily filter top stocks or top mutual funds, it is difficult to say about bottom stocks or bottom mutual funds that have taken beating but are fundamentally good. The funds which are recommended by us last year would continue to remain same though there is change in mutual fund categoriization and fund managers are now focussing on largecap instead of midcap/smallcap. These smallcap/midcap has taken huge beating due to this strategy. But we need to have patience now as these would bounce back in medium to long term (cannot expect them in short term)

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