Diwali marks the start of Samvat: The Hindu New Year.
It is considered as the perfect moment to reset goals and begin fresh investments with auspicious intent and positive momentum.
Many investors even make a symbolic first buy during the one-hour Muhurat Trading session on Diwali, using it as a clean slate to start new investment - think of it like lighting the first diya for compounding.
Muhurat Trading, which is believed to bring wealth and prosperity to all, is usually a 60-minute trading session on the evening of Diwali. For this year, the Muhurat Trading session will be on Tuesday, October 21, from 1:45 PM to 2:45 PM IST.
Why Read This?
You will find many articles online that will discuss Diwali investment opportunities, but they will be recommending sectors that will experience temporary and short-lived gains only. For example, white goods such as refrigerators and air conditioners may see short-term boosts from seasonal demand, but these often do not sustain performance afterward.
Instead, a more effective strategy should be aiming for sustainable, long-term investments that leverage the power of compounding to multiply wealth.
For that, we will focus on high-growth-potential companies. But along with that, since no high-growth companies come without a risk, your portfolio should also have a safety cushion.
What’s Inside:
High-Growth Gems for Samvat 2082
K_____i Steels
D__ S____s Ltd.
T_______i Chemicals Limited
High Low Risk, High Reward
Gold and Silver ETFs as Safety Cushion
Silver’s Industrial Demand Boost
Equivalent to Traditional Physical Gold But Hassle-Free
The Ideal Mix to Your Portfolio
Let’s start SAMVAT 2082 with a safe, sustainable and high-growth-conviction investments.
Our Diwali special smallcase for Samvat 2082 consists of 9 high-growth companies across 9 diversified sectors, complemented by a safety cushion that we’ll explore in detail later.
Of all, below are 3 standout stocks poised to become the next major breakthroughs.
Let’s dive into why we’re so confident in their potential.
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1. Kalyani Steels
Kalyani Steels is a company started in 1973 as part of the large Kalyani Group in India. It makes high-quality carbon and alloy steel bars for forging and engineering, using a blast furnace method at its factory in Hospet, Karnataka.
The company produces about 650,000 tons of hot metal each year and supplies steel for car parts like crankshafts and gears, as well as for energy, railways, and defense needs. Its customers include makers of vehicles, engines, bearings, and turbines, both in India and abroad, with its main office in Pune.
Here’s why our research says it’s set for the next breakthrough:
The key reason from our thesis is, Kalyani Steels has signed an MoU with the government to build two plants, of which one is a titanium plant in Odisha. This is to produce high-quality alloys for jet engines and aerospace parts, making India less reliant on imports which is currently dominating the market.
This will position them as a key domestic manufacturer under “Make in India,” supplying materials to sister company Bharat Forge for defense products like artillery and aircraft components. The project, creating 10,000 jobs, taps into growing defense demand and aims to establish Kalyani as a sole major supplier in this high-barrier sector
Moreover, the company is on track for a major positive shift in its business, thanks to a long-term investment plan (called capex, which means spending on new projects and equipment) that will last several years. This includes building facilities for specialty steel (high-quality steel used in advanced industries) and titanium alloys (strong, lightweight metals for aerospace and defense), plus adding a “green steel” setup that makes eco-friendly steel using sustainable methods.
These projects put the company right at the front of valuable markets where it’s hard for new competitors to break in, and there’s strong growing demand from around the world - think more need for advanced materials in cars, planes, and green energy. This will help them offer better products and run operations more efficiently, like saving costs and boosting output.
If they pull off these plans well over the next few years (which it is highly likely to), the company’s finances should get a clear boost - higher profits and stronger cash flow, which could make investors see it as more valuable, leading to a higher stock price based on clearer growth prospects and smarter use of their investment money.
DCX Systems Limited, founded in 2011 and listed in 2022, is a leading Indian defense and aerospace electronics firm based in Bengaluru. It specializes in system integration, manufacturing cable and wire harnesses, printed circuit board assemblies (PCBAs), and kitting services for high-precision applications like radars, electronic warfare, missiles, and surveillance systems.
As a key “Indian Offset Partner” for global players such as Israel’s ELTA Systems and IAI, plus clients like Lockheed Martin, DCX supports “Make in India” by producing advanced components from its 70,000 sq ft facilities in an Aerospace SEZ, serving both domestic PSUs and international exports.
Why DCX Systems Stands Out in Defense
DCX Systems offers a strong investment case, fueled by India’s push to make its own defense equipment (indigenization) and global shifts away from concentrated supply chains, like diversifying from China. As a top Indian partner for Israeli defense leaders ELTA Systems and Israel Aerospace Industries (IAI), the company handles offset deals, where foreign firms invest in local production and has a solid order book of Rs 2,697 crore, giving clear revenue for the next two years.
This sets up steady growth, especially with their new joint venture with ELTA to build a radar manufacturing plant in Tamil Nadu’s defense corridor at Hosur, putting DCX front and center in the “Make in India” drive for local high-tech defense gear. They’ve also secured a 15-year license for Category A classified projects, like radars and electronic warfare systems, through their Raneal subsidiary, which is developing high-margin NIART safety tech for 5,000-6,000 Indian railway locomotives—far better than their current low-margin (0-5% EBITDA) cable and assembly work.
Ties with Israeli firms have brought orders from global giants like Lockheed Martin, and the new facility will ramp up production of these premium radar products, improving efficiency and pushing margins toward double digits. With international expansion on the horizon, this could lead to a big stock revaluation as profits grow and operations scale.
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3. Thirumalai Chemicals Limited (TCL)
Thirumalai Chemicals Limited (TCL), part of the Thirumalai Group and listed on Indian exchanges, is a leading global producer of specialty chemicals like Phthalic Anhydride (PAN), Maleic Anhydride (MAN), Fumaric Acid, and Malic Acid.
Established in 1972 with its main manufacturing facility in Ranipet, Tamil Nadu, the company serves diverse industries including plastics, automotive, textiles, food processing, and pharmaceuticals, exporting to over 30 countries. With an annual capacity of around 145,000 MT for key products, TCL focuses on sustainable production and innovation to meet growing demand in high-value applications.
Why Thirumalai Chemicals Is Poised for Growth
Thirumalai Chemicals, traditionally focused on commodity chemicals like phthalic anhydride that face price ups and downs, is at a turning point by shifting to higher-value specialty chemicals, especially food ingredients like malic and fumaric acids used in snacks, drinks, and pharma.
Three years ago (around 2022), they set up a major facility through their US subsidiary TCL Specialties LLC in West Virginia, which is now nearing completion - construction of the $200 million Phase I started in 2023, with startup expected in late 2025 and full operations in 2026. This plant will produce 40,000+ tons of maleic anhydride (a key base chemical) and 30,000 tons of food acids annually from cheap local butane.
The reason for setting up the plant in the U.S was that they were able to develop a similar plant at 45-50% cheaper than U.S competitors. Meanwhile, they’re expanding in India with new capacities at Dahej (adding 90,000 tons of phthalic anhydride and 10,000 tons of fumaric acid in FY2025), rebalancing their portfolio away from volatile commodities toward stable, regulated specialties for developed markets.
This strategic move should boost business quality, lift margins from current low levels (around 2-3% OPBDIT), and stabilize earnings by reducing overseas subsidiary losses once the US plant ramps up.
As these projects stabilize, we can expect a financial turnaround with higher profits, unlocking strong stock revaluation driven by better growth visibility and global demand.
Invest in more potential breakthrough stocks with SAMVAT 2082 HERE
High Low Risk, High Reward
To balance the risk in your portfolio, Samvat 2082 has a built-in safety cushion that will act like a buffer during market dips. Let’s dive into what makes this cushion so essential and how it protects your investments while aiming for festive gains.
Gold and Silver ETFs as Safety Cushion
Gold and Silver ETFs act as a reliable safety vault in any portfolios as these are precious metals that hold value during market volatility, inflation, or economic uncertainty. Each unit of these ETFs represents a portion of physical gold or silver stored securely in vaults by the fund house. It means every unit you buy digitally is allocated to physical gold.
It tracks the metals’ spot prices in real-time for easy buying/selling like stocks itself. This setup offers stability to balance high-growth stocks, as gold (low volatility) historically preserves wealth while silver adds diversification with potential upside from industrial demand (discussed below).
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Silver’s Industrial Demand Boost
Around 60% of the world’s silver goes into industrial uses like solar panels, electronics, EVs, and medical devices, driving demand growth as green tech expands, which may push silver prices higher regardless of investment trends.
Silver ETFs capture this dual role: investment hedge plus industrial upside - making them a dynamic cushion in our portfolio, with prices often outpacing gold during economic recoveries. As global manufacturing reshapes, this positions silver ETFs for steady appreciation, complementing gold’s stability for balanced risk in high-growth setups.
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Equivalent to Traditional Physical Gold But Hassle-Free
For traditions like Diwali gifting or Muhurat trading in Samvat 2082, Gold and Silver ETFs mirror physical gold’s cultural role by letting you “own” the metals digitally. This way you can fulfill the symbolic wealth-building with real growth.
Gold/Silver ETFs have no GST on purchase. Both face 12.5% LTCG tax without indexation, but ETFs qualify after just over 12 months versus over 24 months for physical, providing a quicker, more flexible path to lower taxes and better returns for timely portfolio adjustments.
STCG is taxed at slab rates for both, yet ETFs apply it only under 12 months compared to under 24 months for physical, enabling faster escape from high-slab penalties and enhancing short-term trading efficiency.
All this with 0 hassle and 0 theft risk.
Full purity verification and zero transport issues.
The Ideal Mix to Your Portfolio
All this is great, but the right recipe lies in allocating just the right amount to reap the best benefits.
This understanding comes from years of investing experience and observing the markets, where such diversification has proven key to long-term success.
Good news is you don’t have to worry about it because experts at Green Portfolio handle the portfolio composition and rebalancing for Samvat 2082, while you can truly enjoy the festivities worry-free.
Subscribe to Samvat 2082:
Diwali special smallcase @ a discounted price of only ₹83/month.
9+ Stocks with Precious Metals - Managed by experts, end-to-end!
