Bullish Bets: Vinit Bolinjkar maps out India’s next big market winners

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Mid-Sized Banks Offer Better Risk-Reward

While frontline private banks remained under pressure during the trading session, particularly HDFC Bank, Bolinjkar said he remains constructive on mid-sized lenders that are seeing improving balance sheets and fresh capital inflows.

“We are quite optimistic on the mid-sized banks — Yes Bank, RBL Bank, and Bandhan Bank. These three banks will do well. They have got fresh money,” he said.

He added that Bandhan Bank could benefit significantly from improving economic activity in eastern India, particularly Bengal, where spending is expected to rise over the next few months.

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According to him, most negative triggers for the banking sector are already reflected in stock prices, limiting the downside risk for the broader space.

“My view is that we do not expect too much negativity to play out in terms of any further escalation because all the negatives have already been factored into prices,” Bolinjkar noted.

Cummins Seen as a Long-Term Compounder

Among industrial names, Cummins India emerged as one of Bolinjkar’s strongest convictions. He believes the company is well positioned to benefit from rising demand linked to data centres, industrial expansion, and real estate activity.

“It is a fantastic stock. We have been bullish for a very long time on this stock,” he said.

Bolinjkar also pointed to increasing power outages in Gulf countries, which could drive additional export opportunities for the company. With both domestic demand and international business improving, he expects the stock to continue compounding steadily over the coming years.

Coal India Continues to Offer Yield and Growth
On the energy front, Bolinjkar remains positive on Coal India, citing strong dividend yields and improving demand visibility.

“You are sitting on a 7-8% dividend yield, you could not ask for anything more than that,” he remarked.

He believes the broader coal trade is still in its early stages and expects revenues to improve meaningfully as demand continues to rise. While acknowledging the stock’s relatively slower movement due to its size, he said Coal India remains an attractive long-term play within the energy segment.

Adani Green and Adani Enterprises Preferred in Power Theme
Discussing ways to participate in the power and energy theme, Bolinjkar highlighted companies within the Adani Group ecosystem.

According to him, Adani Green Energy now appears more attractive after other group stocks witnessed sharp rallies. He also underscored the significance of Adani Enterprises and its extensive coal portfolio spread across India and Australia.

“These are the two stocks that are good to play from the energy point of view,” he said.

Defence Sector Momentum Expected to Continue
Bolinjkar also maintained a bullish stance on India’s defence sector, particularly companies linked to indigenous manufacturing and drone technology.

Referring to Zen Technologies, he said government initiatives aimed at boosting domestic defence production are creating long-term opportunities for specialised players.

“We like the entire space, especially the fact that the government wants to do 50% indigenous production and drones are the new way to go,” he said.

He further highlighted the company’s anti-drone capabilities and said acceptance of its products by the Indian Army provides visibility and confidence around future revenues.

“We think that the stock will continue to do well,” he added.

Asian Paints Positioned for Steady Growth
Among consumption-oriented names, Bolinjkar remains positive on Asian Paints, describing the broader FMCG space as being in a “sweet spot.”

He noted that competitive pressures in the paints industry appear to have stabilised, while improving utilisation at the company’s southern plant is expected to support future growth.

“We think it is a steady compounder,” he said.

With improving operational efficiencies and sustained demand trends, Bolinjkar believes Asian Paints remains well placed for long-term wealth creation despite the recent rally in the stock.

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