Top Stocks to Consider for Long-Term Investing in India This Week

India’s equity markets in early 2026 continue to be supported by strong domestic consumption, infrastructure spending, financial inclusion, manufacturing incentives, and digital transformation. For long-term investors—especially MSME owners, professionals, and first-time market participants—this environment presents an opportunity to accumulate fundamentally strong companies aligned with India’s structural growth story.

Rather than short-term trading ideas, the following list focuses on large, fundamentally sound businesses that are well-positioned to benefit from India’s economic trajectory over the next five to ten years.

Reliance Industries Ltd. — India’s Most Diversified Growth Engine

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Reliance Industries remains one of India’s most influential corporate groups, with strong presence across energy, telecom, retail, and emerging new energy segments. Its diversified business structure provides both stability and growth.

Key long-term drivers

• Continued growth of Jio’s digital ecosystem and 5G monetisation

• Expansion of Reliance Retail into tier-2 and tier-3 markets

• Investments in green hydrogen, solar, and energy transition

• Strong cash flows from petrochemicals and refining

Investor outlook
Reliance is widely seen as a core portfolio compounder, offering exposure to multiple sectors through a single stock.

Larsen & Toubro — Infrastructure and Defence Powerhouse

4

Larsen & Toubro is India’s leading engineering and infrastructure company, closely linked to the country’s capital expenditure and infrastructure expansion cycle.

Key long-term drivers

• Government’s large infrastructure pipeline across roads, railways, and urban development

• Defence manufacturing indigenisation initiatives

• Strong multi-year order book visibility

• International engineering and EPC contracts

Investor outlook
L&T serves as a direct proxy for India’s infrastructure growth story and public capex momentum.

HDFC Bank — Stable Banking Sector Leader

4

After its merger with HDFC Ltd., HDFC Bank has become the largest private sector bank in India. Its strong retail and MSME lending franchise positions it well for long-term growth.

Key long-term drivers

• Rising credit demand from MSMEs and consumers

• Strong asset quality and risk controls

• Expansion into semi-urban and rural markets

• Continued digital banking adoption

Investor outlook
A stable, conservative portfolio compounder ideal for long-term wealth creation.

Tata Motors — EV Leadership and Global Auto Play

4

Tata Motors combines strong domestic positioning with global luxury exposure through Jaguar Land Rover (JLR). The company is also a leader in India’s electric vehicle segment.

Key long-term drivers

• Dominant share in India’s passenger EV market

• JLR’s transition toward premium electric vehicles

• Recovery in global luxury auto demand

• Strong commercial vehicle cycle in India

Investor outlook
A cyclical plus structural growth story driven by EV adoption and global auto demand.

ICICI Bank — High-Growth Private Sector Bank

4

ICICI Bank has emerged as one of India’s strongest private lenders, with improving asset quality and strong return ratios.

Key long-term drivers

• Consistent loan book growth across segments

• Improved asset quality and lower NPAs

• Strong CASA deposit franchise

• Technology-driven banking initiatives

Investor outlook
A high-quality growth bank suited for investors seeking steady earnings expansion.

Tata Power — Renewable Energy and EV Infrastructure Play

4

Tata Power is transforming into a major clean energy and EV ecosystem player, aligned with India’s decarbonisation goals.

Key long-term drivers

• Expansion of solar and wind energy capacity

• Leadership in EV charging infrastructure

• Growth in rooftop solar installations

• Policy support for renewable energy

Investor outlook
A long-term energy transition stock backed by strong policy tailwinds.

Infosys — Global IT and AI Transformation Leader

4

Infosys remains one of India’s most respected IT services companies, benefiting from the global shift toward cloud, AI, and digital transformation.

Key long-term drivers

• Rising demand for AI-led enterprise transformation

• Strong client base in the US and Europe

• Consistent dividend and buyback track record

• Strong balance sheet and cash flows

Investor outlook
A technology sector compounder suitable for long-term portfolios.

Core Sector Themes Behind This Week’s Picks

Infrastructure and capex: Larsen & Toubro
Financialisation of the economy: HDFC Bank, ICICI Bank
Energy transition and new economy: Reliance, Tata Power
EV and mobility transformation: Tata Motors
Digital and AI growth: Infosys

These sectors align closely with India’s long-term economic priorities, including manufacturing growth, digitalisation, infrastructure expansion, and MSME-led development.

Suggested Long-Term Allocation Model

(Illustrative only for diversified portfolios)

Long-Term Investment Strategy

• Use systematic buying during market corrections.

• Maintain a 5–7 year investment horizon.

• Avoid momentum-driven short-term decisions.

• Review company fundamentals periodically.

• Focus on earnings growth, balance sheet strength, and sector tailwinds.

Investment Disclaimer

The information provided in this article is for educational and informational purposes only and should not be construed as investment advice, financial advice, or a recommendation to buy or sell any securities. The stocks mentioned are based on publicly available information, sectoral trends, and long-term economic themes.

Stock markets are subject to market risks, economic changes, company-specific developments, and global factors, which may affect performance. Past performance does not guarantee future returns.

Readers are advised to:

• Conduct their own research before making investment decisions.

• Evaluate their financial goals, risk tolerance, and investment horizon.

• Consult a qualified financial advisor if required.

SMEStreet, its management, authors, and affiliates do not accept liability for any losses arising from the use of this information.

Investments in the securities market are subject to market risks. Please read all related documents carefully before investing.

Tags : top Indian stocks 2026 | stocks to buy this week India