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Goldman Sachs stock picks 2026, best long term stocks India, top stocks to buy 2026, HUL share price target, Mahindra and Mahindra stock outlook, Info Edge growth story, Max Healthcare share analysis, pharma stocks with high upside, auto sector stock picks, healthcare stocks India, consumer durable stocks, multibagger stocks 2026
Goldman Sachs has identified nine high-conviction long-term stocks for 2026 with potential upside of up to 112%. The picks span FMCG, healthcare, auto, pharma, internet services, and consumer durables, reflecting strong earnings visibility, sector tailwinds, and improving business momentum. For long-term investors, the list offers a diversified basket of growth-oriented stocks with strong cash flow strength and potential for sustained alpha generation.
As Indian markets continue to trade near record highs, global brokerage houses are refining their high-conviction ideas for the next phase of growth. With earnings cycles strengthening across key sectors, investors are increasingly shifting focus toward structural compounders rather than short-term momentum plays.
In this backdrop, Goldman Sachs has released its latest list of top long-term stock picks for 2026, identifying nine companies with strong earnings visibility, improving EBITDA margins, and favorable sectoral tailwinds. The brokerage has maintained Buy ratings across all picks, with potential upside ranging from 7% to 112% based on current prices and target estimates.
| Company | Sector | Current Price (₹) | Target Price (₹) | Upside Potential |
|---|---|---|---|---|
| Info Edge India | Internet Services | 1,124 | 1,530 | 36% |
| Cohance Lifesciences | Pharmaceuticals | 306 | 650 | 112% |
| Hindustan Unilever | FMCG | 2,318 | 2,750 | 19% |
| Mahindra & Mahindra | Automobiles | 3,506 | 4,400 | 25% |
| Eicher Motors | Automobiles | 8,000 | 8,600 | 7% |
| Neuland Laboratories | Pharmaceuticals | 13,296 | 17,325 | 30% |
| KIMS | Healthcare | 681 | 875 | 28% |
| Crompton | Consumer Durables | 274 | 340 | 24% |
| Max Healthcare | Healthcare | 1,075 | 1,300 | 21% |
Goldman Sachs’ stock selection is built around structural sector themes that are expected to dominate earnings growth in the coming years.
Key themes include:
These themes suggest a multi-sector earnings expansion cycle, reducing concentration risk for long-term portfolios.
Goldman Sachs remains constructive on Info Edge due to improving monetization in its core platforms and potential valuation re-rating as profitability improves.
Despite a trimmed target price, the brokerage expects strong revenue growth driven by niche molecules and improved CMS mix.
The brokerage expects HUL to benefit from:
As a blue-chip stock, HUL offers stability and strong cash flow strength for long-term investors.
M&M continues to benefit from:
Goldman Sachs sees steady long-term demand for Royal Enfield motorcycles, driven by premiumization trends and export expansion.
Key growth drivers:
This is expected to drive EBITDA margin expansion and revenue acceleration.
KIMS is expected to benefit from:
The brokerage expects improved demand in:
Urban consumption recovery is likely to support revenue growth.
Max Healthcare remains a strong play on:
| Upside Range | Stocks |
|---|---|
| Above 100% | Cohance Lifesciences |
| 30%–40% | Info Edge, Neuland Labs |
| 20%–30% | M&M, KIMS, Crompton, Max Healthcare |
| Below 20% | HUL, Eicher Motors |
Stocks with strong cash flow strength:
High growth potential stocks:
Defensive compounders:
Expert Insight: “Goldman Sachs’ selection reflects a balanced strategy combining structural growth sectors with high-quality compounders. The mix of pharma, healthcare, autos, and consumer plays suggests the brokerage expects broad-based earnings expansion rather than a single-sector rally.”
| Stock | Theme | Valuation Outlook |
|---|---|---|
| Info Edge | Digital growth | Potential P/E expansion |
| Cohance | Pharma export play | Re-rating on earnings visibility |
| HUL | FMCG blue-chip | Stable premium valuations |
| M&M | Auto recovery | Earnings-led re-rating |
| Neuland | Specialty pharma | Margin expansion story |
| Max Healthcare | Hospital chain | Structural growth premium |
Investors looking to accumulate these long-term stocks can use leading Indian trading platforms:
Goldman Sachs’ top picks for 2026 reflect a diversified, growth-oriented portfolio across sectors expected to benefit from India’s structural expansion. With potential upside reaching triple-digit levels in select names, the list offers a combination of:
For long-term investors, these stocks represent a balanced approach to alpha generation through sector diversification and earnings growth visibility.
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