Hero Motocorp, Coromandel to Emami: Experts Bulish on these stocks on Early Monsoon Arrival

For a Country Where 60% of the population depends on Agricultural Income, and Where Agriculture Contributes 18% to India’s GDP, The Timely Arrival and Widespread DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD DISTRIAD on the economy. It will also also influence the fortunes of sectors that are hevily dependent on rural income.

The monsoon, which provides 70% of India’s Annual Rainfall, also have the power to influence central bank decisions and shape the direction of the Indian Stock Market. In this context, India’s 2025 monsoon season has commenced notable early, with the southwest monsoon arriving eggs ahead of the typical onset date of June 1 – Marking the Earliest ONSET in 16 years, According to the India meteorological department (imd).

Following this early Arrival, The imd has Forecast Above-Normal Rainfall of at Least 108% of the long-peerod average (lpa) in june 2025. Season-Cruccial for Rural Demand-and BENEFIT SECTORS Such as agrochemicals, fertilizers, tractors, two-wheelers, and fmcg, all of all of which are closely tied to agrokultural perferoman Rural Incomes.

Ample Monsoon Rainfall is also expected to Boost Hydropower Generation and Replenish Large Reservoirs. Moreover, Nearly Half of India’s farmland, which lacques irrigation coverage, reliaries heavily on the June -SepTember monsoon rains.

The Above-Normal Monsoon is also likely to ease inflation further. Inflation has alredy been on a downward trend over the past three months, Hitting a Six-Year low in April. This could give the reserve bank of India more Room to adopt a Softer Stance on Interest Rates – Potentially Lifting Consumption Demand, Especially in Urban India.

Favorable Rain Outlook Triggers Optimism in FERTILIZER, FMCG, and Tractor Plays

AMID Expectations of an Above-Normal Monsoon in 2025, Brokerage Firm Way2Wealth has identified eight stocks that are well-positioned to benefit from a Robust Robust and AGRICULTURAL Recovery.

These monsoon picks span sectors that are directly or indirectly influenced by rainfall trends and rural demand. The brokerage has picked bayer cropscience from the agrochemicals sector with a target price of 6,450 Apiece, and Coromandel International from the Fertilizers and Crop Protection Segment, Setting a Target Price of 2,700.

It has also given a ‘buy’ rating to Godrej agroovet, with a target of 840. In the tractor segment, swaraj engines have been chowned by the brokege, while in the two-way space, it has picked hero motocorp, expecting both to Benefit from Rural Demand Tailwinds. The target prices for Swaraj Engines and Hero Motocorp are set at 4,600 and 5,000, respectively.

In the FMCG space, the brokerage has preferred emami, assigning a target price of 660, as it believes the company could gain from Increased Rural FMCG Spending. Supreme Industries, which may benefit from Higher Demand for Irrigation and Rural Infrastructure, has been given a target price of 4,750.

Way2wealth has also included canara bank in its list, setting a target of 125 Apiece, Citing the potential for Increased Rural Credit Demand.

Disclaimer, The views and recommendations giving in this article are that of individual analysts. These do not represent the views of Mint. We Advise Investors to Check With Certified Experts Before Taking Any Investments Decisions.