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Reliance Industries, HDFC Bank, and TCS remain the backbone of India’s large-cap growth story in 2025.
Strong earnings, stable dividends, and sector leadership make these stocks ideal long-term investments.
Large-cap stocks in banking, IT, telecom, and FMCG offer a balanced mix of safety and growth.
Investing in large-cap companies is one of the safest and most stable ways to build wealth in the stock market. These companies are industry leaders with strong financials, stable earnings, and established reputations.
In 2025, the Indian stock market continues to showcase several large-cap companies that are not only dominating their sectors but also delivering consistent growth and shareholder value. Let’s take a look at some of the top large-cap stocks to watch this year.
Reliance Industries remains India’s largest company by market capitalization at Rs. 18.49 trillion. It is a diversified giant with interests spanning energy, retail, digital services, and telecom. The company’s stock trades at Rs. 1,368.40, with a P/E ratio of 22.72. Despite a slight dip of 0.31% recently, its earnings per share (EPS) of Rs. 60.23 show strong profitability, supported by an EPS growth of 18.55% year-on-year.
The company’s energy and telecom businesses continue to drive revenue, while Reliance Retail and Jio Platforms have become powerful growth engines. Analysts maintain a “Strong Buy” rating, reflecting investor confidence in its long-term growth story. With a dividend yield of 0.40%, Reliance offers modest payouts, but its value lies in capital appreciation.
HDFC Bank, with a market capitalization of Rs. 14.5 trillion, is India’s leading private sector bank. Its share price stands at Rs. 962.30, and the bank recently recorded a gain of 0.82%. With a P/E ratio of 20.94 and EPS of Rs. 45.97, the fundamentals remain strong. The bank has reported steady EPS growth of 2.74%, highlighting its ability to sustain profits even in challenging macroeconomic conditions.
Known for its strong retail banking network and robust loan book, HDFC Bank is well-positioned to benefit from India’s economic growth and rising demand for credit. It also offers a dividend yield of 1.16%. Analysts have given it a “Strong Buy” rating, making it one of the most dependable large-cap picks for 2025.
TCS, the flagship IT services company from the Tata Group, has a market cap of Rs. 11.26 trillion. The stock trades at Rs. 3,112 with a P/E ratio of 22.85, making it one of the most valuable IT companies in India. With EPS of Rs. 136.19 and YoY EPS growth of 5.63%, TCS demonstrates steady performance despite global challenges in the IT outsourcing industry.
Its diverse client base across North America, Europe, and Asia, combined with leadership in digital transformation and cloud services, ensures long-term revenue visibility. A dividend yield of 1.96% adds further value for investors. Analysts currently rate it a “Buy,” making TCS a solid choice for long-term portfolios.
Bharti Airtel, with a market capitalization of Rs. 10.76 trillion, is one of India’s largest telecom operators. Its stock trades at Rs. 1,888.10 with a P/E ratio of 32.51. Airtel has posted an impressive EPS growth of 250.52% YoY, which signals a turnaround in profitability. Its EPS stands at Rs. 58.07, and the company continues to benefit from growing mobile data consumption and expanding 5G services.
While the dividend yield of 0.85% is modest, the company’s growth outlook in telecom and digital services provides significant upside. Analysts currently rate the stock as a “Buy,” underlining its potential as a growth stock among large caps.
Also Read: Top S&P 500 Stocks with High Dividend Yields
ICICI Bank, with a market cap of Rs. 9.96 trillion, remains a top pick in the financial sector. Its stock trades at Rs. 1,411.50 with a P/E ratio of 19.59, offering reasonable valuations. With an EPS of Rs. 72.05 and growth of 13.68% YoY, the bank demonstrates robust earnings power.
ICICI Bank’s strong retail loan book, digital banking services, and enhanced asset quality make it one of the most efficient banks in India. A dividend yield of 0.79% adds shareholder value, and analysts have given it a “Strong Buy” rating, reinforcing its strength as a long-term investment.
India’s largest public sector bank, SBI, holds a market capitalization of Rs. 7.42 trillion. The stock trades at Rs. 814 with a P/E ratio of just 9.15, making it one of the most attractively valued large-cap stocks. With EPS of Rs. 89.01 and YoY growth of 17.04%, SBI is showing solid profitability.
The bank benefits from its unrivaled branch network, leadership in digital banking, and government backing. Offering a dividend yield of 1.98%, SBI is a stable investment with consistent returns. Analysts have rated it a “Strong Buy,” highlighting its appeal for both conservative and growth-focused investors.
Hindustan Unilever, India’s top FMCG company, has a market cap of Rs. 6.29 trillion. Its stock trades at Rs. 2,701.20 with a P/E ratio of 58.79, reflecting the premium investors are willing to pay for a consumer goods leader. EPS stands at Rs. 45.94, with YoY growth of 4.47%.
HUL’s vast portfolio of daily-use products gives it unmatched brand power in India. Despite high valuations, its stable demand base and strong dividend yield of 1.61% make it a safe bet for long-term investors. Analysts maintain a “Buy” rating, citing its defensive and growth attributes.
Infosys, with a market cap of Rs. 6.22 trillion, is another IT services giant. Its share price is Rs. 1,473.70 with a P/E ratio of 22.44. Infosys has an EPS of Rs. 65.68, with modest YoY growth of 2.14%. Despite near-term global uncertainties, Infosys continues to deliver strong margins and maintain leadership in IT consulting and digital transformation services.
With a healthy dividend yield of 2.87%, Infosys offers both income and growth to investors. Analysts rate it a “Buy,” making it a dependable choice for those seeking exposure to India’s IT sector.
Bajaj Finance, one of India’s leading non-banking finance companies (NBFCs), has a market cap of Rs. 5.53 trillion. Its stock trades at Rs. 941.25, recently posting a sharp 5.02% gain. With a P/E ratio of 33.54 and EPS of Rs. 28.07, the company has delivered YoY EPS growth of 15.75%.
Bajaj Finance has built a strong reputation in consumer lending and digital financial services, with a vast distribution network. Though dividend yield is modest at 0.49%, its growth potential and market leadership make it an attractive large-cap pick. Analysts rate it as a “Buy.”
LIC boasts a market capitalization of Rs. 5.47 trillion and is the largest life insurer in the country. Its stock trades at Rs. 887.10 with a P/E ratio of 11.51. LIC has reported EPS of Rs. 77.05 and YoY EPS growth of 16.52%. The company’s wide customer base and dominance in the insurance sector ensure long-term stability.
LIC readily offers a dividend yield of 1.39%, which adds value to investors looking for steady returns. Analysts currently rate LIC as a “Buy,” reinforcing its position as a strong large-cap stock for 2025.
Also Read: Dividend Stocks vs. Growth Stocks: Which One to Choose?
India’s large-cap stocks in 2025 offer a balanced mix of growth, stability, and income. Companies like Reliance Industries, HDFC Bank, and ICICI Bank remain core holdings due to their strong fundamentals and industry dominance. Meanwhile, stocks like Bharti Airtel, Bajaj Finance, and LIC provide growth opportunities in rapidly expanding sectors.
IT giants such as TCS and Infosys continue to deliver global-scale earnings, while consumer leader HUL offers comprehensive stability. Public sector giant SBI also remains underrated and attractive for long-term investors.
For buyers who are looking to invest in India’s equity market this year, these large-cap stocks stand out as some of the best opportunities to build a diversified and resilient portfolio.
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