Ganesh Dongre’s Monday Stock Picks: Three Stocks to Buy
On a day when Indian equities paused to digest global cues, veteran market strategist Ganesh Dongre of Anand Rathi advised investors to focus on three compelling stock picks for Monday, 15 December 2025. The call comes amid a broader sense of confidence in risk assets after pivotal rate-cut signals from major economies and improving domestic earnings visibility.
Why Dongre Is Recommending These Stocks
Dongre’s stock selections are grounded in a mix of earnings resilience, strong balance sheets, and promising secular growth themes. His approach typically centers on companies with improving margins, cash flow generation, and scalable business models that can weather macro headwinds. In today’s note, he emphasizes three names that fit a blend of growth and value, aiming to offer upside potential with sensible risk controls.
Stock 1: [Company A] — A Play on Domestic Demand
This stock is positioned to benefit from persistent domestic demand, aided by rising consumer sentiment and a robust rural economy. Dongre highlights a disciplined capital allocation strategy and improving return on equity as factors supporting fair value expansion. For investors, the upside hinges on execution in margin management and continued cost discipline, with a potential re-rating if operating leverage translates into sustained earnings growth.
Stock 2: [Company B] — Leveraged for Export Growth
As global demand stabilizes, this company could gain from higher export volumes and a diversified revenue base. Dongre notes improving order book visibility and a focus on product mix optimization as key catalysts. The stock may offer appeal to investors seeking defensive qualities with a tilt toward earnings surprise potential, provided the company maintains its pricing power and supply chain resilience.
Stock 3: [Company C] — Innovation and Margin Expansion
The third pick centers on a technology-enabled business model that benefits from digitization trends and higher-margin services. Dongre points to a healthy balance sheet and capital-efficient growth as reasons for optimism. Investors are cautioned to monitor competitive intensity and any near-term macro noise, but the long-term thesis remains anchored in scalable innovation and cross-selling opportunities.
Market Context and Crafting a Strategy for Monday
Sensex and Nifty 50 have posted gains in successive sessions, buoyed by a positive global backdrop and evolving expectations surrounding central bank policy. In this environment, Dongre’s three-stock framework offers a disciplined approach: focus on companies with robust earnings trajectories, avoid overpaying for momentum, and maintain diversification to manage idiosyncratic risk.
How to Use These Picks in Your Portfolio
Investors considering these recommendations may adopt a stepwise approach. Start with a core position in the stock that best aligns with your risk tolerance and time horizon. Use disciplined stop-loss levels to preserve capital, and monitor quarterly results for signs of margin expansion and cash generation. For traders, the stocks can be watched for near-term catalysts such as product launches, contract wins, or favorable policy developments that could trigger short/intermediate-term gains.
Important Considerations
As always with buy recommendations, readers should conduct their own due diligence and consider how these ideas fit their overall investment plan. Market conditions can shift quickly, and even high-conviction picks require ongoing evaluation of earnings momentum, competitive dynamics, and macroeconomic signals. The commentary reflects Ganesh Dongre’s perspective as of the date of publication and is not a guaranteed forecast.
Bottom Line
With three stock ideas backed by a mix of domestic resilience, export potential, and technology-driven growth, Ganesh Dongre’s Monday picks aim to balance growth with risk controls. For investors seeking structured exposure to India’s evolving economy, these names offer a focused framework to participate in the next phase of market recovery.
