1. Executive Summary: The Alpha Seekers Portfolio
For the long-term investor, the focus must be on companies capable of sustained compounding over the next five years. The smart money is moving into companies that are capitalizing on specific sectoral tailwinds: Defense Indigenization, Power Transmission, Real Estate Revival, and Niche Manufacturing.
This report highlights 7 high-conviction stocks that have demonstrated exceptional execution capabilities. We have ranked them using the proprietary Bull Run Stock Screener ‘Fundamental Growth Score’ (out of 100), which factors in earnings growth, debt reduction, and order book visibility.
2. The Top 7 Shares to Buy for Long Term Investment
1. Mazagon Dock Shipbuilders (The Defense Titan)
- Sector: Defense / Shipbuilding
- Fundamental Score: 94/100
Investment Rationale:
Mazagon Dock is the crown jewel of India’s defense public sector. With the government’s aggressive push for indigenization (Atmanirbhar Bharat), Mazagon’s order book has swelled with contracts for submarines and destroyers. It is a debt-free company with a negative working capital cycle (clients pay in advance), which is rare for an EPC player.
Key Metrics:
| Order Book | > ₹38,000 Cr |
| ROE | ~35% |
| Dividend Yield | ~1.5 – 2% |
2. Apar Industries (Powering the Nation)
- Sector: Cables & Conductors
- Fundamental Score: 91/100
Investment Rationale:
Apar is the world’s largest conductor manufacturer and a primary beneficiary of the global and domestic shift towards renewable energy transmission. As the US and Europe upgrade their grids and India pushes for green energy corridors, Apar’s premium “High-Efficiency Conductors” are in massive demand.
Why Buy: Exports are driving margins higher; the stock has shifted from a commodity player to a value-added specialty player.
3. Anant Raj Ltd (Real Estate & Data Centers)
- Sector: Realty
- Fundamental Score: 88/100
Investment Rationale:
Anant Raj is a unique play combining two massive themes: Luxury Housing in NCR and Data Centers. Unlike other realtors, Anant Raj holds massive land banks in Delhi which are fully paid for. They are retrofitting their existing commercial buildings into Cloud Data Centers, creating a new, recurring revenue stream with high margins.Getty Images
4. Force Motors (Niche Auto Leader)
- Sector: Automobile
- Fundamental Score: 86/100
Investment Rationale:
Force Motors dominates the niche “Traveller” van market in India (shared mobility). However, the hidden value lies in its specialized engineering division which builds engines exclusively for BMW and Mercedes-Benz in India. With the boom in luxury car sales and a revival in domestic tourism (boosting van sales), Force is firing on all cylinders.
Key Metrics:
| P/E Ratio | Attractive vs Peers |
| Sales Growth (3Y) | > 30% |
5. eClerx Services (The Efficiency Engine)
- Sector: IT / KPO
- Fundamental Score: 82/100
Investment Rationale:
While large-cap IT struggles with recession fears, eClerx operates in the niche Knowledge Process Outsourcing (KPO) space. They help global Fortune 500 companies automate complex workflows. Their recent buyback history and focus on high-margin analytics make them a cash-rich, defensive bet for the long term.
Why Buy: Consistent compounder with a shareholder-friendly buyback policy.
For an IPO GMP live tracker people can see insights on the bullrun IPO section.
6. Lupin Ltd (Pharma Turnaround)
- Sector: Pharmaceuticals
- Fundamental Score: 79/100
Investment Rationale:
Lupin is a classic “turnaround” story. After years of regulatory issues with the US FDA, their key facilities are getting clearance. They are launching high-value complex generics (like Spiriva) in the US market, which is significantly boosting margins. The domestic India business remains a cash cow with double-digit growth.
7. BSE Limited (The Financial Monopoly)
- Sector: Financial Infrastructure
- Fundamental Score: 85/100
Investment Rationale:
BSE (Bombay Stock Exchange) is a direct beneficiary of the financialization of savings in India. With the explosion of Futures & Options (F&O) trading and the relaunch of their derivative contracts (Sensex/Bankex), BSE is eating into NSE’s market share. It is a high-margin, debt-free business that grows automatically as the Indian economy grows.
3. Comparative Scorecard: At a Glance
| Stock Name | Sector | Fundamental Score | Risk Profile | Primary Moat |
| Mazagon Dock | Defense | 94/100 | Medium | Monopoly in Submarines |
| Apar Inds | Industrials | 91/100 | Medium | Export Quality Leadership |
| Anant Raj | Realty/Infra | 88/100 | High | Data Center Vertical |
| Force Motors | Auto | 86/100 | High | BMW/Mercedes Partners |
| BSE Ltd | Finance | 85/100 | Medium | Duopoly Market |
| eClerx | IT Services | 82/100 | Low | Niche Automation |
| Lupin | Pharma | 79/100 | Medium | US Pipeline Recovery |
4. Conclusion: How to Allocate
For investors looking for the best shares to buy for long term, this basket offers aggressive growth potential compared to the Nifty 50 index.
- Aggressive Allocation: Mazagon Dock & Anant Raj (Higher beta, higher reward).
- Balanced Allocation: Apar Industries & BSE Ltd (Structural growth stories).
- Defensive Allocation: eClerx & Lupin (Cash flow focused).
Disclaimer: This analysis is for educational purposes. Please consult your financial advisor before investing.
