As the heat rises across India, it’s not just the weather that’s warming up—some stocks are performing hot too! This Summer Stocks List includes companies that benefit directly from seasonal demand, especially in sectors like cooling appliances, consumer durables, and beverages. These stocks often perform well during the hotter months, and this year is no different.
Leading the pack is Epack Durable Ltd, which manufactures air coolers and appliances, showing a massive 82.09% return over the past year. Amber Enterprises India Ltd, a key player in AC and cooling components, follows with a strong 68.60% return. Other notable names on the list include Johnson Controls-Hitachi Air Conditioning India Ltd, up 49.69%, and Blue Star Ltd, gaining 28.02%.
For investors looking to diversify their portfolios further, exploring best defence stocks and railway stocks could be a strategic move. Defence stocks offer long-term growth potential with rising government investments in defence and security, while railway stocks benefit from the country’s ongoing infrastructure development and modernization efforts. Both sectors complement the growth of summer season stocks by providing stability and consistent returns. Investing across multiple sectors can help mitigate risks and maximize opportunities for overall portfolio growth.
Overview of Contents
Summer Stocks List In India
These companies usually see higher sales in summer, thanks to increased consumer spending on cooling products and summer-related items. That’s why adding stocks from this Summer Stocks List to your portfolio can be a smart move. Just like we prepare for the season with new essentials, you can refresh your investments too. These stocks have the potential to grow by 30% or more, giving you a solid opportunity to earn better returns during the summer months.
| Stock Name | Market Cap (₹ Cr) | 1-Year Return (%) |
|---|---|---|
| Epack Durable Ltd | 3,605.99 | 82.09% |
| Amber Enterprises India Ltd | 21,618.27 | 68.60% |
| Johnson Controls-Hitachi Air Conditioning India Ltd | 4,838.62 | 49.69% |
| Blue Star Ltd | 38,030.51 | 28.02% |
| United Breweries Ltd | 57,550.42 | 7.17% |
| Havells India Ltd | 1,00,599.07 | 2.33% |
| Dabur India Ltd | 87,144.73 | -3.48% |
| Varun Beverages Ltd | 1,80,033.62 | -7.90% |
| Voltas Ltd | 42,220.89 | -9.77% |
| Whirlpool of India Ltd | 15,060.32 | -23.58% |
Company-wise Overview of Summer Stocks
Here is a quick look at some popular summer-related companies in India and how they are performing. These companies mostly deal in cooling products, beverages, or summer essentials.
1. Epack Durable Ltd
- Industry: OEM/ODM Components for Air Conditioning
- Market Cap: ₹3,605.99 Crore
- 1-Year Return: 82.09%
- 6-Month Return: -16.47%
- 5-Year CAGR: NA (New Listing)
Epack Durable, a recent IPO entrant, is carving a niche in manufacturing components for the HVAC industry, working with major players like Voltas, Haier, and Daikin. The company has shown incredible growth since its IPO, with an 82.09% return over the past year.
However, like many newly listed companies, it has experienced some volatility in recent months, with a 6-month return of -16.47%. Epack’s strong customer base and potential for growth in the HVAC supply chain make it an exciting prospect for investors, although the lack of a long-term track record requires cautious optimism.
2. Amber Enterprises India Ltd
- Industry: Air Conditioning & Component Manufacturing
- Market Cap: ₹21,618.27 Crore
- 1-Year Return: 68.60%
- 6-Month Return: 2.12%
- 5-Year CAGR: 42.55%
Amber Enterprises is one of India’s largest manufacturers of air conditioning products and components. Known for its strong ties with major AC brands, Amber is a key supplier in the HVAC sector.
Its impressive 68.60% return over the past year shows how the company is benefiting from India’s growing demand for cooling solutions, especially in urban centers. With a 42.55% CAGR over the past five years, Amber is positioned well for the future as air conditioning and cooling systems continue to penetrate the Indian market.
Despite the moderate short-term returns, its strong market position and expanding customer base make it a compelling long-term investment in the growing HVAC space.
3. Johnson Controls-Hitachi Air Conditioning India Ltd
- Industry: HVAC & Air Conditioning Solutions
- Market Cap: ₹4,838.62 Crore
- 1-Year Return: 49.69%
- 6-Month Return: -18.91%
- 5-Year CAGR: -2.78%
Johnson Controls-Hitachi, a joint venture between Johnson Controls and Hitachi, is a significant player in India’s air conditioning sector. Over the past year, the company has posted strong returns of 49.69%, showcasing its potential in the growing HVAC market.
However, recent volatility in the stock (-18.91% in the last six months) and a negative 5-year CAGR raise concerns about its long-term performance. The company’s growth is closely tied to the demand for commercial and residential air conditioning, and investors need to monitor its ability to maintain profitability amidst competitive pressures and raw material costs.
4. Blue Star Ltd
- Industry: HVAC & Commercial Refrigeration
- Market Cap: ₹38,030.51 Crore
- 1-Year Return: 28.02%
- 6-Month Return: -1.07%
- 5-Year CAGR: 45.87%
Blue Star is one of the leading providers of air conditioning and refrigeration solutions, with an expanding portfolio that includes HVAC systems and cold chain solutions. Although it has seen some short-term declines, with a -1.07% return in the last six months, its strong 5-year CAGR indicates the company’s growth potential.
The ongoing growth of urbanization and infrastructure projects in India positions Blue Star as a market leader in both residential and commercial air conditioning. The dip in stock price may present a buying opportunity for investors looking to capitalize on Blue Star’s long-term prospects in India’s cooling and refrigeration market.
5. United Breweries Ltd
- Industry: Beverage & Alcohol
- Market Cap: ₹57,550.42 Crore
- 1-Year Return: 7.17%
- 6-Month Return: 10.02%
- 5-Year CAGR: 19.84%
United Breweries (UBL), best known for its Kingfisher beer brand, dominates India’s beer market. The company has made strides in expanding its presence in both alcoholic and non-alcoholic beverage segments.
Over the past year, UBL has experienced moderate gains of 7.17%, but its strong performance in the past six months, with a return of 10.02%, indicates recovery and growing demand.
The company’s tie-up with Heineken and a shift in consumer behavior towards premium beverages place UBL in an advantageous position. Given the growing demand for beer and other alcoholic beverages in India, UBL remains a key stock to watch for long-term investors.
6. Havells India Ltd
- Industry: Electrical & Electronics Manufacturing
- Market Cap: ₹1,00,599.07 Crore
- 1-Year Return: 2.33%
- 6-Month Return: -6.89%
- 5-Year CAGR: 25.01%
Havells is one of India’s top players in the fast-moving electrical goods (FMEG) industry, manufacturing a wide array of products, from lighting to home appliances and electrical equipment.
The marginal 2.33% return over the past year might not seem impressive, but its solid 5-year CAGR of 25.01% reflects its sustained growth and strategic market positioning.
As demand for electrical products continues to rise, especially in the residential and commercial sectors, Havells is well-poised to benefit from India’s growing electrification. While recent performance may have been muted, its strong brand and wide distribution network continue to make it a solid long-term play.
7. Dabur India Ltd
- Industry: FMCG (Fast-Moving Consumer Goods)
- Market Cap: ₹87,144.73 Crore
- 1-Year Return: -3.48%
- 6-Month Return: -9.11%
- 5-Year CAGR: -0.30%
Dabur, a dominant name in the FMCG sector, has a wide portfolio of products ranging from personal care and health supplements to food and beverages.
The sluggish returns over the past year and 6 months (-3.48% and -9.11% respectively) reflect some short-term challenges the company has faced in terms of consumer demand and rising input costs.
However, Dabur’s strong brand value, market penetration, and the steady growth of health-conscious consumer behavior in India continue to make it a solid long-term investment. Despite its recent underperformance, Dabur’s focus on natural products positions it well for future growth.
8. Varun Beverages Ltd
- Industry: Bottling & Beverage Distribution
- Market Cap: ₹1,80,033.62 Crore
- 1-Year Return: -7.90%
- 6-Month Return: -12.63%
- 5-Year CAGR: 55.87%
Varun Beverages, a dominant player in the beverage industry, serves as PepsiCo’s franchisee in India. Despite the recent dip in stock price over the past year, its strong 5-year CAGR reflects a robust growth trajectory fueled by consistent demand for soft drinks, bottled water, and juices.
While market conditions might have impacted short-term returns, the company’s solid brand presence and strategic positioning make it an attractive long-term investment in the beverage sector. The growth in consumption of carbonated soft drinks (CSD) and non-carbonated beverages (NCB) in India further adds to its future potential.
9. Voltas Ltd
- Industry: HVAC & Cooling Solutions
- Market Cap: ₹42,220.89 Crore
- 1-Year Return: -9.77%
- 6-Month Return: -28.92%
- 5-Year CAGR: 21.24%
Voltas, a subsidiary of the Tata Group, specializes in air conditioning, refrigeration, and other cooling solutions. Despite its steep declines in recent months, with a 6-month return of -28.92%, Voltas remains a leading player in the Indian cooling solutions market.
Over the past five years, it has managed a 21.24% CAGR, indicating its potential for long-term growth, even amidst short-term challenges. The ongoing demand for air conditioning, coupled with the Tata Group’s strong brand and leadership, makes Voltas a potential rebound play as the Indian infrastructure boom continues to unfold.
10. Whirlpool of India Ltd
- Industry: Home Appliances
- Market Cap: ₹15,060.32 Crore
- 1-Year Return: -23.58%
- 6-Month Return: -47.01%
- 5-Year CAGR: -8.37%
Whirlpool, a leading home appliances manufacturer, has faced significant pressure in recent months, with a decline of 47.01% in the last six months. The company has struggled with high input costs, and this has affected its stock performance, which is down 23.58% over the past year. The negative 5-year CAGR suggests that the company has not been able to deliver consistent growth.
However, Whirlpool’s market leadership in refrigerators, washing machines, and other home appliances makes it a potential recovery play for investors who believe in long-term demand for home appliances in India. A deep correction might offer value opportunities if the company can innovate and adapt to consumer trends.
Key Features of Summer Stocks in India
Summer season stocks in India perform well due to increased demand for cooling products, beverages, and consumer goods.
Companies that produce air conditioners, coolers, and beverages like Pepsi and Seven-Up see a rise in sales during the hotter months, leading to higher revenue and profits.
These stocks benefit from seasonal demand, often providing short-term investment opportunities with potential quick gains. However, they are highly sensitive to weather conditions, meaning any changes in temperature can affect their performance. Consumers spend more on cooling products and outdoor activities in summer, boosting sales for relevant companies.
Dividend-Yielding Summer Stocks in India
Here are some summer season stocks in India offering attractive dividend yields, making them appealing for income-focused investors:
| Stock Name | Close Price ₹ | Market Cap (In Cr) | Dividend Yield % |
|---|---|---|---|
| Varun Beverages Ltd | 532.35 | 180033.62 | 0.19 |
| Dabur India Ltd | 491.70 | 87144.73 | 1.12 |
| Havells India Ltd | 1604.60 | 100599.07 | 0.62 |
| Whirlpool of India Ltd | 1187.05 | 15060.32 | 0.42 |
| Voltas Ltd | 1276.00 | 42220.89 | 0.43 |
| United Breweries Ltd | 2176.60 | 57550.42 | 0.46 |
| Blue Star Ltd | 1849.60 | 38030.51 | 0.38 |
Historical Performance of Summer Season Stocks in India
The following table highlights the 5-year Compound Annual Growth Rate (CAGR) of summer season stocks in India, showcasing their long-term growth potential.
| Stock Name | Market Cap (In Cr) | 5Y CAGR % |
|---|---|---|
| Varun Beverages Ltd | 180033.62 | 55.87 |
| Blue Star Ltd | 38030.51 | 45.87 |
| Amber Enterprises India Ltd | 21618.27 | 42.55 |
| Havells India Ltd | 100599.07 | 25.01 |
| Voltas Ltd | 42220.89 | 21.24 |
| United Breweries Ltd | 57550.42 | 19.84 |
| Dabur India Ltd | 87144.73 | -0.30 |
| Johnson Controls-Hitachi Air Conditioning | 4838.62 | -2.78 |
| Whirlpool of India Ltd | 15060.32 | -8.37 |
Conclusion
Summer season stocks in India provide excellent opportunities for both short-term and long-term investments, especially in sectors with seasonal demand surges like cooling appliances and beverages. By analyzing historical performance, market caps, and growth rates, investors can identify stocks that offer significant returns.
Stocks with strong 5-year growth, like Varun Beverages and Blue Star, prove the potential of this sector. However, it’s crucial to keep in mind the weather sensitivity and consumer demand trends that affect these stocks. Diversifying your portfolio with dividend-paying stocks and growth-focused summer stocks can help maximize returns while managing risks.
Frequently Asked Questions (FAQs)
How do summer season stocks perform in India?
Summer season stocks in India generally perform well during the warmer months. These companies often see a rise in sales due to increased consumer demand for products like air conditioners, coolers, beverages, and ice cream.
Can I invest in summer season stocks for long-term growth?
While summer season stocks can provide short-term gains, some of them have shown impressive long-term growth, as seen in the historical performance data. Stocks like Varun Beverages and Blue Star have demonstrated consistent growth over the past five years, making them potential candidates for long-term investment.
How can I identify good summer season stocks?
Good summer season stocks are usually those with a proven track record of increased sales during the summer months. They often belong to sectors like consumer goods, cooling solutions, and beverages. Analyzing their past performance, market cap, and sector trends can help in identifying such stocks.
Are dividend-paying summer season stocks a good investment?
Yes, dividend-paying stocks can be a great investment, especially for those looking for steady returns. Stocks like Dabur India and Havells India provide dividends, offering a mix of growth and income for investors.