High-Growth Stocks: Top 15 Stocks Set To Shine Despite Market Volatility

Investors looking to supercharge their portfolio amid market correction can consider investing in high-growth stocks related to power, manufacturing, renewable energy, retail, discretionary consumption, and other promising themes.
Market downfall has weakened investor sentiment, but certain high growth sectors with strong earning visibility are likely to stabilise, according to Caprize Invesment, a smallcase manager.

So far in the calendar year 2025, BSE Sensex and Nifty 50 have corrected over 7%, while the BSE Midcap and Smallcap indices tanked 18 per cent and 24 per cent, respectively in last two months.

BSE Sensex closed at 73,828.91 points on Thursday, it has fallen over 6% in the calendar year 2025. Meanwhile, the Nifty 50 ended at 22,397.20 points. Its value has declined by over 5.67% since the beginning of year 2025.
As stock market experts predict that market consolidation will continue even in the second half of CY 2025, some sectors will likely lag behind due to numerous macroeconomic and sector-related issues.

Key themes to dominate the Indian stock market in 2025

Oil and gas, BFSI, auto, defense, railways, chemicals, consumer non-discretionary, and IT may disappoint the investors, whereas, discretionary consumption, power, manufacturing, renewables, data centers,
and water treatment are likely to continue with growth, according to Piyush Mehta, smallcase Manager and CIO at Caprize Investment

"The changing market environment in 2025 holds challenges and opportunities alike. Short-term volatility can continue in the
face of liquidity pressures and earnings normalisation, but sectors like discretionary consumption,renewables, and niche manufacturing offer strong long-term potential. Strategic investors, prioritising earnings clarity and valuation discipline, will be well-equipped to ride out this fluid environment," said Piyush Mehta.

Top stocks set to shine amid market unccertainty

As market consolidation is likely to continue for the coming months, here are the top themes and associated stocks that are presently priced at 15-20x one-year forward multiples and have the potential to offer high growth in 2025.

Discretionary Consumption

This theme includes companies operating value retail, jewelry manufacturing, and in the mid and premium hotel segment. According to smallcase, v2
Retail, Style Bazaar, Sky Gold, Samhi, and Kamat.

Power

Amid rising power consumption of the country and increase in industrial activity, power industry is likely to remain strong in the year 2025. TARIL, Shilchar, and Rajesh Power stocks under this segment will offer high growth.

Manufacturing

With government's special emphasis on 'Make in India', stocks Garware Hitech and Vishnu are likely to shine in the segment in 2025.
Renewables
Insolation Energy (INA), KP Energy Limited (KPEL), and Shakti Pumps are the key stocks promising high growth in the segment for the rest of the year, as per smallcase. In the water treatment theme, Ceinsys Tech Ltd will remain can showcase strong growth.

"Various high-growth stocks (25%+ year-on-year growth) are presently priced at 15-20x one-year forward multiples. When the market is consolidating, these multiple levels will begin looking more palatable on a FY27 base," said smallcase manager in its stock recommendation.

Amid strong discretionary consumption boosting retail and jewellery manufacturing and fuelling growth of mid-to-premoum hotel chains, the power sector is likely to take center stage with a strong focus on transformers and transmission EPC projects. The manufacturing sector is also likely to witness consistent growth amid the government's persistent emphasis on