These 5 bluechip stocks could power your portfolio in 2025

As investors navigate an unpredictable market landscape in 2025, one thing remains clear: blue-chip stocks continue to be a dependable anchor for long-term growth.

These industry giants—renowned for their financial strength, consistent performance, and resilience in the face of volatility—are well-positioned to capitalise on emerging trends and deliver solid returns.

In this article, we spotlight the top blue-chip growth stocks to watch this year, offering a blend of stability and upside potential that investors can count on.

Trent

Tata Group’s Trent operates a diverse portfolio of retail formats, offering apparel, footwear, accessories, toys, games, groceries, and other non-food products.

The company is a part of the Tata group, with the Tata group holding around 37% (Tata Sons Pvt Ltd holding 32.5%) as of December 2024.

The company's revenue has grown at a compounded average growth rate (CAGR) of 79.9% in the last three years while its net profit has grown at a CAGR of 307.7%.

The company's three-year average return on equity (RoE) and return on capital employed (RoCE) were 22.3% and 35.3%, respectively.

Trent is venturing into international retail. The company plans to open a flagship store in Dubai, targeting the Indian diaspora and marking its initial step towards global retail expansion.

It is committed to broadening its footprint across India. The company aims to consistently add 30 to 40 new stores annually, focusing on both tier 2 and 3 cities to deepen market penetration and reach a wider customer base.

Trent is also experimenting with new retail formats in fashion and lifestyle, including Utsa and Samoh, as well as expanding into beauty, personal care, fashion accessories, and home décor under the Misbu brand.

In addition, the company has announced a 50:50 joint venture with MAS Amity Pte. Ltd to jointly source, design, and manufacture lingerie, activewear, and related products.

While these initiatives are still in their early stages, both Samoh and the MAS JV have strong potential to scale—driven by the complexity of the categories, Trent’s retail expertise and footprint, and MAS’s technical and backend strengths.

Indian Railway Catering & Tourism Corporation (IRCTC)

IRCTC is a mini-Ratna (Category 1, central public sector enterprises) and the only company authorised by the Indian government to provide online railway tickets, catering services, and packaged drinking water at railway stations and trains in India.

Coming to the financials, the company's revenue has grown at a CAGR of 76.5% in the last three years while its net profit has grown at a CAGR of 81.1%.

The company's three-year average RoE and RoCE were 41.6% and 56.7%, respectively.

The company’s Q3 FY25 revenue reached an all-time high of ₹12.3 billion, a growth of approximately 10% year-on-year (YoY).

IRCTC is exploring non-conventional income sources beyond the convenience fee in the internet ticketing segment due to market saturation.

The e-catering segment has shown significant growth, with meals served increasing from an average of 2,000 per day to over 102,000 meals per day.

Going forward, the management is confident about the growth trajectory, particularly in the tourism segment driven by luxury train offerings, Bharat Gaurav train initiative and increased demand for travel.

Interglobe Aviation (IndiGo)

Interglobe Aviation is the parent company of IndiGo, India’s largest passenger airline operating as a low-cost carrier.

It serves eighty-eight domestic and thirty-three international destinations. The company has grown its aircraft fleet to 262 aircraft.

The company's revenue has grown at a CAGR of 67.6% in the last three years while its net profit has grown at a CAGR of 133.9%.

To support long-haul international routes, IndiGo plans to introduce wide-body aircraft, with deliveries expected to commence in 2027.

Going forward, the airline is set to expand its fleet by adding over one new aircraft per week in the upcoming financial year, aiming to increase its fleet size to approximately 600 aircraft by 2030.

Also read: Can India dodge Trump’s trade tariff bullet? Depends on the sector and trade pact talks

IndiGo plans to introduce business-class seating, branded as 'Stretch,' on major domestic routes. The airline is also exploring codeshare agreements with international carriers to enhance its global reach and service offerings.

In collaboration with Archer Aviation, InterGlobe Enterprises intends to launch an all-electric air taxi service across India by 2026.

The Indian Hotels Company Ltd (IHCL)

IHCL, one of India’s leading hospitality companies, operates its hotels under four main brands catering different segments viz. luxury (Taj), upscale/ upper upscale (Vivanta and Seleqtions), and midscale/ lean luxury (Ginger) segments.

IHCL’s operations are spread across four continents, twelve countries, and over one hundred cities.

The company's revenue has grown at a CAGR of 57.2% in the last three years while its net profit has grown at a CAGR of 145.6%.

The company's three-year average RoE and RoCE were 7% and 11.3%, respectively.

IHCL aims to increase its hotel count from the current 350 to over 700 properties, with more than 500 operational hotels by the end of FY30.

The company targets to double its consolidated revenue to ₹150 billion by 2030, driven by both domestic and international expansion.

IHCL is focusing on international growth, particularly in markets with significant Indian diaspora, such as London, Singapore, and the Middle East, as well as in regions like Bhutan and Frankfurt.

Going forward, the company plans to invest ₹50 billion over the next five years to support its expansion and enhancement initiatives, aiming to maintain a net cash-positive status and achieve a 20% return on capital employed.

Additionally, it plans to introduce new brands targeting tier 2 and 3 cities, employing a capital-light strategy through management contracts and operating leases to minimise financial risk.

In the future, IHCL’s endeavour would be to target a total dividend payout ratio in the range of 20-40% of profit after tax (PAT).

Eternal Ltd (Zomato)

Zomato is one of the leading online food service platforms in terms of the value of food sold.

Its offerings include food delivery, dining-out services, quick commerce (Blinkit), events and movie ticket booking (District), loyalty programs, and others.

The company's revenue has grown at a CAGR of 56.9% in the last three years while its net profit has grown at a CAGR of 136.6%.

The fluctuations in the take rate are attributed to a higher sales mix of lower-margin categories, such as electronics, in Q3FY25, but management reported no significant downward trend in core or non-core categories.

The company’s mature stores are generating healthy contribution margins, supporting continued expansion, while investments in newer stores with lower utilisation are impacting profitability, but are expected to normalise as these stores mature.

Zomato’s 80% of business is still concentrated in the top 8 cities, but healthy traction in smaller cities was observed. The return on investment (ROI) in these areas appeared to be attractive.

The optimisations across delivery costs and consumer fees are expected to contribute to margin expansion, with a target of reaching 5% margins in the coming quarters.

Blinkit's increased AOV, driven by seasonal factors and higher ASP categories, is not expected to be a consistent trend.

Also read: Which Indian pharma stocks will outperform bank deposits?

However, strong retention rates are being maintained through service quality, not subsidies, while increased competition is likely to raise digital marketing costs, with retention strategies focusing on service improvement.

Zomato’s losses are mainly due to its expansion efforts, including investments in infrastructure to scale from 1,000 to 2,000 stores, with management viewing these losses as a natural outcome of scaling operations, rather than operating with a fixed loss cap.

Snapshot of bluechip growth stocks

Here’s a table that shows the bluechip growth stocks across various parameters.

Conclusion

While 2025 is likely to bring its share of market volatility, blue-chip growth stocks continue to offer a compelling mix of stability and long-term return potential.

Investing in companies with strong fundamentals, proven track records, and the agility to navigate shifting economic landscapes can help investors build resilient portfolios.

Also read: Amid an IT slowdown, one company is aiming for double-digit growth

That said, even the most established names carry risk—making thorough research essential. Key factors such as financial health, corporate governance, and stock valuation should form the cornerstone of any due diligence process.

With a disciplined approach and a long-term mindset, investors can tap into meaningful growth opportunities in the year ahead.

Happy investing!

Disclaimer: This article is for information purposes only. It is not a stock recommendation and should not be treated as such.

This article is syndicated from Equitymaster.com