January 14, 2026, is shaping up to be a pivotal day for savvy investors. With the market showing signs of consolidation after recent gains, the spotlight is on high-conviction plays that offer both safety and growth potential. Enter Mehul Kothari, Senior Research Analyst at the reputable brokerage firm Anand Rathi Shares and Stock Brokers, who has just released his curated list of the top stocks to buy today.
Kothari’s picks—SJVN, JSW Energy, and Rail Vikas Nigam Ltd. (RVNL)—aren’t random selections. They’re strategic bets on India’s core growth pillars: renewable energy, power infrastructure, and national rail modernization. Each company sits at the intersection of government policy tailwinds, robust financials, and compelling technical charts, making them prime candidates for portfolio inclusion right now.
Table of Contents
- Why These Are the Top Stocks to Buy Today
- 1. SJVN: A Renewable Energy Juggernaut
- 2. JSW Energy: Powering India’s Green Future
- 3. Rail Vikas Nigam Ltd. (RVNL): Building the New India
- Key Risk Factors to Consider
- How to Approach These Picks in Your Portfolio
- Conclusion: Seize the Moment with Strategic Buys
- Sources
Why These Are the Top Stocks to Buy Today
In a volatile market, the best strategy is often to anchor your investments in sectors with long-term structural support. The Indian government’s unwavering focus on energy security, clean power, and infrastructure development provides a solid foundation for the three recommended stocks. These are not speculative bets; they are investments in India’s economic backbone.
1. SJVN: A Renewable Energy Juggernaut
Satluj Jal Vidyut Nigam (SJVN) is a Mini-Ratna Category-I Central Public Sector Enterprise with a dominant presence in hydro and renewable energy. The company has set an ambitious target of achieving 5,000 MW of installed capacity from non-hydro renewables by 2030, a goal well-supported by its strong order book and government backing.
Why it’s a top pick:
- Strong Fundamentals: Consistently high profit margins and a healthy debt-equity ratio.
- Policy Tailwind: Direct beneficiary of India’s push for 500 GW of non-fossil fuel capacity by 2030.
- Technical Setup: The stock is trading above its key moving averages, indicating a strong bullish trend.
2. JSW Energy: Powering India’s Green Future
A part of the illustrious JSW Group, JSW Energy is aggressively transitioning from thermal to renewable power. The company aims to have a total generation capacity of 20 GW by 2030, with 85% coming from clean sources like solar, wind, and hydro. This strategic pivot aligns perfectly with global ESG trends and domestic regulatory shifts.
Why it’s a top pick:
- Scalable Business Model: Its integrated approach across the energy value chain offers cost advantages.
- Robust Pipeline: A massive project pipeline ensures sustained revenue growth for years to come.
- Market Leadership: One of the largest private sector power producers in India with a diversified asset base.
3. Rail Vikas Nigam Ltd. (RVNL): Building the New India
Rail Vikas Nigam Ltd. (RVNL) is the execution arm of the Ministry of Railways, responsible for critical projects like new lines, doubling, gauge conversion, and metro rail works. With the government allocating a record ₹2.52 lakh crore for the railways in the interim budget, RVNL is poised to be a primary beneficiary.
Why it’s a top pick:
- Record Order Book: Its order book stands at over ₹70,000 crore, providing multi-year revenue visibility.
- National Priority: Railway infrastructure is a cornerstone of the ‘Make in India’ and ‘Atmanirbhar Bharat’ initiatives.
- Consistent Execution: A proven track record of completing complex projects on time and within budget.
Key Risk Factors to Consider
While these stocks present strong opportunities, prudent investing requires acknowledging the risks:
- Interest Rate Sensitivity: Infrastructure and power companies are capital-intensive and can be impacted by rising interest rates.
- Execution Delays: Large government projects can sometimes face delays due to land acquisition or environmental clearances.
- Market Volatility: Short-term market corrections could impact entry points, so a staggered buying approach may be wise.
For a deeper understanding of how macroeconomic factors influence stock performance, refer to the educational resources on the official Securities and Exchange Board of India (SEBI) website.
How to Approach These Picks in Your Portfolio
Kothari’s recommendations are for a medium to long-term horizon. Here’s a practical strategy:
- Diversify: Don’t put all your capital into one stock. Allocate across all three to spread sector risk.
- Use Stop-Losses: Protect your capital by setting predefined exit points if the trade moves against you.
- Think in SIPs: Consider a Systematic Investment Plan (SIP) in these stocks if you’re uncertain about market timing. Learn more about this strategy in our guide on [INTERNAL_LINK:stock-sip-investment-guide].
Conclusion: Seize the Moment with Strategic Buys
The top stocks to buy today aren’t just about chasing quick profits; they’re about aligning your portfolio with India’s most powerful economic narratives. SJVN, JSW Energy, and RVNL represent a trifecta of growth, backed by national policy and strong corporate governance. By acting on this expert insight from Anand Rathi, you position yourself not just to participate in the market, but to benefit from the foundational build-out of a new India.
Sources
- Times of India: Top stock recommendations for January 14 – check list
- Securities and Exchange Board of India (SEBI): Investor Education Portal
- Anand Rathi Shares and Stock Brokers: Research Reports
- [INTERNAL_LINK:how-to-analyze-fundamentals-of-a-stock]
- [INTERNAL_LINK:renewable-energy-stocks-in-india]