Stocks to buy, Nov. 27 -- Axis Securities has rolled out a comprehensive list of 35 high-conviction stock ideas across all sectors after the Q2 FY26 earnings season, flagging where it sees the best risk-reward for the next 12-18 months. The portfolio spans financials, IT services, real estate, cement, metals, retail, FMCG, power and more, and is anchored around key structural themes such as formalisation of the economy, rising consumption, credit growth, manufacturing revival and the energy transition. The brokerage believes earnings visibility has improved across several domestic-facing sectors after Q2, with margins stabilising and volume growth holding up despite global uncertainty.

The list below builds on Axis Securities' Q2FY26 "To...