
This year, India experienced an early onset of monsoon. According to the Indian Meteorological Department (IMD), the rain-bearing monsoon winds hit Kerala on May 24, 2025, which is eight days before their scheduled arrival date of June 1, 2025.
The Monsoon season is key to the agrarian sectors of the Indian economy. Moreover, it also leads to an overall improvement in key company performances due to the growth of the agricultural sector and, thus, the rural economy.
The stocks that gain momentum during the monsoon season are called monsoon stocks. These stocks are present across sectors like agriculture, automobile, FMCG and much more. This blog takes a keen look at the best stocks to buy in monsoon.
Top monsoon stocks in agriculture sector
The agricultural sector bears the direct impact of the monsoon. Companies associated with this sector, through the production of fertilisers, pesticides, seeds, etc., are usually called agricultural stocks. The top monsoon stocks are discussed below.
- Coromandel International Ltd.
Established in 1906, this company inaugurated the first fertiliser plant in Ranipet, Tamil Nadu. The company has partnered with more than two crore farmers and maintains a robust network of 900+ rural retail outlets. They are also the largest neem-based bio-pesticide manufacturer.
- Fertilisers & Chemicals Travancore Ltd
A government of India enterprise, this enterprise was established in 1943. Established in Kerala, it was the first large-scale fertiliser facility in India. It enjoys strong government support and has diversified into a multi-pronged approach to cater to various agricultural needs.
- PI Industries Ltd
Agri sciences and health sciences are the two major divisions of this company. The company serves more than three million farmers and 25+ global customers. The company offers a range of agri products and services through a robust network of more than 100,000 retailers. The company have filed more than 210 patents to date.
Top monsoon stocks in the automobile sector
The auto sector impacts the agri sector directly and indirectly. It produces vehicles like tractors that are directly used in farming. Moreover, agriculture impacts rural demand for two-wheelers, three-wheelers and other automobiles. The best monsoon stocks in the automobile sector are discussed below.
- Mahindra and Mahindra Ltd.
J.C. Mahindra and K.C. Mahindra established the company 79 years ago. The turnover of the company is more than USD 23 billion, according to recent reports. The company not only produces tractors but also other farm machinery under brands like Swaraj, Sampo and many more.
- TATA Motors
With over 9,400 touchpoints, the company maintains an extensive global network across 125 countries. Established in 1945, the company belongs to the TATA Group. The company sells more than 1 million vehicles annually. The company is a market leader in the commercial vehicle segment. It not only produces tractors but also trucks, pick-ups, etc., that help in the transportation of produce.
- Bajaj Auto Ltd.
It is the largest exporter of motorcycles, quadricycles and three-wheelers in India. Its exports span across Asia, the Middle East, Africa, Europe and much more. It was established by Jamnalal Bajaj in 1926 and is known for being one of the inaugural motorcycle manufacturers in the country, demanding a strong brand recall.
Also read: List of top stock broking stocks in India 2025
Monsoon stocks in the FMCG sector
The Fast Moving Consumer Goods industry often utilises the end products of the agro sector as raw materials in its production. Moreover, the expansion of the agricultural industry feeds greater rural demand, thus a stronger FMCG sector. The following companies demonstrated a robust rural demand in their Q4FY25 reports.
- Dabur India Ltd.
In 1884, Dr SK Burman set the foundation stones of Dabur in erstwhile Calcutta (Kolkata). The company produces a diverse range of products, starting from daily use products like soaps, toothpaste, etc., along with products like chavanprash that target healthy living. It offers its product portfolio at competitive rates to its users.
- Marico Ltd.
One out of three Indians uses Marico products. Headquartered in Mumbai, the company owns brands like Parachute and Nihar that have a strong brand recall. There are several other products across categories like skin care, health foods, hair care, fabric care and much more. It is one of the most prominent monsoon stocks present in more than 25 countries.
- AWL Agri Business Ltd.
Formerly known as Adani Wilmar Ltd., this company has 24 plants across 11 Indian states. Incorporated in 1999, the company is the market leader in the edible oil segment through its prominent edible oil brand, Fortune. It is the largest manufacturer and exporter of castor oil. Under the packaged food category, it is the fastest-growing company.
Also read: Case Study: Long-Term Gains from India’s Top Performing Stocks
Monsoon stocks: Comparison
The table below shows the sector-wise classification of the best stocks to buy in monsoon based on market capitalisation as of 6 June 2025.
Name | Market cap (₹ Cr) | PE Ratio | 1-year return (%) | Qtr Net Profit Margin (%) |
Monsoon stocks in the agriculture sector | ||||
Coromandel International Ltd. | 67610.76 | 37.70 | 66.92 | 6.09 |
Fertilisers & Chemicals Travancore Ltd. | 66195.44 | 2961.77 | 46.00 | 5.47 |
PI Industries Ltd. | 59538.75 | 35.87 | 6.92 | 18.49 |
Monsoon stocks in the automobile sector | ||||
Mahindra and Mahindra Ltd. | 377081.49 | 29.15 | 12.66 | 8.31 |
TATA Motors Ltd. | 258641.16 | 9.15 | -24.31 | 7.51 |
Bajaj Auto Ltd. | 239189.75 | 32.65 | -11.79 | 14.25 |
Monsoon stocks in the FMCG sector | ||||
Marico Ltd. | 90622 | 55.6 | 10.2 | 12.6 |
Dabur India Ltd. | 85616 | 49.2 | -18.2 | 11.0 |
AWL Agri Business Ltd. | 34,305 | 28.0 | -22.8 | 1.05 |
Bottomline
Stock investing not only requires optimum analysis of the stock in question but also of the given micro and macro market conditions. Staying updated with the ongoing and upcoming market trends might aid in optimum portfolio decision-making.
Therefore, given the early onset of momentum, the monsoon stocks might experience momentum. Utilisation of key stock market tools of fundamental and technical analysis can help investors choose the best stocks to buy in the monsoon. The agricultural sector, along with Auto and FMCG, is one of the sectors that might have monsoon stocks. Understanding the company profile can help identify them.
Also read: Stock Market Analysis and Its Benefits
FAQs
- What are Monsoon stocks?
The Indian agricultural sectors depend heavily on the monsoon season. Furthermore, the expansion of the agri industry and the rural economy also resulted in an overall improvement in the performance of some companies. Among the sectors that may have monsoon stocks are agriculture, auto, and fast-moving consumer goods. Recognising them can be aided by knowing the corporate profile.
- What stocks to buy in the rainy season?
Among the industries that may have monsoon stocks are agriculture, auto, and fast-moving consumer goods. Recognising them can be aided by knowing the corporate profile. Companies like Dabur, Marico and AWL have reported high performance in rural areas. Moreover, auto brands like TATA, Mahindra and Mahindra and Bajaj Auto are strongly related to the agri sector. Similarly, agro-based companies that produce fertilisers, etc., are directly impacted by the monsoon.
- What are the top three stocks to buy in India right now?
Choosing the right stock for investment depends on several factors related to the stock, market situation and the investor in question. For instance, the best stock for any investor must be based on their individual fiscal goals. Stock investing not only requires optimum analysis of the stock in question but also of the given micro and macro market conditions. Staying updated with the ongoing and upcoming market trends might aid in optimum portfolio decision-making.
- Is stock market investment safe?
Like any medium of investment, the stock market is prone to risks. However, an investor can minimise the degree of risk through prudent analysis of investment. For instance, along with analysing an investment medium, an investor must also analyse their personal risk appetite. An investment medium might be profitable for one investor and unprofitable for another, depending on their risk-bearing capacity.
- How to analyse a stock?
Investors can analyse a stock through fundamental and technical analysis. Fundamental analysis refers to the analysis of the financial health of a company based on its fiscal reports. However, technical analysis analyses the performance of a stock in the market. Moreover, staying updated with the current market dynamics can aid prudent investing. Stockgro has various tools like Stock Score, Analyst ratings, etc, that can help in optimum investment decisions.