These 3 stocks can turn tariffs into triumph

Howard Marks once said, "No asset is so good that it can't become a bad investment if bought at too high a price."

At Value Research Stock Advisor, we follow this principle closely. We do not chase growth for its sake. We recommend high-growth companies only when strong business fundamentals support their valuations.

This philosophy of growth at a reasonable price drives our Long-term Growth Portfolio, a curated list of 10 high-quality, high-growth stocks from our recommended universe trading at exceptional bargains.

Three of our recommended stocks recently made it to the portfolio as recent tariff-related concerns sparked a broader market sell-off, dragging down their prices.

But here's the twist.

These three stocks have little or no exposure to the US market. They are fundamentally strong businesses with steady growth, robust balance sheets and long-term tailwinds. And now, they are available at an attractive price, opening up a rare opportunity for smart investors like you.

Here's a closer look at the three new additions to our Long-term Growth Portfolio.

#1 A resilient mid-cap supplying a critical component to EV makers

Why are we bullish

• It supplies a crucial component to Indian EV makers.
  
• It plans to invest nearly Rs 10,000 crore for capacity expansion.
  
• Its core non-EV business continues to grow steadily, with management expecting 11 to 12 per cent annual revenue growth in the medium term.
  
• It is expanding globally, especially in Europe.

Why is the price right

The stock is down 45 per cent from its 52-week high and is trading at its five-year median P/E.

Why is it tariff-proof

It does not export to the US.

#2 A high-growth chemical company with global reach

Why are we bullish

• Its fully organic portfolio aligns with the global shift towards sustainable manufacturing.
  
• A new plant will increase capacity by 20 per cent in FY26.
  
• It recently raised over Rs 300 crore for acquisitions.
  
• It has entered a high-margin business where its technical expertise provides an edge.

Why is the price right

The stock trades at a 32% discount to its five-year median P/E.

Why is it tariff-proof

It draws negligible revenue from the US.

#3 A cookware brand trusted by three generations of Indians

Why are we bullish

• It has delivered resilient results despite a slowdown in urban consumption.
  
• Its strong brand and wide distribution network position it well for long-term growth once demand recovers.
  
• It has entered a new category where its existing network offers a significant advantage.

Why is the price right

The stock is down 17 per cent from its 52-week high and is trading close to its five-year median P/E

Why is it tariff-proof

It's a domestic-focused business.

What you get when you invest in the Long-term Growth Portfolio

• Stable financial growth that drives long-term compounding.
  
• Lower volatility compared to the broader market.
  
• High-quality bets that ensure resilience during economic downturns.

Whether planning for early retirement, saving for your child's education or building a long-term financial cushion, this portfolio helps you stay on course.

How to access this portfolio

The Long-term Growth Portfolio is available exclusively to Value Research Stock Advisor members.

When you join, you also get:

• Access to two more ready-to-invest portfolios: Aggressive Growth and Dividend Growth.
  
• A new stock recommendation every month.
  
• Over 60 thoroughly researched stock ideas.
  
• Smart tools to analyse and optimise your investments.

Get 17% off for a limited time.

You can now get a 1-year subscription for just Rs 12,000 Rs 9,990—17% off.

This offer will not last long. And neither will the opportunity to invest in these growth stocks at such compelling valuations. Act now.

Join Value Research Stock Advisor today

P.S. Your membership is protected by a 30-day membership-fee-back guarantee. You can explore everything we offer with complete peace of mind.