Best Monopoly Stocks in December 2025: CDSL, HAL, IRCTC and More Based on 5Y CAGR Basis

Monopoly stocks are companies that dominate their industry with little to no competition. They typically control a major share of the market, enjoy strong brand trust, and often have the power to influence pricing. A well-known example is IRCTC, which holds exclusive rights over railway catering and online ticket bookings in India. 

This article highlights the top monopoly stocks in India for November 2025, ranked by their 5-year Compound Annual Growth Rate (CAGR) to help investors identify long-term wealth creators.

Best Monopoly Stocks in India in December 2025 – Based on 5-yr CAGR

Overview of Best Monopoly Stocks for December 2025

HAL

HAL enjoys strategic monopoly in India’s defence sector, being the sole manufacturer and maintainer of most military aircraft and helicopters. The company has signed multiple long-term defence contracts and benefits from government backing. 

Over the next 24–36 months, HAL plans to deliver 8 Tejas MK1A fighter jets , strengthening India’s indigenous fighter program. It has also signed an MoU with Russia’s UAC for local production of SJ-100 civil aircraft. Despite temporary margin pressures, HAL’s monopoly, government contracts, and expansion into civil aviation offer strong long-term growth potential.

• EPS: ₹24.96
• ROE: 26.09%

CDSL

Central Depository Services (India) Limited (CDSL) offers investors a rare opportunity to invest in one of India’s only two regulated securities depositories, forming a stable duopoly with NSDL. Despite a modest year-on-year dip in profits, CDSL demonstrated robust sequential growth, with net profit surging 37% quarter-on-quarter, driven by a remarkable 195% jump in IPO and corporate action charges and a 48% rise in online data revenues.

• EPS: ₹6.71
• ROE: 31.81%

IEX

Indian Energy Exchange (IEX) stands out as India’s dominant power trading platform, commanding over 90% market share in the short-term electricity market. Despite flat national power demand, IEX delivered a strong 16% year-on-year volume growth in Q2FY26, with Real-Time Market volumes surpassing Day-Ahead Market for the first time, signaling its adaptability and growing role in India’s dynamic energy landscape. 

With revenue up 9.2% and PAT rising 13.9%, coupled with strong growth in green energy and gas trading through its IGX subsidiary, IEX offers investors a robust, growth-oriented play in a regulated, high-demand sector driven by India’s expanding economy and energy transition initiatives.

• EPS: ₹1.39
• ROE: 40.71%

Coal India

Coal India Limited (CIL), the world’s largest coal producer, continues to strengthen its market dominance with a joint venture with Damodar Valley Corporation to expand thermal power capacity by 1,600 MW. This strategic move not only enhances India’s energy infrastructure but also positions CIL to benefit from growing power demand in the country.

With over 80% share of India’s coal production, vast reserves, and an extensive mining and logistics network, CIL enjoys significant entry barriers for competitors, offering investors a stable, high-moat, and growth-oriented opportunity in India’s energy sector.

• EPS: ₹7.07
• ROE: 38.53%

IRCTC

IRCTC, a leading PSU with exclusive rights over India’s rail ticketing, catering, and packaged drinking water services, continues to demonstrate robust growth and strategic expansion. In Q2FY26, the company posted an 11% rise in PAT to Rs. 342 crores, supported by strong performance across ticketing, catering, and tourism segments. 

With RBI in-principle approval for its payment aggregator business and plans to enhance digital offerings through a unified travel portal, IRCTC combines stable revenue streams, government-backed exclusivity, and growth-oriented initiatives, making it a compelling investment in India’s travel and infrastructure ecosystem.

• EPS: ₹4.28
• ROE: 38.15%

Best Monopoly Stocks in India in December 2025 – Based on PE Ratio

Conclusion

Monopoly stocks continue to offer investors a powerful blend of stability, pricing power, and long-term growth potential. Companies like HAL, CDSL, IEX, Coal India, and IRCTC benefit from strong entry barriers, government support, and sustained demand in their respective sectors. While valuations and performance cycles may vary, these firms remain resilient wealth creators over time. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.