Top stocks to purchase: Stock recommendations for the week starting July 28, 2025 – check list

Top stocks to purchase (AI picture)

Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the high inventory picks for the week (starting July 28, 2025) are VA Tech WABAG, and HDFC Bank. Let’s have a look:

VA Tech WABAGVA Tech is a worldwide chief in water remedy and a robust play on the lengthy-time period structural water remedy theme, with rising demand pushed by air pollution, shortage, and regulatory wants. It ranks third as a personal water operator globally (up from sixth in 2019 and tenth in 2017).It operates an asset-gentle mannequin and boasts 125+ Intellectual property rights, specializing in excessive-margin engineering & procurement and lengthy-time period O&M tasks. Robust ₹137b order e-book (4.2x FY25 income) & ₹200b bid pipeline assist 15–20% income CAGR visibility over FY25–28. Strategic initiatives like ‘Wriddhi’ bolster its progress and profitability outlook. Improving margins, robust FCF (~₹3.5b/12 months), internet money standing, & rising RoCE/RoE make it a excessive-high quality compounder.HDFC BankHDFC Bank is effectively-positioned to ship a robust earnings rebound, supported by enhancing mortgage progress throughout Commercial & Rural Banking (CRB), SME, and retail segments. With normalization of the CD ratio and a granular legal responsibility profile, the financial institution is poised to speed up credit score progress—guided to be in step with the system in FY26 and forward in FY27. Robust asset high quality (GNPA/NNPA at 1.4%/0.5% in 1QFY26) and provisioning buffers (INR366b) present consolation, whereas margin restoration is anticipated as excessive-value borrowings are changed by deposits. We estimate HDFCB to ship FY27E RoA/RoE of 1.9%/14.9%.(Disclaimer: Recommendations and views on the inventory market and different asset courses given by specialists are their very own. These opinions don’t characterize the views of The Times of India)