Top stocks to purchase: Stock recommendations for the week starting March 3, 2025

Top stocks to purchase (AI picture)

Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the prime inventory picks for the week (starting March 3, 2025) are HDFC Bank and Max Healthcare. Let’s have a look:

HDFC Bank
HDFC Bank stands to profit from the RBI’s choice to decrease danger weights on financial institution loans to NBFCs and MFIs, easing capital constraints and bettering credit score circulation. This will improve mortgage progress (10-13% CAGR over FY26-27) whereas optimizing capital allocation. The financial institution’s strategic give attention to high-yielding retail and industrial loans, coupled with improved deposit mobilization and lowered reliance on high-cost borrowings, will support NIM stability (~3.4%). With sturdy asset high quality (GNPA at 1.4%) and RoA/RoE estimated at 1.8%/14.2% by FY27, HDFC Bank stays well-positioned for sustainable growth.
Max Healthcare
Max Healthcare delivered a robust 3QFY25 efficiency, with community income rising 34.9% YoY to INR22.7b, pushed by 7% ARPOB (Avg. rev. per occupied mattress) and 9% In-Patient quantity progress. EBITDA rose 32.7% YoY to INR6.2b, supported by operational effectivity and scale-up of newer models. Max Dwarka achieved EBITDA breakeven inside six months, whereas Lucknow and Nagpur hospitals confirmed sturdy progress. MAXH plans to fee a 500-bed Thane hospital by CY28, enhancing long-term progress. We reiterate BUY valuing at 35x 12M ahead EV/EBITDA, reflecting its sturdy execution and growth potential.
Disclaimer: The opinions, analyses and recommendations expressed herein are these of brokerage and don’t replicate the views of The Times of India. Always seek the advice of with a certified funding advisor or monetary planner earlier than making any funding selections.