Top stocks to purchase: Stock recommendations for the week starting May 5, 2025

Top stocks to purchase (AI picture)

Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the high inventory picks for the week (starting May 5, 2025) are Varun Beverages and JSW Infrastructure. Let’s have a look:

VBL
Varun Beverages Ltd delivered sturdy 1QCY24 efficiency with 29% YoY income progress, pushed by sturdy 30% quantity progress (15.5% natural). While margins remained flat YoY at 22.7% due to lower-margin South Africa consolidation, home demand stayed wholesome with double-digit progress.Management stays assured in long-term double-digit quantity progress, supported by distribution growth (visi-coolers) and a shift in direction of more healthy drinks (nimbooz +100% YoY). International markets, although margin-dilutive, provide scale-up potential. We preserve BUY (55x CY26E EPS), projecting 18%/16%/26% income/EBITDA/PAT CAGRs over CY25-26. As PepsiCo’s key franchisee, VBL is well-placed to capitalize on India’s underpenetrated beverage market and rural refrigeration progress.
JSW Infra
JSW Infrastructure concluded FY25 with sturdy progress in cargo volumes of 117Mn tons (+9% YoY). Revenue rose 19% YoY to ₹44.8Bn, whereas APAT grew ~22% YoY, reflecting regular progress towards its 400 MTPA port capability aim by FY30. Boosted by Navkar acquisition, the logistics section targets ₹80b income by FY30. With a powerful steadiness sheet and constructive outlook, the firm is poised to profit from India’s infrastructure progress and rising third-party cargo demand regardless of international headwinds.We count on JSWINFRA to strengthen its market dominance, main to 13% quantity CAGR over FY25-27. This, together with a pointy rise in logistics revenues, is anticipated to drive income/EBITDA/APAT CAGR of twenty-two%/23%/18% over FY25-27.
Disclaimer: The opinions, analyses and recommendations expressed herein are these of brokerage and don’t mirror the views of The Times of India. Always seek the advice of with a professional funding advisor or monetary planner earlier than making any funding choices.