Top stocks to purchase: Stock recommendations for the week starting September 1, 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 September 1, 2025) are Dr. Agarwal’s Health Care, and Adani Ports & SEZ. Let’s have a look:

Dr. Agarwal’s Health CareThe proposed merger of Dr. Agarwal Eye Hospital (AEHL) with Dr. Agarwal Healthcare (AHCL) would consolidate the companies right into a single entity. This would drive higher operational and monetary effectivity, thus enhancing the worth of total enterprise by unified capital allocation.Shareholders of AEHL (excluding AHCL) will obtain 23 fairness shares of AHCL for each 2 fairness shares held in AEHL, representing a 15% premium to AEHL’s 10-day VWAP. Moreover, AEHL is proposing a preferential allotment of INR700m to AHCL to finance ongoing capex necessities.AHCL is strengthening providers at present facilities, foraying into new micro markets, and increasing its physician base to seize rising eye-care demand. On a pre-merger foundation, we undertaking 20%/39% income/PAT CAGR over FY25-27, supported by sturdy development prospects.Adani Ports & SEZAdani Ports has advanced into India’s most diversified transport and logistics platform, increasing throughout ports, logistics, and marine providers. Its ports enterprise has grown almost 3x the business’s home vol development over the previous decade taking market share to 27.8% in 1Q. Adani Logistics, has scaled quickly with 12 multi-modal parks, 132 trains, 3.1m sq. ft. warehousing & 26,000+ vehicles.Planned trucking invt. of ₹10–15b by FY26 & ₹50b by FY30, together with freight forwarding, intention to improve RoCE. Marine providers are poised for 3x development by FY27. With end-to-end choices, APSEZ captures increased pockets share & builds cargo stickiness. Its diversified mannequin helps sustainable development, serving to it turn into India’s largest built-in transport utility by 2029, with logistics & marine as key development drivers. APSEZ is anticipated to submit 10% cargo vol development, driving 21% PAT CAGR over FY25–27.(Disclaimer: Recommendations and views on the inventory market and different asset courses given by consultants are their very own. These opinions don’t symbolize the views of The Times of India)