Top stocks to purchase: Stock recommendations for this week

Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the highest inventory picks for the week (beginning April 14, 2025) are Indian Hotels and HPCL. Let’s have a look:

Indian Hotels:
IHCL’s fast adoption of asset-light technique & superior 70-75% EBITDA margins drove 18% CAGR in mngt contract rooms (FY19-24), vs 2% for owned resorts. Expected to account for ~85% of deliberate room additions in FY26/27. Roots Corp. (RCL), repositioned as lean luxe, achieved 13% income and 55% EBITDA CAGRs (FY19-24). Plans for 874 Ginger rooms by FY27 and Qmin integration additional leverage managed resorts to maintain development. New development segments, Chambers & Taj Sats are anticipated to contribute 12-14% of IH’s whole income by FY30E (vs. 2% at present). We estimate adj. PAT to develop at 26% CAGR over FY24–27. With plans to add 8,091 rooms by FY27 (34,521 whole keys), it reinforces its place as India’s largest hospitality participant, focusing on ~65% luxurious room share.
HPCL:
Oil worth decline due to OPEC+ output hike and US tariffs is probably going to enhance HPCL’s gross advertising and marketing margins, which together with the ₹50 worth hike imposed by the Center, will assist offset ₹76b LPG under-recoveries. Key triggers embody the demerger and potential itemizing of the lubricant enterprise, commissioning of the underside improve unit in Q4FY25, and Rajasthan refinery launch in CY25. For 4Q we anticipate refining throughput at 6.6mmt (+14% YoY), advertising and marketing gross sales quantity at 12.5mmt (+1% YoY), anticipated GRM at USD5.5/bbl, and gross advertising and marketing margin at ₹4.6/lit. With anticipated FY26 RoE of 17%, present valuations look engaging.
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.