Top stocks to buy: Stock recommendations for the week starting May 5, 2025
[ad_1] Top stocks to buy (AI image) Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the top stock picks for the week (starting May 5, 2025) are Varun Beverages and JSW Infrastructure. Let’s take a look:Stock NameCMP (Rs)Target (Rs)Upside (%)VBL52466527%JSW Infra29037028%VBLVarun Beverages Ltd delivered strong 1QCY24 performance with 29% YoY revenue growth, driven by robust 30% volume growth (15.5% organic). While margins remained flat YoY at 22.7% due to lower-margin South Africa consolidation, domestic demand stayed healthy with double-digit growth.Management remains confident in long-term double-digit volume growth, supported by distribution expansion (visi-coolers) and a shift towards healthier beverages (nimbooz +100% YoY). International markets, though margin-dilutive, offer scale-up potential. We maintain BUY (55x CY26E EPS), projecting 18%/16%/26% revenue/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 growth.JSW […]