Top stocks to buy: Stock recommendations for the week starting October 6, 2025 – check list
Top stocks to buy (AI image)Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the top stock picks for the week (starting October 6, 2025) are Acme Solar, and Hero Motocorp.
Let’s take a look:
Acme SolarACME has demonstrated superior project delivery, expanding capacity from 2.5GW in FY25 to a targeted 5.5GW by FY28.
Timely execution and competitive financing underpin confidence, with a projected EBITDA CAGR of 74% over FY25–28, making it a leader among renewable peers.
With the government pushing to resolve the ~40GW PPA backlog, ACME is actively bidding for large-scale projects.
Incremental awards will reinforce earnings visibility beyond FY29, ensuring stable long-term growth supported by strong power buy agreements and rising clean energy procurement.
ACME remains our top pick in the Power/Renewables space.
It’s planned 3–3.5GWh battery storage by 2025 offers significant optionality.
With 70% of debt floating-rate linked, a 25bp int.
rate cut could boost FY27/FY28 PAT by 12%/6%, supporting a upward revised TP of ₹370.Hero MotocorpHero MotoCorp (HMCL) reported a strong start to the festive season with robust traction across dealerships and expects record festive sales.
Nearly 95% of its product portfolio benefits from the GST rate cuts, which along with festive demand, should aid volume recovery.
We expect HMCL to end FY26 with about 1% volume growth and post a much better 6% volume growth in domestic business in FY27E.
We also factor in a marginal 30bp margin improvement in both years.
HMCL will also benefit from a gradual rural recovery, given strong brand equity in the economy segments.
We project a CAGR of ~7%/8%/9% in revenue/EBITDA/PAT over FY25-27.(Disclaimer: Recommendations and views on the stock market and other asset classes given by experts are their own.
These opinions do not represent the views of The Times of India)
