Wednesday, July 9, 2025

Creating liberating content

MUMBAI: Another large-size IPO is being planned in the current

Piyush Goyal (File photo) New Delhi: Commerce and industry minister

Image used for representative purposes NEW DELHI: Manipal Hospitals announced

Nvidia became the first company in history to achieve a

Related News

MUMBAI: Another large-size IPO is being planned in the current year. Prudential Corp of UK, the joint venture partner of ICICI Bank in ICICI Prudential Asset Management, is selling 10%

Piyush Goyal (File photo) New Delhi: Commerce and industry minister Piyush Goyal said on Wednesday that free trade agreements (FTAs) will help domestic farmers with greater market access in. Australia,

Image used for representative purposes NEW DELHI: Manipal Hospitals announced on Wednesday that it signed definitive agreements to acquire Sahyadri Hospitals from Ontario Teachers’ Pension Plan (Ontario Teachers’), a global

Nvidia became the first company in history to achieve a $4-trillion market valuation, cementing its status as a kingpin in the global financial market.Shares jumped 2.8% to $164 on Wednesday

Nirmala Sitharaman (File photo) NEW DELHI: Easing of financing conditions is expected to help improve credit prospects for the NBFC sector, according to finance minister Nirmala Sitharaman. Recent regulatory measures,

MUMBAI: The proposed 50% import duty on copper by US President Donald Trump is expected to have minimal impact on India due to its limited exports to America. Hindalco, the

Trending News

MUMBAI: Another large-size IPO is being planned in the current year. Prudential Corp of UK, the joint venture partner of ICICI Bank in ICICI Prudential Asset Management, is selling 10%

Image used for representative purposes NEW DELHI: Manipal Hospitals announced on Wednesday that it signed definitive agreements to acquire Sahyadri Hospitals from Ontario Teachers’ Pension Plan (Ontario Teachers’), a global

Nvidia became the first company in history to achieve a $4-trillion market valuation, cementing its status as a kingpin in the global financial market.Shares jumped 2.8% to $164 on Wednesday

MUMBAI: The proposed 50% import duty on copper by US President Donald Trump is expected to have minimal impact on India due to its limited exports to America. Hindalco, the

The Defence Research and Development Organisation (DRDO) has signed over 2,000 technology transfer agreements and issued more than 200 production licences so far in 2024, significantly advancing India’s push for

NEW DELHI: The road transport and highways ministry will now give higher scores to project consultancy firms that have good technical strength and better ratings based on their previous works,

Top stocks to buy: Stock recommendations for the week starting May 19, 2025

Word Count: 611 | Estimated Reading Time: 4 minutes


Top stocks to buy: Stock recommendations for the week starting May 19, 2025
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 19, 2025) are Bharti Airtel and Varun Beverages. Let’s take a look:

Stock NameCMP (Rs)Target (Rs)Upside (%)
Bharti Airtel1814211016%
VBL50266532%

Bharti AirtelBharti’s 4QFY25 performance was in-line. India wireless revenue/EBITDA grew ~1%/2% QoQ, offset by fewer days. Consol. net debt inched up by ~INR50b due to the redemption of USD1b perpetual bonds.We continue to favor BHARTI’s superior execution on premiumization.Robust FCF of ~INR97b/ ~INR390b in Q4/FY25, along with moderating capex, should lead to significant FCF generation of ~INR1t in FY26-27E. We model a 14%/17% CAGR in Bharti’s consolidated revenue/EBITDA (FY25-28E) driven by an expected ~15% India wireless tariff hike (Dec’25), faster home broadband growth, & continued strong double-digit growth in Africa.Varun BeveragesVarun Beverages 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. VBL maintained its volume growth trajectory in the domestic market & its expansion in international markets. Management is confident about its double-digit growth guidance on the back of industry tailwinds and expansion into new markets. We project 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.Disclaimer: The opinions, analyses and recommendations expressed herein are those of brokerage and do not reflect the views of The Times of India. Always consult with a qualified investment advisor or financial planner before making any investment decisions.





Source link

Most Popular Articles

Sign In

Welcome ! Log into Your Account