Top Stock Picks for the Week: Expert Recommendations
Discover the best stocks to consider for the week starting June 16, 2025. These picks come from the experts at Motilal Oswal Financial Services Ltd.
This Week’s Top Stock Picks
| Stock Name | Current Price (Rs) | Target Price (Rs) | Potential Upside (%) |
|---|---|---|---|
| Home First Finance | 1268 | 1500 | 18% |
| Kaynes | 5478 | 7300 | 33% |
In-Depth Stock Analysis
Home First Finance
Home First Finance operates 155 branches in 13 states. They focus on areas with strong infrastructure growth. Technology sets them apart, with over 50% of their sourcing now fully digital. They have achieved around 75% Account Aggregator penetration as of FY25.
Recently, Home First Finance received credit rating upgrades from both ICRA and India Ratings. The RBI’s 50bps repo rate cut is expected to lower their borrowing costs. This will help expand their Net Interest Margins (NIM).
With strong fundamentals and healthy return ratios, they are a leading Affordable Housing Finance franchise. We estimate a 30% Profit After Tax (PAT) Compound Annual Growth Rate (CAGR) over FY25-27E. This growth is driven by their proven model and experienced, transparent leadership.
Kaynes Technologies
Kaynes Technologies is expanding in Electronics Manufacturing Services (EMS), High-Density Interconnect (HDI) Printed Circuit Board (PCB) manufacturing, and Outsourced Semiconductor Assembly and Test (OSAT). They target high-tech, high-margin segments and aim to achieve USD 1 billion revenue by FY28.
Strong orders in automotive, aerospace, industrial, and medical sectors support this goal. Strategic acquisitions in North America also contribute. Their HDI PCB and OSAT units are expected to start commercial operations by 4QFY26.
They target INR 25 billion revenue in FY27 and INR 50 billion by FY28. Margins are expected to be robust, around 30% and 20%. FY25 revenue rose 51% year-over-year to INR 27 billion, slightly below guidance due to railway order delays.
We estimate a revenue/EBITDA/PAT CAGR of 57%/61%/70% over FY25–27. This growth is driven by scale and margin gains.
Important Note
The opinions, analyses, and recommendations expressed here are those of the brokerage. They 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.
