Top Stocks to Buy: Weekly Recommendations

Stock Picks for the Week Starting July 7, 2025

Motilal Oswal Financial Services Ltd has shared their top stock picks for the week starting July 7, 2025. Here are the details:

Recommended Stocks

INOX Wind

INOX Wind Ltd (IWL) is a leading integrated wind energy solutions provider in India. They offer comprehensive services from turbine manufacturing to project execution and maintenance.

• They boast a robust capacity of 2.5GW and a substantial order book of 3.2GW.
• India aims to double its wind energy capacity to 100GW by 2030, which is a significant advantage for INOX Wind.
• They are expanding their Wind Turbine Generators (WTG) and maintenance services, supported by a 1,500MW turnkey order and repeat business.
• Subsidiaries like IGESL (O&M, 5.1GW portfolio) and IRSL (EPC, diversifying into solar/hybrid/crane services) enhance their capabilities.
• With policy support and a new 4MW turbine pipeline, they could see a 48% revenue growth and 38% EBITDA growth from FY25 to FY28.

Coforge

Consider buying Coforge. They have a strong order book of USD 1.5 billion, which is up 47% year-over-year. They are performing well in BFSI and transportation, both growing over 20% year-over-year in FY25.

• Coforge is on track to achieve USD 2 billion in revenue by FY27.
• Growth is driven by organic expansion, cross-selling led by Cigniti, and a significant USD 1.6 billion Sabre deal.
• Cross-currency gains and strong client momentum in BFSI and Insurance (about 48.5% of revenue) add to their visibility.
• Margins are expected to improve, with one-offs behind and benefits from delivery mix and lower ESOP costs.
• Management aims for an 18% EBITDA margin by FY27. Margin improvement is already visible, with EBIT margin rising to 14% in 1QFY26.

Disclaimer: The opinions and recommendations here are from the brokerage and do not reflect the views of The Times of India. Always consult with a qualified investment advisor before making any investment decisions.