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 Solar
ACME 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 purchase 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 Motocorp
Hero 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)
Acme Solar
ACME 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 purchase 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 Motocorp
Hero 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)
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