Top stocks to buy: Stock recommendations for the week starting October 6, 2025 - check list

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)