Top stocks to buy: Stock recommendations for the week starting September 15, 2025 - check list

Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the top stock picks for the week (starting September 15, 2025) are Samvardhana Motherson, and Ellenbarrie. Let’s take a look:Samvardhana MothersonAs part of its Vision 2030, Samvardhana Motherson (SAMIL) aims to achieve revenue of USD108b on gross basis, a country/customer/component diversification strategy (3CX10), an ROCE of 40% and a dividend payout up to 40% of consol. Profit. We estimate ~14% PAT CAGR by FY27E. Having achieved stature across multiple segments, it believes it can be termed as a DEMA- Design, Engg., Manf. and Assembly Specialist. It aims to leverage synergies from 23 recent acquisitions and further plans to unlock value by demerging some of its large businesses. SAMIL has remained resilient despite industry headwinds over the past five years. Growth will be driven by its Tier-1 aerospace supplies to Boeing and Airbus and its trusted partnership with a leading global consumer electronics brand, positioning it well for sustained momentum.EllenbarrieEllenbarrie Industrial Gases, one of India’s oldest industrial gas companies, is scaling rapidly with capacity up 4.5x over FY23-25 to 3,870tpd and targeting 4,630tpd by FY27. India’s industrial gas market is expected to grow at a 7.5% CAGR (CY24-28) to USD1.75b by CY28, supporting ELLEN’s expansion. It has a diversified portfolio across steel (~37% of sales), pharma/ chemicals (~26%), engineering, defense & energy. Long-term pipeline contracts & diversity across sectors ensures steady demand and strong customer retention. EBITDA margins improved sharply to 35.1% in FY25 (16.4% in FY23), aided by operating leverage and energy-efficient plants. We expect FY25-28 revenue/EBITDA/PAT CAGR of 39%/49%/52%, driven by higher contributions from argon gas (capacity expansion), green energy initiatives, capacity ramp-up, and lower power consumption in new plants.(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)