Stock Market Recommendations for the Week Starting May 5, 2025

According to Motilal Oswal Financial Services Ltd, the top stock picks for the upcoming week are Varun Beverages and JSW Infrastructure. Here's a detailed look at why these stocks stand out.

Varun Beverages Ltd (VBL)

VBL showcased a robust performance in 1QCY24 with a 29% YoY revenue growth, fueled by a 30% volume growth. Despite flat margins due to the consolidation of lower-margin South Africa operations, domestic demand remains strong. The company's focus on distribution expansion and healthier beverages positions it well for long-term growth.

JSW Infrastructure

JSW Infra ended FY25 with a notable 9% YoY increase in cargo volumes, reaching 117Mn tons. With ambitious goals to expand port capacity by FY30 and a strategic acquisition boosting its logistics segment, JSW Infra is set to capitalize on India's infrastructure boom.

Disclaimer: The opinions and recommendations are from brokerage and do not reflect the views of The Times of India. Consult a financial advisor before making investment decisions.