Stock Market Recommendations for the Week Starting August 4, 2025

Motilal Oswal Financial Services Ltd has identified Suzlon and Bharat Electronics as the top stock picks for the upcoming week. Here's a closer look at why these stocks stand out.

Suzlon: A Robust Outlook

Suzlon's outlook remains robust with expected order inflows of ~4GW in FY26, including ~1.5GW from NTPC. The company's EPC share is set to rise significantly, improving execution visibility. With the Ministry of New and Renewable Energy’s local content mandate, Suzlon's competitive position is further enhanced.

Bharat Electronics: Strong Performance and Prospects

BEL posted a 25% YoY PAT growth to INR9.7b in Q1FY26, driven by strong margin performance. With a record-high order book and strategic positioning in high-value defense programs, BEL is poised for significant growth.

Disclaimer: The opinions and recommendations expressed are those of the brokerage and not of The Times of India. Always consult with a qualified investment advisor before making any investment decisions.