Stock Market Recommendations

According to Motilal Oswal Financial Services Ltd, the top stock picks for the week starting August 18, 2025, are HDFC Life and Hindustan Aeronautics (HAL). Let’s dive into the details:

HDFC Life

HDFC Life showcased a robust performance in 1QFY26, with APE up 13% YoY to INR32.3b and VNB also rising 13% YoY to INR8.1b. Margins remained resilient at 25.1%, reflecting changes in the product mix. The company's PAT grew 14% YoY, supported by steady growth in its existing business books.

Hindustan Aeronautics

HAL reported a decent quarter with a slight revenue miss but was offset by strong margins and higher other income, leading to a PAT beat. With GE engine supplies increasing for the Tejas Mk1A, aircraft deliveries are expected to accelerate, promising a bright future for the company.

Disclaimer: Recommendations and views on the stock market and other asset classes given by experts are their own and do not represent the views of The Times of India.