14-07-2025
Top stocks to buy: Stock recommendations for the week starting July 14, 2025
Top stocks to buy (AI image)
Stock market recommendations:
According to Motilal Oswal Financial Services Ltd, the top stock picks for the week (starting July 14, 2025) are Suzlon, and Glenmark Pharma. Let's take a look:
Stock Name
CMP (Rs)
Target (Rs)
Upside (%)
Suzlon
66
82
24%
Glenmark
2175
2430
12%
Suzlon
Suzlon new order outlook remains healthy with expected order inflow of ~4GW in FY26, including potential ~1.5GW NTPC orders, which implies total potential OB of ~6.5GW by FY26 end.
EPC share is likely to rise from 20% now to ~50% in the medium term, improving execution visibility.
Revised list of Models & Manufacturers (RLMM) mandating local content for key components in wind turbines is likely to be formally adopted in 2QFY26. Gradual Inter-state transmission system (ISTS) waiver phase-out will support smoother project execution.
Suzlon stands to benefit from proactive land acquisition and EPC expansion initiatives.
Cash conversion cycle is expected to improve by 30-35 days which will enhance balance sheet strength & generate higher free cash flow, supporting sustainable RoEs.
Glenmark Pharma
Glenmark's subsidiary Ichnos Glenmark Innovation (IGI) has signed an exclusive licensing agreement with AbbVie, a diversified biopharma leader, for its oncology product ISB-2001, validating clinical & commercial potential of IGI's BEAT® protein platform.
The $700m upfront—world's 4th largest payment—along with $1.2b in milestones, boosts R&D monetization. Tiered double-digit royalties offer annuity income, while ANDA pipeline expansion & domestic reset further support growth. AbbVie will commercialize ISB-2001 in developed markets, while Glenmark retains rights in emerging markets.
Improved leverage and a domestic reset underpin 11%/17%/20% sales/EBITDA/PAT CAGR over FY25-27. We add INR470/share NPV to arrive at a TP of INR2,430, supported by its pivot toward innovation-led growth.
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