Inventory marketplace suggestions: In keeping with Motilal Oswal Monetary Products and services Ltd, the highest inventory selections for the week (beginning September 8, 2025) are Swiggy, and Phoenix Generators. Let’s have a look:
SwiggySwiggy is benefitting from easing festival in fast trade (QC), with slower darkish retailer enlargement. With discounting depth easing and sharper value self-discipline, unit economics are bettering, supporting a sooner trail to Instamart profitability. Meals supply (FD) enlargement, in the past impacted through vulnerable sentiment, is about to boost up. GST-led spice up to disposable source of revenue & emerging discretionary spending must pressure upper order volumes and platform engagement. We elevate FD enlargement to 21–23% for FY26–27 and forecast 23% GMV CAGR over FY26–28. With more potent QC margins and advanced profitability, we improve Swiggy to BUY with a revised TP of INR560.Phoenix GeneratorsPhoenix Generators has expanded aggressively with new department stores throughout Lucknow, Indore, Ahmedabad, Pune, & Bengaluru, along side acquisitions like ISMDPL (Island Big name Mall Builders). Those projects will double its portfolio through FY30, strengthening retail dominance. The corporate continues to diversify and increase its place of job portfolio inside of its current mall homes throughout key places. Control expects Phoenix Generators place of job portfolio to develop just about fourfold to 7.1msf through FY27, using a condo source of revenue CAGR of 71% over FY25–27. Taking a look forward, new department stores beneath building and large-scale redevelopments are anticipated to pressure robust intake enlargement past FY27. We estimate income/EBITDA/PAT CAGR of 17%/27%/50% over FY25–27. We improve to BUY with a revised TP of INR 2,044.(Disclaimer: Suggestions and perspectives at the inventory marketplace and different asset categories given through mavens are their very own. Those critiques don’t constitute the perspectives of The Instances of India)