Inventory marketplace suggestions: In keeping with Motilal Oswal Monetary Products and services Ltd, the highest inventory selections for the week (beginning July 28, 2025) are VA Tech WABAG, and HDFC Financial institution. Let’s have a look:
VA Tech WABAGVA Tech is an international chief in water remedy and a powerful play at the long-term structural water remedy theme, with emerging call for pushed by means of air pollution, shortage, and regulatory wishes. It ranks third as a non-public water operator globally (up from sixth in 2019 and tenth in 2017).It operates an asset-light type and boasts 125+ Highbrow assets rights, specializing in high-margin engineering & procurement and long-term O&M initiatives. Tough ₹137b order e book (4.2x FY25 earnings) & ₹200b bid pipeline toughen 15–20% earnings CAGR visibility over FY25–28. Strategic projects like ‘Wriddhi’ bolster its expansion and profitability outlook. Making improvements to margins, robust FCF (~₹3.5b/yr), internet money standing, & emerging RoCE/RoE make it a fine quality compounder.HDFC Financial institutionHDFC Financial institution is well-positioned to ship a powerful profits rebound, supported by means of making improvements to mortgage expansion throughout Industrial & Rural Banking (CRB), SME, and retail segments. With normalization of the CD ratio and a granular legal responsibility profile, the financial institution is poised to boost up credit score expansion—guided to be consistent with the gadget in FY26 and forward in FY27. Tough asset high quality (GNPA/NNPA at 1.4%/0.5% in 1QFY26) and provisioning buffers (INR366b) supply convenience, whilst margin restoration is predicted as high-cost borrowings are changed by means of deposits. We estimate HDFCB to ship FY27E RoA/RoE of one.9%/14.9%.(Disclaimer: Suggestions and perspectives at the inventory marketplace and different asset categories given by means of mavens are their very own. Those critiques don’t constitute the perspectives of The Instances of India)