Times of India·3 min read·hard

Top stocks to buy: Stock recommendations for this week - check list

T
TOI BUSINESS DESK
Top stocks to buy: Stock recommendations for this week - check list
AI Summary

Motilal Oswal Wealth Management has recommended RR Kable and KFin Technologies as top stock picks for the week of August 3, 2026. Both companies are highlighted for their strong quarterly performance and positive growth outlooks.

Stock market recommendations: RR Kable, and KFin Technologies have been picked as the top stocks to buy for the week starting August 3, 2026 by Motilal Oswal Wealth Management Research Desk:NAMECMP (Rs)TP (Rs)Upside (%)RR Kabel2602296014%KFin Technologies936115023%RR KableRRKABEL delivered a strong 1QFY27 performance, with revenue growing 54% YoY to INR31.7 billion (12% beat) and EBITDA nearly doubling to INR2.8 billion (10% beat), driven by robust C&W volume growth and healthy execution in the FMEG segment. The C&W segment delivered ~17% YoY volume growth, outperforming the industry’s estimated 10–12%, while margin expansion was supported by operating leverage, better product mix, cost optimization, and improved fixed-cost absorption. Management reiterated confidence in achieving 10.5% C&W margins by FY28 and sustainable FMEG break-even in FY27.We raise our EPS estimates by 8%/6% for FY27-28 due to higher volume growth estimates and improving profitability in FMEG and expect strong FY26–28 revenue/EBITDA/PAT CAGR of 25%/36%/40%.KFin TechnologiesKFin Technologies reported a steady 1QFY27 performance with operating revenue rising 30% YoY, driven by 182% YoY growth in international solutions following Ascent acquisition, while domestic MF & issuer solutions revenues grew 7% YoY and 8% YoY. Despite higher integration-related costs, the company delivered 7% YoY EBITDA growth with a healthy 34.2% EBITDA margin, while PAT of INR752m came in 7% above estimates due to better operating efficiency. Management has guided for 18–20% revenue growth in FY27, supported by cost optimization initiatives & a robust pipeline across businesses. We expect revenue/EBITDA/PAT CAGR of 22%/22%/18% over FY26–28E, supported by continued momentum in the domestic mutual fund business, a strong issuer solutions pipeline and gradual margin improvement in the international business. We upgrade the stock to BUY as improving profitability and margin expansion are expected to drive earnings growth.(Disclaimer: Recommendations and views on the stock market, or any other asset classes or personal finance management tips given by experts and analysts are their own. These opinions do not represent the views of The Times of India.)Get the latest Business News and Live updates. Download the TOI app.

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