Stock market recommendations: Samvardhana Motherson, and Zydus Wellness have been recommended as top stocks to buy for the week starting May 25, 2026 by Motilal Oswal Wealth Management Research Desk:
Samvardhana MothersonSamvardhana Motherson delivered a strong 4QFY26 performance, with adj. PAT rising 55% YoY and EBITDA margin expanding 200bp to 11%, driven by robust execution and margin improvement across wiring harness, integrated assemblies, and emerging businesses. The company’s growth visibility remains strong, supported by a USD96b booked business pipeline, multiple greenfield projects across global markets, upcoming acquisitions, and rapid scaling in high-growth segments such as consumer electronics and aerospace. Management has raised its 5 year revenue aspiration to USD108b, supported by a strong order backlog, EV transition, premiumization trends, while better-than-expected 4Q performance amid a challenging global macro environment has led to an 8% upward revision in FY27/FY28 earnings estimates.Zydus WellnessZydus Wellness operates a diversified wellness portfolio across seasonal healthcare, nutrition, skincare, and healthy snacking categories, with incremental growth increasingly driven by RiteBite Max Protein and Comfort Click. Innovation-led premiumization, expanding digital channels, and improving international scale are supporting margin expansion and medium-term earnings visibility despite historically modest core-category growth. 4QFY26 performance was broadly in line operationally, though domestic revenue growth lagged expectations due to delayed summer onset and unseasonal rainfall impacting Glucon-D and Nycil demand. Consolidated revenue rose 63% YoY, aided by acquisition-led growth and strong traction in Everyuth and international operations. We expect consolidated revenue and EBITDA CAGR of ~26% and ~37%, respectively, over FY26-28E, supported by scaling of Comfort Click, improving profitability in RiteBite, and recovery in seasonal demand. Margins are expected to trend toward the company’s 17-18% long-term aspiration under normalized seasonality, while FY27/FY28 earnings should benefit from operating leverage, product innovation, and expanding international wellness offerings.(Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times of India.)
