Stock Market Recommendations

According to Motilal Oswal Financial Services Ltd, the top stock picks for the week (starting April 14, 2025) are Indian Hotels and HPCL. Let’s take a closer look at these recommendations.

Indian Hotels: A Strategic Growth Story

IHCL’s rapid adoption of an asset-light strategy and superior 70-75% EBITDA margins have driven an 18% CAGR in management contract rooms from FY19-24, compared to just 2% for owned hotels. With plans to add 8,091 rooms by FY27, Indian Hotels is reinforcing its position as India’s largest hospitality player, targeting a ~65% luxury room share.

HPCL: Navigating Market Challenges

HPCL is set to benefit from the decline in oil prices due to OPEC+ output hikes and US tariffs, which is likely to improve its gross marketing margins. Key triggers include the demerger and potential listing of the lubricant business, and the commissioning of the bottom upgrade unit in Q4FY25.

Disclaimer

The opinions, analyses and recommendations expressed herein are those of brokerage and do not reflect the views of The Times of India. Always consult with a qualified investment advisor or financial planner before making any investment decisions.