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Top stocks to bargain (AI image)
Stock marketplace recommendations:According to Motilal Oswal Financial Services Ltd, the apical banal picks for the week (starting November 3, 2025) are TVS Motor Company and M&M Financials. Let’s instrumentality a look:
| Stock Name | CMP (Rs.) | Target (Rs.) | Upside(%) |
| TVS Motors | 3509 | 4159 | 19% |
| M&M Financial | 316 | 350 | 11% |
TVS Motor CompanyTVS Motor Company benefits from a beardown product/momentum backdrop, with coagulated volumes and a steadfast motorboat pipeline that bolster assurance successful sustained performance.
Its premiumisation strategy and diversified segments are paying off, with accordant market-share gains crossed home and export markets, and enlargement into used-vehicle, three-wheeler, EV and export channels enhancing resilience. Margins are connected a favourable trajectory, arsenic EBITDA margins gradually amended alongside robust gross growth. Structural tailwinds, including caller GST complaint cuts, a buoyant festive play and a favourable merchandise cycle, further enactment the outlook.
Analysts person upgraded forecasts, citing higher net visibility and semipermanent maturation prospects. With ample projected CAGRs successful revenue, EBITDA and PAT, the company’s premium valuation is supported by valuation subject and the anticipation of sustained outperformance.M&M FinancialsM&M Financials posted a beardown 2Q FY26 result, with nett rising sharply yoy and beating expectations. Other income saw a robust upswing, driven by higher interest income and dividend income from its insurance-broking arm.
Net involvement borderline expanded by astir 12 basis-points qoq, reflecting little backing costs and reduced leverage post-rights-issue, and absorption expects margins to clasp steady. Business momentum improved precocious successful the 4th and into October, with pickup successful tractor and passenger-vehicle volumes aided by GST cuts. The used-vehicle conception gained share, underscoring diversification of channels. Asset prime improved compared to humanities trends, and absorption expects further betterment successful the 2nd half. The institution targets 15% maturation successful its indebtedness publication for FY26, supported by 18-20% disbursement maturation successful H2. Credit outgo guidance has improved to 1.7% of assets successful FY26 and 1.6% successful FY27. Earnings forecasts for FY26/’27 person been upgraded to bespeak higher recurring dividend income and medium-term outlook remains healthy.(Disclaimer: Recommendations and views connected the banal market, different plus classes oregon idiosyncratic concern absorption tips fixed by experts are their own. These opinions bash not correspond the views of The Times of India)
