Top Stock to Buy: Stock Recommendations for Week starting from June 16, 2025 – check list

Stock market recommendations: According to Motelle Oswal Financial Services Limited, the top stock pics for the week (starting from 16 June, 2025) are Home First Finance and Kaynes. let’s take a look:

Home First FinanceHomefrend with 155 branches in 13 states is focusing on emerging states with strong infra development. Technology remains its major difference, with 50%+ sourcing now as a completely digital and ~ 75% account aggregator penetration FY25. After receiving a credit rating upgrade from both ICRA and India ratings recently, the RBI is expected to reduce its cost of borrowing by supporting the NIM expansion from Homfirest, supporting the NIM expansion. Its strong fundamental, healthy return ratio, and better execution strengthens its position as a top affordable housing fin. Franchise. We estimate 30% PAT CAGR at fY25-27e, powered by a proven model and an experienced, transparent leadership.KaynesKaynes Technologies EMS, HDI PCB is expanding in manufacturing and OSAT, targeting high-tech, high-margin segment. It aims to obtain a revenue of USD 1 billion by FY28, supported by strong orders in motor vehicles, aerospace, industrial and medical fields with strategic North American acquisition. HDI PCB and OSAT units are expected to be commercialized by 4QFY26, with strong margin (~ 30%/20%), targeting INR50B by INR25B revenue and FY28 in FY27. FY25 revenue increased by 51% yoy, up to INR27B, slightly below guidance due to railway order delay. We estimate that FY25-27 is inspired by 57%/61%/70%revenue/Ebitda/PAT CAGR, scale and margin profit.Disclaimer: The opinion, analysis and recommendations expressed here are of brokerage and do not reflect the views of the Times of India. Always consult a qualified investment advisor or financial planner before taking any investment decision.