Top stocks to buy: Stock recommendations for the week starting October 27, 2025 – check list
Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the top stock picks for the Diwali week (starting October 27, 2025) are Laurus Labs and 360 ONE WAM . Let’s take a look:
Laurus LabsLaurus Labs (LAURUS) delivered a strong quarter with a 6%/18%/38% beat on revenue/EBITDA/PAT. Higher formulation sales (FDF; backed by robust ARV revenue), a superior mix in the CDMO segment, & improving operating leverage led to a strong 2QFY26 performance. Laurus announced ₹50b capex over the next 5 years and additionally secured 532 acres in Vizag for a $600m investment to expand pharma manufacturing & R&D. This expansion aims to strengthen its position in high-value CDMO & formulations segments, emphasizing scale & technology advancement. We raise our earnings estimate by 11%/10%/6% for FY26–28, reflecting stronger ARV demand, steady CDMO momentum, and growing CMO-led generics opportunities. It is projected to deliver a 50% earnings CAGR over FY25–28, driven by diversified growth across key business segments.360 ONE WAM360 One WAM reported 2QFY26 revenue of INR7.6b (+30% YoY), total Assets Under Management (AUM) at INR5.1t (+27% YoY), and PAT of INR3.2b (+28% YoY), reflecting broad-based business momentum. 360ONE’s strong growth is supported by new RM teams, B&K acquisition, and UBS collaboration, enhancing international footprint, client access, and transactional capabilities, while operating leverage and cost synergies improve profitability.With FY25–28 Revenue/PAT CAGR of 20%/22% and ARR/TBR expansion supported by new teams, B&K acquisition, and UBS collaboration, 360ONE is well-poised for scalable, high-quality growth across wealth and asset management.(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)
