According to The Times of India, Motilal Oswal Wealth Management Research Desk has identified Titan and L&T Finance as the top stocks to buy for the week starting August 31, 2026. As reported by The Times of India, Titan is recommended at a current market price of ₹5,139 with a target price of ₹6,000, offering an 18% upside potential. L&T Finance is recommended at ₹322 with a target of ₹380, providing an 18% upside. The recommendations come from Motilal Oswal's latest research analysis covering both established and emerging financial services sectors.
According to The Times of India, Titan remains well-positioned for sustained long-term growth supported by industry formalisation, strong brand equity, superior sourcing capabilities, continued store expansion, and increasing contribution from non-jewellery businesses. As reported by The Times of India, the company's leading brands, including Tanishq and CaratLane, provide strong competitive advantages, while its expanding retail footprint offers significant growth opportunities. Motilal Oswal expects profitability to improve further driven by higher studded jewellery mix, lower gold coin contribution, increased adoption of lower-carat jewellery, and sourcing efficiencies. The research desk remains constructive on Titan's growth prospects and expects 18%/22%/25% CAGR in sales/EBITDA/APAT over FY26-28E.
According to The Times of India, L&T Finance is well-positioned for steady improvement in growth and profitability supported by its transition toward a granular, retail-focused, and technology-led franchise. As reported by The Times of India, strong AUM growth visibility, scaling core retail segments, emerging businesses such as gold loans and micro-LAP, improving secured product mix, cross-sell opportunities, and technology-led operating leverage are expected to drive an approximately 30% PAT CAGR over FY26-28E. Motilal Oswal projects L&T Finance's RoA and RoE to reach 2.6% and 15% respectively by FY28E. The company's strategic shift toward retail-focused lending and technology integration positions it well for sustained growth in the financial services sector.
According to The Times of India, Motilal Oswal Wealth Management Research Desk remains constructive on Titan's growth prospects and expects 18%/22%/25% CAGR in sales/EBITDA/APAT over FY26-28E. As reported by The Times of India, stable gold prices could also enhance margin visibility for Titan. For L&T Finance, the research desk projects approximately 30% PAT CAGR over FY26-28E with the company's transition toward a granular, retail-focused, and technology-led franchise driving sustained growth. These projections reflect Motilal Oswal's positive outlook on both companies' ability to capitalize on market opportunities and execute their strategic growth initiatives effectively.
