According to The Times of India, Granules India and UltraTech Cement have been identified as top stock recommendations for the week starting May 4, 2026, by Motilal Oswal Wealth Management Research Desk. The recommendations come with specific target prices and projected upside potential for investors.
As reported by The Times of India, Granules India delivered in-line revenue with a ~6% beat at the EBITDA and PAT level, driven by strong growth in FDF and APIs. The company's complex generics contribution increased to 46% compared to ~39% YoY, supporting margin expansion. The Europe business showed strong scale-up of +49% YoY ex-Senn Chemicals, led by new launches and pipeline expansion, indicating improving geographic diversification.
According to The Times of India, UltraTech Cement delivered strong 4QFY26 results with revenue, EBITDA and adjusted PAT rising ~12%, ~21% and ~20% YoY respectively. The company has achieved a significant milestone by crossing 200mtpa domestic grey cement capacity, making it the largest in any country excluding China. The company has also completed the integration of India Cements and Kesoram ahead of schedule.
As reported by The Times of India, Granules India is expected to achieve ~15% CAGR in FDF over FY26–28, driven by strong base growth in formulations (74% of revenue) and improving product mix. The company is projected to achieve ~27% PAT CAGR over FY26–28, supported by margin expansion from the peptide CDMO business and integrated R&D capabilities. UltraTech Cement is expected to see consolidated revenue/EBITDA/PAT grow at a CAGR of 13%/15%/18% respectively over FY26-28.
