Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the high inventory picks for the week (starting June 2, 2025) are Radico Khaitan and JK Cement. Let’s have a look:
Radico KhaitanRadico Khaitan, a legacy participant since 1943, is one in all the oldest and largest IMFL producers in India with a various portfolio throughout whisky, vodka, gin, rum, and brandy (starting from INR500 to INR8000), overlaying a big buyer base. Driven by constant quantity development (from 20m circumstances in FY15 to 31m in FY25) & sharp execution, Radico has outperformed friends by means of premiumisation & is now increasing its premium & luxurious portfolio to strengthen commerce & client pull. With an ~8% IMFL market share and rising presence in the P&A phase, we estimate a sturdy 6%/22%/30% in income/EBITDA/APAT CAGR throughout FY25-28E. Overall quantity is projected at 9%, pushed by a sturdy 15% CAGR in the P&A portfolio.JK CementJK Cement (JKCE) reported better-than-expected outcomes for 4QFY25, exceeding our estimates primarily due to a powerful 15% YoY development in volumes. Revenue/EBITDA/adj. PAT rose by 15%/37%/69% YoY. Management goals to obtain ~20mt gray cement quantity (~12% YoY development) in FY26. Of the ₹150–200/t cost-saving goal, ₹40/t was realized in FY25; FY26 ought to see ₹25–30/t financial savings plus a full-year ₹75/t profit. JKCE stays one in all our most well-liked picks in the cement sector. We elevate FY26/27E EBITDA by ~4% every on greater quantity and higher profitability of its UAE plant. We count on its income/EBITDA/earnings to publish a CAGR of 15%/20%/31% over FY25-27E.Disclaimer: The opinions, analyses and recommendations expressed herein are these of brokerage and don’t mirror the views of The Times of India. Always seek the advice of with a certified funding advisor or monetary planner earlier than making any funding selections.