stock market recommendations, According to Motilal Oswal Financial Services Ltd, the top stock picks for the week (starting December 22, 2025) are Astra Microwave Products,and Crompton Greaves Consumer ElectricalsLet’s take a look:
Astra Microwave ProductsAstra Microwave Products (AMPL) designs and manufactures RF and microwave systems in India and is transitioning from a subsystem supplier to a full system solutions provider, targeting opportunities in AESA and Uttam radars, meteorological projects, Navy repeat orders, and counter-drone systems. AMPL had an INR22b order book as of Sep’25 and delivered 13% revenue CAGR in FY21–25, with EBITDA margins rising to 25.6% from 12.3%. We expect 18% revenue CAGR in FY25–28, margins nearing 26%, and PAT CAGR of 23%. We view AMPL as a compelling long-term opportunity in defense electronics, with revenue growth expected to accelerate during FY27–30 as larger orders are awarded by the MoD and defense PSUs.Crompton Greaves Consumer ElectricalsCrompton is a prominent player in India’s consumer electricals sector with a market leader in fans and residential pumps segment with 25% and 30% market share. CROMPTON is among the top three companies in the lighting segment and is also one of the top five companies in the consumer appliances segment. Crompton’s majority acquisition of Butterfly Gandhimathi Appliances (75%) strengthens its appliance portfolio, enhances presence in kitchen appliances, and enables revenue and cost synergies, supporting medium-term growth, market share expansion, and improved competitive positioning.We estimate an EBITDA/PAT CAGR of 17%/21% over FY26-28 after a decline of 12%/16% in FY26E primarily due to weather-related disruptions, which impacted the ECD segment’s performance. We expect OPM to be 10.3%/11.2% in FY27/FY28E vs. 9.7% in FY26.(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)
