Stock market recommendations: According to Motilal Oswal Financial Services Ltd, The Top Stock Picks for the Week (Starting September 22, 2025) Are Punjab National Bank, and Larsen & Toubro. Let’s take a look:
Punjab National BankPNB has transitioned from a legacy-stressed balance sheet to a fundamentally stronger franchise, with Asset Quality Concerns decisively addressed. The STEADY Reduction in GNPA (3.78%) and NNPA (0.38%), Coupled with Robust PCR (90.3%), Underpins Earnings Predictability. PNB reiterated its fy26 loan growth guidance of 11–12%, with management noting strong momentum in the retail and msme segments (+18% yoyy). MSME Growth is Driven by Cash-Flow-Based lending and digital initiatives, with npas remaining well-contrared at Around 1%. At current valuations, PNB is trading at a discount compared to bot private-sector peers and select public sector banks, providing a margin of safety. We expect pnb to maintain a stable Roa of 1% in FY27/28. Additionally, we project pnb to achieve a 12.8% Cagr in Its Loan Book from fy25 to fy28.Larsen & toubroL&T Secus 2 Large Orders (₹ 2,500–5,000 Cr) for Statom, Scada, and Mumbai-Ahmedabad Bullet Train Project, Reflecting Strong Execution in Grid Stability and HIGH-Speed Raile-Speche Rail-KEIL Infra Push. L&T Bags Another Significant Order (₹ 1,000-2,500 CR) from NPCIL for Nuclear Civil Works, Reforming The Company’s Dominant Positioning in Critical Infrastructure and Long-Cycle Government Capéx Projects. L&T’s Expantion in Renewable and Transmission Projects Across the GCC Region Diversifies Revenue Streams, Tapping Into High-Growth Clean Energy Markets and Improving Long-Term Margin and Earnings Stability. We expect lt to report a Cagr of 20% in Pat Over FY25-28.(Disclaimer: recommendations and views on the stock market and other asset classes give by experts
