Stock market recommendations: Motilal Oswal Wealth Management Research Desk recommends buying GE Vernova T&D India, and Apollo Hospitals as the top stocks for the week starting July 13, 2026:
GE Vernova T&D India; Target Price: Rs 5,200GE Vernova T&D India remains well-positioned to capitalize on India’s structural transmission growth opportunity, supported by renewable integration, grid modernization, HVDC expansion and rising power demand from emerging segments such as data centers. Strong FY26 order inflows of INR148b, improving export opportunities and a robust order pipeline provide strong earnings visibility. While domestic base ordering may remain muted in the near term due to capacity ramp-up across players, exports, particularly from the US, are expected to support growth. Healthy revenue mix, pricing clauses and operating leverage should sustain margins. We expect revenue/EBITDA/PAT CAGR of 29%/31%/31% over FY26-28E.Apollo Hospitals; Target Price: Rs 10,120Apollo Hospitals is entering its next growth phase with three key growth engines—Hospitals, HealthCo and Apollo Health & Lifestyle (AHLL)—leveraging its integrated healthcare ecosystem, digital capabilities and expanding service offerings. The hospital business is transitioning towards capacity-led growth, supported by a 3,400+ bed pipeline, improving occupancy, premiumization and strong demand, which should drive revenue growth and margin expansion. HealthCo and AHLL are expected to sustain momentum through pharmacy expansion, Apollo 24|7 monetization, diagnostics growth and improving operating leverage. We expect overall revenue CAGR of 13.4% over FY26-28E, supported by a strong long-term healthcare opportunity.Stock market this weekInvestor sentiment in the domestic equity market is expected to be driven by developments in the US-Iran geopolitical conflict, the ongoing quarterly earnings season and movements in crude oil prices, analysts have said.Market participants are also likely to keep a close watch on the progress of the monsoon, inflation readings and the trading pattern of foreign investors, they added.Investors will keep an eye on June CPI inflation, WPI inflation data. The first-quarter FY27 earnings season will gain momentum in the coming days, with management commentary expected to have a significant bearing on sector-specific trends and earnings expectations.After remaining net sellers for four consecutive months, foreign investors have turned net buyers of Indian equities in July, investing more than Rs 15,157 crore so far this month. The buying has been supported by improving domestic macroeconomic indicators, a stable rupee and stronger global risk appetite.(Disclaimer: Recommendations and views on the stock market, or any other asset classes or personal finance management tips given by experts and analysts are their own. These opinions do not represent the views of The Times of India.)