Stock market recommendations: According to Motilal Oswal Financial Services Ltd, these are the top stock picks for the week (from December 22, 2025). Astra microwave productsAnd Crompton Greaves Consumer Electrical. Let’s take a look:
Astra microwave productsAstra Microwave Products (AMPL) designs and manufactures RF and microwave systems in India, transforming itself from a subsystem supplier to a complete system solutions provider. The company focuses on opportunities in AESA and Uttam radars, meteorological projects, naval reorders and drone defense systems. AMPL had an order book of INR 22 billion as on September 25 and achieved a compound annual growth rate (CAGR) of 13% in FY21-25, with EBITDA margins increasing from 12.3% to 25.6%. We expect a revenue CAGR of 18%, margins close to 26% and a PAT CAGR of 23% for FY25-28. We view AMPL as a compelling long-term opportunity in defense electronics, with revenue growth expected to accelerate in FY27-30 as larger orders are awarded by the Ministry of Defense and Defense PSUs.Crompton Greaves Consumer ElectricalCrompton is a leading player in the Indian consumer electronics sector and is the market leader in the residential fans and pumps segment with a market share of 25% and 30% respectively. CROMPTON is one of the top three companies in the lighting segment and is also one of the top five companies in the consumer devices segment. Crompton’s majority acquisition of Butterfly Gandhimathi Appliances (75%) strengthens its appliance portfolio, strengthens its 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% in FY26-28, following a decline of 12%/16% in FY26E, primarily due to weather-related disruptions impacting ECD segment performance. We expect OPM to be 10.3%/11.2% in FY27/FY28E versus 9.7% in FY26.(Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips from experts are their own. These opinions do not reflect the views of The Times of India.)
