Top stocks to buy: Stock recommendations for the week starting September 1, 2025 - check list

Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the top stock picks for the week (starting September 1, 2025) are Dr. Agarwal’s Health Care, and Adani Ports & SEZ. Let’s take a look:Dr. Agarwal’s Health CareThe proposed merger of Dr. Agarwal Eye Hospital (AEHL) with Dr. Agarwal Healthcare (AHCL) would consolidate the businesses into a single entity. This would drive better operational and financial efficiency, thus enhancing the value of overall business through unified capital allocation.Shareholders of AEHL (excluding AHCL) will receive 23 equity shares of AHCL for every 2 equity shares held in AEHL, representing a 15% premium to AEHL’s 10-day VWAP. Moreover, AEHL is proposing a preferential allotment of INR700m to AHCL to finance ongoing capex requirements.AHCL is strengthening services at existing centers, foraying into new micro markets, and expanding its doctor base to capture rising eye-care demand. On a pre-merger basis, we project 20%/39% revenue/PAT CAGR over FY25-27, supported by strong growth prospects.Adani Ports & SEZAdani Ports has evolved into India’s most diversified transport and logistics platform, expanding across ports, logistics, and marine services. Its ports business has grown nearly 3x the industry’s domestic vol growth over the past decade taking market share to 27.8% in 1Q. Adani Logistics, has scaled rapidly with 12 multi-modal parks, 132 trains, 3.1m sq. ft. warehousing & 26,000+ trucks.Planned trucking invt. of ₹10–15b by FY26 & ₹50b by FY30, along with freight forwarding, aim to enhance RoCE. Marine services are poised for 3x growth by FY27. With end-to-end offerings, APSEZ captures higher wallet share & builds cargo stickiness. Its diversified model supports sustainable growth, helping it become India’s largest integrated transport utility by 2029, with logistics & marine as key growth drivers. APSEZ is expected to post 10% cargo vol growth, driving 21% PAT CAGR over FY25–27.(Disclaimer: Recommendations and views on the stock market and other asset classes given by experts are their own. These opinions do not represent the views of The Times of India)