Stock market recommendations: LG Electronics, and Arvind – Motilal Oswal Wealth Management Research Desk has picked these as the top stocks to buy for the week starting October 5, 2026. Let’s take a look:
| NAME | CMP (Rs) | TP (Rs) | Upside (%) |
| LG Electronics | 1708 | 2000 | 17% |
| Arvind | 537 | 670 | 25% |
LG ElectronicsLG Electronics India’s 5–7% AC price hike from October 1, 2026 should partly offset input-cost inflation and support RAC margins, with strong brand positioning and festive-season demand providing scope to sustain pricing power. Management expects to sustain approximately 20% growth, supported by broad-based category momentum.Washing machines and TVs should drive 2HFY27, while refrigerators and RACs benefit from premiumization and replacement demand. The Sri City expansion should provide scale and localization benefits over time.LG’s diversified portfolio should enable growth across demand cycles, with rising localization, strong brand positioning and increasing contributions from exports and B2B businesses supporting the long-term outlook. We estimate 13%/30%/32% revenue/EBITDA/PAT CAGR over FY26–28.ArvindArvind is well placed to benefit from structural consolidation in the Indian textile industry, as global buyers increasingly prefer larger suppliers offering scale, compliance, shorter lead times and multi-category capabilities. Its integrated textile and apparel platform provides scope to capture incremental market share as sourcing diversifies toward India. Export demand offers a medium-term growth opportunity, with US, UK and EU retail sales growing 2-5% YTD despite lower imports, indicating scope for inventory replenishment in 2H.The India-UK FTA, potential India-EU FTA and supply-chain diversification away from Bangladesh should further improve India’s export competitiveness, while upstream textile exports are already showing stronger momentum.We estimate Advanced Materials to grow at approximately 17% CAGR over the next two years and garments at ~15% CAGR, supporting gross margin expansion toward around 52% and EBITDA margin to 11.4%; reiterate BUY on structural earnings potential.(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.)
