Looking to boost your portfolio? The stock market is buzzing with opportunities, but not all picks are created equal. As we step into the week of October 13, 2025, investors are eyeing two standout stocks that could deliver impressive returns. But here's where it gets interesting: according to Motilal Oswal Financial Services Ltd, Delhivery and PN Gadgil are the top contenders, each with unique growth drivers and potential upsides. Let’s dive into what makes these stocks worth considering—and why some investors might still be on the fence.
Delhivery: Riding the Festive Wave and Beyond
With a current market price (CMP) of ₹465 and a target price of ₹540, Delhivery is poised for a 16% upside. What’s fueling this growth? The company is experiencing a festive-season boom, thanks to a surge in electronic payments and a GST-driven consumption rebound. Retail, e-commerce, and automotive sectors are all seeing rising volumes, which translates to better utilization and network efficiency. But that’s not all—Delhivery’s INR14 billion acquisition of Ecom Express is a game-changer. It expands their rural reach, strengthens network density, and creates cost synergies, solidifying their leadership in a consolidating 3PL industry. And this is the part most people miss: Delhivery’s revenue, EBITDA, and APAT are projected to grow at a CAGR of 14%, 38%, and 53% respectively from FY25–28, with EBITDA margins expected to hit 7.3% by FY28. However, some might argue that such ambitious projections could be overly optimistic—what do you think?
PN Gadgil: Shining Bright in the Festive Season
Trading at ₹665 with a target of ₹825, PN Gadgil offers a 24% upside. The company delivered a stellar 2QFY26 performance, with ex-refinery revenue soaring 31% YoY to ₹21.7 billion. The retail segment grew 29% YoY, driven by a 29% QoQ same-store sales growth (SSSG) and strong demand across gold, silver, and diamond categories. Here’s the kicker: PN Gadgil’s aggressive store expansion into new markets like Indore, Kanpur, and Lucknow has significantly boosted brand visibility. Their omni-channel strategy is paying off, with e-commerce and franchise revenues more than doubling YoY. The plan to add 13–15 new stores in 2HFY26 could further cement their retail dominance. But is the jewelry market too saturated for such rapid expansion? That’s a debate worth having.
The Bigger Picture
While these recommendations come from experts, it’s important to remember that stock market advice is subjective. The views expressed here are those of Motilal Oswal Financial Services Ltd and do not represent The Times of India. As always, investors should conduct their own research and consider their risk tolerance before making decisions. But here’s a thought-provoking question: In a market filled with uncertainty, are these growth stories too good to ignore, or are they priced for perfection? Let us know your thoughts in the comments below!
