stock market recommendations: : Shriram Finance, cummins india These are the top stocks that Motilal Oswal Wealth Management Research Desk has recommended for the week starting June 8, 2026. The brokerage has also shared the target level and potential upside.
| stock name | CMP (Rs.) | Target (Rs.) | Reverse (%) |
| Shriram Finance | 923 | 1175 | 27% |
| cummins india | 5794 | 6600 | 14% |
Shriram FinanceShriram Finance (SHFL) continues to consolidate its position as a leading retail-focused NBFC due to its strong presence in rural and semi-urban markets, diverse product portfolio and disciplined execution capabilities. The strategic partnership with MUFG, involving capital infusion of ~USD4.4bn for a ~20% stake, is expected to materially strengthen SHFL’s liability profile. The company expects borrowing costs to decline by ~1% over the next 2-3 years, supported by rating upgrades, liability revaluations, lower deposit rates and better access to debt capital markets. The company is focusing on its core strengths in vehicle finance, MSME loans and gold loans, while expanding into the Northern, Central and Eastern markets.With healthy growth visibility, margin stability and improving operating leverage, Shriram Finance is well positioned to deliver a CAGR of ~17%/~26% in AUM/PAT in FY26-28E.cummins indiaCummins (KKC) delivered a strong performance in FY26, with powergen revenue growing 24% and distribution revenue growing 22%. Data centers emerged as a key growth driver, contributing 30-35% to Powergen revenues, highlighting the company’s strong position in a rapidly growing market. Growth is expected to be supported by increased data center investment, demand from manufacturing and commercial sectors, strong attraction for the QSK60 platform and higher contribution from aftermarket and service offerings within the distribution business. KKC is also investing in capacity upgrades and is currently operating at ~70% utilization, providing room to support future growth. Supported by a favorable mix of high-margin businesses, pricing flexibility and strong demand momentum, we raise our FY27/FY28 estimates by 4%/7%. We expect KKC to deliver revenue, EBITDA and PAT CAGR of 18%, 20% and 21% respectively during FY26-28.(Disclaimer: The recommendations and views given by experts on the stock market, other asset classes or personal finance management tips are their own. These opinions do not represent the views of The Times of India.)