Five Stocks to Buy Today Chase Thursday’s Market Highs

Three analysts listed five stocks to buy for the September 4 session, with targets of 8% to 13% and stops a few rupees away. Two of those tickets, Apar Industries and Kirloskar Oil Engines, ask buyers to pay Thursday’s highs.

The companies make grid conductors, backup gensets, car parts, construction cranes and small home loans. The card treats that work as a one-week swing.

Five Tickets, Three Analysts, Tight Stops

Amit Shreeram Goel, a SEBI-registered research analyst and co-founder of BlueOak Wealth, put out Apar and Kirloskar Oil Engines with single targets and hard stops. Pradip Halder, founder and chief executive of PHD Capital, put two prices on Samvardhana Motherson International. Sachin Janardan Sarvade, a market expert, did the same on Action Construction Equipment and Aadhar Housing Finance.

The published cash prices on the card were Rs 17,687 for Apar, Rs 2,260.40 for Kirloskar, Rs 162.50 for Motherson, Rs 1,145 for Action Construction Equipment and Rs 476.25 for Aadhar Housing Finance.

THE SEPTEMBER 4 BUY CARD

Goel’s Apar target is 11% above his entry. His Kirloskar target is 13% above his entry. Sarvade’s second targets on the crane maker and the housing lender are 8% above the cash prices on the card. Halder’s upper print on Motherson is 2.15% above Rs 162.50.

WHERE THE CARD GETS TIGHT

• Thursday’s highs: Goel’s Apar buy of Rs 17,772 is the September 3 session high, and his Kirloskar buy of Rs 2,289 is two rupees above that day’s peak of Rs 2,287.
• Aadhar’s air gap: The stop at Rs 463 is 2.8% under the cash price, so a quiet down day knocks the trade out.
• Motherson’s first print: Rs 157 is 3.4% below the cash price, which reads as a dip level, while Rs 166 is only 2% above it.

Sarvade’s Action Construction Equipment stop at Rs 1,095 is 4.4% under the cash price. That is more room than Aadhar, and still a thin cushion for a name whose second target of Rs 1,235 sits above the 52-week high of Rs 1,195.80.

Apar’s Buy Ticket Matches Thursday’s High

Apar closed September 3 at Rs 17,704 after trading between Rs 16,941 and Rs 17,772. Goel’s entry is that high. The stock then changed hands near Rs 17,750 in the first hour of September 4, with a 52-week range of Rs 6,801 to Rs 18,465 and a live multiple of 62.9 times trailing earnings. Market value on that quote was Rs 74,323 crore.

From about Rs 7,897 a year earlier, the September 3 close is a 124% gain. Goel’s target of Rs 19,736 is 7% above the 52-week high, so the trade only works if the stock makes a new peak and keeps going. His stop at Rs 16,199 is 8.9% under the entry.

The business underneath that multiple is a conductor, cable and specialty-oil maker that just printed an all-time FY26 revenue of Rs 22,902 crore, up 23.3% from Rs 18,581 crore. Conductor order inflow in that year was Rs 11,450 crore, up 24.2%, and the pending conductor book on March 31 was Rs 7,671 crore. In the June quarter the company reported sales of Rs 6,591 crore, up 29% year-on-year, and profit of Rs 467 crore, up 77.7%, with a conductor order book near Rs 10,190 crore.

Domestic institutions held 24.89% of Apar as of the late-August shareholding snapshot, foreign funds 11.36%, and promoters 55.42%. A Rs 60 dividend goes ex on September 11. After a 124% year, an 11% swing target is a short trade on a stock that already paid holders for the grid cycle in the price.

Kirloskar Booked a German Engine Deal as Profits Fell

Kirloskar Oil Engines closed September 3 at Rs 2,267.40, up 4.93%, after a session high of Rs 2,287. Goel’s buy of Rs 2,289 sits just over that print. The target of Rs 2,583 is 13% above the entry, and the stop of Rs 1,999 is 12.7% below it, the widest air gap on the card.

The bounce followed a compact-engine tie-up with DEUTZ of Cologne, covering naturally aspirated and turbo 1.6-litre three-cylinder units from 18 kW to 41.2 kW for construction, material handling and industrial use, built to EU Stage V and US Tier 4 rules. Powergen is still the core: standalone sales in the June quarter were Rs 1,461.4 crore, up 16%, and powergen was 49% of that mix at Rs 720 crore, up from Rs 609 crore a year earlier.

Profit did not follow sales. Consolidated revenue in the Q1 FY27 earnings presentation was Rs 1,999.53 crore, up 13.50%, while profit fell 20.05% to Rs 111.06 crore. Standalone EBITDA margin shrank to 11.2% from 13.5%. International sales slipped 11% to Rs 106 crore. The financial-services arm, Arka, held AUM of Rs 7,651 crore.

Gauri Kirloskar, vice chairperson and managing director, said the quarter was “another important milestone in KOEL’s transformation into a technology-led engineering and power solutions company,” and that domestic power generation, industrial and aftermarket lines still grew even with weak export markets. A 192 MW hyperscaler genset order, with a five-to-six-year operations contract, is slated to hit revenue in FY27. The buy ticket does not wait for that recognition. It starts above Thursday’s high.

Why Motherson’s First Target Prints Below the Tape

Halder’s Motherson note is the odd one on the list. Against a cash price of Rs 162.50 he set targets of Rs 157 and Rs 166 and a stop at Rs 144.50. Rs 157 is 3.4% below the cash price. Rs 166 is 2.15% above it. The stop is 11.1% away. The stock closed September 3 at Rs 162.00 and traded near Rs 161.65 early on September 4, inside a 52-week range of Rs 93.50 to Rs 173.25. Market value was about Rs 1,70,718 crore.

CLSA, on a house card circulating the same morning, kept an outperform stance with a target of Rs 190, a longer-dated number than Halder’s upper print. The company itself is not a two-rupee trading sardine. Annual revenue crossed Rs 1.25 lakh crore, and the FY26 release put consolidated revenue at Rs 1,26,104 crore, up 11%, with a booked business of USD 96 billion split 75% automotive, 22% automotive EVs and 3% non-auto. Q4 revenue was Rs 34,309 crore, up 17%. Leverage fell to 0.8 times, the lowest on the firm’s record. Capex was Rs 5,911 crore, and FY27 capex is pegged at Rs 6,000 crore, plus or minus 10%, with 16 greenfields in the pipeline and 13 due to start in FY27.

FY26 was another defining year for Motherson. We have delivered our best-ever yearly revenues and resilient profitability in a challenging macroeconomic environment.

Vivek Chaand Sehgal, Chairman, Samvardhana Motherson International, May 20 results release

Emerging businesses grew 50% in FY26, consumer electronics 7.5 times, and aerospace 40%. A 2% upper target on that book is a tape trade, not a thesis on Vision 2030.

Cranes and Home Loans Share a Thin Safety Net

Sarvade’s two names are the domestic-cycle pair, and they carry the thinnest stops on the sheet.

Action Construction’s Best First Quarter

Action Construction Equipment, the crane and construction-equipment maker, printed its best June quarter on record. Standalone total income rose 19% to Rs 836 crore. EBITDA rose 19.66% to Rs 170.58 crore, with the margin at 20.40%. Profit rose 22.47% to Rs 118.59 crore. Cranes, construction equipment and metal handling brought in Rs 738.37 crore, up 22%, on volume growth of 17.25%.

The defence order book was about Rs 570 crore, and management has talked about defence rising toward 5% to 6% of revenue in FY27 from about 3% in FY26. FY26 revenue was Rs 3,391 crore, a shade under Rs 3,427 crore the year before, so the June rebound matters. Sarvade’s first target of Rs 1,190 is a few rupees under the 52-week high of Rs 1,195.80. The second target of Rs 1,235 needs a breakout. The stop at Rs 1,095 is 4.4% under the cash price of Rs 1,145.

Aadhar Slowed to 18% Book Growth

Aadhar Housing Finance is the only lender on the list. It told investors it delivered 18% AUM growth in the June quarter, to Rs 31,364 crore, with profit up 19% to Rs 282 crore from Rs 237 crore. That is a step down from FY26, when AUM rose 20% to Rs 30,571 crore, profit rose 20% to Rs 1,096 crore, and disbursements rose 17% to Rs 9,556 crore. Management is still guiding 20% AUM growth and 20% profit growth for FY27, with a Rs 50,000 crore AUM aim by FY29.

Gross NPA was 1.31% and capital adequacy 42.9% at June 30. The branch count was 628 across 22 states. Rishi Anand, managing director and chief executive, said the firm had “begun FY27 on a steady note, sustaining its growth momentum with healthy business expansion, consistent disbursement growth and stable asset quality.” Sarvade’s stop at Rs 463 is 2.8% under Rs 476.25. His second target of Rs 515 is 8% above it. A housing book that compounds at 18% to 20% does not live or die on a Rs 13 gap.

JUNE QUARTER SCORECARD

• Apar: Sales Rs 6,591 crore, up 29%; profit Rs 467 crore, up 77.7%.
• Kirloskar: Sales Rs 1,999.53 crore, up 13.50%; profit Rs 111.06 crore, down 20.05%.
• Action Construction: Income Rs 836 crore, up 19%; profit Rs 118.59 crore, up 22.47%.
• Aadhar: AUM Rs 31,364 crore, up 18%; profit Rs 282 crore, up 19%.

Motherson’s last full-year print, not a June-quarter scorecard, remains the Rs 1,26,104 crore revenue line and the USD 96 billion booked book.

Foreign Money Sold as Domestic Funds Kept Buying

The five names cluster on India’s physical economy: power conductors and transformer oil, backup power, auto components, cranes, and small-ticket home credit. That is the same complex domestic desks have been willing to own while foreign desks have been net sellers for much of 2026.

SEPTEMBER 3 INSTITUTIONAL FLOW

• Foreign desks: Net sellers of Rs 2,345.87 crore in the cash market, buying Rs 13,596.04 crore and selling Rs 15,941.91 crore.
• Domestic desks: Net buyers of Rs 4,977.46 crore, buying Rs 17,063.65 crore and selling Rs 12,086.19 crore.
• Nifty 50: Closed at 23,873.45, down 41 points, or 0.17%.
• Smallcaps: Nifty Smallcap 50 rose 1.24% even as the benchmark slipped, and Nifty Realty jumped 2.58%.

The Sensex fell 417.49 points, or 0.55%, to 76,152.86, after a morning bounce faded. That split fits months of domestic funds offsetting foreign sales in the cash market. Overnight, the Nasdaq rose 1.39% and the Dow 1.18% into the September 4 open, with crude near USD 91.71 a barrel. RBI data showed FCNR(B) deposits at USD 127.226 billion as of August 31.

Goel’s Apar ticket still has to clear Rs 18,465, the 52-week high, on the way to Rs 19,736, and the stop sits at Rs 16,199. Kirloskar’s entry is already above Thursday’s high. Halder’s first Motherson price is under the tape. Sarvade’s housing stop is 2.8% away. That is the whole card.

Disclaimer: This article is news reporting and analysis of published stock recommendations, company filings and market prices, and it is for information only. It is not investment advice, a research report, a solicitation to buy or sell any security, or a personal recommendation under SEBI rules. Readers should consult a SEBI-registered investment adviser or a qualified financial planner who can judge their risk, horizon and tax position before acting on any target or stop-loss. Prices, holdings, targets and company figures reflect the cited filings and market quotes on September 3 and 4, 2026, and they can change in the next session.