Top Stock Picks: GE Vernova, Apollo Hospitals & FII Inflow
By ThePip Desk
Motilal Oswal recommends GE Vernova & Apollo Hospitals for the week of July 13, 2026, as FIIs invest over ₹15,157 crore in Indian equities, signaling market optimism.
🔥 Main Takeaway
Motilal Oswal flags GE Vernova and Apollo Hospitals as top picks, betting on India’s infrastructure and healthcare boom, while foreign investors return to Indian equities.
📌 What Happened?
Motilal Oswal Wealth Management Research Desk recommended GE Vernova T&D India and Apollo Hospitals as top stock picks for the week of July 13, 2026.
GE Vernova is set to benefit from India’s massive transmission growth and rising power demand, projecting a 29% revenue CAGR over FY26-28E.
Apollo Hospitals is entering a new growth phase, leveraging its integrated healthcare ecosystem and expanding capacity, with a projected 13.4% revenue CAGR.
Foreign investors injected over Rs 15,157 crore into Indian equities in July, turning net buyers after four months of selling, driven by improved domestic macros.
💰 Why It Matters
These picks highlight sectors with strong structural tailwinds in India: critical infrastructure (power transmission) and resilient healthcare, offering potential for significant growth.
The return of foreign capital to India, driven by improving domestic macroeconomic indicators and a stable rupee, signals renewed confidence in the Indian market.
GE Vernova’s strong order pipeline of INR 148 billion in FY26 and Apollo’s 3,400+ bed expansion pipeline indicate clear drivers for future earnings.
The recommendations offer diversified exposure to both industrial growth and defensive consumption within a robust economic environment for young investors.
👀 What to Watch Next
Monitor GE Vernova’s export growth, especially to the US, as domestic ordering might be subdued in the short term.
Keep an eye on Apollo Hospitals’ capacity expansion and the monetization efforts of Apollo 24|7 and diagnostics.
Watch global geopolitical developments like the US-Iran conflict, crude oil prices, and India’s inflation data for broader market direction.
Track foreign investor flows to see if the positive trend in July continues, indicating sustained market momentum in Indian equities.