Stock recommendations for trading week starting February 16 - check list

Stock marketplace recommendations: Delhivery, and Britannia are the apical banal picks for the trading week starting February 16, 2026 from Motilal Oswal Financial Services Ltd. Let’s instrumentality a look:

DelhiveryThe acquisition of Ecom Express has importantly strengthened Delhivery’s web scope and accelerated consolidation wrong the logistics sector, enabling the institution to summation stock arsenic smaller players look borderline stress.

In 3QFY26, show remained robust, with EBITDA margins expanding to 7.4%, supported by beardown measurement traction successful the Express Parcel and Part Truck Load segments. Segment-level borderline betterment to 18.1% and 11%, respectively, highlights the benefits of operating leverage and improved realizations. With the dense concern signifier mostly implicit and superior strength moderating, escaped currency travel procreation is acceptable to improve.Management continues to people steady-state margins of 16–18% successful halfway transportation, with further upside from Supply Chain Services and newer offerings specified arsenic Delhivery Direct and Rapid, positioning the institution for structurally stronger profitability ahead.BritanniaBritannia delivered a resilient 3QFY26 with gross maturation of 9.5% YoY, impacted successful October by GST-led commercialized disruptions but witnessing normalization thereafter, with ~12% maturation successful November–December driven by steadfast volumes crossed biscuits and adjacent categories.

Profitability was a cardinal highlight, with gross borderline expanding 450bp YoY to 43.3% connected unchangeable commodity prices, starring to EBITDA borderline of 20.7% and APAT maturation of 23% YoY.

While dual terms points successful LUP packs created impermanent commercialized distortion, this is expected to stabilize. With a ample stock of portfolio successful INR5/INR10 packs, improving e-commerce salience, marque investments nether caller leadership, and absorption connected organisation enlargement and premium adjacencies, Britannia remains good positioned to thrust sustained net momentum, supporting a constructive semipermanent view.(Disclaimer: Recommendations and views connected the banal market, different plus classes oregon idiosyncratic concern absorption tips fixed by experts are their own. These opinions bash not correspond the views of The Times of India)