Motilal Oswal

ICICI Prudential AMC remains well-positioned to benefit from rising retail participation, strong SIP traction and expanding market share across equity, hybrid and passive segments.

Over the past two years, the industry has moved decisively toward ticket monetisation, with tickets now contributing roughly 50-70 per cent of event revenues compared to 10-30 per cent earlier

Motilal Oswal bets on Samvardhana Motherson, Apollo Hospitals, Premier Energies, Lenskart, and others; here's why

While valuations across several utilities have rerated sharply and now trade above historical averages, the sector's structural growth drivers continue to support a favourable long-term outlook

Motilal Oswal sector of the week: TVS Motor's long-term growth is driven by consistent market share gains across domestic and export markets, strong product portfolio and expanding EV presence

The consumer sector now faces a delicate balance between sustaining demand and protecting profitability, with inflation once again emerging as the key swing factor

Top stock picks across market caps for May 2026: Tata Steel, GE Vernova, AU Bank, BEL, Radico Khaitan, Cyient DLM. Check targets and outlook.

The domestic opportunity is anchored by the National Electricity Plan, which envisages nearly ₹9 trillion of transmission investments through FY32.

From a structural standpoint, the Indian hospitality sector continues to benefit from favourable demand-supply dynamics and sustained growth in domestic travel

Overall, the sector's medium-term outlook remains constructive, driven by energy transition investments, defence indigenisation, and digital infrastructure buildout

A key growth driver for the defence sector remains the robust pipeline of Acceptance of Necessity (AoN) approvals, which typically convert into orders over the next two to three years

Motilal Oswal Wealth Management Research Desk has recommended buying the following stocks: ICICI Prudential AMC, Apollo Hospitals, Bharat Dynamics, Siemens Energy, Jain Resource Recycling, and TBO Tek

In the medium term, the sector appears well-positioned for structurally higher profitability, driven by improved pricing power, better capacity utilisation, and reduced external supply shocks

Tensions in West Asia is expected to support sustained demand for defence equipment such as missiles, air-defence systems, surveillance technologies, and electronic warfare solutions, believes MOFSL

Plastic pipes industry growth remained in the high single digits during the first nine months of FY26, supported primarily by resilient urban plumbing demand

Motilal Oswal recommends SBI Life, Polycab, Siemens Energy, Northern Arc and Kirloskar Oil Engines as top stocks to buy in March 2026. Check reasons, share price targets in this monthly stock report

The sector's outlook remains anchored in rising public capital expenditure and sustained investments across defence, renewables, transmission and data centre infrastructure

India's auto sector starts 2026 with strong demand across PVs, 2Ws, CVs and tractors. MOFSL prefers TVS Motor and Maruti Suzuki.

Motilal Oswal Financial Services explains how priority sector lending is shifting from regulatory burden to earnings lever for banks and highlights HDFC Bank and Indian Bank as top stock picks

India's steel sector is set to outperform globally, driven by strong domestic demand, safeguard duties and capacity expansion. Motilal Oswal picks JSW Steel, Tata Steel