Motilal Oswal

Analysts at Motilal Oswal Wealth Management Research Desk are bullish on mid-caps Indian Hotels and Lenskart, and small-caps Symbiotec Pharmalab and Urban Company.

Motilal Oswal Wealth Management Research Desk remains constructive on the auto sector, while expecting volume growth to moderate from the elevated levels seen in 1HFY27.

After a slow start during Ganesh Chaturthi, demand picked up in Navratri, with consumer durables sales growing 25-30% YoY, notes Motilal Oswal Wealth Management Research Desk.

Motilal Oswal Wealth Management Research Desk has said that India's telecom sector could see a valuation re-rating ahead of Jio Platforms' (JPL) proposed IPO.

GEC-III strengthens the visibility of India's long-duration transmission and storage investment cycle, Motilal Oswal Wealth noted.

Motilal Oswal Wealth Management Research Desk is bullish on QC platforms in 2QFY27 with improving growth momentum, as competitive intensity moderates and demand benefits from festive seasonality.

Stocks to buy: JSW Steel's outlook remains constructive, supported by capacity ramp-ups, resilient domestic steel demand and a rising share of value-added products.

MOFSL said that NBFC asset quality has emerged as the biggest positive surprise, with improved collections and moderated fresh slippages after nearly two years of stress.

According to Motilal Oswal, the emergence of the Account Aggregator framework now represents the next structural catalyst for the Capital Market ecosystem.

Motilal Oswal Wealth Management Research Desk recommends 2 stocks each from the large-cap, mid-cap and small-cap segment for August 2026.

While near-term uncertainties surrounding the monsoon, crude oil prices and geopolitical developments persist, auto sector's growth outlook is increasingly being driven by structural demand.

According to Motilal Oswal, the cement sector presents an improving medium-term outlook and opportunities for investors

India's Non-Banking Financial Company (NBFC) sector is well positioned for long-term growth, supported by healthier balance sheets, easing macroeconomic headwinds, and an improving funding environment

Indian healthcare sector remains well positioned for sustained long-term growth, supported by structural demand, expanding hospital infra, higher healthcare spends, and favourable demographic trends.

Top monthly stock picks by Motilal Oswal Wealth Management Research Desk: Analysts are bullish on Reliance, Bharat Electronics, ACME Solar, Delhivery, Gokaldas Exports and Lenskart.

The medium-term outlook for the banking sector remains constructive, supported by healthy credit growth, stable asset quality and improving liquidity conditions, says Motilal Oswal.

India's PVC demand is projected to remain significantly ahead of domestic supply, supporting long-term growth opportunities

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