Motilal Oswal Financial Services Research

According to Motilal Oswal, defence electronics continues to see long-term demand for radars, avionics, communication systems and electronic warfare solutions

Motilal Oswal said that stable execution and rising export momentum could shape capital goods sectors' H2FY26 outlook

Motilal Oswal Financial Services recommends Reliance Industries and HCL Tech from the large-cap basket, while BEL and M&M Financial are top bets from mid-cap

Analysts at Motilal Oswal expect an AI-driven turnaround in India's IT sector, with Infosys and HCL Tech positioned to benefit as enterprises shift from AI infrastructure to large-scale deployment.

Motilal Oswal said that while PSU institutions are turning more aggressive, private lenders retain an edge through superior execution and tech-driven processes

Passenger vehicles continued to outperform, posting an 11 per cent year-on-year (Y-o-Y) rise in wholesales among leading players.

HDFC Bank (HDFCB) reported a steady Q2FY26, with profit rising 11 per cent Y-o-Y to ₹186.4 billion, aided by healthy NII of ₹315.5 billion and strong treasury gains of ₹23.9 billion

In the cement sector, near-term weakness persists due to subdued demand, muted pricing trends and high petcoke prices.

Globally, gold consumption continues to be driven by Jewellery, investment flows, central bank diversification, and growing industrial use in AI chips and electronics

Motilal Oswal Financial Services Research desk suggests buying Kirloskar Oil Engines and Cummins India; here's why

India's life insurance industry is set to deliver resilient growth, improve profitability, and strengthen cash flow visibility over the long term, Motilal Oswal said

Hero MotoCorp (HMCL) reported a strong start to the festive season with robust traction across dealerships and expects record festive sales.

Polycab has established itself as a clear leader in the domestic organised C&W market with ~26-27 per cent share, up from ~18-19 per cent in FY20.

Valuations across IT services are currently reasonable, but a sector-wide re-rating depends on the next tech cycle and earnings upgrades

Luggage is increasingly viewed as a status symbol, with social media and fashion influencing purchase decisions, especially among millennials and Gen Z

The recent tax cuts and GST reform, along with the broader policy shift, indicate a push toward consumption-driven growth, Motilal Oswal said

Indian Hotels is aggressively expanding its presence in India's hospitality sector through its 'Accelerate 2030' roadmap, targeting growth in the midscale segment.

Godrej Consumer has strengthened its core portfolio and expanded into new segments, while UltraTech Cement reported strong Q1 results

According to Motilal Oswal Financial Services Research, the the medium-term outlook for global automotive engineering research and development sector remains robust

With inflation easing, borrowing costs falling, and recent income tax relief bolstering household savings, a clearer turnaround is expected in the second half of the fiscal year