Improving revenue mix, along with higher capital efficiency, UBS believes, could support a structural re-rating of the stock towards premium asset management and wealth management multiples
Following the deal with MUFG, Motilal Oswal said that Shriram Finance is well-positioned to capitalise on emerging growth opportunities, supported by strong execution and deep customer relationships.
Motilal Oswal Contra Fund is suitable for investors seeking capital appreciation over the long term and investing predominantly in equity or equity-related investments through a contrarian strategy
Motilal Oswal has shared its top stock picks for May 2026 across large-cap, mid-cap, and small-cap segments. The list includes names like Tata Steel, AU Small Finance Bank, Bharat Electronics
Overall, the sector's medium-term outlook remains constructive, driven by energy transition investments, defence indigenisation, and digital infrastructure buildout
For FII's, the favored markets over last two years have been countries that were beneficiaries of new age tech and artificial intelligence (AI), he said.
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
ICICI Bank will focus on building a stable liability base while maintaining growth, supported by diversified sourcing, calibrated lending, and steady margins, says report
Motilal Oswal Financial Services has purchased a 1.65 per cent stake in Zelio E-Mobility through a Rs 9.8 crore block deal, boosting institutional interest in the newly listed EV maker
Motilal Oswal Home Finance secured $100 million from ADB to expand affordable housing loans for women and support green-certified projects, strengthening its funding base and reach
BSE shares rose more than 6 per cent to a fresh all-time high after the exchange posted strong Q3 earnings, aided by higher transaction income and gains in the derivatives segment
Large caps/hybrids should be considered as portfolio anchors for 2026, complemented by staggered, selective exposure to mid and small caps on the back of improving sentiment
Jefferies' industry discussions indicate up to 5 per cent volume impact, and estimate a 5 per cent decline in ADTO/orders for BSE/GROWW could result in 4 per cent earnings impact
The scheme will be available under two plans, Regular and Direct, with each plan offering Growth and Income Distribution cum Capital Withdrawal (IDCW) options