Motilal Oswal Financial Services

The management expects better Q4 and a decent overall growth in FY27

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

Polycab India management expects the strong W&C momentum to sustain in Q4, traditionally the strongest quarter.

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

In fiscal 2024-25 (FY25), India, according to HSBC, exported $76 billion worth of goods to the EU and bought $61 billion worth of goods from the EU

SBI's market capitalisation touched ₹9.45 trillion in intra-day deals on Tuesday.

ICICI Bank has entered a phase where its operating variables exhibit far less volatility, with robust loan growth, solid asset quality, and leading returns, believe analysts.

KFintech is expected to deliver a compound annual growth rate of around 16 per cent in revenue, Ebitda, and profit after tax over FY25 to FY28, Motilal Oswal said

India is entering a multi-decade wealth creation cycle, says Raamdeo Agrawal, who believes rising financialisation and equity participation will keep Sensex returns structurally strong

Notwithstanding the strong rally in the stock price, the brokerage firm remains excited about AU SFB's growth and earnings prospects and reiterate it as preferred BUY in the mid-size banking space.

IndiGo stock was quoting lower for the fifth straight day, falling 9 per cent during the period and trading at its lowest level since June 23, 2025.

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

In the past one month, the stock price of Hero MotoCorp has rallied 14 per cent, as compared to 2.5 per cent rise in the BSE Sensex.

At 12:26 PM, the BSE Sensex was up 0.21 per cent as compared to 0.22 per cent decline in the BSE Midcap index and 0.29 per cent fall in the BSE Smallcap index.

Motilal Oswal Alternate Investment Advisors aims to deploy funds mostly in mid-sized companies seeking to list themselves in the next two to three years

L&T anticipates healthy revenue growth and a significant increase in order inflow, indicating a promising performance in the future.

In the past one month, MCX share price has outperformed the market by surging 13 per cent, as compared to a 0.26 per cent rise in the BSE Sensex

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

Groww IPO in focus: Technical charts suggest that 5Paisa, Angel One and Motilal Oswal were trading with a negative bias and could drop up to 18%; whereas Nuvama can potentially rally up to 13%.