Motilal Oswal Financial Services Research
Motilal Oswal Financial Services Research
Key growth drivers include India's sizeable underutilised manufacturing base-currently operating at only 20-25 per cent of its ~18GW annual WTG capacity-and strong domestic engineering expertise.
Retail lending, which had been the mainstay of growth for private banks, has decelerated sharply across both secured and unsecured categories.
Stocks to buy: Motilal Oswal's research desk recommends HDFC Bank, Delhivery, Tata Consumer Products and others; check full list here
While near-term sentiment remains positive, industry watchers remain cautious about upcoming monsoon trends and rural liquidity-both critical for sustaining demand in the remaining quarters
Nuvama and UTI AMC are top stocks in the capital markets sector for Motilal Oswal, as the medium-term outlook for the sector is constructive
Growth trends across the India IT sector continue to diverge. While Tier-I companies are likely to post flat to marginal constant currency revenue movement, mid-tier firms are expected to outperform.
Leading companies like Prince Pipes, Astral, and Supreme Industries are aggressively entering related markets like industrial components, water tanks, and bathware
Lemon Tree and Indian Hotels are top stocks in the hospitality sector for Motilal Oswal, as they are expected to continue their strength in the current financial year
Stocks to buy: Motilal Oswal's research desk recommends HDFC Bank, Federal Bank, Trent, Kaynes and others; check full list here
The RBI's new norms enhance transparency and strengthen the risk-reward framework for NBFCs in project lending
Motilal Oswal sector of the week: The capital goods sector is riding a multi-year upcycle driven by public capex and energy transition imperatives
Motilal Oswal sees upside in UltraTech Cement and JK Lakshmi Cement as they expect a strong profit and margin growth over FY25-FY27
India's power utilities industry is well-positioned for continued investment and operational expansion in FY26 and beyond thanks to rising power demand and growing renewable energy capacity
Motilal Oswal reserach desk have suggested buying M&M, Bharti Airtel, PNB and others today; here's why