Motilal Oswal

Half of IPO activity came from 5 sectors in the past 2 years: Motilal Oswal

Five sectors accounted for more than half of IPO activity across mainboard and SME platforms over the past two years, with leadership shifting sharply between CY24 and CY25

Motilal Oswal on 2026 outlook: Quality and selectivity to drive mkt returns

From an investment perspective, they have a positive stance on large-cap stocks, particularly in sectors where earnings growth is strong and valuations remain reasonable.

Motilal Oswal sees FY26 earnings pick-up; financials, autos lead equities

The brokerage's analysis of its universe of stocks revealed that after a prolonged period of earnings cuts, companies are beginning to report earnings upgrades.

Motilal Oswal expects revival in luggage sector; retains Buy on VIP, Safari

Motilal Oswal expects improved margin stability across the sector, aided by moderation in discounting and a strategic shift towards profitability

Motilal Oswal sector of the week: Motor Insurance; top bets, target here

Motilal Oswal believes looking ahead, motor insurance's growth outlook remains constructive; brokerage's top pick in this space is ICICI Lombard General Insurance

Motilal Oswal Alternates invests $72 million in Sensa Core, minority stake

Founded in 2006, Sensa Core operates in the design, development, manufacturing and distribution of specialised in-vitro diagnostic (IVD) devices

Motilal Oswal starts coverage on Aditya Birla Real Estate with 33% upside

On the bourses, ABREL Share price surged up to 3.01 per cent to hit an intraday high of ₹1,770.65 per share.

AI to power next leg of IT growth, says Motilal Oswal; check top bets

Its top ideas to play the next AI wave are HCLTech and Tech Mahindra in largecaps and Hexaware and Coforge in the midcap space

Why a 70:30 gold-silver mix works best for investors, explains Pratik Oswal

Investors are increasingly using index funds as long-term wealth-creation vehicles rather than for short tactical exposure, Oswal said

Analysts see up to 54% upside in Coforge; Nomura calls it top midcap IT bet

Nomura, which termed Coforge its "top pick in the mid-cap India IT services sector," said the company is banking on a solution-led sales strategy to maintain its growth trajectory.

Diesel relief, LPG boost: Motilal Oswal pegs 31% upside for HPCL stock

Despite the near-term volatility, HPCL's valuations remain reasonable, the brokerage noted. The stock trades at 1.4x one-year forward price-to-book, slightly above its long-term average of 1.2x.

Motilal Oswal flags NTPC Coal-to-Gas boost, but cautions on execution

According to MOFSL, the proposed 5-10 mt/annum coal-to-SNG plant marks a strategic pivot that may improve PLFs, boost energy security, and potentially create new revenue streams.

GAIL outlook brightens as tariff hike, volume revival boost FY27 prospects

PNGRB, in its 27 November order, raised GAIL's integrated pipeline tariff by roughly 12 per cent to ₹65.7 per mmbtu, effective 1 January 2026.

Motilal Oswal Alternates plans maiden private credit fund worth ₹3,000 cr

Motilal Oswal Alternates, the alternative investment platform of financial services group Motilal Oswal, on Thursday said it is entering into private credit space, with a new fund that targets to mobilise Rs 3,000 crore. This marks the group's entry into the country's fast-growing private credit market with a differentiated multi-pronged investment strategy, at a time when India's credit landscape is undergoing a structural shift. In a statement, Motilal Oswal Alternates said it has initiated regulatory processes to launch its private credit arm. "The maiden fund proposes to raise Rs 3,000 crore, including the green shoe option of Rs 1,500 crore," it added. The proposed fund looks to invest in growth capital and special situation-oriented transactions. Motilal Oswal Alternates has raised over Rs 23,000 crore across 11 private equity and real estate strategies and is poised to exceed USD 3.5 billion in assets under management over the next year with the addition of the private cred

Motilal Oswal ups Piramal Finance target, retains 'Buy' on retail-led surge

The brokerage believes Piramal is entering a phase where scale benefits, lower operating costs and a sharper credit framework will drive meaningful expansion in return ratios.

Motilal Oswal seeks Sebi nod to raise ₹3,000 cr for first pvt credit fund

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

Equity mutual funds' cash piles grow even as inflows keep declining

Motilal Oswal MF and PPFAS MF added the largest cash buffers, shows report

Motilal Oswal gives 'Buy' to Waaree Energies, calls it a sector bellwether

With operational cell/module capacity of 5.4 GW/16.1 GW in India, WEL, analysts believe, towers domestic competitors and enjoys a formidable India capacity market share of 21.6 per cent/13.3 per cent

Eternal vs Swiggy: Deja Vu in QC battle, but this time could be different

After a brief period of calm & improving profitability, both Eternal (Zomato) & Swiggy appear set for another showdown, reminiscent of the fiery land-grab phase that began in late 2024, analysts said.

Motilal Oswal initiates with 'Buy' on Rubicon Research; check target

Motilal Oswal has initiated coverage on Rubicon Research, a pharmaceutical manufacturing company, with a 'Buy' rating