Motilal Oswal Financial Services

Anthropic Mythos AI: What it means for Indian IT stocks and cybersecurity

Anthropic's latest AI model, Mythos, marks a shift from general-purpose AI to domain-specific intelligence-particularly in cybersecurity. Motilal Oswal sees limited immediate disruption to Indian IT

Mid, smallcap indices rebound; GRSE, Muthoot Fin, BDL, BSE jump up to 18%

The Indian equity market was trading sharply higher, driven by hopes of de-escalation in the war between US-Israel and Iran

Angel One, BSE, CDSL shares jump up to 8% as RBI defers exposure norms

Capital market stocks like Angel One, BSE, and CDSL surged up to 8 per cent after RBI deferred exposure norms to July 2026, easing near-term pressure on brokers

Motilal Oswal sector of the week: Defence; BEL, Bharat Dynamics top picks

A key growth driver for the defence sector remains the robust pipeline of Acceptance of Necessity (AoN) approvals, which typically convert into orders over the next two to three years

FII's India allocation unlikely to change in the near term: Rajat Rajgarhia

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.

Motilal Oswal initiates coverage on TBO Tek with 'Buy', sees 28% upside

MOSL said TBO Tek offers a structural play in the B2B global outbound travel market, enabling offline travel agents and enterprise buyers across geographies to access airlines, hotels, and ancillaries

Nifty Capital Market index jumps 2%; Angel One, MOFSL, KFin zoom up to 9%

However, at current levels, MOFSL, CDSL, KFIN Technologies, Nuvama Wealth Management, CAMS and Angel One quote up to 26 to 36 per cent lower when compared to their respective 52-week highs.

Motilal Oswal buys 1.65% stake in Zelio E-Mobility for ₹9.8 crore

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 secures $100 million from Asian Development Bank

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

Laurus Labs soars 8% in 2 days, nears record high; analysts see more upside

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

Stocks to buy in March 2026: SBI Life, Polycab among Motilal Oswal's picks

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 rallies 21% in 1 month; stock hits record high in weak market

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

Motilal Oswal sector of the week: Capital goods; check top stock picks here

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

India-EU FTA: Brokerages decode impact for markets, sectors, companies

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 hits new high in weak market, mcap nears ₹9.5 trn; will touch ₹10 trn?

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

ICICI Bank rallies 3%, hits over 2-month high in subdued market; here's why

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.

Motilal Oswal sees KFin Tech as dominant, cash-generative; check outlook

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

First-time entrepreneurs making a mark on the market: Raamdeo Agrawal

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

AU Small Finance zooms 102% from March low; Motilal Oswal sees more upside

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 flight cancellations: Airline stock drops 3%, hits 5-month low

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.