Page 2 - Motilal Oswal

Motilal Oswal sector of the week: Cement; check top stock picks, targets

In the cement sector, near-term weakness persists due to subdued demand, muted pricing trends and high petcoke prices.

Brokerages say 'Buy' Reliance Industries after Q2 show; check target here

RIL reported a consolidated net profit of ₹18,165 crore in Q2FY26, up 9.7 per cent year-on-year (Y-o-Y) but down 32.7 per cent quarter-on-quarter (Q-o-Q) from ₹26,994 crore in Q1FY26.

Motilal Oswal, Nuvama raise target on HDFC AMC post Q2; all details here

HDFC AMC, in Q2, reported a net profit of ₹718.2 crore, up 24 per cent year-on-year (Y-o-Y) from ₹577.2 crore a year ago

Motilal Oswal sees 58% upside in LG Electronics India; check 5 key reasons

LG Electronics India is set to debut on the bourses today, with the grey market premium (GMP) indicating a listing price of around ₹1,570, translating to a 37.7 per cent gain over the issue price.

Motilal Oswal says 'Buy' Swiggy shares, sees 26% upside target; here's why

Swiggy's pivot from an earlier land-grab phase to a more cost-conscious operating model, analysts said, should continue to drive margin expansion and strengthen overall financial resilience

Motilal Oswal sector of the week: Life insurance; check stocks, target here

India's life insurance industry is set to deliver resilient growth, improve profitability, and strengthen cash flow visibility over the long term, Motilal Oswal said

Kolte Patil, NMDC: 5 stocks in Motilal Oswal quant multi-factor watchlist

These stocks carry a Buy rating from MOFSL analysts, rank highest in our Quant model, balancing value, quality, momentum, and earnings surprise

Hindustan Zinc, Canara Bank: Chandan Taparia's strategy for top stocks

On option front, Maximum Call OI is at 25500 then 25300 strike while Maximum Put OI is at 25000 then 25200 strike

Hero MotoCorp, Delhivery, BEL among Motilal Oswal's top growth bets

Hero MotoCorp (HMCL) reported a strong start to the festive season with robust traction across dealerships and expects record festive sales.

Motilal Oswal MF buys Bharat Forge's shares worth nearly ₹378 crore

Motilal Oswal Mutual Fund on Monday bought shares of forging and precision engineering firm Bharat Forge worth nearly Rs 378 crore through an open market transaction. According to the bulk deal available on the NSE, Motilal Oswal Mutual Fund (MF) purchased nearly 32 lakh equity shares, or 0.65 per cent stake, in Pune-based Bharat Forge. The shares were acquired at an average price of Rs 1,217.32 apiece, taking the transaction value to Rs 377.73 crore. Details of the sellers of Bharat Forge's shares could not be ascertained on the National Stock Exchange (NSE). Shares of Bharat Forge rose 0.94 per cent to close at Rs 1,192.20 apiece on the NSE. In a separate bulk deal on the NSE, Singapore-headquartered Amansa Capital purchased 12.82 lakh shares or 0.97 per cent stake in speciality chemicals maker Aether Industries for Rs 94 crore through an open market transaction. The transaction was valued at around Rs 94.27 crore and was executed at a price of Rs 735 apiece. Meanwhile, Goldma

Why Motilal Oswal retained 'Buy' on Bharat Electronics; shares up 3%

Motilal Oswal analysts retained their 'Buy' rating on BEL with a target price of ₹490, based on 45 times September 2027 estimated earnings.

Microfinance recovery may be delayed by a quarter as stress persists

The fall in new delinquencies in the microfinance industry has slowed, delaying recovery by a quarter, with meaningful earnings growth expected only from Q4 FY26 or FY27

Motilal Oswal sees re-rating potential for PSU banks; SBI, PNB top bets

Despite a nearly 5x jump in aggregate mcap since FY20, most coverage PSBs still trade at reasonable valuations of 0.8-1x forward P/B & 5-7x FY27E EPS, leaving room for further upside.

Indian equities may see turnaround as downgrades ease: Motilal Oswal

Motilal Oswal says Indian equities could be set for a turnaround as the pace of earnings downgrades slows, liquidity stays surplus, and government measures lift demand

Motilal Oswal sector of the week: IT services; HCL Tech, Coforge top picks

Valuations across IT services are currently reasonable, but a sector-wide re-rating depends on the next tech cycle and earnings upgrades

Auto discounts may shrink as GST reforms set to spur demand: Report

Anticipating a recovery in demand and improved earnings, Motilal Oswal has raised its FY26 and FY27 volume growth projections across all key automobile segments

Motilal Oswal pays ₹34.85 lakh to settle front-running case with Sebi

Motilal Oswal Financial Services on Thursday settled proceedings in connection with alleged lapses related to suspected front-running of trades of a large client, after paying Rs 34.85 lakh towards settlement charges. Front-running refers to an illegal practice in the stock market where an entity trades based on advance information from a broker or analyst before the information has been made available to its clients. The order came after Motilal Oswal Financial Services Ltd (MOFSL) proposed to settle instant proceedings initiated against it, "without admitting or denying the findings of facts and conclusions of law". "...it is hereby ordered that the proceedings initiated against the applicant (MOFSL) vide SCN (Show Cause Notice) dated February 20, 2025, is disposed of in terms of settlement terms," Sebi's Quasi Judicial Authority Santosh Shukla said in the order. The matter arose from an investigation carried out by the Securities and Exchange Board of India (Sebi) to ascertain .

Banks' earnings downgrades intensify amid muted FY26: Motilal Oswal

Top banking picks for Motilal Oswal include ICICI Bank, HDFC Bank, SBI, and AU Small Finance Bank

Motilal Oswal bullish on Ellenbarrie; initiates with Buy, flags 31% upside

Financially, Ellenbarrie has delivered stellar growth in recent years. Between FY23 and FY25, revenue rose at a 23% CAGR, Ebitda expanded at an 81% CAGR, and PAT grew at a 71% CAGR.

Motilal Oswal upgrades Colgate to 'Buy'; HUL, Marico top picks amid GST 2.0

Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.