Page 2 - Motilal Oswal

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.

Motilal Oswal sees buffet of tailwinds; upgrades Swiggy, bullish on Eternal

The brokerage now values Swiggy at ₹560, capturing the inflection in food delivery growth and the path to improved economics in Instamart.

Expansion lays bricks for Phoenix upgrade: Revamps, launches boost outlook

Motilal Oswal upgraded Phoenix Mills to a 'buy' rating and raised its target price to ₹2,044 from ₹1,673 earlier, implying a potential upside of 35 per cent

Godrej Consumer, Ultratech: Motilal Oswal suggests these 6 stocks to buy

Godrej Consumer has strengthened its core portfolio and expanded into new segments, while UltraTech Cement reported strong Q1 results

Motilal Oswal sector of the week: Automotive ER&D; check top stock to buy

According to Motilal Oswal Financial Services Research, the the medium-term outlook for global automotive engineering research and development sector remains robust

Motilal Oswal Alternates' PE fund raises $800 million in first close

Motilal Oswal Alternates surpasses its $750 million target by raising $800 million in the first close of its fifth private equity fund, with a final close expected by October

BSE, Angel One slip as Sebi mulls F&O tenures; Nifty Capital Mkt down 1%

The Nifty Capital Markets index, top loser among NSE indices, was down 1.52 per cent, as compared to a 0.22 per cent rise in the Nifty 50

HDB Financial shares rise as Motilal Oswal initiates coverage; check upside

HDB Financial shares rose as much as 1.31 per cent after Motilal Oswal assigned a 'Neutral' rating on the stock

Motilal Oswal MF hikes its stake in One 97 Communications to over 5%

Motilal Oswal Mutual Fund has acquired additional shares in One 97 Communications, the parent company of fintech firm Paytm, raising its total shareholding to over 5 per cent. According to a regulatory filing on Tuesday, various schemes of Motilal Oswal Mutual Fund acquired 26,31,244 shares of One 97 Communications through open market transactions on August 11, 2024. This adds a 0.41 per cent stake in Motilal Oswal MF's holding in Paytm. The filing did not disclose the valuation of the transaction. Following the transaction, the total shareholding of Motilal Oswal Mutual Fund in the Noida-based digital payments firm has increased from 3,02,80,155 shares (4.74 per cent) to 3,29,11,399 shares, which corresponds to a 5.15 per cent stake. The shares were acquired by over 20 schemes, including the Motilal Oswal Midcap Fund, Flexi Cap Fund, ELSS Tax Saver Fund, and various ETF schemes, the filing noted. As per the filing, the total voting capital of One 97 Communications stands at ...

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

With inflation easing, borrowing costs falling, and recent income tax relief bolstering household savings, a clearer turnaround is expected in the second half of the fiscal year

Motilal Oswal explains why stock market investing is about trust, not fear

Lunch with BS: Motilal Oswal MD & CEO, Motilal Oswal Financial Services