Page 3 - Motilal Oswal

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.

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