Page 3 - Motilal Oswal

Motilal Oswal bets on India's wind sector, recommends buying this stock

Key growth drivers include India's sizeable underutilised manufacturing base-currently operating at only 20-25 per cent of its ~18GW annual WTG capacity-and strong domestic engineering expertise.

What should investors do with Bajaj Auto stock post Q1? Brokerages weigh in

The quarter saw Bajaj Auto revenues grow 6 per cent year-on-year to ₹12,580 crore, and Ebitda rise 3 per cent to ₹2,480 crore, slightly ahead of consensus.

Trent Q1: Margin gains shine, but here's why analysts are turning cautious

Motilal Oswal noted that while Ebitda growth of ~37 per cent Y-o-Y (a 17 per cent beat) was driven by cost control and scale benefits, revenue growth is showing signs of deceleration.

Assetz acquires 11.5 acres in Bengaluru for ₹1,400 crore housing project

Luxury housing project on East Bengaluru's Old Madras Road to span 1.4 mn sq ft and 800 units, backed by Motilal Oswal Alternates and partnered with Vanshee Builders

LT Foods, NMDC, SRF among top 5 stocks in Quant Watchlist by Motilal Oswal

Blue Jet Healthcare stock: Strong in quality and earnings surprise, this stock indicates analyst optimism about its future performance.

Delhivery delivers in Q1: Stock hits 52-wk high, brokerages raise target

Brokerages remained bullish on Delhivery post Q1FY26 results, with most of them raising earnings estimates and target prices on the back of volume-led growth, improving margins, and positive guidance.

Blinkit’s big bet: How Zomato’s pivot paid off

Zomato made a bold move when it bought Blinkit back in 2022. Now, in July 2025, that bet is paying off big time. And it might just be changing the company’s entire identity.

Betting on disruption, reforms: Decoding Motilal Oswal's new thematic fund

The primary objective of the scheme is to achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions.

Q1 results today: ACC, Nestle, Motilal Oswal, Bajaj Fin among 64 on July 24

Q1 FY26 company results, July 24: REC, Canara Bank, Adani Energy Solutions, Indian Bank, and SBI Life Insurance Company will also release their April-June quarter earnings reports today

Motilal Oswal MF launches Special Opportunities Fund; check key details

Motilal Oswal Special Oppotunities Fund aims to generate long-term capital by investing in opportunities presented by special situations

Motilal Oswal Alternates raises ₹2,000 cr for realty fund, clocks 20% IRR

The fund garnered significant interest from Indian high-net-worth individuals (HNIs), family offices, and offshore investors through the GIFT City route.

Dixon Tech Q1 beats estimates: Check brokerage views, stock strategy here

Factoring in the strong outlook, Motilal Oswal raised its FY27 estimates by 10 per cent and maintained a 'Buy' rating with a revised target price of ₹22,100 based on DCF valuation.

Motilal Oswal alternates closes ₹2,000 crore sixth real estate fund

Motilal Oswal Alternates closes its sixth real estate fund, raising Rs 2,000 crore to focus on mid-income residential development, meeting rising demand from urban homebuyers

Analysts mixed on HDFC Life post Q1; APE strong, margin outlook cautious

HDFC Life posted a 14.2 per cent year-on-year (Y-o-Y) rise in net profit to ₹546 crore in Q1FY26, supported by a 19 per cent Y-o-Y jump in renewal premiums to ₹7,603 crore.

DMart Q1 miss triggers margin concerns; brokerages turn cautious on outlook

Nuvama maintained a 'Hold' rating on DMart, and revised its target price to ₹4,086 from ₹4,273, citing sustained margin pressure.

Zepto set to raise $500 mn in new funding round, valuation to touch $7 bn

Zepto's $450-500 million funding round is likely to be led by General Catalyst and Avenir, with efforts to boost Indian ownership ahead of its IPO by attracting domestic investors

Risk-on mood to improve in H2 2025; banks, financials top picks: MOFSL

Motilal Oswal sees risk-on sentiment improving in H2 2025, with banks and financials, led by ICICI Bank, HDFC Bank, and SBI, emerging as top investment picks

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

Lemon Tree and Indian Hotels are top stocks in the hospitality sector for Motilal Oswal, as they are expected to continue their strength in the current financial year

Motilal Oswal top 5 quant strategy stocks for July 2025: Full list here

Stocks to Buy: Motilal Oswal recommends quant strategy for July 2025; here are 5 best tactical bets within the MOFSL universe with a Buy rating.

Dixon Technologies promoter Vachani sells 2.77% stake for over ₹2,221 crore

Sunil Vachani offloads 1.67 million Dixon shares via open market; promoter stake dips to 2.57% as Motilal Oswal Mutual Fund increases holding and company posts strong Q4 results