Motilal Oswal Financial Services
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Coal India: Higher Costs Weigh On Q1 Earnings, Yet Motilal Oswal Remains Positive — Here's Why
The state owned coal-mining major's focus on increasing coal-washer capacity will improve its market share in domestic coking, non-coking coal, adds the brokerage.
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BEL Target Price Raised Despite Q1 Miss; Motilal Oswal Stays Bullish — Check Key Triggers
Motilal Oswal continues to remain positive on Bharat Electronics and expect it to benefit from various large platform orders, which will be finalised over the next few years from the Army, Navy, and Air Force.
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Meesho Shares May Rally 30%, Says Motilal Oswal On Coverage Initiation — Check The Bull And Bear Cases
The brokerage believes Meesho's asset-light model with negative working capital and improving unit economics makes for a unique combination of a scaled platform business with a long runway for growth and potential margin inflection.
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IDFC First Bank Gets Target Price Upgrade From Motilal Oswal After Q1 — Should You Buy, Sell Or Hold?
IDFC First Bank reported a strong quarter on the back of healthy operating performance and better asset quality metrics, aided by one-off interest on IT refund and strong treasury gains, highlights Motilal Oswal.
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AU Small Finance Bank Still A Top Pick, Says Motilal Oswal After Q1 Beat — Check Target Price
Despite the seasonality associated with Q1, AU SFB's asset quality remained encouraging, with stress levels easing, recovery visible in the unsecured portfolio, and growth gaining traction in the segment, adds the brokerage.
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Vishal Mega Mart Shares May Rally 50%, Says Motilal Oswal After Q1 Results — Check Hiked Target Price
Vishal Mega Mart continues to be one of the most consistent retail players in Motilal Oswal's coverage universe, supported by a diversified product mix, ownership of opening price points, significant contribution from its own brands, and lean cost structure provide it with a strong moat against intense competition from both offline and online value...
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IndiGo Q1 Review: Motilal Oswal Sees 31% Upside Despite Margin Pressure, Fuel Cost Headwinds — Check Target Price
Despite continued near-term headwinds from the Middle East airspace disruptions, high fuel costs, INR depreciation, and higher damp-lease exposure, Motilal Oswal remains confident in IndiGo's growth strategy, anchored by India's strong domestic demand base and steadily expanding international network.
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JSW Energy Gets Rating Downgrade From Motilal Oswal Despite Strong Q1 — Check New Target Price
While remaining positive on JSW Energy's long-term earnings trajectory and execution capabilities, the brokerage believes the current valuation adequately captures these strengths.
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Nestle India Remains A 'Neutral' Bet For Motilal Oswal Despite Robust Q1 — Check Revised Target Price
Nestle has sustained its strong double-digit revenue growth momentum since Q2 FY26, supported by continued investments in brands, distribution expansion, and capacity augmentation, adds Motilal Oswal.
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Jio Financial Shares In Focus As Motilal Oswal Remains Bullish After Healthy Q1 Results — Check Target Price
Jio Financial posted a healthy quarter, with Jio Credit scaling up well as its assets under management crossed Rs 30,000 crore.
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Northern Arc's Multiple Growth Engines Keep Motilal Oswal Bullish; Sees 29% Upside — Check Target Price
Multiple growth engines, an expanding capitallight credit solutions ecosystem, operating leverage, and normalising credit costs should enable PAT growth to materially outpace AUM growth, driving a structural improvement in return ratios, adds the brokerage.
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Tech Mahindra Gets Target Price Hike After Strong Q1; Motilal Oswal Sees 26% Upside — Check Key Reasons
Tech Mahindra's ongoing turnaround under its new leadership continues to progress well and the brokerage believes stronger deal ramp-ups, broad-based demand across verticals, and sustained margin expansion support its positive outlook on the stock.
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Six EMS Stocks To Buy: Kaynes, Dixon Among Motilal Oswal's Top Bets — Check Full List
Motilal Oswal has reiterated its positive stance on India's Electronics Manufacturing Services sector after the Union Cabinet approved an outlay of Rs 1.27 lakh crore for Semicon 2.0 and Rs 62,500 crore for the Mobile Phone Manufacturing Scheme (MPMS).
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HDFC Life, HDFC AMC Target Prices Revised After Q1 Results By Motilal Oswal — Check Upside Potential
HDFC Life and HDFC AMC are likely to remain in focus after the brokerage firm Motilal Oswal maintained its bullish stance on both companies following their June quarter earnings, citing resilient growth, healthy profitability and strong long-term growth drivers.
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Unimech Aerospace Bags 'Buy' Rating As Motilal Oswal initiates Coverage — Check Target Price
The brokerage believes Unimech is strategically positioned to capture structural tailwinds in the aerospace and defense, energy and semiconductor equipment sectors.
