Motilal Oswal Financial Services
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ITC Q2 Review: FMCG Shines, Cigarette Business Drags; Motilal Oswal Retains Neutral Rating; Check Target Price
ITC is still in the transitory phase, with the full tax hike yet to be passed on to consumers, thus, the brokerage believe Cigarette's revenue and EBIT performance will be volatile in the near term.
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Interim Q2 Review: Strongest Earnings Growth In 12 Quarters As BFSI, Metals Drive Outperformance, Says Motilal Oswal
Earnings of the aforesaid 230 MOFSL Universe companies witnessed strong growth, demonstrating a broadbased outperformance across all key aggregates.
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Reliance Industries Q2 Review: Motilal Oswal Cuts Target Price Despite Strongest Ebitda In 17 Quarters; Here's Why
The brokerage raised its FY27E EBITDA and PAT by 8-10% and FY28 EBITDA and PAT by 4-7%, driven by improved profitability in the energy business and better margin delivery in Jio Platform.
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Coal India, United Spirits, Godrej Consumer Q2 Review: Check Motilal Oswal's Revised Target Prices
Based on the share prices cited in the reports, Godrej Consumer Products offers the highest target-implied upside of approximately 25%, followed by Coal India at 14% and United Spirits at 7%.
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IndiGo Q2 Review: Motilal Oswal Remains Bullish Despite Earnings Miss; Sees 28% Upside
Despite continued near-term headwinds from the Middle East airspace disruptions, high fuel costs, and INR depreciation, domestic brokerage firm Motilal Oswal remained confident in IndiGo's growth strategy, anchored by India's strong domestic demand base and steadily expanding international network.
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Meesho Q2 Results Review: MOFSL Remains Bullish Despite Festive Shift Impact; Check Hiked Target Price
Motilal Oswal 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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Adani Ports Q2 Review: MOFSL Retains Buy After Strong Quarter, Sees Up To 21% Upside; Check Target Price
Adani Ports raised its FY27 revenue guidance by Rs 1,000 crore to Rs 44,000-46,000 crore and Ebitda guidance by Rs 1,000 crore to Rs 26,000-27,000 crore.
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TVS Motor Q2 Review: Motilal Oswal Raises Profit Estimates By Up To 11%; Check Revised Target Price
Motilal Oswal expects Q2 outperformance to continue, given its healthy new launch pipeline, which in turn is likely to help sustain TVS Motor's premium valuations.
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HUL Q2 Review: Motilal Oswal Cuts Target Price; Here's What It Says About Growth Outlook
HUL has seen a de-rating 20% correction in the last six months, given the uncertainty around the growth outlook amid possible macro challenges.
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Paytm Q2 Results Review: Motilal Oswal Sees 16% Upside As Profitability Improves; Check Target Price
The fintech continues to make healthy progress toward sustainable profitability and improving operating leverage, even while gross merchandise value was flat QoQ owing to festive season getting pushed to Q3, says the brokerage.
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L&T Q2 Results Review: Motilal Oswal Sees 20% Upside As Earnings Beat Expectations; Check Target Price
With a prospect pipeline of Rs 10 trillion, L&T's historical win rate of more than 20% and H1 FY27 inflows at Rs 2.1 trillion, the brokerage believes that L&T is rightly positioned to meet its inflow target of Rs 3.9-4 trillion for FY27.
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Maruti Suzuki Q2 Review: Growth Outlook Remains Positive; Check MOFSL's Target Price, Potential Upside
The brokerage expects the auto major to sustain its outperformance in FY27, aided by a healthy launch pipeline, recovery in domestic passenger vehicle demand, lean channel inventory, and capacity ramp-up at its two new facilities.
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SBI Life Q2 Results Review: Motilal Oswal Remains Bullish Despite Target Price Cut; Here's Why
SBI Life's Q2 new business margin benefited from the favorable product mix, rising rider attachment rates, and strong business volumes, adds the brokerage.
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Urban Company: Motilal Oswal Upgrades Rating To 'Buy' As Core Business Gains Momentum; Check Target Price
The brokerage also believes that the company's core business growth has improved, with margin expansion supported by supply densification, better partner utilisation and operating leverage.
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Tata Consumer Q2 Review: Motilal Oswal Sees 28% Upside On Multiple Growth Drivers; Check Target Price
Motilal Oswal expects Tata Consumer to sustain double-digit growth, driven by 25-30% growth in its growth portfolio, mid- to high-single-digit growth in the salt business, and mid-single-digit growth in the tea business.
