Motilal Oswal Financial Services
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Motilal Oswal Bullish on These Four Hotel, Tourism Stocks; Sees Up to 34% Upside — Details Inside
Motilal Oswal remains positive on the Indian hospitality and tourism sector over the near to medium term, led by healthy structural tailwinds, favorable demand-supply dynamics, and rising domestic travel fueled by increasing MICE activity, weddings, cultural events, and leisure and corporate travel.
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Nykaa Shares in Focus: Motilal Oswal Cautious on Valuations; Maintains Neutral — Check Target Price
The brokerage continues to view Nykaa as one of the better-positioned consumer internet platforms in India, supported by leadership in premium Beauty, improving Fashion economics, and the growing contribution of owned brands.
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RR Kabel, Polycab, KEI Industries and More in Focus: Check New Target Prices, Rating Upgrades by Motilal Oswal
Motilal Oswal has maintained a constructive outlook on the cables and wires sector, citing strong structural demand drivers and multi-year growth visibility led by infrastructure expansion, electrification, real estate, and renewable energy investments.
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Tata Motors PV Shares in Focus: 14% Downside Seen by Motilal Oswal — Key Reasons Explained
The report also highlighted that the absence of FY28 guidance further clouds earnings visibility, making it difficult to build confidence around the sustainability of the recovery.
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Coforge Shares May Rally 30% Says Motilal Oswal — Here's Why
Motilal Oswal highlighted that Coforge continues to stand out among mid-tier IT companies, supported by its strong execution track record and improving positioning across key verticals.
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HDFC Bank, ICICI Bank Among Motilal Oswal's Top 16 BFSI Bets — Full List Inside
Motilal Oswal expects the banking system credit to grow at a CAGR of around 14% over FY2628, supported by strong demand across corporate, retail, and MSME segments.
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JSW Steel in Focus: Motilal Oswal Bullish on Double-Digit Growth — Check Target Price, Upside
Motilal Oswal maintains a bullish stance on JSW Steel, supported by strong growth visibility, margin expansion potential, and a robust balance sheet, making it a preferred play in the metals space.
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Amber To Dixon: Motilal Oswal Lists Six Stocks To Buy In EMS Pack — Full List Inside
The brokerage believes the EMS sector will maintain its earnings growth momentum, underpinned by rising domestic and global demand that will fuel a healthy order pipeline and capacity addition in the long run.
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Privi Speciality in Focus: Motilal Oswal Remains Bullish on Strong Growth Story — Check Target Price
According to the brokerage Privi Speciality is well-positioned for sustainable growth, supported by its relatively low crude-linked exposure, which provides resilience against ongoing energy market volatility and supports margin stability.
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Nifty 500 Q4 Review: HDFC Bank, Indian Oil, Tata Motors Among Top Winners, Losers; Key Sector Trend — Read Motilal Oswal's Report
The Nifty-500 delivered robust double-digit earnings growth in Q4 FY26, despite heightened geopolitical tensions, disruptions in energy supply dynamics, and a moderating macroeconomic environment.
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Glenmark Pharma Profit Expected To Soar 5x in Two Years, Says Motilal Oswal — Check Target Price
Motilal Oswal remains bullish on Glenmark Pharma, citing a sharp earnings recovery, strong pipeline visibility, and improving financial metrics as key catalysts for potential upside in the stock.
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ICICI Lombard: AI Integration Lifts Growth Outlook — Buy, Sell or Hold? Read Motilal Oswal's Analysis
Backed by a solid 25-year experience along with continued value addition across business lines, ICICI Lombard appears well positioned to harness the profitable growth opportunities in the under-penetrated general insurance sector, adds Motilal Oswal.
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Cummins India Stock in Focus: Motilal Oswal Bullish on Growth Outlook — Check Target Price
Overall, Motilal Oswal maintains a bullish outlook on Cummins India, backed by strong demand drivers, solid execution, and healthy financial metrics, which could support meaningful upside in the stock.
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Dr. Agarwal's Shares May Rally 35% on Strong Surgical Growth, Says Motilal Oswal — Check Target Price
Dr. Agarwal's expanded its footprint to 288 facilities across geographies in FY26 and is targeting the addition of around 60 new facilities in FY27, which is expected to further boost volumes and market share.
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JSW Infra: Motilal Oswal Bullish on Structural Growth, Maintains Buy — Check Upside
Backed by aggressive yet disciplined capex, customer diversification, and multimodal infrastructure expansion, JSW Infra remains well-positioned for structural growth across India's maritime and logistics value chain, adds the brokerage.
