Motilal Oswal Financial Services
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Sagility India's Shares May Rally 32% Says Motilal Oswal Post Strong Q4 Results — Check Target Price
The new logo addition, cross-selling, and synergy from Broadpath will drive Sagility's revenue/Ebitda/net profit CAGR of 19%/20%/24% over FY25-28, believes Motilal Oswal.
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ONGC Shares in Focus as Royalty Rejig Improves Profit Outlook, Says Motilal Oswal — Check Target Price, Potential Upside And More
Lower upstream royalties and revised wellhead pricing norms are expected to lift ONGC's FY27 standalone net profit by 5%, while commissioning of key offshore projects such as Daman Upside and KG-98/2 strengthens medium-term production visibility.
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Dr. Reddy's Target Price Cut by Motilal Oswal After Weak Q4 — Buy, Sell or Hold?
Dr. Reddy's earnings decelerated in FY25 and FY26 after recording a robust show during FY20-25, adds the brokerage.
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JSW Energy: Motilal Oswal Remains Bullish Despite Soft Q4 Results — Check Target Price, Potential Upside and More
JSW Energy's stake in JSW Steel is valued at a 25% discount to the current market price, acknowledging the strategic significance of this holding while incorporating a conservative valuation approach.
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PVR-INOX Q4 Review: Target Price Hiked By Motilal Oswal On Record Box Office Collections — Check Potential Upside
PVR-INOX has done a commendable job in reigning in operating and optimising capital costs, while also deleveraging the balance sheet, however, its business remains highly sensitive to occupancy, which depends on the quality and consistency of content.
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Canara Bank: Motilal Oswal Trims Target Price After Q4 Results, Cites Tepid NIM Guidance — Check Potential Upside
Canara Bank reported a mixed quarter with healthy margins and controlled opex and provisions; however, treasury loss and moderation in NIM guidance have resulted in a slight cut in Motilal Oswal's earnings.
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Titan Shares In Focus As Motilal Oswal Raises Target Price After Strong Q4 Results — Check Potential Upside
Overall, the brokerage remains constructive on jewelry industry growth for top players, and Titan, being the bellwether with superior historical execution track record, will benefit the most.
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SBI Q4 Review: Motilal Oswal Remains Bullish Despite Mixed Results — Check Target Price, Key Triggers
SBI continues to expect healthy credit growth and has guided for loan growth of 13-15% going forward. Asset quality remained resilient overall, although slippages were slightly higher in Q4, reflecting the seasonality seen in all PSU banks, adds the brokerage.
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MRF: Motilal Oswal Maintains Sell' Rating After Q4 Results, Cites Expensive Valuations — Check Trimmed Target Price
MRF management remains cautious about the demand outlook given the risk of a subnormal monsoon. Further, rising raw material costs and supply chain disruptions due to the ongoing Middle East conflict remain key near-term headwinds.
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Bharat Forge Q4 Review: Motilal Oswal Cautions On Valuations After Rally; Maintains 'Neutral' Stance — Check Target Price
Defense, aerospace, and JS Auto Cast Foundry are likely to remain the key growth drivers for Bharat Forge in the coming years.
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Q4 Interim Review: Bharti Airtel, BEL, Eternal, M&M, Titan Among Motilal Oswal's Top Nifty-50 Stock Ideas — Full List Inside
Motilal Oswal picks TVS Motors, Groww, Dixon Tech., Lenskart, Waaree Energies, Coforge, Delhivery among non-Nifty names.
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Dabur Q4 Review: Historical Weak Execution a Concern, Says Motilal Oswal; Maintains Neutral Rating — Check Target Price
Macro factors such as inflation trends and monsoon performance are key monitorables that could influence Dabur's demand and margins in FY27, highlights the brokerage.
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CG Power: Motilal Oswal Remains Bullish Post Inline Q4 Numbers — Check Hiked Target Price
CG Power's FY26 result came in line with respect to revenue and Ebitda, while the outperformance on earnings was led by higher other income and a lower-thanexpected tax rate.
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Bajaj Auto Shares In Focus As Motilal Oswal Retains 'Neutral' Stance Despite Inline Q4 Result — Check Revised Target Price
While Bajaj Auto has been able to post healthy performance in this adverse macro thus far, there are multiple headwinds to navigate, highlights Motilal Oswal.
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PNB Shares In Focus As Motilal Oswal Cuts Target Price After Q4 Results — Here's Why
PNB reported Q4 net profit of Rs 5,230 crore, led by lower provisions and opex, partly offset by lower net interest income.
