Bulls And Bears — Top Idea Picks For Large, Mid, Small Cap Stocks For September: Motilal Oswal

Corporate earnings for Q1 FY26, perceived as the “Crossover quarter,” marked a transition from the subdued low-single-digit earnings growth of FY25 to a sustainable double-digit growth trajectory. A key highlight of the quarter was better sectoral breadth of earnings growth..NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.Indian markets have been lackluster over the past year (Nifty -3.2% YoY) and underperformed several global peers. This is primarily attributed to earnings weakness, compounded further by a series of geopolitical and macro headwinds. We believe that the influence of the US tariff wars on Indian markets will be limited. India’s real GDP growth surprised positively as it accelerated to 7.8% YoY in Q1 FY26 (highest in five quarters), up from 6.5% in Q1 FY25 and well above our expectations of 6.5%. The expansion was broad-based, with manufacturing, agriculture, and services all contributing meaningfully to the strong performance. The Nifty trades at 22x FY26E earnings, near its long period average of 20.7x. While our model portfolio bias remains towards largecaps (~70% weight), we have turned more constructive towards mid-caps (with 22% weight vs 16% earlier) owing to better earnings delivery and improving prospects. We are overweight on BFSI, consumer discretionary, industrials, healthcare and telecom, while we are underweight on oil and gas, cement, real estate, and metals..Top ideas: Largecaps – Bharti Airtel, ICICI Bank, Larsen and Toubro, Mahindra and Mahindra, Sun Pharma, Ultratech Cement, Titan Company, Eternal, Bharat Electronics, Tech Mahindra, TVS Motor, Lodha Developers, and Indian Hotels. Midcaps and Smallcaps – Dixon Technologies, SRF, Suzlon Energy, Jindal Stainless, Coforge, Supreme Industries, Page Industries, Kaynes Tech, Radico Khaitan, UTI AMC, and Niva Bupa Health..Click on the attachment to read the full report:.'Buy' Mastek Shares Maintains HDFC Securities On Strong Growth Momentum In UK — Check New Target Price.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit. .Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Bulls And Bears — Top Idea Picks For Large, Mid, Small Cap Stocks For September: Motilal Oswal

Motilal Oswal is overweight on BFSI, consumer discretionary, industrials, healthcare and telecom, while we are underweight on oil and gas, cement, real estate, and metals.

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