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The Latest Breaking News from Motilal Oswal Financial Services

MFs raise healthcare bets for 4th straight month to 71-month high. Should investors follow?

Mutual funds raised their healthcare allocation for the fourth straight month in August 2026 to 8.4%, the highest in 71 months. Experts attribute the increase to resilient demand, earnings visibility, structural growth and opportunities in hospitals, specialty pharma and healthcare outsourcing. However, they caution investors against chasing the rally and…

The Economic Times · Sep 16

CAS rewrites closing bell: How capital-market stocks performed in 1 month & what comes next

Following the introduction of the Closing Auction Session, capital-market stocks displayed a range of performances. While Motilal Oswal Financial Services and MCX enjoyed substantial gains exceeding 20 per cent, companies like Indian Energy Exchange, BSE, HDFC AMC, and CAMS experienced significant falls. The uptick in trading activity sparked gains for…

The Economic Times · Sep 8

Why FIIs could continue moving out of largecaps and into mid and smallcaps: Motilal's Rajat Rajgarhia

If you look at India over a long period, the country has done well. However, the past two or three years have presented several challenges, including tariff-related and war-related issues.

The Economic Times · Aug 31

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Welspun Living shares surge 8%; stock gains 14% in 3 days. What’s driving the rally?

Welspun Living shares surged nearly 8% on Tuesday, extending gains to nearly 14% over three sessions after the company reported a strong Q1FY27 performance. Brokerages Motilal Oswal and JM Financial retained their Buy ratings, citing improving fundamentals, margin expansion and further earnings growth potential.

The Economic Times · Aug 18

Welspun Living shares rally 11% after Q1 profit jumps 85% YoY. Should you buy, sell, or hold?

In a notable rise, Welspun Living shares gained traction following the announcement of solid Q1FY27 earnings, showcasing an eighty-five percent increase in profit year-on-year and a twenty-four percent boost in revenue. Financial experts, including those from Motilal Oswal and JM Financial, have reiterated buy recommendations, forecasting ongoing revenue and margin…

The Economic Times · Aug 14

PFC shares tumble 5% to 4-month low after weak Q1 earnings. Why Motilal Oswal still recommends Buy

PFC shares fell over 5% after the company reported a 2% YoY rise in Q1 FY27 consolidated net profit to Rs 7,012 crore. Motilal Oswal retained its Buy rating but cut its target price to Rs 500, citing lower loan growth and margin pressure.

The Economic Times · Aug 10

QSR stocks near turning point as risk-reward turns favorable, says Motilal Oswal

The Indian quick-service restaurant (QSR) sector is entering a favourable phase after a challenging period, according to Motilal Oswal Financial Services. The brokerage believes easing valuations, improving operational trends, and long-term consumption growth could support a recovery in QSR stocks. It remains selective in the space and highlights Jubilant FoodWorks,…

The Economic Times · Aug 5

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ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha Khemka

In an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, says manufacturing and financialisation remain the two strongest structural themes for investors over the next five years.

The Economic Times · Aug 3

Motilal Oswal shares crash 7% even after Q1 net profit rises 10%, AUM increases by 31%

Motilal Oswal Financial Services reported a consolidated net profit of Rs 1,273 crore for Q1 FY27. Revenue from operations jumped over 25% year-on-year to Rs 3,426 crore during the quarter. The company achieved its highest ever operating profit after tax of Rs 1,513 crore. Its asset management business profit surged…

The Economic Times · Jul 24

Motilal Oswal Q1 Results: Net profit rises 10% YoY to Rs 1,273 crore; revenue climbs 25%

Motilal Oswal Financial Services posted a 10% year-on-year rise in Q1 FY27 net profit to Rs 1,273 crore, driven by robust growth in its asset management and wealth businesses. Revenue climbed 25%, while AUM crossed Rs 2.12 lakh crore, reflecting strong momentum across its diversified financial services franchise.

The Economic Times · Jul 23

Indian pharma firms may yet survive Trump's 200% tariff bombshell

Donald Trump's proposed up to 200% tariff on generic drug imports has raised concerns for Indian pharma companies, but industry experts say the long-term impact may be limited. India's cost advantage, America's dependence on imported generics and lengthy US factory approval timelines could make large-scale manufacturing shifts difficult despite Trump's…

The Economic Times · Jul 22

Exclusive | Motilal Oswal opens up on succession, 10X profit goal and his 39-year partnership with Raamdeo Agrawal

Motilal Oswal Financial Services aims to grow profits tenfold over the next decade while preparing for a leadership transition. In an exclusive interview with ET Markets, billionaire co-founder Motilal Oswal said the group has inducted the next generation—Pratik Oswal and Vaibhav Agrawal—onto the board and is also empowering senior professionals.

The Economic Times · Jul 13

Nuvama initiates Buy call on Vedanta Aluminium shares, expects profitability to exceed historical average. Here's why

Nuvama Institutional Equities and Motilal Oswal Financial Services have initiated coverage on Vedanta Aluminium with 'Buy' ratings and target prices of Rs 540, citing strong earnings growth, cost reduction initiatives, firm aluminium prices and robust cash flow generation as key drivers.

The Economic Times · Jul 10

Motilal Oswal shares jump 5% after UBS initiates coverage with 'Buy', sets Rs 1,150 target

Shares of Motilal Oswal Financial Services rose sharply on Friday after UBS initiated coverage with a 'Buy' rating and Rs 1,150 target price. The brokerage cited strong AUM growth prospects, recurring revenue expansion, and benefits from India's long-term financialisation trend.

The Economic Times · Jun 12

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The Economic Times · Jun 8

Promoter entities sell Rs 153 crore worth shares in Motilal Oswal block deal; HDFC Life picks up stake

Two promoter-group charitable entities of Motilal Oswal Financial Services sold shares worth about Rs 153 crore through block deals, with HDFC Life acquiring the entire stake. The transaction reflects strong institutional interest in financial-sector stocks and does not indicate any change in promoter control.

The Economic Times · Jun 4

ICICI Bank shares fall 10% in 6 months. Here’s why Motilal Oswal sees 41% upside potential

Motilal Oswal Financial Services maintains a 'Buy' rating on ICICI Bank, projecting a 16% loan CAGR and sustained profitability despite recent stock underperformance. The brokerage highlights the bank's robust asset quality, strong liability franchise, and cost leadership, anticipating a significant upside potential of 41% with a target price of Rs…

The Economic Times · Jun 3

ITC shares fall 3% to fresh 52-week low; Motilal Oswal sees more pain ahead

ITC shares fell to a fresh 52-week low on Wednesday as investors reacted to steep tax hikes on cigarettes under the new GST 2.0 regime. Brokerage Motilal Oswal Financial Services remained cautious on the stock, noting that the revised tax framework, effective February 1, 2026, has increased cigarette taxes by…

The Economic Times · May 18

Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?

Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowing global IT spending, and muted earnings. This strategic shift reflects investor caution amid a transition phase for the IT sector, with a preference for domestic sectors like financials and defence.

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The Economic Times · May 13

Bringing institutional-grade research to bonds is a game changer for retail investors: Saurav Ghosh of Jiraaf

Jiraaf's Co-Founder Saurav Ghosh highlights the critical need for institutional-grade research in India's evolving bond market. He explains how this will empower retail investors by simplifying complex debt instruments, moving beyond traditional credit ratings to offer issuance-level analysis for better risk assessment and informed portfolio building.

The Times of India · Sep 1, 2022

Sensex falls 770 points; Nifty settles at 17,543: Top reasons behind today's plunge

NEW DELHI: Equity indices plunged on Thursday with the benchmark BSE sensex falling over 750 points amid weak sentiments from both domestic as well as global markets.

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