Motilal Oswal forecasts a 6% year-on-year increase in Q4 earnings for Nifty 50 in FY26, largely driven by sectors such as financials, metals, private banks, and telecom. This growth could potentially be influenced by geopolitical factors like Iran-US tensions.

Gautam Duggad from Motilal Oswal highlights that the Nifty index is currently trading at a 15% lower valuation compared to its long-term average, indicating potential undervaluation.

RBL Bank experienced a significant 5.7% increase in share price due to robust growth in advances and deposits, as per Motilal Oswal. Meanwhile, AU Small Finance Bank saw a modest 0.4% climb. The gains come amidst tighter liquidity conditions that are impacting margins for both banks.

Motilal Oswal advises buying Arvind Fashions, anticipating a price of Rs 650 due to consistent growth. The company's recent financial results show an 8% same-store sales growth, 14% year-over-year increase in retail sales, and a robust 19% year-on-year expansion in online sales.

The MOSL report suggests a BFSI sector recovery beyond FY26, indicating an improvement in earnings growth. Structural advantages are expected to fuel the Indian BFSI sector's performance over the medium term.

Motilal Oswal maintains its 'Buy' recommendation for Adani Ports, setting a target price of INR 1820. Despite global shipping disruptions, Adani Ports and Special Economic Zone (APSEZ) is expected to perform well due to limited exposure and strong volume growth from the NQXT addition.