Price History
The Securities and Exchange Board of India (SEBI) is investigating six Capital Group entities for potential front-running activities involving Ketan Parekh and Rohit Salgaocar from January 2021 to June 2023. Additionally, SEBI is looking into allegations of information leaks concerning Motilal Oswal and Nuvama Wealth.
Investors have increased their holdings in capital goods to a 17-month high, with mutual funds accounting for about 7.8% of their portfolios in April 2026. This move suggests optimism towards India's capital expenditure theme. Notably, Motilal Oswal and HSBC have the highest exposure at 16.1% and 15.2%, while ICICI Prudential and SBI are closer to benchmark weights. Fund managers appear to be growing more selective regarding valuations.
Increased gold import tax to 18% in India could elevate risks in the grey market, according to Motilal Oswal's latest report. Simultaneously, the growth of organized retail to 36% and emergence of innovative models like 'Gold as a Service' are transforming India's gold market.
Delhivery reported a robust performance in Q4 of the fiscal year 2026, according to preliminary reports. Investment firm Motilal Oswal maintains its optimistic outlook for the logistics company. The specifics are yet to be disclosed due to the article being behind a paywall.
Privi Speciality Chemicals is expected to release their Q4FY26 results on May 11, anticipating increased profits due to capacity expansion and maintained profit margins. Analysts at Motilal Oswal predict a revenue growth of approximately Rs. 674.9 crore, representing an 11.6% increase quarter-over-quarter, with a significant 27.2% jump in profit after tax (PAT) attributed to operational efficiencies.
Motilal Oswal maintains a neutral stance on Shree Cement, with a target price of INR 26,000, despite a 11% decline in 4QFY26 EBITDA and a decrease of 4.8 percentage points in the operating profit margin for the company.
Motilal Oswal reports a 16% year-on-year increase in operating profit for FY26, reaching INR 2,360 crores. The Asset & Private Wealth sector also saw significant growth, amassing assets under management (AUM) of INR 3.7 lakh crores. Notably, there was no update provided on the upcoming public offering (UPSI) in their Q4 transcript.
Motilal Oswal Asset Management Company secures approval from PFRDA to become a Pension Fund Sponsor for the National Pension System (NPS). This move expands their presence in India's financial landscape, offering more opportunities in retirement planning solutions.
IT service providers could face a potential slowdown in revenue growth by fiscal year 2027 as artificial intelligence (AI) drives cost compression among large-cap companies, according to Motilal Oswal. This is due to AI benefits for enterprise buyers, which may put pressure on IT service providers and result in structural shifts in pricing models.
Motilal Oswal maintains a neutral stance on Axis Bank with a target price of Rs 1,475, primarily due to steady provisioning buffer growth. Despite a 4.7% year-on-year increase in Net Interest Income (NII), the bank's Net Interest Margin (NIM) decreased by 2 basis points quarter-over-quarter to 3.62%, as reported in Q4FY26 results.
Motilal Oswal has set a target price of Rs 410 for Mahindra Logistics, maintaining a neutral stance on the company's stocks. The fourth quarter revenue for Mahindra Logistics increased by 14% year-on-year to reach Rs 17.9 billion, with EBITDA margin also improving to 6.3%.
Motilal Oswal keeps a neutral stance on IDFC First Bank, setting a target price of Rs 75, despite Q4FY26 Profit After Tax (PAT) showing mixed results with a 4.9% year-on-year increase but a 37% quarter-on-quarter decline due to tax adjustments and deposit fraud losses.
Motilal Oswal has purchased a significant 5.06% stake in ArisInfra Solutions on April 28, 2026 at Rs 122.76 per share. This investment comes as ArisInfra's Q3 FY25 net profit skyrocketed by an impressive 3921.1%, reaching Rs 15.3 crore, and sales increased by 49% to Rs 270.8 crore.
Motilal Oswal Financial Services Ltd has applied for the reclassification of 11 promoter group members from a controlling to a public category. Despite these changes, the collective shareholding of ongoing promoters remains significant at 67.12%, ensuring minimal impact on governance structures.
Adani Ports is predicted to maintain financial stability in Q4 despite disruptions, thanks to its diverse cargo portfolio. The lower reliance on liquid cargo helps cushion the potential impact of the Hormuz blockade. Motilal Oswal forecasts a strong PAT of INR 2826.3 crore and an impressive EBITDA margin of 65%.
Motilal Oswal predicts an impressive potential increase of 36% for a prominent hospital chain's stock, suggesting promising growth prospects in the healthcare sector.
Motilal Oswal maintains a positive outlook towards LTM, boosting its target price to ₹5,400, signaling continued optimism in the company's prospects.
Power Systems shares soar 6.5%, reaching Rs 276.27, following a 'Buy' recommendation and price target of Rs 340 by Motilal Oswal. This optimistic outlook is based on the company's potential in India's expanding rooftop solar market through its venture with UTLSOLAR.
Motilal Oswal Financial Services maintains a bullish outlook on 360 One WAM, suggesting investors consider buying the fund with a predicted target of ₹1,300.
The Transmission and Distribution (T&D) sector in India is projected to expand significantly, with an estimated investment of around 9 trillion Indian rupees by 2032, according to Motilal Oswal's latest report. Notably, the sector has shown improved performance since fiscal years 2022-2023.
Investment firm Motilal Oswal predicts a potential 20% increase in value for TD's newly listed shares, suggesting a promising outlook for investors.
Private banks are forecasted to increase their net profits by 12% year-on-year for Q4 of the current fiscal year (FY26), while public sector banks may only manage a slight 2% profit growth.
Retail investors are offloading their equity holdings due to dwindling returns and market uncertainties, leading to a net sell-off. This situation has put pressure on capital market intermediaries such as HDFC AMC and Motilal Oswal, with shares dropping 15% and 25%, respectively. The slowdown in IPO activity further compounds the challenges faced by these firms.
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.