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Motilal Oswal bullish on BSE, Lenskart and cement stocks as AI, market share growth drive outlook
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, said the brokerage remains positive on BSE Ltd. with a ₹4,400 target as cash market share gains and NSE’s expected listing could support growth. He also highlighted strong opportunities in AI-linked sectors such as power, cables and data centres, maintained a buy call on Lenskart with a ₹600 target, and named UltraTech Cement Ltd., JK Cement Ltd. and Dalmia Bharat Ltd. as preferred cement picks. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
UltraTech stays Avvashya Capital's top pick as Ambuja, Shree shift focus to profitability
Avvashya Capital Fund Manager Mangesh Bhadang believes the Indian cement industry is finally becoming more disciplined after years of aggressive capacity expansion. He said leading players such as Ambuja Cements and Shree Cement are now shifting focus towards profitability as weak pricing and lower returns continue to pressure the sector. Bhadang continues to prefer UltraTech Cement, citing its strong execution, consistent volume growth and industry-leading profitability. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
ICICI Bank top pick, Jio Financial a long-term bet, Ultratech a good hold: Chola Securities
Dharmesh Kant, Head of Research, Chola Securities, said private banks show stable fundamentals, supported by improving cost metrics and growth visibility. He highlighted that emerging financial platforms need time to scale despite strong backing. Kant added that cement demand remains supported by macro trends, with leading players maintaining pricing control and capacity expansion, offering visibility for medium-term growth across the sector. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Buy Grasim Industries; target of Rs 3770: Motilal Oswal
Motilal Oswal is bullish on Grasim Industries recommended buy rating on the stock with a target price of Rs 3770 in its research report dated July 09, 2026.
Buy Dalmia Bharat; target of Rs 2230: Motilal Oswal
Motilal Oswal is bullish on Dalmia Bharat has recommended buy rating on the stock with a target price of Rs 2230 in its research report dated April 28, 2026.
Buy UltraTech Cement; target of Rs 13\800: Motilal Oswal
Motilal Oswal is bullish on UltraTech Cement has recommended buy rating on the stock with a target price of Rs 13\800 in its research report dated April 29, 2026.
Neutral ACC; target of Rs 1310: Motilal Oswal
Motilal Oswal recommended Neutral rating on ACC with a target price of Rs 1310 in its research report dated May 02, 2026.
Buy Aditya Birla Capital; target of Rs 430: Motilal Oswal
Motilal Oswal is bullish on Aditya Birla Capital recommended buy rating on the stock with a target price of Rs 430 in its research report dated May 05, 2026.
Neutral Shree Cement; target of Rs 26000: Motilal Oswal
Motilal Oswal recommended Neutral rating on Shree Cement with a target price of Rs 26000 in its research report dated May 06, 2026.
Buy Aditya Birla Real Estate; target of Rs 1920: Motilal Oswal
Motilal Oswal is bullish on Aditya Birla Real Estate has recommended buy rating on the stock with a target price of Rs 1920 in its research report dated May 07, 2026.
Neutral Aditya Birla Lifestyle Brands; target of Rs 120: Motilal Oswal
Motilal Oswal recommended Neutral rating on Aditya Birla Lifestyle Brands with a target price of Rs 120 in its research report dated May 10, 2026.
Neutral Aditya Birla Fashion and Retail; target of Rs 65: Motilal Oswal
Motilal Oswal recommended Neutral rating on Aditya Birla Fashion and Retail with a target price of Rs 65 in its research report dated May 26, 2026.