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AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka
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CNBC TV18 - Markets 134d ago

AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka

Siddhartha Khemka of Motilal Oswal Financial Services highlights three parallel themes shaping markets: recovery in consumption-led retail, rising demand linked to AI infrastructure buildout, and structural changes within IT services driven by artificial intelligence adoption. While volatility may persist in the near term, sector-specific opportunities continue to emerge across retail, engineering and technology companies.

CKKRETAILFOCUSHGINFRAJMFINANCILMBELMOALPHA50MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUEMTARTECHRETAILSDREAMSSGMARTTECHV2RETAILVMARTVMMZTECHCapital GoodsConstruction
Buy Tata Consumer Products; target of Rs 1450: Motilal Oswal
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Moneycontrol NaNd ago

Buy Tata Consumer Products; target of Rs 1450: Motilal Oswal

Motilal Oswal is bullish on Tata Consumer Products recommended buy rating on the stock with a target price of Rs 1450 in its research report dated May 10, 2026.

CONSUMERGANESHCPGODREJCPJUBLCPLLIBASMOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUETATACONSUMTATATECHChemicalsFast Moving Consumer Goods
Buy Bikaji Foods International; target of Rs 900: Motilal Oswal
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Moneycontrol NaNd ago

Buy Bikaji Foods International; target of Rs 900: Motilal Oswal

Motilal Oswal is bullish on Bikaji Foods International recommended buy rating on the stock with a target price of Rs 900 in its research report dated March 10, 2026.

BIKAJILTFOODSMOALPHA50MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUEFast Moving Consumer GoodsFinancial Services
Buy Mrs Bectors Food; target of Rs 270: Motilal Oswal
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Moneycontrol NaNd ago

Buy Mrs Bectors Food; target of Rs 270: Motilal Oswal

Motilal Oswal is bullish on Mrs Bectors Food recommended buy rating on the stock with a target price of Rs 270 in its research report dated March 11, 2026.

BECTORFOODMOALPHA50MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUEFast Moving Consumer GoodsFinancial Services
Buy Varun Beverages; target of Rs 550: Motilal Oswal
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Moneycontrol NaNd ago

Buy Varun Beverages; target of Rs 550: Motilal Oswal

Motilal Oswal is bullish on Varun Beverages recommended buy rating on the stock with a target price of Rs 550 in its research report dated March 17, 2026.

MOALPHA50MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUEVBLFast Moving Consumer GoodsFinancial Services
Neutral Nestle India; target of Rs 1400: Motilal Oswal
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Moneycontrol NaNd ago

Neutral Nestle India; target of Rs 1400: Motilal Oswal

Motilal Oswal recommended Neutral rating on Nestle India with a target price of Rs 1400 in its research report dated April 21, 2026.

MOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUENESTLEINDFast Moving Consumer GoodsFinancial Services
Buy Sapphire Foods; target of Rs 220: Motilal Oswal
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Moneycontrol NaNd ago

Buy Sapphire Foods; target of Rs 220: Motilal Oswal

Motilal Oswal is bullish on Sapphire Foods has recommended buy rating on the stock with a target price of Rs 220 in its research report dated April 28, 2026.

LTFOODSMOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUESAPPHIREConsumer ServicesFast Moving Consumer Goods
Buy Prataap Snacks; target of Rs 1350: Motilal Oswal
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Moneycontrol NaNd ago

Buy Prataap Snacks; target of Rs 1350: Motilal Oswal

Motilal Oswal is bullish on Prataap Snacks has recommended buy rating on the stock with a target price of Rs 1350 in its research report dated April 28, 2026.

DIAMONDYDMOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUEFast Moving Consumer GoodsFinancial Services
Buy Dalmia Bharat; target of Rs 2230: Motilal Oswal
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Moneycontrol NaNd ago

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.

BBETF0432DALBHARATDALMIASUGEBBETF0430EBBETF0431EBBETF0433MOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUEConstruction MaterialsFast Moving Consumer Goods
Buy Triveni Turbine; target of Rs 660: Motilal Oswal
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Moneycontrol NaNd ago

Buy Triveni Turbine; target of Rs 660: Motilal Oswal

Motilal Oswal is bullish on Triveni Turbine has recommended buy rating on the stock with a target price of Rs 660 in its research report dated April 30, 2026.

MOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUETRITURBINETRIVENICapital GoodsFast Moving Consumer Goods
Buy Hindustan Unilever; target of Rs 2650: Motilal Oswal
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Moneycontrol NaNd ago

Buy Hindustan Unilever; target of Rs 2650: Motilal Oswal

Motilal Oswal is bullish on Hindustan Unilever has recommended buy rating on the stock with a target price of Rs 2650 in its research report dated May 02, 2026.

HINDUNILVRMOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUEFast Moving Consumer GoodsFinancial Services
Buy Marico; target of Rs 950: Motilal Oswal
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Moneycontrol NaNd ago

Buy Marico; target of Rs 950: Motilal Oswal

Motilal Oswal is bullish on Marico has recommended buy rating on the stock with a target price of Rs 950 in its research report dated May 05, 2026.

MARICOMOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUEFast Moving Consumer GoodsFinancial Services