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Kirloskar Oil Engines in Focus: Multiple Growth Triggers Keep Motilal Oswal Bullish — Check Revised Target Price
The brokerage remains positive on the overall demand environment in the segments in which Kirloskar Oil is currently operating such as powergen, industrial and even exports.
Nagarro Shares Jump 92% In Xetra Pre-Market After Persistent's Takeover Bid; Deal Risks Remain In Focus
According to NDTV Profit Research, one of the biggest concerns is Nagarro's slower growth profile. The company has delivered a three-year revenue CAGR of around 5%, compared with Persistent's 15-18% dollar revenue growth.
Persistent Systems Shares in Focus After Nagarro Deal — Check Motilal Oswal's Target Price, Upside
Persistent will acquire 100% of Nagarro through an all-cash offer of "81/share, implying an enterprise value of "1.27 billion.
Broader market winners! How investors found 15 multibaggers in a muted Nifty year?
Despite a subdued Nifty, several Indian stocks have surged, becoming multibaggers for investors. This outperformance is attributed to resilient corporate earnings, particularly in small and mid-cap segments, and company-specific growth drivers. While near-term challenges like rising costs and potential earnings downgrades exist, the overall FY27 outlook remains manageable, with easing geopolitical tensions expected to aid recovery. Investors are advised to focus on fundamentals over momentum.
Trent shares jump 4% after Noel Tata’s comments during AGM. Here’s what Morgan Stanley, other brokerages say
Trent's stock surged over 4% as brokerages like Morgan Stanley and Motilal Oswal reiterated bullish calls. Chairman Noel Tata's vision of 10x revenue and profit growth, fueled by new brands and international expansion, impressed analysts. The company plans significant investments in infrastructure and aims for aggressive store additions across its formats, signaling a strong growth trajectory.
RIL, BEL, Lenskart, Delhivery among Motilal Oswal's top monthly picks
Top monthly stock picks by Motilal Oswal Wealth Management Research Desk: Analysts are bullish on Reliance, Bharat Electronics, ACME Solar, Delhivery, Gokaldas Exports and Lenskart.
Waaree Energies Shares in Focus: Motilal Oswal Retains Buy on Sector Tailwinds — Check Target Price
Motilal Oswal has reiterated a Buy' rating on Waaree Energies citing mulitple growth triggers.
Akasa Air eyes 30% capacity growth in FY27
Akasa Air is set for a significant 30% capacity expansion this financial year, with ambitious long-term plans remaining steadfast despite geopolitical uncertainties. The airline, operating 39 Boeing 737 MAX aircraft, currently dedicates about a quarter of its capacity to international routes. With a focus on strong capitalization, Akasa Air is well-positioned to navigate rising operational costs, aiming for 30-40% growth over the next 4-5 years.
Persistent Systems Shares in Focus As Motilal Oswal Maintains Bullish Stance — Check Upside, Target Price
Motilal Oswal remains constructive on Persistent Systems, supported by its differentiated AI capabilities, strong deal pipeline, and consistent execution across verticals.
Myntra EORS sees 30% rise in new shoppers; D2C brands log strong demand growth
Myntra said its latest End of Reason Sale (EORS) recorded a 30% year-on-year increase in first-time shoppers, with non-metro cities contributing 55% of new customers. Demand for homegrown direct-to-consumer (D2C) brands rose 40% from a year ago, while the platform added 5,000 first-time partner brands. Fast-delivery service M-Now and Gen Z-focused platform FWD also reported higher engagement.
Motilal Oswal prefers Amber and Dixon, stays cautious on Bata
Siddhartha Khemka, Head of Research, Wealth Management, Motilal Oswal Financial Services, remains cautious on Bata despite the appointment of a new CEO, citing market share losses and valuation concerns. He is positive on Amber Enterprises due to its Oppo manufacturing partnership and expects mobile operations to contribute meaningfully from FY28-FY29. He also sees upside in Dixon Technologies driven by the proposed Vivo joint venture. For Reliance Industries, easing inflation, strength in oil-to-chemicals and updates from the AGM remain key factors for investors. 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.
Nykaa Shares in Focus: Motilal Oswal Cautious on Valuations; Maintains Neutral — Check Target Price
Motilal Oswal believes that beauty remains Nykaa's key value driver, benefiting from premiumisation, rising online penetration, omnichannel expansion and scaling owned brands such as Dot & Key.