Motilal Oswal expects Nifty earnings growth to climb to 16% in FY27 and 14% in FY28, compensating for a softer 5% pace in FY26. To capitalize on this rebound, the firm identified ten companies primed for strong gains amid challenges like Brent crude surpassing $100 per barrel and a 5.50% repo rate. SPR Auto Components leads the projected returns, while selections span diverse sectors including retail, engineering, banking, and infrastructure.
Key points
Accelerating corporate profit growth is expected to drive market recovery despite current…: Accelerating corporate profit growth is expected to drive market recovery despite current pressures from elevated crude oil and interest rates.
High-conviction festive picks demonstrate substantial earnings expansion, with select nam…: High-conviction festive picks demonstrate substantial earnings expansion, with select names showing up to 155 percent compound annual growth.
Both Adani Ports and Kotak Mahindra Bank offer twin projected upsides of 20 percent along…: Both Adani Ports and Kotak Mahindra Bank offer twin projected upsides of 20 percent alongside strong compound annual earnings growth.
Sources checked by our analysis pipeline: 1
Motilal Oswal said Samvat 2083 has begun on a cautious note, with an external energy shock weighing on market sentiment despite the resilience of the domestic economy. The West Asia conflict has kept Brent crude prices above $100 per barrel, pushing CPI inflation to 5.54% in September and prompting a 25 basis points repo rate hike to 5.50%. However, Motilal Oswal expects FY27 to mark a return to double-digit earnings growth, with Nifty earnings per share (EPS) projected to rise 16% and 14% year-on-year in FY27 and FY28, respectively, compared with 5% growth in FY26. Here are 10 stocks the brokerage is bullish on.
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2/11
Kotak Mahindra Bank
Kotak Mahindra Bank has a target price of Rs 500 against its current market price of Rs 416, indicating a potential upside of 20%. The bank is projected to deliver an EPS CAGR of 21% between FY26 and FY28E, with RoE estimated at 12.2% for FY27E.
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3/11
Adani Ports
Adani Ports has a target price of Rs 2,130 compared with its current market price of Rs 1,775, translating into…
Shares of VRL Logistics are seeing an upward surge in trading today. Further details explaining the specific catalysts behind the stock's sudden movement have not yet been disclosed.
Market participants are tracking downward movement in shares of the energy producer during the current session. The specific drivers and underlying factors responsible for this downward pressure have not yet been disclosed in the current report. Investors are awaiting further details regarding what is influencing this market trend.
Investors engaged in profit-taking after the conglomerate added ₹1.84 lakh crore to its market valuation following record second-quarter earnings. Strong global fuel margins in the oil-to-chemicals division drove bottom-line growth, helping counterbalance earnings weakness in the retail arm. Despite the recent rebound, the stock faces a broader downtrend having declined in eight of the previous ten months.