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Motilal Oswal

Articles By Motilal Oswal

621 Articles

Is Lupin a good bet after recent acquisitions?

Differentiated US launches and Gavis key growth drivers

aurobindo pharma, bse sensex

Retain buy on Coal India, target Rs 439

Coal India’s dispatches in August were up 8.9% y-o-y to 40.2 mt, maintaining its healthy high single-digit growth rate.

Retain buy on Coal India, target Rs 439

Buy Jubilant Food, target Rs 2,100/share: Motilal Oswal

Maintain buy on Jubilant Foodworks (Jubilant) with a target price of R2,100 per share, valuing the stock at 45x September 2017e EPS...

Buy Jubilant Food, target Rs 2,100/share: Motilal Oswal

Upgrade FY16/17 estimates as Britannia’s Q1 beats Street: Motilal Oswal

Britannia’s Q1FY16 consolidated performance was ahead of estimates with sales, ebitda and PAT posting 13%, 75% and 67% growth y-o-y to R2,000 crore, R270 crore and R190 crore, with 14% and 13% beat on ebitda and PAT. We est

Upgrade FY16/17 estimates as Britannia’s Q1 beats Street: Motilal Oswal

Buy rating on Thermax; No pick-up yet in order flow

Investor expectation of superior performance backs stock

Buy rating on Thermax; No pick-up yet in order flow

Buy Bajaj Fin; healthy biz momentum continues: Motilal Oswal

Bajaj Finance (BAF) Q1FY16 PAT stood at Rs 276 crore, up 30% y-o-y and 19% q-o-q. Healthy AUM growth...

Stocks in focus today - brexit worries

Maintain buy on ACC; demand recovery to usher in profits: Motilal Oswal

ACC posted decade-low Q2 margins, as pricing fails to show resilience amidst continued weakness in demand. Volume de-grew ...

Maintain buy on ACC; demand recovery to usher in profits: Motilal Oswal

PM Narendra Modi scheme to drive higher, growth for Jain Irrigation

Our meeting with the management of Jain Irrigation (JI) reaffirms our view on Jain Irrigation’s growth—especially in the light of government’s announcement to spend Rs 50,000 crore under Pradhan Mantri Krishi Sinchayee

PM Narendra Modi scheme to drive higher, growth for Jain Irrigation

Maintain buy on BPCL as earnings may double by FY18: Motilal Oswal

We met BPCL’s management for an update on the oil sector reforms, industry insights and the company’s business outlook.

Maintain buy on BPCL as earnings may double by FY18: Motilal Oswal

PC Jeweller may benefit from rapid branded jewellery growth: Motilal Oswal

We recently met the management of PC Jeweller (PCJL) and the key takeaways are as follows. Given its strong brand recall in North and Central India...

PC Jeweller may benefit from rapid branded jewellery growth: Motilal Oswal

Buy Arvind; brand & retail profit to jump 4x in 3 years: Motilal Oswal

We recently interacted with Jayesh Shah, CFO of Arvind and the key highlights are as follows. The management expects 10-12% growth in textile business in FY16, driven by growth in denim (4%), woven (10%) and garments (35%). T

Buy Arvind; brand & retail profit to jump 4x in 3 years: Motilal Oswal

Buy Monsanto; cut EPS estimate to factor in weak monsoons: Motilal Oswal

Monsanto (MCHM) reported overall revenue of R6,740 crore in Q4FY15 as against R7,510 crore in Q4FY14, marking a y-o-y degrowth of 10.2%.

Buy Monsanto; cut EPS estimate to factor in weak monsoons: Motilal Oswal

Motilal Oswal maintains buy rating on PVR stock following DT Cinemas deal

PVR acquired DT Cinemas from DLF for Rs 500 crore.

pvr dt cinema

Regulatory hurdle a key risk for Sun TV: Motilal Oswal

We are withdrawing our rating on Sun TV Network pending clarity on regulatory issues.

Regulatory hurdle a key risk for Sun TV: Motilal Oswal

Maintain buy on Prestige on four-pronged growth model: Motilal Oswal

Our recent interaction with Prestige Estate (PEPL) top management highlights its evolving approach to sustain growth by combating concerns of base effect.

Maintain buy on Prestige on four-pronged growth model: Motilal Oswal

Maintain buy on Sobha Developers with target price of Rs 510: Motilal Oswal

Sobha Developers (Sobha) reported Q4FY15 revenue of Rs 510 crore (-19% y-o-y) missed estimates due to delay in recognition from Silicon Oasis II, which was expected to reach threshold in Q4. Ebitda de-grew 17% y-o-y to Rs 142

Maintain buy on Sobha Developers with target price of Rs 510: Motilal Oswal

‘Under review’ rating on Idea Cellular: Data, voice traffic rise

Significant step-up in capex; net debt increases on spectrum fee.

‘Under review’ rating on Idea Cellular: Data, voice traffic rise

Andhra Bank’s lower slippages key positive

Andhra Bank’s Q4FY15 PAT was at Rs 190 crore (2x y-o-y on a lower base), driven by healthy NIM, strong loan growth and lower credit costs.

Andhra Bank’s lower slippages key positive

Buy UltraTech Cement, cost benefits percolating

Buy UltraTech Cement with a target price of Rs 3,534, implied FY17e EV/ebitda of 13.5x.

Buy UltraTech Cement, cost benefits percolating

Upgrade MMFS as asset quality to stay steady

Upgrade Mahindra & Mahindra Financial Services (MMFS)...

Upgrade MMFS as asset quality to stay steady

Buy HCL Tech with target price of Rs 1,025

HCL Tech’s (HCLT) Q3FY15 ebit margin decline of 260 bps q-o-q to 21.6% was a key miss...

Buy HCL Tech with target price of Rs 1,025

Retain buy on United Spirits, target Rs 4,250: Motilal Oswal

Maintain ‘buy’ on United Spirits (USL) with a DCF-based target price of R4,250. Though early, we expect several signs emerging from...

Retain buy on United Spirits, target Rs 4,250: Motilal Oswal

Buy Cummins on rebalancing growth plans

Maintain ‘buy’ on Cummins India (KKC) with a price target of R1,000, valuing the company at 30x FY17e P/E.

Buy Cummins on rebalancing growth plans

Recommend subscribing to Inox Wind IPO: Motilal Oswal

We recommend subscribing to Inox Wind's initial public offering (IPO). We expect the company's wind turbine generator...

Recommend subscribing to Inox Wind IPO: Motilal Oswal

Buy REC on loan growth, stable asset quality

Maintain ‘buy’ on Rural Electrification Corporation (REC) on healthy loan growth...

Buy REC on loan growth, stable asset quality

Neutral on GCPL on weak Q2: Motilal Oswal

Consolidated sales in Q2FY15 grew below expectations at 4.6% with 6.5% growth for the Indian subcontinent.

Neutral on GCPL on weak Q2: Motilal Oswal

US to the rescue

New US launch drives revenue growth; core margins inch up.

US to the rescue
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