Siddhartha Khemka

Guest writer, ET Prime

Siddhartha is the head of retail research at Motilal Oswal Financial Services.

Siddhartha is the head of retail research at Motilal Oswal Financial Services.

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Stories by the author

• Bullish on autos? Siddhartha Khemka picks Maruti Suzuki and Samvardhana Motherson

  
  06 Jun 2026 12:31 PM IST
• ICICI Bank, AU Small Finance Bank top picks as banking sector gears up for earnings revival

  
  30 May 2026 09:51 AM IST
• Why organized players like Titan Company could emerge bigger winners in India’s evolving gold market

  
  23 May 2026 12:15 PM IST
• Marico, Radico Khaitan in focus as FMCG navigates inflation-led challenges

  
  28 Apr 2026 09:56 AM IST
• AU Small Finance Bank, ICICI Bank top picks as banking sector shows resilience: Siddhartha Khemka

  
  18 Apr 2026 09:53 AM IST
• Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha Khemka

  
  11 Apr 2026 12:45 PM IST
• Ajanta Pharma, Sun Pharma poised to tap GLP-1 opportunity amid market shift: Siddhartha Khemka

  
  28 Mar 2026 09:27 AM IST
• Sector To Watch: Waaree, Premier Energies seen key beneficiaries of solar integration push: Siddhartha Khemka

  
  23 Mar 2026 10:01 AM IST
• Rising geopolitics and indigenisation push place India’s defence sector in a structural growth cycle

  
  15 Mar 2026 01:11 PM IST
• Transmission and powergen demand lift capital goods; Siemens Energy, KOEL in focus

  
  07 Mar 2026 11:54 AM IST
• Titan Company shines, Britannia Industries steadies: consumer stocks back in play

  
  28 Feb 2026 10:57 AM IST
• JSW Steel, Tata Steel poised for margin recovery as domestic demand holds firm: Siddhartha Khemka

  
  21 Feb 2026 10:50 AM IST
• India’s textile sector at an inflection point as global tariff barriers ease; Arvind Fashion, Raymond Lifestyle top buys

  
  08 Feb 2026 10:11 AM IST
• India-EU FTA: A Structural Lift Across Export-Led and Capital-Intensive Sectors

  
  31 Jan 2026 02:37 PM IST
• Auto sector shifts gears in Q3; TVS Motors, Maruti Suzuki top buys, says Siddhartha Khemka

  
  24 Jan 2026 11:03 AM IST
• Auto upcycle gains depth; M&M and TVS Motors stand out, Siddhartha Khemka explains

  
  17 Jan 2026 11:39 AM IST
• India’s defence order pipeline hits record levels; Astra Microwave, Bharat Dynamics top buys

  
  10 Jan 2026 11:28 AM IST
• ICICI Bank, AU SFB well-placed as credit cycle turns more disciplined: Siddhartha Khemka

  
  27 Dec 2025 09:59 AM IST
• Cables & Wires industry enters a Rs 1.9-tn growth phase; KEI Industries, Polycab India top buys

  
  22 Dec 2025 11:15 AM IST
• Hotels set for a strong 2HFY26: Indian Hotels, Lemon Tree strong buys

  
  13 Dec 2025 11:35 AM IST
• Century Plyboards well-positioned for growth as MDF expansion and premium mix strengthen margins

  
  06 Dec 2025 11:25 AM IST
• Consumer demand strengthens ahead of festive & wedding season; Titan & HUL top buy: Siddhartha Khemka

  
  29 Nov 2025 01:27 PM IST
• India’s EMS sector enters a strategic expansion phase; Kaynes & Dixon Technologies top buys

  
  25 Nov 2025 10:25 AM IST
• Food delivery set for 20–22% GOV growth; Eternal & Swiggy top bets

  
  15 Nov 2025 11:46 AM IST
• Structural shift underway in defence: HAL and BEL positioned for long-term order visibility

  
  09 Nov 2025 03:46 PM IST
• IT sector stabilising; Motilal Oswal sees 16–33% upside in HCL Tech, Coforge

  
  05 Nov 2025 09:54 AM IST
• Motilal Oswal sees Maruti Suzuki, Endurance Technologies as top bets in post-GST auto rebound

  
  25 Oct 2025 12:12 PM IST
• Capital goods recovery underway — focus on Cummins India and Kirloskar Oil Engines

  
  18 Oct 2025 12:01 PM IST
• CreditAccess, Fusion Finance: Motilal Oswal bet on recovery-led growth in microfinance

  
  04 Oct 2025 02:26 PM IST
• HUL in spotlight: GST tailwinds, rural recovery and premium push fuel upside

  
  20 Sep 2025 12:35 PM IST
• GST 2.0 to enhance persistency in life insurance plans; HDFC Life, Niva Bupa top buys: Siddhartha Khemka

  
  13 Sep 2025 01:03 PM IST
• Amber Enterprises, Trent among key winners of GST-driven demand upswing

  
  06 Sep 2025 01:11 PM IST
• UltraTech, Dalmia Bharat offer 13–16% upside as cement sector builds on pricing discipline: MOFSL

  
  30 Aug 2025 11:30 AM IST
• HDFC Bank, ICICI Bank poised for strong FY27 earnings, Says Motilal Oswal’s Khemka

  
  09 Aug 2025 09:51 AM IST
• ICICI Bank, SBI among top picks as banking sector prepares for earnings rebound; Motilal Oswal sees 12-15% upside

  
  19 Jul 2025 12:25 PM IST
• Motilal Oswal sees 15–20% upside in L&T and BEL amid strong sector tailwinds

  
  12 Jul 2025 01:31 PM IST
• Is the PSU party just beginning? Where to look for next leg of growth

  
  06 Jul 2025 05:48 PM IST
• Kaynes & Avalon Poised for Strong CAGR Through FY27 on Scale; Motilal Oswal sees over 20% upside each

  
  28 Jun 2025 11:32 AM IST
• PFC, REC well-placed under new RBI norms; Motilal Oswal reiterates buy rating

  
  21 Jun 2025 12:15 PM IST
• Mahanagar Gas, Gujarat Gas poised for gains as CNG adoption surges; Siddhartha Khemka sees 10-20% upside

  
  14 Jun 2025 01:06 PM IST
• High Voltage Bets: Suzlon and JSW Energy poised for strong FY26 performance

  
  31 May 2025 10:41 AM IST
• India's Mutual Fund revolution: Direct plans surge as young investors take charge

  
  24 May 2025 11:02 AM IST
• Cement sector sees 5% price surge in Q1FY26; UltraTech, JK Cement top buy

  
  17 May 2025 01:41 PM IST
• HPCL and Mahanagar Gas stand out as top picks in a mixed oil & gas landscape; Motilal sees 17-28% upside

  
  10 May 2025 10:16 AM IST
• Aerospace & Defense Sector - A Multi-Decade Opportunity in the Making; HAL, BEL top buys

  
  03 May 2025 11:53 AM IST
• BFSI now 27% of GDP and 38% of Nifty: ICICI Bank, Shriram Finance top buys

  
  26 Apr 2025 12:02 PM IST
• HDFC Bank and Shriram Finance poised to ride sectoral tailwinds; Motilal Oswal sees 12-18% upside scope

  
  06 Apr 2025 02:29 PM IST
• Tata Power & JSW Energy: Why these stocks offer strong upside potential of upto 28% each

  
  29 Mar 2025 01:13 PM IST