Bharti Airtel, Infosys, among Motilal Oswal’s top Nifty ideas. How many do you own?

As the Q4 earnings season drew to a close, Motilal Oswal Financial Services said in its latest India Strategy report that corporate results ended on a strong footing, with broad-based earnings outperformance across sectors. The brokerage noted that the 359 companies under its coverage delivered 16% year-on-year earnings growth, significantly ahead of its expectation of 8% growth. Here are the brokerage’s 10 Nifty picks.

Motilal Oswal has identified Bharti Airtel as one of its top large-cap picks, projecting EPS to rise from Rs 44.2 in FY26 to Rs 83.2 in FY28. The brokerage expects a 37% EPS CAGR over FY26-28.

State Bank of India features among Motilal Oswal's preferred Nifty-50 ideas, with EPS estimated to increase from Rs 91.8 in FY26 to Rs 107.1 in FY28. The brokerage forecasts an 8% EPS CAGR during FY26-28.

One of India’s leading private lenders is expected to deliver steady earnings growth, with EPS projected to rise from Rs 70.2 in FY26 to Rs 92.1 in FY28. Motilal Oswal estimates a 15% EPS CAGR over the period.

One of India’s leading IT majors remains among the brokerage's preferred ideas, with EPS forecast to grow from Rs 72.8 in FY26 to Rs 82.9 in FY28. The company is expected to post a 7% EPS CAGR over FY26-28.

One of India’s largest SUV makers by market share is projected to report strong earnings growth, with EPS expected to increase from Rs 130.7 in FY26 to Rs 166.3 in FY28. Motilal Oswal sees a 13% EPS CAGR over the next three years.

The Tata Group company engaged in jewellery, watches and eyewear is expected to deliver robust earnings expansion, with EPS projected to rise from Rs 57.9 in FY26 to Rs 86.8 in FY28. The brokerage estimates a 22% EPS CAGR through FY28.

The state-owned defence company is among Motilal Oswal's preferred picks, with EPS expected to increase from Rs 8.3 in FY26 to Rs 11.3 in FY28. The brokerage forecasts a 17% EPS CAGR during the period.

Motilal Oswal expects Tata Steel's earnings to improve significantly, with EPS projected to rise from Rs 9.0 in FY26 to Rs 15.9 in FY28. The brokerage estimates a 33% EPS CAGR over FY26-28.

Eternal is projected to witness sharp earnings growth, with EPS expected to increase from Rs 0.4 in FY26 to Rs 4.5 in FY28. Motilal Oswal forecasts an EPS CAGR of 236%, the highest among its top Nifty-50 ideas.

InterGlobe Aviation is expected to see a sharp turnaround in earnings, with EPS projected to move from a loss of Rs 11.4 in FY26 to Rs 219.6 in FY28. The brokerage has highlighted the stock among its preferred large-cap ideas.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)