Bajaj Auto upgraded, TVS Motor soars: Motilal Oswal's 7 stock picks to watch now

Top brokerage calls across auto, hospitality, fintech, infra, metals & NBFC sectors

BUY | Target: ₹4,470 (+18%) | CMP: ₹3,792

Q1FY27 EBITDA beat estimates by 8%. PAT grew 32% YoY to ₹10.2b. Strong margins, healthy launch pipeline expected to sustain premium valuation.

Upgraded to BUY | Target: ₹12,096 (+16%) | CMP: ₹10,404
Margins held steady at 20.9%. PAT beat estimates by 8% to ₹29.8b. Exports targeting 250k+ units/month; strong EV traction.

BUY | Target: ₹870 (+19%) | CMP: ₹732

Revenue up 15% YoY, RevPAR up 14%. Pipeline of 32,500 new keys nearly doubles current capacity. 12-14% growth expected in FY27.

Neutral | Target: ₹1,475 (+13%) | CMP: ₹1,301

Revenue up 28% YoY, GMV up 31%. Financial services revenue jumped 45% YoY. PAT beat estimates at ₹2.2b.

BUY | Target: ₹400 (+16%) | CMP: ₹345

Cargo volumes up 6% YoY despite Middle East disruptions. ₹165b capex planned for FY27-28 to scale port capacity to 400MTPA.

BUY | Target: ₹910 (+23%) | CMP: ₹739
Recent correction seen as buying opportunity; structural demand growth intact.

BUY | Target: ₹405 (+16%) | CMP: ₹350
PAT jumped 70% YoY to ₹9b, a 20% beat. Targeting 16-18% AUM CAGR through FY31.

Key Theme: Strong Q1FY27 earnings beats across sectors

Brokerage sees resilient demand, margin recovery & expansion plans driving next leg of growth. Not investment advice — consult your financial advisor.