Motilal Oswal's 6 stock picks: V2 Retail, HUL, NTPC...one new buy, one neutral call, and a big upside ahead
1/7
Motilal Oswal's latest stock picks: Buys, Holds, and one bold new bet
Motilal Oswal Financial Services has released fresh research on six major Indian stocks, ranging from a brand-new coverage initiation to reaffirmed buy calls across retail, FMCG, power, healthcare, real estate, and broking. Here's a quick breakdown of what the brokerage is saying about each one.
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V2 Retail: A new buy call on India's small-town fashion boom
Motilal Oswal has initiated coverage on V2 Retail with a Buy rating and a target price of INR275, implying 27% upside from its current price of INR217. The brokerage highlights V2's focus on value fashion in tier-2/3 cities, its heavy private-label mix, and strong store productivity as key growth drivers over the next three years
3/7
Hindustan Unilever: Reset mode, but still a buy
Motilal Oswal maintains its Buy rating on HUL with a target price of INR2,400, a 22% upside from INR1,974. The brokerage points to HUL's new "Winning in New India" strategy, including a dedicated Quick Commerce push and sharper brand focus, as the reset needed to reignite growth after a flat couple of years.
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NTPC: Steady, but not exciting enough yet
Motilal Oswal has kept a Neutral rating on NTPC, with a target price of INR378 suggesting 14% upside from INR333. While the brokerage sees long-term promise as thermal power demand strengthens, it says near-term earnings growth isn't strong enough to justify a more bullish call right now.
5/7
Fortis Healthcare: Buy call holds despite legal scrutiny
Despite a Delhi High Court order for a forensic audit into historical transactions, Motilal Oswal maintains its Buy rating on Fortis Healthcare, with a target price of INR1,130 implying 24% upside from INR910. The brokerage says hospital growth and a recovering diagnostics business remain on track regardless of the legal development.
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Brigade Enterprises: Deep value in real estate, says Motilal Oswal
Motilal Oswal reiterates its Buy rating on Brigade Enterprises, setting a target price of INR900, a 29% potential upside from INR696. The brokerage calls it a top pick in the small-and-midcap real estate space, citing a strong land bank and a ramping-up rental income portfolio in the years ahead.
7/7
Angel One: Mixed signals in latest business numbers
Motilal Oswal's update on Angel One doesn't carry a fresh rating but flags a mixed August performance: client acquisitions bounced back sharply, and commodity trading volumes surged, even as overall trading activity and market share slipped. The brokerage notes a possible regulatory shift on trading charges could help reverse the recent volume slowdown.