From mint · Pranati Deva · · 1m 20s
Motilal Oswal names 40 stocks for Q2 earnings season
Motilal Oswal recommends 40 stocks to buy as Indian equities show improved risk-reward profile.
In brief
Motilal Oswal recommends 40 stocks to buy as Indian equities show improved risk-reward profile. Motilal Oswal Financial Services recommends 40 stocks including ICICI Bank and Infosys for Q2 earnings season with expected 22% earnings growth in September 2026 quarter. Originally reported by mint.
Motilal Oswal recommends 40 stocks
Motilal Oswal Financial Services has recommended 40 stocks to buy during Q2 earnings season.
Expected 22% earnings growth
The brokerage expects September 2026-quarter earnings to rise 22% year-on-year across its coverage universe.
Valuation correction
India’s market consolidation has led to sustained cooling in valuations from 2024 highs with large-caps down 31% and mid-caps 36%.
Model portfolio stocks
The model portfolio includes ICICI Bank, HDFC Bank, Infosys, Larsen & Toubro, Bharat Electronics, Titan Company, Reliance Industries, Bharti Airtel and Apollo Hospitals.
Sector allocation
The brokerage is overweight on diversified financials, information technology, new-age platforms, manufacturing and industrials.
Earnings growth projections
MOFSL expects 19% profit growth in FY27 and 14% in FY28 following 13% growth in FY26.
Risk factors
Global interest rates, energy prices, geopolitical developments and foreign investor flows could impact market performance.
Stock selection strategy
Investors must distinguish between companies with sustainable earnings growth and those with low base growth projections.
The key point
Motilal Oswal Financial Services recommends 40 stocks including ICICI Bank and Infosys for Q2 earnings season with expected 22% earnings growth in September 2026 quarter.
