Mofsl

MOFSL forecasts Q2FY25 to deliver slowest Nifty earnings growth in 17 quarters

After four exciting years of double-digit growth, India Inc's earnings are expected to hit the brakes for a bit. According to MOFSL, this moderation is due to a mix of rising commodity pressures, dwindling tailwinds from improved BFSI asset quality, a high base, and a slight ease in demand.

Chart of the Day: Revenue, earnings growth set to moderate in FY2025

The impact of cost push inflation and erratic demand, which led to volatility in corporate performance is set to normalise

Mankind's ambitious plans drive MOFSL to initiate with a Buy, 20% upside likely

MOFSL believes Mankind Pharma's expansion into new markets, focus on chronic therapies, and investments in consumer health will spearhead its future growth.

Cement players raise prices in June, but MOFSL says sustenance still on the radar

Although price hikes may not be sustainable in the near term due to the onset of the monsoon season in a few weeks, MOFSL believes that the government's focus on slum redevelopment and affordable housing under the PMAY will support long-term cement demand.

Motilal Oswal soars to 52-week high on first-ever plan to issue bonus shares

Motilal Oswal Financial Services board will meet on April 26 to consider the proposal

Bajaj Finance shares underperformance enters fifth month; will retail investors hold on to it?

Bajaj Finance shares are trading below their 20 days simple moving average (SMA), indicating short term weakness.

What will MOFSL's Raamdeo Agrawal be tracking in the Election Budget?

In an interaction with Moneycontrol, MOFSL's Chairman and co-founder reminded that the interim budget does not present the full picture and that that will emerge only in two months.

Cipla stock rating upgraded to ‘buy’, Motilal Oswal cites multiple growth levers

MOFSL also pegs strong mid-teens PAT and sales CAGR for Cipla over FY23-25, backed by the company's sustained growth across markets.

MC Investigation: Zerodha, Angel One, Motilal among brokers in ties with illegal advisors

Finfluencers use their channels to promote or recommend stocks to investors-- without being registered with Sebi--and then guide them to certain brokerages via links.

Balkrishna Industries sheds 3% on bleak growth outlook by brokerages

BIL's Bhuj Plant is spread over 470 acres and accounts for nearly 50 percent of the company's total capacity. The management is of the view that the capacity can be further increased by 100,000-150,000 tons.

Motilal Oswal expects Jindal Steel to become mega producer, sees 27% upside

The company has undertaken capital expenditure worth Rs 24,000 crore to expand crude steel capacity by 66 percent to 15.9mt

Infosys declines after weak guidance from Accenture fuels earnings concern

Despite near-term demand weakness, MOFSL sees Infosys as an attractive buy at its current valuation, following its sharp correction in recent quarters.

Motilal Oswal bullish on Trent, says high multiples justified by strong growth

The brokerage expects an improvement in gross margins in FY24 as raw material costs come down. The Tata group company reported a nearly twofold jump in revenue in FY23

More analysts point to ONDC not being a threat to Zomato and Swiggy duopoly

A higher commission model was especially needed because ONDC cannot keep funding discounts for long nor can it forgo its own commissions for software and network upkeep. A like-for-like comparison shows the current commission rates of food techs and ONDC are similar.

Divi's Labs set for big margin boost but valuations expensive, says MOFSL

The capital expenditure of Rs 2,800 crore incurred at its existing sites would cater to the pharma company’s growth over the next 12-24 months, while the spend at the Kakinada unit would drive growth beyond FY25, the brokerage firm has said

Markets Weekly | Will rebound in Sensex, Nifty sustain and which stocks to buy?

In today's edition of Markets Weekly, Karunya Rao catches up with Chandan Taparia of Motilal Oswal Fin Svcs to discuss hot stocks, market outlook & trends to watch out for.

DAILY VOICE | IEX, Varun Beverages among 6 dark horses for FY22: Ajay Menon of MOFSL

"While we are positive on the mid & small-cap space, we don’t believe that there would be a broad-based outperformance. One needs to be very selective within and look for high-quality management with strong business growth drivers," said the CEO, Broking and Distribution at Motilal Oswal Financial Services.