Motilal Oswal Financial Services Limited Share Price & Analysis

Corporate profits as % of GDP hit record high: MOFSL

*Corporate profits as a percentage of GDP have reached an all-time high, according to Motilal Oswal Financial Services Ltd.* This suggests **strong earnings momentum** despite stagnant nominal GDP growth. The divergence highlights improved corporate profitability at a macro level. Elevated profit shares may attract investor interest in Indian equities. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #GDP

Bharat Dynamics falls 8% on weak Q4 results, target cut

*Bharat Dynamics falls 8% on weak Q4 results, target cut* — Shares dropped sharply after Q4 earnings missed analyst expectations. Motilal Oswal downgraded the stock, cutting its target price due to lower margins and order delays. The underperformance raises concerns about near-term profitability and execution. 📊 *STOCKS:* BHARATDIA | 🏢 *SECTOR:* CapitalMarkets | #HIGHIMPACT #earnings

Motilal Oswal bullish on credit growth, recommends ICICI Bank, HDFC Bank, SBI

*Motilal Oswal Says Credit Growth Has More Legs; ICICI Bank, HDFC Bank, SBI Among Top Bets* — Brokerage house Motilal Oswal sees sustained credit growth momentum, favoring large-cap banks. **ICICI Bank**, **HDFC Bank**, and **SBI** are top picks due to strong balance sheets and improving asset quality. The call is based on resilient loan demand and stable NIMs. 📊 *STOCKS:* ICICIBANK, HDFCBANK, SBIN | 🏢 *SECTOR:* Banking | #MEDIUMIMPACT #BrokerRecommendation

Credit growth hits 8-year high at 18%; mid-sized banks to gain.

*Credit growth hits 8-year high at 18%; mid-sized banks to gain.* Mid-sized private banks are poised to outperform in Q1 due to strong credit expansion, according to Motilal Oswal. The **18% YoY credit growth** marks an 8-year high, driven by robust retail and corporate demand. This trend favors efficient lenders with focused risk management. 📊 *STOCKS:* | 🏢 *SECTOR:* Banking | #MEDIUMIMPACT #CreditGrowth

Large private banks eye revival on improving credit growth

*Large private banks eye revival on improving credit growth* as credit demand rises and asset quality stabilizes, according to a Motilal Oswal report. **Credit growth** is expected to reach **14-15%** in FY25, boosting net interest margins. Earnings outlook improves with **ROE** seen stabilizing above **16%**. Cost-to-income ratio remains under control. 📊 *STOCKS:* | 🏢 *SECTOR:* Banking | #MEDIUMIMPACT #Banking

Motilal Oswal recommends buy on Cummins India with ₹6600 target

*Motilal Oswal recommends buy on Cummins India with a target of **₹6600**.* The brokerage cited strong order book and improving demand in industrial and construction sectors. Profitability is expected to improve due to cost optimization and stable raw material prices. Execution of large infrastructure projects remains a key growth driver. 📊 *STOCKS:* CUMMINSIND | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #Brokerage

Motilal Oswal turns bullish on Cummins India with new target price

*Motilal Oswal turns bullish on Cummins India with new target price* — The brokerage has expressed confidence in Cummins India’s growth trajectory, citing strong demand and operational improvements. It set a target price of **₹4,200**, implying significant upside from current levels. The positive outlook reflects improved order visibility and margin prospects. 📊 *STOCKS:* CUMMINSIND | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #brokerage

Motilal Oswal initiates on multibagger stock, forecasts 30% upside

Motilal Oswal has initiated coverage on *Persistent Systems* with a 'Buy' recommendation, citing strong fundamentals and 30% upside potential. The stock has surged **690%** over the past five years, outperforming peers. Analysts highlight consistent revenue growth and robust deal wins in digital transformation. 📊 *STOCKS:* PERSISTENT | 🏢 *SECTOR:* IT | #MEDIUMIMPACT #BrokerCall

Motilal Oswal initiates Gabriel India with 'Buy' rating

*Motilal Oswal initiates coverage on Gabriel India with a 'Buy' rating.* The stock rose **4%** on the news. Analysts cite strong after-market growth and margin expansion potential. Target price set at **₹4,200**, implying upside from current levels. 📊 *STOCKS:* GABRIEL | 🏢 *SECTOR:* Auto | #MEDIUMIMPACT #BrokerUpgrade

Motilal Oswal launches ₹1,000 crore NCD issue

*Motilal Oswal launches ₹1,000 crore NCD issue.* The public issue of non-convertible debentures opens on April 23 and will close on April 29. The base size is **₹500 crore** with a greenshoe option to retain **₹500 crore** more. Proceeds will bolster working capital and general corporate purposes. 📊 *STOCKS:* MOFSL | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #NCD