Browsing Tag
Motilal Oswal
15 posts
Cyient (NSE: CYIENT) bets on TAO Digital acquisition to strengthen AI, data and product engineering
Cyient’s $218m TAO Digital deal targets AI engineering scale, but valuation, integration and growth discipline now matter most.
L&T (NSE: LT) has a record Rs 7.4tn order book. The Iran war is the catch
L&T's order book hit a record ₹7.4 trillion, but 40% sits in the Middle East. The 2026 West Asia war turns its biggest strength into its near-term risk.
JSW Steel (NSE: JSWSTEEL) is near a record high on a 10x profit jump. Almost none of it was real
JSW Steel's profit jumped nearly 10x, but it was an accounting gain, not steel. The real story is a deleveraged balance sheet and a 40x valuation near record highs.
Adani Ports breaks out at record Rs 1,747 as 500 MMT milestone meets Hormuz reroute trade (NSE: ADANIPORTS)
The Strait of Hormuz is running at 5% of pre-war traffic. Adani Ports just printed a record ₹1,747. The two stories are the same story.
Mphasis posts 14.4% Q4 revenue jump and 68% TCV surge as AI-led deals rebuild the growth narrative
Mphasis posted 68% TCV jump and 14.4% Q4 revenue growth, but MPHASIS stock sits near 52-week low. Will FY27 conversion vindicate the AI-led repositioning?
Larsen and Toubro (NSE: LT) share price outlook ahead of Q4 FY26 results and Lakshya 2031 strategic plan
Larsen and Toubro (NSE: LT) stock fell from an all-time high as West Asia conflict raised execution risk. Here is what retail investors need to know before May 7 Q4 results.
Asian Paints (NSE: ASIANPAINT) faces Q4 FY26 results as paint war intensifies
Asian Paints (NSE: ASIANPAINT) reports Q4 FY26 results on 29 April 2026. Here's what retail investors need to know about market share, margins, and the Birla Opus threat.
Ashok Leyland share price outlook: what next for NSE: ASHOKLEY after the rebound?
Ashok Leyland (NSE: ASHOKLEY) is back in focus after a sharp rebound. Read what comes next, the key catalyst path, and the risks investors should track.
ICICIBANK at Rs 1,310: 38 analysts say buy. April 18 decides.
ICICI Bank (NSE: ICICIBANK) Q4 FY26 results on April 18. PAT consensus ₹11,500 to 12,200 Cr. Analyst targets up to ₹2,040. Key risks, iMobile Pay, and dividend outlook covered.
Kotak Mahindra Bank share price dips after Q2: What falling NIMs and rising provisions reveal about FY26 outlook
Kotak Mahindra Bank shares fell after Q2 profit dipped 2.7%. Explore the margin story, stock risks, and what analysts say about its FY26 outlook.