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Posts tagged Motilal Oswal research reports

Sunteck Realty’s Project launches to boost presales growth. Buy for target price of ₹561 (43% upside): Motilal Oswal



Sunteck Realty share price target

Sunteck Realty (SRIN) is on a project acquisition spree with an aim of doubling its GDV every three years, guided by healthy cash flow generation. The company has adopted an asset-light strategy to maintain a lean balance sheet while accelerating execution. Its in-house construction management ensures control over the pace and quality of product delivery. Guided by a strong launch pipeline, the company’s presales are expected to achieve a 24% CAGR over FY25-27E, while its collection and operating cash flow will post a CAGR of 57% and 79%, respectively. We have confidence in SRIN’s growth visibility; hence, we reiterate our BUY rating with a revised TP of INR561/shar

LTFOODS has evolved into a multi-product FMCG player with early entry into the organic segment. Buy for target price of ₹600 (28% upside): Motilal Oswal



LT Foods share price target

Traditionally a basmati rice company, LTFOODS has evolved into a multi-product FMCG player with early entry into the organic segment. With healthy growth in the rice business, the organic segment is expected to grow at a much faster pace, led by increasing adoption of healthy and conscious food habits among individuals. This will also aid in improving the overall margin profile of the company going ahead

360ONE offers a compelling structural growth story anchored in India’s expanding wealth and asset management market. Buy for target price of ₹1450 (20% upside): Motilal Oswal



360ONE share price target

360ONE offers a compelling structural growth story anchored in India’s expanding wealth and asset management market. The company continues to drive strong gross flows across both wealth and asset management, with a temporary blip due to RM attrition, which is likely to be offset by the onboarding of new teams. The recent acquisition of B&K and the UBS collaboration enhance the company’s international footprint, broaden client access, and strengthen its transactional platform. Operating leverage and cost synergies from integrations are expected to improve profitability as new businesses scale

Vishal Mega Mart is a play on rising aspirations in Tier 2+ India. Buy for target price of ₹165 (20% upside): Motilal Oswal



Vishal Mega Mart share price target

Vishal Mega Mart (VMM) is one of India’s largest offline-first value retailers, catering to a population of ~1b across the middle- and low-income segments. VMM is a unique Indian retailer with: 1) a strong presence in tier 2+ cities (696 stores in 458 cities); 2) well-diversified exposure to key consumption baskets—Apparel (44%), General Merchandise (GM) & Fast-Moving Consumer Goods (FMCG; both ~28%); 3) a strong and affordable private brands portfolio (73% revenue share); and 4) one of the lowest cost structures in the industry

JSW Infrastructure has achieved record volumes & set stage for integrated logistics leadership. Buy for target price of ₹370 (20% upside): Motilal Oswal



JSW Infrastructure share price target

JSWINFRA ended FY25 on a strong note, delivering robust growth in cargo volumes, revenue, and profitability, while making steady progress toward its long-term goal of achieving 400 MTPA port capacity by FY30. The recent acquisition of NAVKAR has significantly strengthened its logistics segment, which is targeting INR80b in revenue by FY30. With a strong balance sheet and a favorable macro environment, JSWINFRA is well-positioned to benefit from India’s infrastructure push and increasing third-party cargo demand, despite global headwinds

Time Technoplast has strong growth prospects, improving return ratios and attractive valuation. Buy for target price of ₹578 (41% upside): Motilal Oswal



Time Technoplast share price target

We initiate coverage on Time Technoplast (TIME) with a BUY rating and a target price of INR578 (41% upside potential), based on 22x FY27E P/E (close to sector average). Our positive stance is backed by the company’s strong growth prospects, improving return ratios and attractive valuation (~16x FY27E P/E)

Radico has been one of the best-performing stocks among consumer names, with 25x return over the last 10 years and 8x return over the last five years. Buy for target price of ₹3000 (22% upside): Motilal Oswal



Radico Khaitan share price target,

Radico Khaitan is one of the oldest and largest manufacturers of Indian Made Foreign Liquor (IMFL) with net revenue of INR48b and volume of 31m cases in FY25 (P&A was ~15mn cases). The company, formerly known as Rampur Distillery Company, commenced operations in 1943 as a major bulk spirits supplier. Radico is known for its brands: 8PM, Magic Moments, Royal Ranthambore, Rampur Single Malt, After Dark, Morpheus, Contessa and Jaisalmer

Blue Jet Healthcare is ascending the value chain. Buy for target price of ₹865 (26% upside): Motilal Oswal



Blue Jet Healthcare share price target

Greek philosopher Aristotle once said, “The secret to business is to know something that nobody else knows.” Blue Jet Healthcare (BLUEJET) is on the path to building a legacy business in line with this philosophy. With its niche product offerings in Contrast Media and Pharmaceutical Intermediaries & API, BLUEJET has been changing the way the healthcare industry caters to the therapeutic needs of patients around the globe

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