RIL, ICICI Bank, Infosys, and more: Motilal Oswal names 40 stocks to buy during Q2 earnings season -- Check full list
Executive Brief • Key Highlights
Fast factual intelligence distilled for busy investors, executives, and answer bots:
- ✓Motilal Oswal expects September 2026-quarter earnings to rise 22% across its coverage universe.
- ✓The brokerage said, "India's ongoing market consolidation, alongside continued earnings recovery from FY25 lows, has led to a sustained cooling in valuations." It now recommends 40 stocks, including RIL, ICICI Bank, and Infosys, to buy during this season.
Story at a Glance
- Category
- MARKET
- Reported By
- mint
- Reading Speed
- 3 Minute(s)
- Market Focus
- India Economy
After steep valuation declines, Motilal Oswal sees an improved risk-reward profile for Indian equities and expects September 2026-quarter earnings to rise 22% across its coverage universe. The brokerage has recommended 26 stocks in its model portfolio.
Indian equities have become more attractive following a sharp valuation correction, with Motilal Oswal Financial Services (MOFSL) said in a recent report.
The brokerage expects earnings growth to remain healthy despite global uncertainties, although it cautioned that stock selection will be crucial as market performance increasingly depends on individual companies' earnings trajectories.
MOFSL expects aggregate profit after tax across its coverage universe to grow 22% year-on-year in the September 2026 quarter, marking the highest growth in 11 quarters. Excluding oil marketing companies, earnings are projected to rise 24%, while Nifty-50 earnings are expected to increase 27%.
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