Motilal Oswal names 40 stocks for Q2 earnings season
In short
Motilal Oswal picked 40 stocks to buy for the Q2 earnings season. It said Indian share prices have fallen enough to improve the risk-reward setup, and it expects September 2026-quarter earnings to rise 22% across its coverage universe.
The note could matter to investors watching Indian equities and the firm’s model portfolio. The full stock list and any market reaction are not stated in the available reporting.
What the reporting says
Motilal Oswal named 40 stocks to buy during the Q2 earnings season, citing a better risk-reward setup after steep valuation declines. The publisher-supplied summary says the brokerage expects September 2026-quarter earnings to rise 22% across its coverage universe and has recommended 26 stocks in its model portfolio. What is not stated is the full list of stocks or whether the call led to any market move.
Why it matters
Motilal Oswal’s stock-picking note targets Indian equities during the Q2 earnings season and points to an expected 22% earnings rise for its coverage universe. The brokerage also said it has 26 stocks in its model portfolio. The reporting does not provide the full list of 40 names, the valuation basis behind the call, or any immediate price reaction.