Motilal Oswal has released its latest stock recommendations, highlighting three strong ‘Buy’ calls that could deliver up to 50% upside potential in the coming months. The brokerage firm believes that the following companies have robust fundamentals, strong earnings outlook, and favorable industry trends.
1. Godrej Consumer Products (GCPL)
Motilal Oswal sees significant growth potential in GCPL, driven by strong demand in personal care, household products, and international markets. The company has been strengthening its rural distribution and premium product offerings, which are expected to boost revenues.
- Upside Potential: ~35–40%
- Key Triggers: Strong FMCG demand, rural recovery, international growth in Africa & Indonesia.
2. Petronet LNG
As one of India’s leading players in LNG import and regasification, Petronet LNG remains a defensive and long-term growth bet. Motilal Oswal expects volume growth in LNG demand due to rising energy needs and India’s focus on cleaner fuels.
- Upside Potential: ~20–25%
- Key Triggers: Increasing LNG demand in power, fertilizer, and industrial segments.
3. Star Health and Allied Insurance
Star Health, India’s largest standalone health insurance provider, has been recommended as a high-conviction buy. Motilal Oswal highlights its strong retail health portfolio, improving claim ratios, and rising awareness of health insurance in India.
- Upside Potential: ~45–50%
- Key Triggers: Expanding health insurance penetration, consistent premium growth, improving underwriting margins.
Market Outlook
Analysts at Motilal Oswal believe that the Indian stock market continues to offer attractive opportunities, especially in sectors such as FMCG, energy, and insurance. These three picks are positioned to benefit from both structural demand growth and short-term catalysts, making them attractive investment options for medium to long-term investors.
Key Takeaway
- Godrej Consumer – FMCG demand & premiumization play.
- Petronet LNG – Energy transition and LNG demand driver.
- Star Health – Growing insurance sector with improving margins.
Investors looking for high-quality, fundamentally strong companies can consider these three recommendations for their portfolio.
Disclaimer
This article is for informational purposes only and should not be considered as investment advice. Stock market investments are subject to risks. Please consult with a registered financial advisor before making any investment decisions.