PWC News
Wednesday, May 21, 2025
No Result
View All Result
  • Home
  • Business
  • Economy
  • ESG Business
  • Markets
  • Investing
  • Energy
  • Cryptocurrency
  • Market Analysis
  • Home
  • Business
  • Economy
  • ESG Business
  • Markets
  • Investing
  • Energy
  • Cryptocurrency
  • Market Analysis
No Result
View All Result
PWC News
No Result
View All Result

Motilal Oswal expects Nifty to grow 2% in Q4, identifies 20 conviction ideas

Home Business
Share on FacebookShare on Twitter


Home brokerage agency Motilal Oswal expects a muted earnings efficiency in Q4FY25, projecting simply 2% year-on-year (YoY) development for the Nifty 50 index. The subdued development outlook displays persistent challenges throughout key sectors, notably Oil & Fuel (O&G), Cement, and Actual Property, whilst segments like Know-how, Auto, and BFSI are anticipated to offer reasonable help.

FY25 PAT development is now forecasted at 2%/5% YoY for the MOFSL Universe/Nifty, signaling a weak earnings backdrop for the yr.

The agency has additionally revised its FY25E and FY26E Nifty EPS development projections to 2.9% and three.8%, respectively, citing broad-based earnings softness. Excluding Metals and O&G, earnings are projected to develop 14% YoY in FY25, however headline numbers stay underwhelming as a consequence of sectoral drag. The EBITDA margin (ex-Financials) is anticipated to increase marginally by 20 foundation factors to 17.1% in Q4FY25.

Regardless of this near-term weak spot, Motilal Oswal stays optimistic concerning the medium- to long-term outlook, supported by robust home SIP flows, a comparatively gentle political calendar in CY25, and anticipated authorities spending in city consumption and infrastructure.

Nevertheless, volatility is anticipated to persist within the close to time period amid international macro pressures and commerce uncertainties. The agency views the latest market correction—with the Nifty buying and selling 3% beneath its long-period common P/E—as a valuation alternative, particularly in massive caps, regardless of the earnings softness.

Stay Occasions


Additionally learn: Historical past Repeats? US tariffs have all the time preceded recessions, warns Nilesh Shah

Motilal Oswal’s sector-wise expectations for Q4FY25 earnings:

Metals: Anticipated to put up robust 24% YoY earnings development, aided by a low base in Q4FY24—its greatest quarterly efficiency within the final 4 quarters.Telecom: Projected to report a second consecutive worthwhile quarter, with Rs 7 billion in earnings, pushed by improved margins at Bharti Airtel (down from Rs 12 billion in Q3FY25).

Healthcare: Anticipated to put up 11% YoY earnings development, persevering with its constructive development after seven straight quarters of 15%+ development.

Know-how: Prone to develop earnings by 6% YoY—its weakest efficiency within the final 4 quarters—as a consequence of a comfortable base.

Capital Items: Anticipated to develop earnings 6% YoY, following a powerful streak of seven consecutive quarters with 20%+ development.

Auto: Prone to see muted earnings development of 1% YoY, enhancing barely from a 2% YoY decline in Q3FY25.

Chemical substances: Forecasted to put up a 13% YoY earnings restoration, marking the primary quarter of development after seven consecutive declines.

Oil & Fuel (O&G):
Anticipated to undergo a 25% YoY earnings decline, primarily as a consequence of weak spot in Oil Advertising Firms (OMCs).

Cement: Projected to report a 14% YoY earnings decline—its fourth consecutive quarter of contraction—amid weak pricing and margin stress.

Actual Property:
After eight robust quarters, the sector is anticipated to put up a 16% YoY earnings decline, its weakest since December 2020.

Shares to purchase

Regardless of barely muted expectations from the upcoming quarter, Motilal Oswal has recognized a number of inventory concepts for development amid volatility.

Prime large-cap picks:

Reliance Industries, Bharti Airtel, ICICI Financial institution, HUL, L&T, Kotak Mahindra Financial institution, M&M, Titan, Trent, and TCS.

Most well-liked midcap and smallcap picks:
Indian Inns, HDFC AMC, Dixon Applied sciences, JSW Infra, BSE, Coforge, Web page Industries, IPCA Labs, Suzlon, and SRF.

(Disclaimer: Suggestions, options, views and opinions given by the specialists are their very own. These don’t symbolize the views of The Financial Occasions)



Source link

Tags: convictionExpectsGrowideasIdentifiesMotilalNiftyOswal
Previous Post

Dire wolves are back, and Elon Musk just ordered the next extinct animal- A pet wooly mammoth

Next Post

Trump has no idea what he has unleashed

Related Posts

Rewriting the skill blueprint for pharma
Business

Rewriting the skill blueprint for pharma

May 21, 2025
Short-term dips seen as healthy realignments, not trend reversals: Deven Choksey
Business

Short-term dips seen as healthy realignments, not trend reversals: Deven Choksey

May 21, 2025
U.S. trade panel approves steep Trump tariffs on Asian solar imports (FSLR:NASDAQ)
Business

U.S. trade panel approves steep Trump tariffs on Asian solar imports (FSLR:NASDAQ)

May 21, 2025
Middle East investment promises balloon to  trillion as Trump keeps jacking up the number
Business

Middle East investment promises balloon to $7 trillion as Trump keeps jacking up the number

May 20, 2025
Smarter B2B Resale Strategies for Managing Excess Inventory and Returns
Business

Smarter B2B Resale Strategies for Managing Excess Inventory and Returns

May 20, 2025
Janus Henderson Concentrated Growth Managed Account Q1 2025 Commentary
Business

Janus Henderson Concentrated Growth Managed Account Q1 2025 Commentary

May 20, 2025
Next Post
Trump has no idea what he has unleashed

Trump has no idea what he has unleashed

Can Elon Musk Be Saved? – Advance ESG

Can Elon Musk Be Saved? - Advance ESG

Informe de GeoPoll: Voces de Centroamérica – GeoPoll

Informe de GeoPoll: Voces de Centroamérica - GeoPoll

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

RECOMMENDED

NV Bekaert SA (BEKSF) Q1 2025 Earnings Call Transcript
Business

NV Bekaert SA (BEKSF) Q1 2025 Earnings Call Transcript

by PWC
May 14, 2025
0

NV Bekaert SA (OTCPK:BEKSF) Q1 2025 Outcomes Convention Name Might 14, 2025 3:00 AM ET Firm Individuals Man Marks -...

Hedge fund manager Einhorn sees upside for gold and inflation

Hedge fund manager Einhorn sees upside for gold and inflation

May 15, 2025
Iroquois Valley: Investing in Farmers Transitioning to Organic, Regenerative Agriculture – EcoWatch

Iroquois Valley: Investing in Farmers Transitioning to Organic, Regenerative Agriculture – EcoWatch

May 18, 2025
JD Vance raises doubts about Biden’s ability to lead following cancer diagnosis

JD Vance raises doubts about Biden’s ability to lead following cancer diagnosis

May 19, 2025
Tether on TRON surpasses  billion, tops all stablecoin activities

Tether on TRON surpasses $75 billion, tops all stablecoin activities

May 19, 2025
JPMorgan CEO Jamie Dimon says markets are too complacent on tariffs, expects S&P 500 earnings growth to collapse

JPMorgan CEO Jamie Dimon says markets are too complacent on tariffs, expects S&P 500 earnings growth to collapse

May 19, 2025
PWC News

Copyright © 2024 PWC.

Your Trusted Source for ESG, Corporate, and Financial Insights

  • About Us
  • Advertise with Us
  • Disclaimer
  • Privacy Policy
  • DMCA
  • Cookie Privacy Policy
  • Terms and Conditions
  • Contact Us

Follow Us

No Result
View All Result
  • Home
  • Business
  • Economy
  • ESG Business
  • Markets
  • Investing
  • Energy
  • Cryptocurrency
  • Market Analysis

Copyright © 2024 PWC.