Motilal Oswal’un Hindistan hisselerinde 10 yükseliş potansiyelli hisse için ısrarı ve EPS büyümesi

Kısaca

Motilal Oswal, 10 Nifty hissesinde yükseliş yönünde görüş belirtiyor ve bazı hisse başına ileriye dönük kazanç beklentisini paylaşıyor; örn. Bharti Airtel için FY26’dan FY28’e EPS yükselişi öngörülüyor. Piyasa temel göstergeleri iyileşirken, iç talep ve kurumsal karlılık göstergeleri güçleniyor. EPS CAGR oranları dikkat çekiyor. Yatırımcılar için takip noktaları arasında güvenli gelir ve büyüme potansiyeli sunan hisselerin portföyde dengelenmesi bulunuyor.

Ana mesele

Motilal Oswal’nin Hindistan hisseleri için 10 Nifty seçeneğinde olumlu görüş sürüyor

Ne değişti?

EPS büyüme beklentileri FY26–FY28 periyodunda belirgin artış gösteriyor

Beni nasıl etkiler?

Yatırımcılar için portföyde potansiyel getiride iyileşme ihtimali

Ne oldu?

Motilal Oswal, FY26–FY28 için 10 Nifty hissesi için olumlu görüş belirtti ve bazı şirketlerde EPS CAGR artışları öngördü.

Neden şimdi?

Yükselen iç talep, güçlenen likidite ve iyileşen kâr marjlarıyle piyasa destekleniyor.

Neden önemli?

EPS büyümesi, hisse başına kazançlar üzerinden değerlemeleri etkileyerek yatırımcı ilgisini artırır.

Kimler etkileniyor?

• Yatırımcılar ve portföy yöneticileri
• Büyük kurumsal yatırımcılar

Sektör ve piyasa etkisi

Telekom, finans ve tüketim odaklı hisselerde volatilite olabilir; uzun vadeli büyüme potansiyeli var.

Riskler

• Piyasa volatilitesi
• Girdi maliyetlerinde artış
• Regülasyon değişiklikleri

Takip edilmesi gerekenler

• EPS büyümelerindeki sapmalar
• Talep ve tüketici davranışlarındaki değişim
• İlgili şirketlerde yeni yatırım ve ortaklık duyuruları

Haberin tamamı

Home ETPrime Markets Market Data Masterclass News Industry SME Politics Wealth MF Tech AI Careers Opinion NRI Panache More Menu Business News › Markets › Stocks › News 10 Nifty stocks that Motilal Oswal analysts are bullish on. How many do you own? Written by Veer Sharma , ETMarkets.com | Sep 29, 2026, 11:11:29 AM IST 1 / 11 Add to cart The Indian stock market has undergone a prolonged phase of consolidation since the bull run lost steam in September 2024, but Motilal Oswal Financial Services (MOFSL) now believes that cooler valuations, improving earnings, strong domestic liquidity and resilient economic fundamentals have strengthened the risk-reward for Indian equities. Here are 10 stocks the brokerage is bullish on.

Motilal Oswal has identified Bharti Airtel as one of its top large-cap picks, projecting EPS to rise from Rs 44.2 in FY26 to Rs 83.2 in FY28. The brokerage expects a 37% EPS CAGR over FY26-28.

State Bank of India features among Motilal Oswal's preferred Nifty-50 ideas, with EPS estimated to increase from Rs 91.8 in FY26 to Rs 107.1 in FY28. The brokerage forecasts an 8% EPS CAGR during FY26-28.

One of India’s leading private lenders is expected to deliver steady earnings growth, with EPS projected to rise from Rs 70.2 in FY26 to Rs 92.1 in FY28. Motilal Oswal estimates a 15% EPS CAGR over the period.

One of India’s largest SUV makers by market share is projected to report strong earnings growth, with EPS expected to increase from Rs 130.7 in FY26 to Rs 166.3 in FY28. Motilal Oswal sees a 13% EPS CAGR over the next three years.

The Tata Group company engaged in jewellery, watches and eyewear is expected to deliver robust earnings expansion, with EPS projected to rise from Rs 57.9 in FY26 to Rs 86.8 in FY28. The brokerage estimates a 22% EPS CAGR through FY28.

The state-owned defence company is among Motilal Oswal's preferred picks, with EPS expected to increase from Rs 8.3 in FY26 to Rs 11.3 in FY28. The brokerage forecasts a 17% EPS CAGR during the period.

Eternal is projected to witness sharp earnings growth, with EPS expected to increase from Rs 0.4 in FY26 to Rs 4.5 in FY28. Motilal Oswal forecasts an EPS CAGR of 236%, the highest among its top Nifty-50 ideas.

InterGlobe Aviation is expected to see a sharp turnaround in earnings, with EPS projected to move from a loss of Rs 11.4 in FY26 to Rs 219.6 in FY28. The brokerage has highlighted the stock among its preferred large-cap ideas.

Shares of the company have risen 16% in 6 months and about 25% since the beginning of the year. The company reported a 38.4% year-on-year (YoY) jump in consolidated net profit to Rs 610 crore for the quarter ended June 30, 2026 (Q1FY27).

Shares of the company have risen 8% in 6 months and about 27% in the last one year. The company reported a 75% year-on-year (YoY) rise in consolidated net profit to a record high of Rs 7,013 crore for the quarter ended June, helped by strong performance across its India aluminium and copper businesses and a recovery at subsidiary Novelis.

Disclaimer: This article has been written by Veer Sharma, who is not a SEBI-registered Research Analyst or an Investment Adviser. Veer Sharma and his ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here .

Kaynaklar

• Economic Times - Markets