Motilal Oswal Top Stock Picks For Long Term: Brokerage sees up to 20% upside

Motilal Oswal Financial Services (MOFSL) has released its list of top five fundamental stock picks for long-term investors. The brokerage expects up to 12–20 per cent potential upside in these stocks, covering sectors such as automobile, defence, metals, and financial services.

Motilal Oswal has maintained a buy rating on TVS Motor Company with a target price of Rs 4,159, implying over 20 per cent upside from the current market price of Rs 3,460. The brokerage expects continued strong performance driven by a robust product portfolio and healthy growth in the EV segment.

The brokerage remains bullish on Bharat Electronics (BEL), supported by the government’s focus on defence production and the Make-in-India initiative. BEL’s strong order book and leadership in defence electronics are expected to boost growth. The stock is currently trading at Rs 426, with a target price of Rs 490, indicating about 17 per cent upside.

Motilal Oswal expects improved demand, cost control, and firm steel prices to support Tata Steel’s performance. Strong cash flows and rising domestic demand are seen as key drivers. The brokerage has set a target price of Rs 210, implying a 16 per cent potential return.

 

For Aditya Birla Capital, the brokerage highlighted steady growth across insurance, lending, and asset management businesses. In Q2, NBFC disbursements rose 14 per cent, while housing finance disbursements jumped 44 per cent. Motilal Oswal has a target price of Rs 380, offering about 16 per cent upside.

Rubicon Research continues to expand rapidly in contract development and pharma manufacturing services. A strong order pipeline from domestic and global clients is expected to drive future growth. The brokerage has set a target price of Rs 740, implying an 19 per cent potential return.

The views/suggestions/recommendations expressed here in this article are solely by investment experts. Zee Business suggests its readers consult their investment advisers before making any financial decision.