4 High-Potential Buy Recommendations by Motilal Oswal: Up to 28% Upside

 Introduction: Motilal Oswal, one of India’s leading brokerage houses, recently released a set of high-potential buy recommendations that have grabbed investors’ attention. With an impressive upside potential of up to 28%, these stocks could offer significant returns in the medium term. In this post, we break down each recommendation, the rationale behind them, and the market dynamics that make them compelling.

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1. Hindustan Aeronautics Limited (HAL)

Target Price: ₹5,800 (+21%)

Why Buy: HAL has recently secured a massive defense order worth ₹62,400 crore, strengthening its long-term revenue stream. With strong government backing and consistent execution, HAL is well-positioned for sustainable growth.

Key Insights:

Robust order book in aerospace and defense.

Expansion in fighter aircraft and helicopter segments.

Strong financial health with stable margins.

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2. Grasim Industries

Target Price: ₹3,550 (+28%)

Why Buy: Grasim is expanding aggressively in the paints and B2B e-commerce sector. Its diversification strategy is reducing dependency on core cement business and opening new revenue avenues.

Key Insights:

Paint division showing robust growth.

Strong integration with B2B e-commerce channels.

Consistent dividend history enhancing investor confidence.

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3. CreditAccess Grameen

Target Price: ₹1,660 (+17%)

Why Buy: As a leading microfinance institution (MFI), CreditAccess Grameen benefits from improving asset quality and growing rural lending demand. Its disciplined risk management supports long-term stability.

Key Insights:

Strong presence in rural India.

Recovery in portfolio after pandemic-related stress.

Growing customer base with digital adoption.

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4. Fusion Microfinance

Target Price: ₹240 (+24%)

Why Buy: Fusion Microfinance is riding the wave of rural credit growth with improved collection efficiency. The company is strategically expanding into underserved regions, enhancing future revenue potential.

Key Insights:

Efficient risk management and collection processes.

Expansion in Tier-3 and Tier-4 cities.

Strong capital adequacy ratio supporting growth.

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Conclusion: Motilal Oswal’s top 4 buy recommendations — HAL, Grasim, CreditAccess Grameen, and Fusion Microfinance — are backed by solid fundamentals, market opportunities, and strategic expansion plans. While each stock carries risks, their potential upside makes them attractive for long-term investors looking for diversified growth across sectors.

Investor Tip: Always perform your own research (DYOR) and consider your risk profile before investing.

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