Motilal Oswal backs Titan, Eternal, Lenskart among top Nifty-50 picks post Q4 review
In its Q4 FY26 India strategy note, Motilal Oswal flags consumer discretionary and new-age platforms as preferred bets, naming Titan, Eternal (Zomato parent), Lenskart, Indian Hotels, Radico Khaitan and Delhivery as top ideas. Broader market sees just 5% EPS growth in FY26 against a 16%+ CAGR over FY20-25.
What happened
Motilal Oswal's Q4 FY26 review names retail/consumer picks including Titan, Eternal (Zomato parent), Lenskart, Indian Hotels, Radico Khaitan and Delhivery as
Key facts
- 5% EPS growth FY26
- 16%+ CAGR FY20-25
Why this matters
Broker endorsement of Lenskart, Eternal and Delhivery alongside legacy names like Titan and Indian Hotels validates strategic premiums for scaled D2C, food-tech and logistics assets in any consumer M&A conversation.