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.
Motilal Oswal's Q4 FY26 review names retail/consumer picks including Titan, Eternal (Zomato parent), Lenskart, Indian Hotels, Radico Khaitan and Delhivery as top ideas, citing preference for consumer discretionary and new-age platforms.