Motilal Oswal's Bold 'Buy' Calls: 3 Stocks Poised for Massive Gains Up to 32%!

Brokerage Reports

|

Updated on 13 Nov 2025, 11:05 am

Leading domestic brokerage house Motilal Oswal has recommended 'Buy' ratings for three Indian stocks: Hindustan Aeronautics Limited, Ashok Leyland Limited, and Kirloskar Oil Engines Limited. The firm has set price targets that imply significant upside potential, with Kirloskar Oil Engines showing the highest projected gain of up to 32%.

For Hindustan Aeronautics Limited, Motilal Oswal maintained a 'Buy' rating with a target price of Rs 1,800, suggesting a 22% upside. Key drivers identified are the ongoing Tejas Mk1A aircraft deliveries and the execution of a substantial order book, reinforced by a recent contract with GE for engine supplies. While margins were slightly below expectations, this was offset by higher other income.

Ashok Leyland Limited also received a 'Buy' recommendation with a target of Rs 165, indicating a 16% potential increase. The brokerage anticipates a revival in both Light Commercial Vehicle (LCV) and Medium and Heavy Commercial Vehicle (MHCV) demand, boosted by consumption pickup and recent GST rate cuts. Ashok Leyland's strategic focus on diversifying beyond trucks, controlling capital expenditure, and maintaining a net cash position is expected to drive long-term returns.

Kirloskar Oil Engines Limited saw its target price raised to Rs 1,400 from Rs 1,230 by Motilal Oswal, retaining the 'Buy' rating and projecting a 32% upside. The company's second-quarter FY26 results surpassed estimates, driven by robust growth in the power generation, industrial, and export segments. Its success in improving the product mix, leading to a 40% growth in the powergen segment compared to a competitor's 20%, suggests significant market share gains.

Impact: This news is highly positive for the specific companies mentioned and their respective sectors. It provides strong indicators for investors considering these stocks, potentially leading to increased investor interest and stock price appreciation. The analysis from a reputable brokerage like Motilal Oswal adds significant weight to these recommendations. Rating: 8/10

Difficult terms: Brokerage house: A firm that buys and sells stocks, bonds, and other securities on behalf of clients. Buy rating: A recommendation from a financial analyst or firm suggesting that investors should purchase a particular stock. Target price: The price at which a stock analyst or brokerage firm believes a stock will trade in the future, typically within a year. Upside: The potential for a stock's price to increase from its current level. Margins: The difference between revenue and costs, indicating profitability. Gross margin, operating margin, and net margin are common types. Other income: Revenue generated from sources outside a company's primary business operations, such as interest income or sale of assets. Follow-on order: An order placed for additional units or services after an initial order has been fulfilled or is in progress. Order book: A record of all orders received by a company that have not yet been completed. Execution: The process of carrying out or completing a plan, order, or project. LCV (Light Commercial Vehicle): Vehicles used for commercial purposes, typically smaller than heavy trucks, such as vans and small pickup trucks. MHCV (Medium and Heavy Commercial Vehicle): Larger trucks and buses used for transporting goods and passengers. Consumption revival: A period where consumer spending and demand for goods and services increase. GST rate cuts: Reductions in the Goods and Services Tax, a consumption tax levied on the supply of goods and services. Cyclicality: The tendency of a company's or industry's performance to fluctuate with the broader economic cycle. Capex (Capital Expenditure): Funds used by a company to acquire, upgrade, and maintain physical assets like property, plants, buildings, technology, or equipment. Net cash position: A situation where a company holds more cash and cash equivalents than its total debt obligations. Powergen: Abbreviation for Power Generation. Product mix: The variety and proportion of different products or services a company offers to its customers.