Motilal Oswal Ka Stock Pick: Ipca Labs aur AU Bank mein Dikhega **42%** Tak Ka Dhamaka!

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AuthorKavya Nair|Published at:
Motilal Oswal Ka Stock Pick: Ipca Labs aur AU Bank mein Dikhega **42%** Tak Ka Dhamaka!
Overview

Lo bhai, Motilal Oswal ne iss week ke liye do zabardast stocks pick kiye hain – Ipca Labs aur AU Small Finance Bank. Kaha ja raha hai ki inmein **14%** se lekar **42%** tak ka Dhamaka ho sakta hai!

Kahan se aa raha hai yeh potential?

Motilal Oswal Wealth Management ne bataya hai ki Ipca Laboratories mein domestic business aur exports badhne ki wajah se earnings mein steady growth dikhegi. Ipca apni list mein cardiology aur dermatology jaise naye areas add kar raha hai aur core brands ko strong bana raha hai. Exports ke liye, branded markets aur generics ki badhti demand, khas kar US aur Europe ke tenders mein, fayda pahuncha rahi hai. Unichem business ko integrate karne par bhi kaam chal raha hai, jisse cost savings ho sakti hai aur product pipeline rebuild ho sakti hai.

AU Bank ka vision kya hai?

AU Small Finance Bank universal bank banne ki taraf badh raha hai, jisse retail, MSME aur mid-corporate lending mein market access badhega. Isse portfolio mein flexibility aur cross-selling ke mauke milenge, jo long-term returns ko boost karega. Bank ka deposit base diverse hai, CASA ratio behtar ho raha hai, aur 2,700 se zyada locations ka network liability growth aur operational efficiency ko drive kar raha hai. Secured lending aur careful underwriting par focus karne se credit costs control mein rahegi aur profits steady rahenge. FY26 se FY28 tak loans mein around 24% annual growth aur earnings mein roughly 36% annual growth ki umeed hai.

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