According to reports from Moneycontrol, Motilal Oswal has issued buy ratings on three key stocks with significant target prices. The brokerage has recommended Container Corporation with a target price of ₹600, Godrej Consumer Products Limited (GCPL) with a target price of ₹1,300, and One 97 Communications (Paytm) with a target price of ₹1,300. All recommendations are based on research reports dated May 06-07, 2026, reflecting the brokerage's bullish outlook on infrastructure, consumer goods, and digital payment sectors.
As reported by Moneycontrol, Motilal Oswal expects Container Corporation to achieve a CAGR of 10%/11% in revenue/EBITDA over the period FY25 to FY28. The growth will be supported by double-stack container movement and faster evacuation capabilities, leading to a meaningful modal shift from road to rail. The brokerage's buy rating is based on expectations of strong growth in rail logistics infrastructure, particularly benefiting from the Dedicated Freight Corridor Corporation of India (DFCCIL)'s commissioning of the Western Dedicated Freight Corridor (WDFC).
According to the latest financial results, Godrej Consumer Products Limited reported consolidated net profit of ₹451.77 crores for Q4FY26, compared to ₹411.90 crores in Q4FY25, representing a 9.68% year-on-year growth. The company achieved total income of ₹3,969.86 crores during the quarter, up from ₹3,587.89 crores in the corresponding quarter of the previous year. EPS for Q4FY26 stood at ₹4.42, compared to ₹4.03 in Q4FY25. For the full financial year FY26, the company reported total income of ₹15,444.07 crores against ₹14,312.66 crores in FY25, showing 7.90% growth. Net profit for FY26 was ₹1,861.47 crores compared to ₹1,852.30 crores in FY25, with EPS of ₹18.19 versus ₹18.11 in the previous year.
One 97 Communications (Paytm) reported better-than-expected revenue of ₹22.64 billion for Q4FY26, representing 18% year-on-year growth and 3% quarter-on-quarter growth, beating estimates by 4%. The company achieved adjusted PAT of ₹1.6 billion during the quarter, which was largely in-line with expectations. Financial services revenue grew 38% YoY/12% QoQ, aided by strong merchant lending partnerships. The growth was driven by healthy GMV, market share gains in both consumer and merchant payments, and expansion in the distribution of financial services. Looking ahead, Motilal Oswal projects PAT of ₹8.3 billion in FY27E and ₹17.9 billion in FY28E. The brokerage values Paytm at ₹1,300 based on 22x FY30E EBITDA discounted to September 2027, translating into 7.6x September 2027E sales.
