According to reports from Business Standard, Motilal Oswal has issued recommendations for Samvardhana Motherson with a target price of ₹160, Apollo Hospitals at ₹9,590, Premier Energies at ₹1,195, Lenskart at ₹650, Shaily Engineering Plastics at ₹3,404, and GNG Electronics at ₹635. The recommendations span across large-cap, mid-cap, and small-cap segments, reflecting the brokerage's diversified investment approach across different market capitalizations.
As reported by Business Standard, several of the recommended stocks delivered impressive Q4FY26 results that supported the brokerage's positive outlook. Samvardhana Motherson reported adjusted PAT rising 55% Y-o-Y with Ebitda margin expanding 200 basis points to 11%, while Premier Energies achieved Ebitda of ₹6.7 billion beating estimates by 7% with margins sustaining at 30%. Lenskart delivered strong Q4FY26 performance with consolidated revenue growing 41% Y-o-Y and Ebitda doubling with 380 bps margin expansion.
According to the report, Apollo Hospitals delivered better-than-expected Q4 performance with revenue/Ebitda/PAT beating estimates by 3.5%/10%/13% respectively, driven by superior operational performance across healthcare services, Healthco and AHLL segments. Shaily Engineering Plastics is witnessing strong momentum from rising GLP-1 and insulin pen demand after semaglutide patent expiries, with the company planning fivefold expansion in pen manufacturing capacity to over 150 million units by FY28. The healthcare business is expected to benefit from 29%/38%/43% CAGR in revenue/Ebitda/PAT over FY26-28.
As reported by Business Standard, GNG Electronics operates as a scaled global refurbishment platform for enterprise IT hardware across 46 countries, with 95% of revenues driven by institutional/B2B channels. The refurbished PC market is witnessing strong structural tailwinds led by affordability, improving reliability, AI-led replacement cycles, and regulatory support such as right-to-repair and EPR norms. Lenskart has built a differentiated omnichannel eyewear platform through vertically integrated manufacturing, with revenue, Ebitda, and PAT projected to deliver 25%/42%/44% CAGR over FY26-28E.
