Motilal Oswal

Motilal Oswal has entered into a USD 100 million financing agreement with the Asian Development Bank to advance green affordable housing initiatives in India. The transaction marks a significant step toward integrating climate-conscious construction practices within the country’s rapidly expanding housing finance ecosystem. The capital infusion is expected to support environmentally sustainable residential projects targeting low- and middle-income segments. Industry observers view the deal as a strategic alignment between private capital and multilateral development goals.

Motilal Oswal has committed $72 million in funding to Sensa Core, a technology company specializing in advanced data analytics and AI-driven solutions. The strategic investment aims to strengthen Motilal Oswal’s technology portfolio, support Sensa Core’s product development, and accelerate market expansion domestically and internationally. Analysts highlight that the infusion positions both firms to capitalize on rising demand for intelligent analytics platforms across financial services, e-commerce, and industrial sectors.

Brokerage firm Motilal Oswal has outlined a well-rounded portfolio of ten high-conviction stock picks for 2025, blending growth and value across sectors such as financial services, technology, infrastructure, and consumer. The recommended list features names like HDFC Bank, Tata Power, Infosys, Ashok Leyland, and Zomato, each selected based on strong earnings potential, clarity in business models, and secular tailwinds.

In a pivotal move signaling confidence in India’s fast-growing quick-commerce sector, Motilal Oswal and Raamdeo Agrawal, co-founders of Motilal Oswal Financial Services, have invested Rs. 848 crore (USD 100 million) in Zepto through a secondary share purchase. The transaction—executed via proprietary capital—comes amid a broader USD 350 million funding initiative to increase domestic ownership in Zepto before its upcoming IPO. With Indian shareholding at just over 42%, the company aims to exceed the 50% mark.

ICICI Lombard General Insurance Company has attracted renewed confidence from Motilal Oswal, which has reaffirmed its BUY rating on the stock, maintaining a 12-month target price of Rs 2,200, implying a potential 21% upside from current levels. The insurance giant has demonstrated robust growth in Net Earned Premiums (NEP) and navigated a volatile regulatory and investment environment effectively, although near-term profit miss from investment income slightly weighed on bottom-line performance.

Motilal Oswal has reiterated a BUY rating on Angel One Ltd., despite recent headwinds in customer acquisition costs and a sequential dip in earnings. The firm has revised its price target to Rs 2,800, reflecting a potential 19% upside from the current market price of Rs 2,356. While Q4 FY25 results were weaker than expected due to F&O regulations and muted market activity, management remains optimistic about a rebound in FY26, with normalized margins and steady growth from digital investments.