Motilal Oswal stock picks for 2026 include four Buy-rated stocks across packaging, foods, hospitality, and consumer goods. The brokerage sees upside potential ranging from 30% to 60% from current levels.
Time Technoplast Share Price Target
Rating: Buy
Target Price: ₹280
Potential Upside: 60%
Time Technoplast remains a high-conviction midcap pick for Motilal Oswal Financial Services.
The brokerage expects nearly 15% revenue CAGR over FY26-FY28, driven by strong growth in value-added products (VAP).
Motilal Oswal also expects margin expansion through automation, solar energy adoption, and manufacturing consolidation.
Additional growth drivers include capacity expansion in CNG cylinders, recycling operations, and international businesses.
The brokerage believes the stock remains attractively valued at 12.5x FY28E P/E.
Mrs. Bectors Food Share Price Target
Rating: Buy
Target Price: ₹235
Potential Upside: 37%
Mrs. Bectors Food Specialities remains a preferred FMCG pick for Motilal Oswal Financial Services.
The brokerage expects 13% revenue CAGR over FY26-FY28, driven by premiumisation, export growth, healthier product offerings, and distribution expansion.
Motilal Oswal also expects calibrated price hikes to offset raw material inflation and sees EBITDA margins improving to 13–13.5% by FY27.
Lemon Tree Hotels Share Price Outlook
Rating: Buy
Target Price: ₹150
Potential Upside: 32%
Lemon Tree Hotels remains a preferred hospitality sector pick for Motilal Oswal Financial Services, driven by strong expansion plans and improving profitability.
The brokerage is optimistic about the company’s long-term growth potential, supported by its large pipeline of nearly 13,300 rooms, expansion of the premium Aurika brand, and addition of new owned properties.
Motilal Oswal expects Lemon Tree Hotels to deliver strong financial growth between FY26 and FY28, forecasting:
- 11% revenue CAGR
- 14% EBITDA CAGR
- 22% PAT CAGR
The brokerage also highlighted improving return on capital employed (RoCE) as a key positive for the company’s future outlook.
Cello World – 30% Upside
Rating: Buy | Target Price: ₹480 | Upside: ~30% | Key Segment: Writing instruments & consumer products
Motilal Oswal maintains a Buy rating on Cello World with a ₹480 target price, implying ~30% upside. The writing instruments segment shows strong momentum, especially with the Cello brand addition. Despite cutting FY27/FY28 earnings estimates by 9%/6% due to weak demand, the brokerage believes long-term growth drivers remain intact.
Strong writing instruments momentum driven by Cello brand addition
Long-term growth drivers intact despite weak macro environment
Earnings estimates cut by 9% for FY27 and 6% for FY28
Outlook remains positive with 30% projected upside to ₹480 target
| Top Buy Recommendations | |||
| Stock | Target Price | Upside | Key Growth Driver |
| Time Technoplast | ₹280 | 60% | Value-added products |
| Mrs. Bectors Food | ₹235 | 37% | Premiumisation & exports |
| Lemon Tree Hotels | ₹150 | 32% | Management contracts |
| Cello World | ₹480 | 30% | Writing instruments brand |
