Brokerage firm Motilal Oswal has given the ‘BUY’ rating to Inox Wind (IWL) and its target price has been kept at Rs 210, that is, about 21 per cent above the existing levels. So what is it in the Inox Wind that is making it special for investors? Let us know the big things of this report, easy and in the form of conversation.

The future of wind energy is still strong, Inox wind is ready

According to Motilal Oswal, Wind Energy still plays an important role in India’s 2030 Green Energy Scheme. Even though its contribution in India is still low, it has reached 30-40 percent in countries like America, China and Europe.

Now Hybrid and FDRE (firm dispatchable renewable energy) tenders are coming in India, in which wind energy is considered an essential part. Companies like INOX WIND can get direct benefit of this, especially when the demand for battery storage along with solar energy is also increasing.

Strong order book and group strength of INOX Wind

The report states that INOX Wind has an order book of around 3.2 GW by the end of FY25, that is, the company’s factories will be busy for the next two years. Apart from this, other companies of INOX Group such as- Inox Green Energy Services (IGESL): 5.1 GW of Ggwot O & M (Operation and Maintenance) is taking responsibility.

Inox Renowable Solutions (IRSL): EPC (Engineering, Procurement and Construction) of more than 3 GW has worked. Such an integrated structure helps the company to complete the projects at fast work and low cost.

Domestic companies can get big benefit from RLMM policy

The Ministry of New and Renewable Energy, Government of India, has recently introduced a draft policy of Revised List of Models and Manufacturers (RLMM). It has been necessary that some special parts of turbine should be made in India. Motilal Oswal believes that this step can be a game-chain for domestic companies such as Inox Wind and Suel. This will reduce the increase in prices of Chinese companies and reduce the pressure on the profits of Indian companies.

Inox wind now cheaper from the point of view of Valuation

The brokerage report states that a target price of Rs 210 has been fixed by putting 25x P/E ratio on the estimated profit (EPS) of FY27. This is about 29 percent less than the valuation of a competition like Suel. Currently, the share of INOX WIND is trading at 20.5x P/E according to FY27, which is at 28 percent discount against Suel. That is, it can give better value for investors right now.

Disclaimer: (Information provided here is being given only for information. It is necessary to tell here that the investment market is subject to risks. Always consult expert before investing as an investor. Never is advised to invest money from Abplive.com.

Also read: Warren Buffett’s 5 Golden Rules, Mutual Fund Learning for Investors

The month of May was very strong for the Indian stock market. Especially defense and microcap stocks made tremendous earnings. The attitude of the investors is now seen to be completely turned towards taking the risk. At the same time, the beginning of June was even more exciting, when the Reserve Bank of India (RBI) cut the interest rate more than expected, which increased the real estate and other rate-sensitive sectors and accelerated.

Nifty 50 also showed power

According to the report of Motilal Oswal, the Nifty 50 in May recorded a 1.71 per cent gains, while the Nifty 500 made a jump of 3.50 per cent. But MicroP investors Nifty Microcap 250 index made a bang of 12.10 per cent.

Apart from this, 9.59 per cent in Nifty Smallcap 250 and 6.30 per cent in midcap 150. Large stocks i.e. large caps looked slightly restrained, NIFTY Next 50 increased by just 3.49 percent.

Defense stocks showed the biggest jump

Defense sector was the biggest hero of the month of May. Defense stocks saw a rise of 21.84 per cent in the strong line of government order, ‘Make in India’ and due to the huge interest of investors. In the last one year, this sector has given a return of 30.78 percent, which is the highest from any sector.

FMCG and utility sector slipped

While almost all the other sectors performed well, the FMCG and Utility sectors were left behind. FMCG recorded a decline of -0.09 per cent and utilities -0.04 per cent.

Factor based strategy also shines

The Momentum Index showed 5.40 per cent, Quality Index 4.82 per cent and ENHANCED VALUE index 4.20 per cent. Low Volatilic Index also climbed 1.39 per cent, which makes it clear that investors are now fundamentally strong and trending stocks.

New life in June from RBI’s policy

On June 6, when the RBI suddenly relaxed a 50 -base point repo rate cut and the cash reserve ratio (CRR), the investors got new life. The realty index made about 5 percent jump on the same day. This not only gave the support of liquidity to the market, but also opened the way for credit growth. As a result, both Nifty 50 and Sensex ended the week with a decline of 1 per cent and 0.90 per cent after two weeks.

Support also received from foreign markets

In May, American markets also encouraged investors. 9.04 per cent in Nasdaq 100, 6.15 per cent in S&P 500 and Dow Jones showed an increase of 3.94 per cent. Countries like Taiwan and South Korea were seen leading emerging markets in Asia. At the same time, gold declined by 0.74 percent as the appetite to take risk increased.

Now that the Nifty 50 has climbed for the third consecutive month and is also getting positive signals from institutions like RBI, investors are now looking at June-July macro data and corporate results. This will decide how durable these boom is.

Disclaimer: (Information provided here is being given only for information. It is necessary to tell here that the investment market is subject to risks. Always consult expert before investing as an investor. Never is advised to invest money from Abplive.com.

Also read: Paras stone of defense sector, brokerage firm Jefferies said price can go up to Rs 7500

Motilal Oswal Top Picks: If you also invest in the stock market or are planning it, then this news is for you. In his latest stock report, Brokerage House Motilal Oswal has given a list of 8 shares, in which the investment has been expected to get a profit of 15 percent to 24 percent. Let us know what is the names of those shares and also they also know why experts are trusting them.

1. Hexaware Technologies – Target Rs 950, Return Potential, 19 %

Hexavier technologies have received ‘Buy’ rating. According to the report, the company’s growth track record is strong and its focus is spread in different sectors. In the next two years, up to 20.8 percent EPS growth is estimated.

2. JSW Steel – Target Rs 1,190, Return Potential, 19 %

Steel sector giant JSW Steel has also been advised to buy strong profit and cash flow. More than 60,000 crore cash generation is expected in FY26-27.

3. Grasim Industries – Target Rs 3,170, Return Potential, 19 %

Grassim Industries is making aggressive investments in paints and B2B e-commerce. Revenue of 8,000 crore is expected by FY27. However, the EPS estimate of margin pressure has been reduced slightly.

4. Ashok Leyland – Target Rs 275, Return Potential, 15 %

This company of the commercial vehicle segment has increased its focus in diverse fields, which has now made its income more stable. FY26 is expected to boom in demand.

5. Container Corporation (Concor) – Target Rs 850, Return Potential, 18 %

The company is investing heavily on rail freight and terminal infrastructure. Although some projects have been delayed, Motilal Oswal is positive about long term growth.

6. Metro Brands – Target Rs 1,400, Return Potential, 16 %

MBL i.e. metro brands are increasing their store network rapidly. The focus on brands like Fila and Foot Locker has been increased. In FY25-27, 20 percent pat growth is expected.

7. Mtar Technologies – Target Rs 1,950, Return Potential, 17 %

MTAR technologies are counted among high growth companies. According to the report, the company may show 30 percent revenue growth in FY25-27. Profit growth is expected to be faster than that.

8. Dreamfolks – Target Rs 350, Return Potential, 24 %

Dreamfolks is India’s largest company in the airport lounge service and this segment is now growing fast. Apart from lounge, the company is now expanding in other services.

What is advice for investors

All these shares have been given a “Buy” rating by Motilal Oswal, that is, their prices can be seen in a good time. But as usual, do not forget to consult your financial advisor before investing. If you want your money not only keeps in the savings account and increases, then keep an eye on the research report of such reliable brokerage houses. Whether you are a new investor or experienced trader, these stock updates can help you take better decisions.

Disclaimer: (Information provided here is being given only for information. It is necessary to tell here that the investment market is subject to risks. Always consult expert before investing as an investor. Never is advised to invest money from Abplive.com.

Zepto: Motilal Oswal Financial Services founders Motilal Oswal and Ramdev Aggarwal have bought $ 100 million shares in Quick Commerce Service Platform Jepto. Sources quoted as saying in a report of Moneycontrol that each of the two has bought shares of $ 50-50 in this fast trade unicorn.

Company engaged in increasing the share of domestic investors

According to the report, the deal has been done at a time when more stake in the Jepto company is trying to be Indian investors. During this time, Oswal and Aggarwal have bought shares from some early foreign investors of Jepto like rocket internet, lachi groom.

Quick Commerce company preparing for IPO is preparing to raise $ 200-250 million funds through secondary transactions. During this time, more and more Indian investors can buy their stake in the company. Among them, there are many other big names like Motilal Oswal (firm), Edelweis Hero Fincorp. Even after this transaction, the total value of Jepto remains $ 5 billion.

At this time, the plan is to launch IPO

The company is trying to give more and more shares from foreign investors to Indian investors so that it can be considered an Indian company and it can get many convenience in business under it. Before the launch of the IPO, the company’s plan is to increase the share of Indian investors in more than 50 percent. According to the report, Jepto can launch its IPO in FY 2026 or 2027.

The company shifted headquarters

According to listing rules in January this year, Jepto shifted his headquarters from Singapore to India. The company’s headquarters are currently in Bengaluru. Jepto has changed its parent company from Kirecart Technologies Private Limited to Jepto Private Limited. In November 2024, US $ 350 million was raised in the domestic funding round at a valuation of $ 5 billion.

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