3 Buy Recommendations by Motilal Oswal With Up to 30% Upside Potential
Market interest in brokerage outlook reports remains high, especially when well-known brokerages publish actionable ideas with quantified upside potential. One such recent update highlights three Buy recommendations issued by Motilal Oswal, projecting potential gains of up to approximately 30% across selected sectors including energy, healthcare, and specialty chemicals.
For investors seeking structured opportunities with defined upside windows instead of speculative entries, this report offers valuable guidance. Let’s decode each of the three picks, their business story, valuation logic, risks, and upside narrative.
About Motilal Oswal’s Market View
The brokerage believes that India continues to remain in a structural bull market where stock-specific opportunities outperform index-level movements. Therefore, themed baskets like energy transition, healthcare infra, and specialised manufacturing continue to form the dominant thesis.
Motilal Oswal’s Three Buy Calls
GAIL is expected to benefit from rising natural-gas consumption across India as industrial and clean-energy transition demand grows. The valuation uplift is anchored around improving transmission volumes, stabilising petrochemical margins, and tariff revisions from January 2026. Motilal Oswal expects a revenue and EBITDA pickup over FY26–27 as new capacities come online.
GAIL also stands at the crossroad of India’s clean energy policies. As more sectors transition from coal and furnace oil to piped natural gas, the operational leverage that GAIL enjoys could meaningfully improve margin structure. The key risk remains price volatility in global LNG and regulatory shifts.
This stock currently holds the highest estimated upside among the three. Motilal Oswal expects strong earnings growth driven by ongoing capacity expansions, new product additions, and strengthening partnerships with global fragrance giants. The brokerage forecasts a high revenue and EBITDA CAGR over FY25–28.
Privi positions itself within the high-margin niche of aroma chemicals with relatively less competitive fragmentation. The stock’s long-term story hinges on execution efficiency, controlled capex cycle, and export diversification. Any negative demand slowdown from European clients could be a risk factor.
Global Health is expected to witness sustained growth driven by hospital network expansion including planned facilities such as the Noida unit. Increasing demand for advanced and specialised healthcare, coupled with a wide catchment area advantage, positions Global Health for consistent revenue compounding.
The brokerage expects the upcoming facilities to achieve breakeven within 12–15 months of operation. The key monitoring point remains the pace of capacity utilisation and regulatory frameworks affecting healthcare pricing.
If you actively track opportunities like these, then don’t miss today’s trade setup below:
Should Investors Consider These Picks?
If the market maintains its positive sentiment, the upside potential may unlock faster. However, disciplined position sizing, risk control, and patience remain essential in execution.
Investor Takeaway
The three Buy calls from Motilal Oswal provide a diversified framework across essential economic verticals: clean energy, advanced chemicals, and healthcare infrastructure. Each stock has a defined earnings logic and fundamental upside case, making the basket noteworthy for investors seeking structured opportunities.
To continue receiving detailed market analysis and researched insights, explore more premium-quality content at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
