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Business & Stocks Livemint Markets & Economy • Oct 10, 2026

Motilal Oswal Predicts 22% Q2 Earnings Growth: 40 Stock Recommendations For Indian Equities

💡 Key Takeaways

•Motilal Oswal projects a 22% YoY increase in Q2 September 2026 earnings.
•A total of 40 stocks have been recommended for purchase during the earnings season.
•The model portfolio features 26 core stock additions including RIL, ICICI Bank, and Infosys.

NEW DELHI [NCRBuzz Wire] — **Market sentiment across Indian equities is projected to experience a robust rebound as brokerage major MOTILAL OSWAL forecasts a 22% year-on-year expansion in September 2026-quarter corporate earnings.** The anticipated growth follows a period of steep valuation corrections that have significantly improved the overall risk-reward profile for institutional and retail investors operating within the domestic market architecture.

**Strategic portfolio adjustments by the brokerage encompass a comprehensive list of 40 equities recommended for accumulation during the ongoing Q2 earnings season.** Out of this total selection, exactly 26 high-conviction stocks have been integrated directly into the firm's model portfolio, targeting resilient sectors capable of sustaining margin expansion despite global macroeconomic headwinds.

### Q2 Financial Projections & Portfolio Metrics

| Metric / Aspect | Details |

|---|---|

| Expected Earnings Growth (YoY) | 22% (September 2026 Quarter) |

| Total Recommended Stocks | 40 Equities |

| Model Portfolio Additions | 26 Core Picks |

| Key Featured Corporations | RIL, ICICI BANK, INFOSYS |

| Primary Catalyst | Post-Correction Valuation Attractiveness |

**Key macroeconomic drivers cited in the advisory include resilient domestic consumption patterns, lower input cost pressures, and steady corporate balance sheet deleveraging.** Analysts at MOTILAL OSWAL emphasize that large-cap entities within the banking, IT, and energy segments are uniquely positioned to outperform consensus estimates as cyclical headwinds dissipate.

**Investors are advised to evaluate stock-specific fundamentals alongside broader sector rotations before executing capital allocations.** Market participants should monitor upcoming regulatory updates from SEBI and RBI regarding liquidity measures to optimize entry points across the recommended 40-stock universe.

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🏛️ Background Context

Indian equities have experienced cyclical valuation adjustments driven by foreign institutional investor outflows and shifting macroeconomic fundamentals. Brokerage advisories during earnings seasons serve as key barometers for institutional asset reallocation across large-cap benchmarks.

💡 Citizen & Commuter Quick Explainer (FAQ)

Q1: What is the projected earnings growth rate for Q2 September 2026?

MOTILAL OSWAL expects corporate earnings to expand by 22% year-on-year across its coverage universe.

Q2: How many stocks are included in the brokerage's official recommendation list?

The brokerage has recommended a total of 40 stocks, with 26 included directly in its core model portfolio.

Q3: Which major corporations are highlighted in the latest equity advisory?

Key featured corporations include market heavyweights such as RIL, ICICI BANK, and INFOSYS.

Verified Wires: Livemint Markets & Economy Original Wire Dispatch ↗

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