Mumbai, November 10:
Leading brokerage firm Motilal Oswal Financial Services has identified L&T Finance Holdings and Rubicon Research as its top stock picks for the week, citing strong fundamentals, sectoral momentum, and a positive near-term market outlook.
The recommendation comes amid renewed investor optimism, as easing global uncertainty and steady domestic inflows continue to push Indian equities higher.
Why L&T Finance?
Motilal Oswal analysts note that L&T Finance has shown robust credit growth and improving asset quality, supported by healthy disbursements and a disciplined lending strategy. The brokerage expects further upside potential, driven by strong demand in retail and infrastructure segments.
“With stable NIMs and improving ROA trajectory, L&T Finance remains well-positioned to deliver consistent returns,” the report highlighted.
Rubicon Research in Focus
The brokerage also remains bullish on Rubicon Research, a pharmaceutical and formulation development company, citing margin expansion, steady order flows, and strong export demand.
Analysts believe the company could benefit from the growing global push for affordable generics and niche drug formulations.
Market Context
The broader Nifty and Sensex indices have maintained a positive tone this week, with key sectors like banking, pharma, and capital goods leading gains. Analysts say continued domestic institutional participation and resilient corporate earnings are supporting the market rally.
“The current momentum suggests a near-term bullish phase, with stock-specific action dominating trade,” said a Motilal Oswal strategist.
Conclusion
With domestic sentiment improving and select sectors showing renewed strength, Motilal Oswal’s latest stock calls — L&T Finance and Rubicon Research — could attract investors seeking short-term opportunities in a rising market.
