External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Motilal Oswal's research report onKajaria Ceramics Strong demand in the real estate sector and increased construction activity are anticipated to drive improvement in offtake for tiles in FY25.</li><li>Domestic players should also benefit from Morbi players’ higher focus on exports (Tiles exports from India grew ~40% YoY in 9MFY24).</li><li>Kajaria Ceramics (KJC), as the largest player in the industry, should benefit when industry demand recovers.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Motilal Oswal's research report onKajaria Ceramics Strong demand in the real estate sector and increased construction activity are anticipated to drive improvement in offtake for tiles in FY25.Domestic players should also benefit from Morbi players’ higher focus on exports (Tiles exports from India grew ~40% YoY in 9MFY24).Kajaria Ceramics (KJC), as the largest player in the industry, should benefit when industry demand recovers.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kajaria Ceramics - Industry Tailwinds and Gas Price Reduction to Benefit