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Motilal Oswal Names Top Stock Picks for September 2026

By Business DeskMotilal Oswal Names Top Stock Picks for September 2026

Discover Motilal Oswal’s top stock picks for September 2026. Learn why Emcure Pharma and Cholamandalam Investment are recommended for strong growth.

Motilal Oswal Wealth Management Research Desk has identified Emcure Pharmaceuticals and Cholamandalam Investment & Finance Company as key stock recommendations for the trading week starting September 15, 2026. The brokerage highlights robust growth potential and strategic diversification across both firms for the upcoming sessions.

Emcure Pharmaceuticals Growth Outlook

Emcure Pharmaceuticals is highlighted for its robust domestic and international growth, particularly in Europe and Canada. Analysts are projecting a 15% revenue CAGR and a 25% PAT CAGR over FY26-28. Despite some margin contraction in the recent quarter, management remains optimistic about future expansion driven by new product launches.

Cholamandalam Investment & Finance Diversification

Cholamandalam Investment & Finance Company is noted for its successful transition from a vehicle-finance specialist to a diversified lending platform. By expanding into mortgages, gold loans, and MSME financing, the company is actively strengthening its earnings profile. Analysts expect the company to maintain resilient margins and improve its Return on Assets to 2.7% by FY27/FY28, justifying its premium valuation compared to peers through superior growth and diversification.

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