Main brokerage agency Motilal Oswal has positioned a bullish ranking on two shares for long-term traders—Samvardhana Motherson Worldwide and Aditya Birla Solar Life AMC (ABSL AMC). With each firms exhibiting sturdy development momentum and strong fundamentals, the brokerage believes it is a good alternative for traders to contemplate these names for his or her portfolios.
1. Samvardhana Motherson ShareTarget Value
Shares of Samvardhana Motherson closed at Rs 98 on Monday. Motilal Oswal has set a goal worth of Rs 114, indicating an upside potential of round 15 per cent from present ranges.
Why the brokerage is bullish:
Motilal Oswal believes Samvardhana Motherson (SAMIL) is well-positioned for multi-year development. Underneath its Imaginative and prescient 2030, the corporate goals for formidable enlargement. Over the previous 5 years, it has grown EBIT threefold and PAT practically 4.7 instances. Its return on capital employed (RoCE) improved from 10.5 per cent in FY20 to 18.4 per cent just lately. With internet debt/EBITDA at simply 0.9x, the corporate is in its strongest monetary place in a decade.
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SAMIL has already acquired 23 firms, lots of which had been underperforming, and is targeted on turning them worthwhile. The corporate is focusing on a income of USD 108 billion by 2030.
Key development drivers:
Aerospace sector: SAMIL is a Tier-1 provider to world giants like Boeing and Airbus. The sector is anticipated to supply important alternatives within the coming years.
Client electronics: A significant world electronics agency has partnered with SAMIL as its expertise associate—exhibiting confidence in SAMIL’s innovation capabilities.
Importantly, the corporate’s proximity to clients within the US shields it from tariff-related dangers. It might additionally unlock worth by itemizing key enterprise items individually. Regardless of world uncertainties, Motilal Oswal recommends a ‘Purchase’ ranking on the inventory.
2. Aditya Birla Solar Life AMC Share Goal Value
Shares of ABSL AMC ended Monday’s session at Rs 856, and the brokerage has set a goal worth of Rs 1,050, implying a possible upside of twenty-two per cent.
Motilal Oswal sees a robust development trajectory for ABSL AMC. Since January 2025, the corporate has considerably improved its fund efficiency. As of July 2025, 67 per cent of its fairness AUM ranks within the high two quartiles, up from simply 20 per cent a yr in the past.
The corporate has expanded past mutual funds into non-public markets, actual property, ETFs, index funds, and offshore methods—rising as a sturdy multi-asset funding platform.
In Q1 FY26, ABSL AMC delivered sturdy internet fairness gross sales, exceeding even full-year FY25 figures. The efficiency was pushed by improved fund returns, give attention to core merchandise, and a robust distribution community.
Motilal Oswal estimates income, EBITDA, and core PAT for ABSL AMC to develop at 10–11 per cent yearly over the following two years.
