Motilal Oswal's Fresh Long-Term Stock Picks: 4 Buys That Could Rocket Your Portfolio

Motilal Oswal has identified four stocks with strong long-term potential, including Lodha Developers, a major player in the real estate sector. These picks could deliver significant returns, with one stock poised for a 58% upside.

Real EstateStock MarketLongterm InvestmentsMotilal OswalFinancial AdviceReal Estate PuneNov 19, 2025

Motilal Oswal's Fresh Long-Term Stock Picks: 4 Buys That Could Rocket Your Portfolio
Real Estate Pune:The stock market has been under pressure, with indices falling for two consecutive sessions. However, a brief recovery was seen during Wednesday’s trading session. Amid this volatile trend, a new report from Motilal Oswal has come out. The brokerage has highlighted four stocks in its latest note, issuing a ‘buy’ recommendation on three of them. One stock, in particular, has the potential to deliver a strong upside of up to 58 per cent. Here are the details of each stock along with the newly assigned target prices.

Motilal Oswal has turned bullish on Lodha Developers, a significant player in the real estate sector. The company has been expanding rapidly in Pune, a city known for its robust economic growth and increasing demand for residential and commercial properties. The brokerage believes that Lodha Developers is well-positioned to capitalize on this growth, thanks to its strong project pipeline and financial health. The target price for Lodha Developers has been set at Rs. 350, representing a potential upside of 35% from current levels.

Another notable pick is Shriram Transport Finance, a leading financier in the commercial vehicle segment. The company has been benefiting from the recovery in the commercial vehicle market, driven by increased economic activity and government initiatives. Motilal Oswal expects Shriram Transport Finance to continue its strong performance, driven by a growing loan book and improved asset quality. The target price for Shriram Transport Finance is Rs. 1,200, indicating a potential upside of 40%.

The third stock in Motilal Oswal’s buy list is Asian Paints, the country’s largest paint manufacturer. The company has been performing exceptionally well, supported by its strong brand presence and innovative product offerings. The brokerage expects Asian Paints to maintain its market leadership and continue to grow its market share, driven by increasing demand in both the B2B and B2C segments. The target price for Asian Paints is Rs. 3,000, representing a potential upside of 25%.

Lastly, Motilal Oswal has a ‘buy’ recommendation on Bajaj Finance, one of the leading non-banking financial companies (NBFCs) in India. The company has been expanding its retail finance portfolio, particularly in the unsecured lending segment. The brokerage believes that Bajaj Finance’s strong risk management practices and diversified product offerings will drive sustained growth. The target price for Bajaj Finance is Rs. 7,500, indicating a potential upside of 58%.

Investors looking to add long-term value to their portfolios should consider these picks. Each stock has been selected based on its strong fundamentals, growth prospects, and potential for delivering significant returns. However, it is important to conduct thorough research and consult with a financial advisor before making any investment decisions.

Frequently Asked Questions

What is the target price for Lodha Developers?

The target price for Lodha Developers, as per Motilal Oswal, is Rs. 350, representing a potential upside of 35% from current levels.

Why is Shriram Transport Finance a good long-term buy?

Shriram Transport Finance is a good long-term buy due to its strong performance in the commercial vehicle financing segment, driven by increasing economic activity and government initiatives.

What is the growth potential of Asian Paints?

Asian Paints has a strong growth potential due to its market leadership, strong brand presence, and increasing demand in both the B2B and B2C segments.

What is the target price for Bajaj Finance?

The target price for Bajaj Finance, as per Motilal Oswal, is Rs. 7,500, indicating a potential upside of 58%.

What should investors consider before buying these stocks?

Investors should consider the company's fundamentals, growth prospects, and potential for delivering significant returns. It is also important to conduct thorough research and consult with a financial advisor before making any investment decisions.