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. 

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External broker reports(aggregated public sources)

Equity Bottom-Up

Amara Raja Energy & Mobility / Equity Bottom-Up

<p>AMRJ's 1QFY22 performance was led by strong revenue growth across segments. Drivers for demand are in place, but rising RM prices (lead, plastic, sheet metal, and copper) could restrict performance in the near term. AMRJ is geared up for the next phase of transformation in the Lead Acid Battery segment. It is also foraying into the New Energy business: lithium ion/battery pack, EV charging products, energy storage solutions, etc.</p><div class="content-highlight"><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></div>

AMRJ's 1QFY22 performance was led by strong revenue growth across segments. Drivers for demand are in place, but rising RM prices (lead, plastic, sheet metal, and copper) could restrict performance in the near term. AMRJ is geared up for the next phase of transformation in the Lead Acid Battery segment. It is also foraying into the New Energy business: lithium ion/battery pack, EV charging products, energy storage solutions, etc.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.

Strong revenue outperformance leads to overall beat