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India Strategy Report
  • Ownership analysis - FII stake in Nifty-500 hits 5-year low
    27-May-2020

    27 May 2020 FII holdings in the Nifty-500 hit a 5-year low, declining 140bp QoQ/80bp YoY to 21 % in 4QFY20. FIIs have reduced ownership in 67 % of Nifty-500 and 90 % of Nifty-50 companies QoQ. On the ..

  • 4QFY20 interim earnings review
    23-May-2020

    While only a few NBFCs have reported results so far, we see a trend of PAT miss due to higher-than-expected provisions. As usual, our Tech universe companies have met expectations on EBITDA/PBT/PAT fr..

Wealth Creation Study
  • Motilal Oswal 24th Annual Wealth Creation Study
    19-Dec-2019

    (Only IDBI Bank was left out as much of its market cap increase was by way of fresh equity infusion rather than The Mid-to-Mega Wealth Creators delivered average return CAGR of 37 % over 2014-19 v/s E..

  • Motilal Oswal 23rd Annual Wealth Creation Study
    01-Nov-2018

    The two key drivers of Intrinsic Value are Return on Equity (RoE) and Earnings growth Companies create Intrinsic Value only when they earn RoE higher than Cost of Equity Low  RoE  companies&..

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