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Motilal Oswal remains selective in the capital goods and defence sector and continues to favor companies with strong execution capabilities, order book visibility, and exposure to high-.
Motilal Oswal expects Q4 FY26 execution growth of 12% YoY in capital goods sector.
KEY POINTS
- The brokerage sees limited impact from the Middle East conflict on sector order books for Q4 FY26.
- Motilal Oswal highlights transmission, defense, data centers, and EMS as key growth areas.
- Bharat Electronics is Motilal Oswal's top pick in the defense sector for upcoming quarters.
- EMS sector valuations have dipped, but government initiatives aim to accelerate value addition in India.
COMPANIES
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