Motilal oswal financial services Limited has announced that its Board of Directors will convene on January 27, 2026, to review the company's quarterly performance and consider key financial decisions. The meeting, scheduled under Regulation 29 of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015, will address critical matters related to the company's financial results and potential dividend distribution.

Board Meeting Agenda

The upcoming board meeting will focus on two primary matters requiring board approval:

Trading Window Restrictions

In compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, the company has implemented trading window restrictions. The trading window for dealing in the company's securities remains closed, continuing from the previous closure announced on December 19, 2025. The window will reopen 48 hours after the declaration of the financial results, ensuring adherence to insider trading prevention measures.

Regulatory Compliance and Disclosure

The board meeting notice has been filed pursuant to Regulation 29 of the SEBI Listing Regulations, demonstrating the company's commitment to transparent corporate governance. As per regulatory requirements, the notice will be made available across multiple platforms to ensure comprehensive stakeholder access.

The meeting represents a significant milestone in the company's quarterly reporting cycle, as stakeholders await insights into the financial performance for the quarter and nine months ended December 31, 2025. The potential interim dividend declaration will be particularly noteworthy for equity shareholders, subject to board approval during the scheduled meeting.

Motilal Oswal Financial Services has projected robust earnings growth for Nifty 50 companies in the October-December quarter of FY26, expecting profit after tax to rise 8% year-on-year while revenue is anticipated to grow 11%. The domestic brokerage firm outlined its optimistic outlook in its 'India Strategy' note, highlighting multiple growth drivers supporting the earnings recovery.

Key Financial Projections for Q3 FY26

The brokerage's comprehensive analysis reveals strong expectations across key financial metrics for Nifty 50 companies:

Motilal Oswal noted that the 16% profit after tax growth represents the highest growth rate in the past eight quarters. Even excluding oil marketing companies, the firm expects a healthy 13% year-on-year PAT growth, despite anticipated drag from banks (3% YoY rise) and technology sectors (8% YoY rise).

Market Outlook and Growth Drivers

The brokerage expressed confidence in the Indian equity market's positioning as the country enters 2026. "As we step into CY26, Indian equity markets appear in a favorable space with multiple market-supportive, growth-positive building blocks already in place," Motilal Oswal stated.

The firm highlighted several key factors supporting this optimistic outlook:

• GST 2.0 cuts implemented in September 2025 showing full impact
• Festive season demand boost
• Easier interest rates
• Personal income tax relief measures
• Government and RBI stimulus initiatives

Sector-wise Performance Expectations

Motilal Oswal's sector analysis reveals varied growth trajectories across different industries:

The oil & gas sector is expected to deliver 25% earnings growth, marking the third successive quarter of strong performance after five consecutive quarters of decline. The auto sector is similarly projected to achieve 25% year-on-year earnings growth, benefiting from improved consumer demand.

Quality of Earnings Recovery

The brokerage emphasized that the quality of growth should surpass previous quarters, with expectations that 20 sectors or segments will post double-digit growth. This development would mark "the completion of the full circle of earnings recovery since it first started to weaken in Q1 FY25," according to Motilal Oswal.

The firm particularly highlighted the impact of discretionary consumption sectors, noting that items such as cars, travel, and hospitality have experienced demand resurgence due to the combined effect of GST 2.0 stimulus, festive season spending, and improved purchasing power.

Investment Recommendations

Motilal Oswal identified its top Nifty 50 investment ideas for the current environment:

• State Bank of India (SBI)
• Titan Company
• Mahindra & Mahindra (M&M)
• Infosys
• Eternal

The brokerage noted that corporate commentary on the continuing effect of stimulative measures will be critical beyond Q3 results, as this will help address investor concerns about the sustainability of demand uptick once initial enthusiasm from rate cuts and tax cuts normalizes.