Priyam Mehta
@priyam.mehta.3399
Jodhpur
3+ Years of experience
SEBI Registration INH000019239SEBI Reg. Research Analyst
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Posts
shared an insight ⚡️ 11 hours ago
Q1 FY27 profit growth
MOTILALOFS
1. Q1 FY27 profit growth
MOFSL reported around 10% year-on-year growth in consolidated net profit in the June 2026 quarter.
Despite profit growth, the stock saw pressure after the results, with investors focusing on the quality and sustainability of earnings.
2. Asset Management business is the biggest positive
Motilal Oswal Asset Management has crossed ₹2 lakh crore in AUM, marking a major milestone.
Strong SIP additions and growth in mutual funds, PMS and AIFs are improving the company's recurring-fee income profile.
3. Strong SIP growth
The AMC has continued adding SIP accounts at a strong pace.
Increasing SIP participation provides greater visibility to future asset-management revenue.
4. Wealth Management remains a key growth engine
MOFSL continues to expand its wealth-management franchise as India's HNI and affluent investor base grows.
Growth in client assets can provide relatively stable fee income compared with transaction-based broking.
5. Broking business facing a tougher environment
Changes in the derivatives market and lower F&O activity have created some pressure on the traditional broking business.
Investors are therefore watching the company's ability to shift toward more stable, recurring businesses.
6. Diversification strategy progressing
MOFSL continues to operate across:
Wealth management
Asset management
Broking
Investment banking
Private equity
Housing finance
This diversified model reduces dependence on a single capital-market business.
7. Capital-market activity remains supportive
Strong IPO activity, equity-market participation and rising financialization of savings continue to provide opportunities across MOFSL's businesses. shared an insight ⚡️ 14 hours ago
Agency and proprietary channels expanding
MFSL
1. Max Life remains the core growth driver
Max Financial Services continues to be primarily driven by its stake in Max Life Insurance.
Growth in the life insurance business remains the biggest factor for MFSL's earnings and valuation.
2. Strong focus on protection products
Max Life continues to push higher-margin protection and term insurance products.
Increasing protection penetration is expected to improve the quality of the product mix over the long term.
3. Bancassurance remains important
The company continues strengthening its distribution through bank partnerships.
Bancassurance provides access to a large customer base and remains an important channel for new business growth.
4. Agency and proprietary channels expanding
Max Life is also expanding its agency network and direct digital channels.
Diversifying distribution helps reduce dependence on any single channel.
5. New business value remains a key metric
Investors are closely tracking:
APE growth
VNB growth
VNB margins
Persistency ratios
Improvement in these metrics would support higher embedded value and profitability.
6. Product mix improving
The company continues to focus on a balanced mix of protection, savings, annuity and unit-linked products.
A higher contribution from protection and other value-accretive products can support margins. shared an insight ⚡️ 18 hours ago
ongc Strong dividend appeal
ONGC
1. Strong refining business performance
HPCL continues to benefit from healthy refining operations and improving refinery utilization levels.
Refining margins remain a key factor influencing profitability.
2. Rajasthan Refinery project remains a major growth trigger
The HPCL Rajasthan Refinery project is one of the company's most important expansion initiatives.
Successful ramp-up of operations is expected to strengthen long-term earnings.
3. Fuel marketing business remains stable
The company continues to maintain a strong presence in:
Petrol retailing
Diesel retailing
LPG distribution
Lubricants business
Growth in fuel consumption supports overall business performance.
4. LNG and gas business expansion
HPCL is increasing its focus on:
LNG infrastructure
Natural gas distribution
Clean energy opportunities
This diversification is expected to support future growth.
5. Strong dividend appeal
HPCL remains popular among dividend-focused investors due to:
PSU backing
Strong cash generation
Consistent dividend payouts
6. Beneficiary of rising energy demand
Increasing transportation activity, industrial growth and rising energy consumption in India continue to support long-term demand for petroleum products.
7. Operational efficiency initiatives
Management continues focusing on:
Cost optimization
Refinery efficiency
Supply-chain improvements
Digital transformationFAQ's
What are the top stock recommendations by Priyam Mehta?
Priyam Mehta regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Glenmark Pharmaceuticals Ltd (Bullish), MOTILALOFS, MFSL and ONGC. Explore Priyam Mehta's complete list of posts and trade views on their StockGro profile.
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Priyam Mehta follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Priyam Mehta been a SEBI-registered Research Analyst (RA)?
Priyam Mehta has been a SEBI-registered Research Analyst and have 3+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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Priyam Mehta has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
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Priyam Mehta is a SEBI-registered Research Analyst with the SEBI Registration INH000019239. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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