Motilal Oswal expects muted Q4FY25 earnings with just 2% YoY Nifty growth; Oil & Gas, Cement, and Real Estate seen as key drags.
EPS growth forecast for FY25/FY26 revised to 2.9%/3.8%; ex-Metals and O&G, earnings may grow 14% YoY.
Telecom, Metals, Healthcare, and Chemicals expected to show strong growth; O&G and Cement may see sharp declines.
Top stock picks include Reliance, ICICI Bank, Bharti Airtel, TCS, HDFC AMC, and Suzlon amid valuation-led opportunities.
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