Archive · 13 Jan 2026
Stock Market Updates: FMCG and Internet Sector
Motilal Oswal and JM Financial have shared their thoughts on different companies in India.
Motilal Oswal thinks four companies—DMart, Infosys, JSW Energy, and Lemon Tree Hotels—are good to invest in because they are doing well and have plans to grow.
JM Financial talked about how the internet sector did during the festive season and gave target prices for companies like Zomato, Paytm, Delhivery, and Nykaa.
They also discussed how some FMCG companies like Jyothy Labs, Tasty Bite Eatables, AWL Agri Business, ITC, and Varun Beverages have seen their stock prices fall from their highest points in the past year.
Even though some companies are facing challenges, others are doing well and are expected to keep growing.
Investors need to be careful and do their own research before making decisions.
Motilal Oswal recommends four stocks with significant upside potential: Avenue Supermarts (DMart), Infosys, JSW Energy, and Lemon Tree Hotels.
JM Financial expects strong performance from companies like Zomato, Paytm, Delhivery, and Nykaa in Q3FY26.
FMCG stocks like Jyothy Labs, Tasty Bite Eatables, AWL Agri Business, ITC, and Varun Beverages have fallen from their 52-week highs.
Jyothy Labs and Tasty Bite Eatables have seen revenue and profit changes due to various market conditions.
ITC faced a significant stock drop due to increased excise duty on cigarettes, impacting its profitability.
- Who
- Motilal Oswal, JM Financial, and various FMCG and internet companies
- What
- Stock recommendations, market performance, and financial updates
- When
- Current market conditions and future growth prospects
- Where
- India, focusing on various sectors including retail, IT, energy, hospitality, FMCG, and internet
- Why
- Based on improving fundamentals, sector-specific triggers, and medium-term growth visibility
- Avenue Supermarts (DMart)
- Target price: Rs 4,600, 21% upside
- Infosys
- Target price: Rs 2,150, 33% upside
- JSW Energy
- Target price: Rs 657, 34% upside
- Lemon Tree Hotels
- Target price: Rs 200, 33% upside
- Jyothy Labs
- Current Market Price: Rs 276.9, Fall from 52-week highs: 35%
- Tasty Bite Eatables
- Current Market Price: Rs 7,808.35, Fall from 52-week highs: 34%
- AWL Agri Business
- Current Market Price: Rs 229.2, Fall from 52-week highs: 30%
- ITC
- Current Market Price: Rs 341.3, Fall from 52-week highs: 28%
- Varun Beverages
- Current Market Price: Rs 509.85, Fall from 52-week highs: 20%
- Eternal (Zomato)
- Target price: Rs 400
- Paytm
- Target price: Rs 1,810
- Delhivery
- Target price: Rs 570
- Nykaa
- Target price: Rs 325
- PB Fintech (Policybazaar)
- Target price: Rs 1,830
- Meesho
- Target price: Rs 170
- FirstCry
- Target price: Rs 460
- Swiggy
- Target price: Rs 400
- Nazara Technologies
- Target price: Rs 280
Sources
4 ‘Buy’ recommendations by Motilal Oswal, with up to 34% upside potential
DMart shares up 3% on Q3 profit, brokerages divided on growth outlook
Eternal, Swiggy, Meesho, Paytm, Nykaa, Delhivery, Nazara: Q3 preview, target prices & more
Down 35% From Their 52- Week Highs: 5 FMCG Stocks to Watch