Market strategy: Nifty 50 valuations reasonable, FY26 EPS growth seen 9%: MOFSL; prefer BFSI, Consumer, Telecom stocks

Motilal Oswal reports 1QFY26 earnings show significant improvement, with large-caps growing 10% YoY and mid-caps 24%. Small-caps fell by 11%. Nifty-50 EPS projected growth is 9% for FY26, reflecting an optimistic outlook on large and mid-cap stocks.

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