MOTILALOFS.NSE

Motilal Oswal Financial Services Ltd.

In this briefing: The Buffer Is Gone: Crude Oil Enters a New Scarcity Cycle Privi Speciality Chemicals: A Differentiated Player in Aroma Chemicals Exencial Industry Tidings - 14-04-2026 Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 1. The Buffer Is Gone: Crude Oil Enters a New Scarcity Cycle Hormuz disruption creates real oil deficit; Saudi rerouting helps but cannot offset ~11mb/d shortfall as inventories fall sharply This is no longer a risk premium story; it is a physical market tightening with inventories replacing lost supply Oil enters structural bull phase as buffers vanish; price must rise to ration demand if disruption persists 2. Privi Speciality Chemicals: A Differentiated Player in Aroma Chemicals Privi Speciality Chemicals, an aroma chemicals manufacturer , continues expanding its capacities and strengthening its product portfolio to support future growth and deepen its presence in global markets.

In this briefing: Primer: Dashin Value REIT (0030R0 KS) - Apr 2026 Primer: Get Nice Holdings (64 HK) - Apr 2026 Primer: Sun Hung Kai (86 HK) - Apr 2026 Primer: Metro Pacific Investments Co (MPI PM) - Apr 2026 Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 1. Primer: Dashin Value REIT (0030R0 KS) - Apr 2026 Dashin Value REIT is a recently listed real estate investment trust sponsored by the established Daishin Financial Group, providing a focused investment in a prime Seoul office asset with a clear, sponsor-led growth pipeline. The REIT's core asset, the Daishin 343 building, benefits from a 100% occupancy rate via a long-term master lease with the sponsor's affiliates, ensuring stable and predictable rental income in the near term. Key investor concerns center on the REIT's high financial leverage, a dividend payout ratio that has exceeded earnings, and a significant concentration risk with reliance on a single asset and a related-party tenant. This content is AI-generated and displayed for general informational purposes only.

In this briefing: Primer: Dashin Value REIT (0030R0 KS) - Apr 2026 Primer: Get Nice Holdings (64 HK) - Apr 2026 Primer: Sun Hung Kai (86 HK) - Apr 2026 Primer: Metro Pacific Investments Co (MPI PM) - Apr 2026 Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 1. Primer: Dashin Value REIT (0030R0 KS) - Apr 2026 Dashin Value REIT is a recently listed real estate investment trust sponsored by the established Daishin Financial Group, providing a focused investment in a prime Seoul office asset with a clear, sponsor-led growth pipeline. The REIT's core asset, the Daishin 343 building, benefits from a 100% occupancy rate via a long-term master lease with the sponsor's affiliates, ensuring stable and predictable rental income in the near term. Key investor concerns center on the REIT's high financial leverage, a dividend payout ratio that has exceeded earnings, and a significant concentration risk with reliance on a single asset and a related-party tenant. This content is AI-generated and displayed for general informational purposes only.

In this briefing: Privi Speciality Chemicals: A Differentiated Player in Aroma Chemicals Exencial Industry Tidings - 14-04-2026 Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 USA + Israel Versus Iran War Damage Assessment (Day 43) 1. Privi Speciality Chemicals: A Differentiated Player in Aroma Chemicals Privi Speciality Chemicals, an aroma chemicals manufacturer , continues expanding its capacities and strengthening its product portfolio to support future growth and deepen its presence in global markets. Privi operates a structurally strong business with backward integration , deep customer relationships, and proprietary processes, making it difficult for competitors to replicate its scale and margins. Growth visibility remains strong with INR 5,000 crore revenue and INR 1,000 crore EBITDA targets, driven by capex and Givaudan JV, valuation depends on execution and scalability. 2. Exencial Industry Tidings - 14-04-2026 New project announcements in Indian industry drop to Rs.11.3 trillion in March 2026 quarter Project completions in other agricultural products industry rise to Rs.6.3 bln in Mar 2026 qtr New project announcements in machinery industry drop to Rs.290.2 billion in March 2026 quarter 3.

In this briefing: Privi Speciality Chemicals: A Differentiated Player in Aroma Chemicals Exencial Industry Tidings - 14-04-2026 Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 USA + Israel Versus Iran War Damage Assessment (Day 43) 1. Privi Speciality Chemicals: A Differentiated Player in Aroma Chemicals Privi Speciality Chemicals, an aroma chemicals manufacturer , continues expanding its capacities and strengthening its product portfolio to support future growth and deepen its presence in global markets. Privi operates a structurally strong business with backward integration , deep customer relationships, and proprietary processes, making it difficult for competitors to replicate its scale and margins. Growth visibility remains strong with INR 5,000 crore revenue and INR 1,000 crore EBITDA targets, driven by capex and Givaudan JV, valuation depends on execution and scalability. 2. Exencial Industry Tidings - 14-04-2026 New project announcements in Indian industry drop to Rs.11.3 trillion in March 2026 quarter Project completions in other agricultural products industry rise to Rs.6.3 bln in Mar 2026 qtr New project announcements in machinery industry drop to Rs.290.2 billion in March 2026 quarter 3.

In this briefing: Exencial Industry Tidings - 14-04-2026 Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 USA + Israel Versus Iran War Damage Assessment (Day 43) TCS's Silent Leadership Crisis: When the Pyramid Cracks at the Top 1. Exencial Industry Tidings - 14-04-2026 New project announcements in Indian industry drop to Rs.11.3 trillion in March 2026 quarter Project completions in other agricultural products industry rise to Rs.6.3 bln in Mar 2026 qtr New project announcements in machinery industry drop to Rs.290.2 billion in March 2026 quarter 2. Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth Manipal Health (MHEL) is looking to raise about US$1bn in its upcoming India IPO. MHEL operates a pan‑India network of multispecialty hospitals delivering a range of care services, from outpatient services to complex tertiary and quaternary interventions. In this note, we talk about the positive aspects of the deal. 3.

In this briefing: Exencial Industry Tidings - 14-04-2026 Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 USA + Israel Versus Iran War Damage Assessment (Day 43) TCS's Silent Leadership Crisis: When the Pyramid Cracks at the Top 1. Exencial Industry Tidings - 14-04-2026 New project announcements in Indian industry drop to Rs.11.3 trillion in March 2026 quarter Project completions in other agricultural products industry rise to Rs.6.3 bln in Mar 2026 qtr New project announcements in machinery industry drop to Rs.290.2 billion in March 2026 quarter 2. Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth Manipal Health (MHEL) is looking to raise about US$1bn in its upcoming India IPO. MHEL operates a pan‑India network of multispecialty hospitals delivering a range of care services, from outpatient services to complex tertiary and quaternary interventions. In this note, we talk about the positive aspects of the deal. 3.

In this briefing: Primer: Metro Pacific Investments Co (MPI PM) - Apr 2026 Primer: Mitsui & Co Ltd (8031 JP) - Apr 2026 Primer: SeAH Steel Holdings (003030 KS) - Apr 2026 Primer: Cp Pokphand (43 HK) - Apr 2026 Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 1. Primer: Metro Pacific Investments Co (MPI PM) - Apr 2026 Metro Pacific Investments Co rp. (MPI) is a premier Philippine infrastructure holding company with a portfolio of high-quality, essential service assets in power, water, toll roads, and healthcare. These businesses operate in industries with high barriers to entry, providing stable, long-term cash flows. The company voluntarily delisted from the Philippine Stock Exchange in October 2023 to allow management to focus on long-term value creation without the pressures of the public market. The privatization was led by a consortium of its major shareholders, who believed the public share price did not reflect the company's intrinsic value. MPI is strategically positioned to be a primary beneficiary of the Philippine government's sustained push for infrastructure development.

In this briefing: Primer: Metro Pacific Investments Co (MPI PM) - Apr 2026 Primer: Mitsui & Co Ltd (8031 JP) - Apr 2026 Primer: SeAH Steel Holdings (003030 KS) - Apr 2026 Primer: Cp Pokphand (43 HK) - Apr 2026 Primer: Motilal Oswal Financial Services (MOFS IN) - Apr 2026 1. Primer: Metro Pacific Investments Co (MPI PM) - Apr 2026 Metro Pacific Investments Co rp. (MPI) is a premier Philippine infrastructure holding company with a portfolio of high-quality, essential service assets in power, water, toll roads, and healthcare. These businesses operate in industries with high barriers to entry, providing stable, long-term cash flows. The company voluntarily delisted from the Philippine Stock Exchange in October 2023 to allow management to focus on long-term value creation without the pressures of the public market. The privatization was led by a consortium of its major shareholders, who believed the public share price did not reflect the company's intrinsic value. MPI is strategically positioned to be a primary beneficiary of the Philippine government's sustained push for infrastructure development.