New Delhi, Nov. 18 -- Motilal Oswal Financial Services (MOFSL) has released its latest list of high-conviction stock ideas following the Q2 earnings season, highlighting opportunities across infrastructure, retail, defence, metals and financial services. The brokerage expects 12-30 percent upside across its top recommendations, citing strong fundamentals, improving sectoral trends and favourable long-term growth drivers.

According to the brokerage, its stock picks include IRB Infrastructure, Vishal Mega Mart, TVS Motor Company, Bharat Electronics (BEL), Tata Steel, Radico Khaitan, and Aditya Birla Capital. The list blends a mix of structural compounders, sector leaders and valuations-driven opportunities designed for long-term investors....