Motilal Oswal’s views are in focus after companies report June-quarter performance, with Blue Jet Healthcare and Exide drawing differing sentiment. For Blue Jet Healthcare, Motilal Oswal stays constructive, citing signs of recovery in pharma intermediates. The brokerage’s positive stance reflects improving sector indicators that could support earnings visibility for the company. For Exide, Motilal Oswal maintains a neutral position despite reporting that its June-quarter results are stronger than expected. The brokerage’s caution suggests that even with the upside in the latest quarter, investors still need clarity on durability of performance and broader demand or margin trends. Market participants are therefore weighing near-term numbers against longer-term assumptions for both firms. Overall, the brokerage commentary highlights a divergence: Blue Jet is seen as benefiting from a potential turnaround in its end markets, while Exide’s recent beat does not fully shift the stance away from neutral.