Among the stocks under coverage, Eureka Forbes offers the highest upside potential at around 45%, followed by Max Financial Services Apollo Hospitals.
Set as Trusted Source
on Google Search
Among the stocks under coverage, Eureka Forbes offers the highest upside potential at around 45%, followed by Max Financial Services Apollo Hospitals.
Siemens India, Zydus Lifesciences, Manappuram Finance, Kalpataru Projects International, Astra Microwave Products, KEC International, Dilip Buildcon and Greenpanel Industries are in focus after their June-quarter earning.
HDFC Securities remains constructive on Bharat Forge, Info Edge, Oil India, Lemon Tree, Star Cement, PNC Infratech, Kolte-Patil Developers and Gopal Snacks.
GCPL delivered an in-line Q1 performance, with consolidated revenue growth of 19%, supported by 9% underlying volume growth , says the brokerage.
Brokerage remains constructive on LIC, Cummins, Siemens Energy, Aurobindo Pharma and Crompton Consumer, while retaining a cautious stance on Bajaj Electricals.
HDFC Securities noted that the company's focus on high-growth mobility segments has enabled it to maintain industry-leading Ebitda margins of 23-25% while benefiting from operating leverage.
PB Fintech, Multi Commodity Exchange, Berger Paints, Aster DM, Navin Fluorine, PNB Housing Finance, Metro Brands, ASK Automotive and Metropolis Healthcare remained in focus after HDFC Securities reviewed their June-quarter earnings, maintaining a constructive stance on several names while revising target prices for select stocks.
DLF, Marico, Godrej Properties, BSE, Emami, Century Plyboards, Nykaa, Symphony, Motherson Wiring, Kansai Nerolac, NOCIL and Prince Pipes are likely to remain in focus after HDFC Securities reviewed their June-quarter earnings and updated ratings and target prices.
HDFC Securities maintained a constructive view on Persistent Systems, Ather Energy, CDSL, APL Apollo Tubes, Sundaram Finance and Aditya Birla Lifestyle Brands after their Q1 earnings, citing growth visibility, margin resilience and sector-specific tailwinds.
Stocks in focus: Kajaria gets an upgrade, while Sun Pharma, Maruti Suzuki, Bajaj Finserv and Niva Bupa retain positive ratings
Tata Steel, Divi's Labs, Indian Oil, Muthoot Finance, Aditya Birla Capital, Shree Cement, Dixon Tech, Aptus Value Housing Finance and Clean Science are among the stocks in focus after HDFC Securities released its latest post-Q1 FY27 review.
From BEL and SBI Life to Lodha Developers, NTPC Green Energy, Go Digit General Insurance, Canara Bank, Neogen and V-Mart Retail, HDFC Securities has rolled out a fresh set of stock calls after reviewing Q1 FY27 results, highlighting key earnings triggers, revised target prices, and rating actions across sectors.
Overall, HDFC Securities remains most bullish on ICICI Bank, which it continues to classify as its top banking pick, while maintaining positive views on Kotak Mahindra Bank and Federal Bank.
HDFC Securities remains constructive on Bajaj Auto, Indian Hotels, Sobha and IndiaMART, while maintaining a cautious stance on Bandhan Bank, reflecting divergent earnings outlooks and valuation comfort across sectors.
HDFC Securities highlighted Tech Mahindra's stronger-than-expected Q1 FY27 performance, with revenue growth of 2.6% QoQ in constant currency terms and Ebit margin expansion to 14.4%.
HDFC Securities believes the insurance sector continues to offer attractive long-term opportunities, with ICICI Lombard's market leadership and ICICI Prudential's improving product mix standing out, while Union Bank's growth trajectory will depend on its ability to strengthen deposit mobilisation
On the margin front, HDFC Securities expects Ambuja Cements to be one of the few companies to report margin improvement during the quarter. UltraTech Cement, Shree Cement and Star Cement are projected to remain among the sector's strongest margin performers.
HDFC Securities maintained a constructive stance on LTIMindtree, Indian Bank and Bank of Maharashtra after their June-quarter results, while retaining an 'Add' rating on DMart despite trimming earnings estimates amid softer same-store sales growth.
HDFC Securites highlights that recent key launches by Prestige Estates, Oberoi Realty, Sobha etc have seen strong expression of interest collections and conversions, a further sign of underlying demand resilience for branded developers, which shalltranslate into healthy presales bookings during Q1.
IT Sector Q1 Results Preview: According to HDFC Securities, among large-cap firms, Infosys and Tech Mahindra are likely to emerge as the strongest performers, with projected constant-currency growth of 1.5% and 1.1%, respectively.