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HDFC Securities Report
HDFC Securities, in its latest Q4 FY26 results review, has shared a mixed outlook across a wide set of stocks including Larsen & Toubro, Mahindra & Mahindra, APL Apollo Tubes, Petronet LNG, Poonawalla Fincorp, Sobha, Aavas Financiers and Quess Corp, with clear stock-specific calls spanning Buy, Add and Reduce ratings along with revised target prices.
While the brokerage remains bullish on L&T and Sobha as its key ‘Buy' ideas, it suggests a more measured stance on M&M, APL Apollo, Quess and Aavas, and flags downside risks in Petronet LNG and Poonawalla Fincorp amid sector-specific headwinds and valuation concerns.
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