HDFC Securities Institutional Equities
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Persistent Systems, Ather Energy, CDSL Get Target Price Hikes After Q1; HDFC Securities Maintains Positive View On Six Stocks — Full List Inside
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.
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ABB, Thermax, Mahanagar Gas, Data Patterns, Aether Industries, Kajaria, Niva Bupa, Aarti Industries And More Q1 Review — Check HDFC Securities Latest Rating, Target Price
Stocks in focus: Kajaria gets an upgrade, while Sun Pharma, Maruti Suzuki, Bajaj Finserv and Niva Bupa retain positive ratings
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Tata Steel, Aditya Birla Capital, Divi's Labs, Shree Cement, Dixon, Clean Science, And More Q1 Review — Check HDFC Securities Calls, Ratings and Target Prices
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.
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BEL, Canara Bank, Lodha Developers, NTPC Green, Go Digit & More: Check HDFC Securities' New Ratings, Target Prices, and Upside Potential
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.
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From ICICI Bank To Federal Bank: Check HDFC Securities' New Target Prices, Ratings After Q1 Results
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.
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Bajaj Auto to TVS Motor: Check HDFC Securities' Latest Ratings, Target Prices After Q1 Results
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.
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Wipro, Tech Mahindra, Piramal Finance, Angel One: Which Stocks Got Target Price Revisions After Q1? Details Inside
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%.
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ICICI Prudential, ICICI Lombard, Union Bank Shares In Focus After Q1 —Check New Target Prices
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
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15 Cement Stocks In Focus Ahead Of Q1 Results; Ambuja, UltraTech Among 'Buy', Ramco Rated 'Reduce'— Full List Inside
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.
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DMart To LTM Q1 Review — Check Target Prices, Upside Potential, Stock Calls By HDFC Securities
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.
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10 Real Estate Stocks With 'Buy' Ratings Ahead Of Q1 Results; Sobha, Oberoi Realty Among Top Picks — Check Target Prices
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.
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TCS, Infosys, Wipro, Tech Mahindra Among 16 IT Stocks In Focus Ahead Of Q1 Results — Check Ratings, Target Prices
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.
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L&T Tech Sees Target Price Cut; HDFC Securities Remains Positive on AI-Led Growth — Buy, Sell or Hold?
L&T Tech has built a strong leadership position in AI-led engineering services, supported by over 250 AI patent filings, which is an estimated six-to-nine-month lead over peers, adds the brokerage.
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Aether Industries Shares In Focus As HDFC Securities Raises Target Price — Buy, Sell or Hold?
Aether Industries' all three business segments will drive growth for the company with more skew towards contract, exclusive manufacturing and contract research and manufacturing services.
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Dalmia Bharat Target Price Cut, But HDFC Securities Stays Bullish — Here's Why
Dalmia Bharat estimates industry to deliver 6-7% YoY growth in Q1 FY28 and the company is hopeful at least meeting the industry growth.
