HDFC Securities Institutional Equities
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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.
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Tech Mahindra Shares in Focus: HDFC Securities Maintains Add on Growth, Margin — Check New Target Price
Despite the positive outlook, the brokerage noted that the stock trades at a premium valuation compared to peers, which may cap upside in the near term.
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Aurobindo Pharma Shares in Focus: HDFC Securities Bullish on Lannett Integration — Check New Target Price
HDFC Securities believes the acquisition will help Aurobindo expand its US manufacturing footprint, diversify its product portfolio, and gain access to additional channels such as government business through local manufacturing capabilities.
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Bajaj Electricals in Focus After HDFC Securities Retains 'Reduce' Rating — Check Target Price
Despite the improving outlook, the brokerage remains cautious on Bajaj Electricals, emphasising that execution of turnaround strategies will be the key monitorable for investors.
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Waterways Leisure (Cordelia Cruises) IPO Enters Last Day of Subscription — Should You Subscribe?
The shares of Waterways Leisure are scheduled to list on the BSE and NSE on July 1.
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Indiamart Target Price Trimmed By 6% — Here's Why HDFC Securities Remains Bullish
The brokerage continues to expect low double-digit growth, with potential acceleration once the current churn issues are resolved.
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Amber Enterprises Shares: HDFC Securities Ups Target Price But Retains 'Reduce' — Here's Why
While acknowledging the positive medium-term outlook, HDFC Securities believes that current valuations remain elevated, prompting it to retain its Reduce' stance despite the target price revision.
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JK Cement Shares in Focus: HDFC Securities Maintains Buy, Sees Strong Growth Ahead — Check Upside, Target Price
The brokerage continues to like JK Cement for its robust volume and margin performance and estimates the company to deliver 12/21% volume/Ebitda CAGRs during FY26-28E, which should help sustain its healthy return ratios.
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Astra Microwave, Vinati Organics, Sudarshan Chemicals — Target Prices, Ratings and Outlook by HDFC Securities
HDFC Securitie, in its latest Q4 results review, has shared a mixed outlook on Vinati Organics, Astra Microwave, and Sudarshan Chemicals, with divergent rating actions driven by company-specific growth visibility, execution trends, and valuation comfort.
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Ashok Leyland to Bharat Dynamics Q4 Results Review — Check Target Prices, Potential Upside, Ratings, Stock Calls By HDFC Securities
HDFC Securities has shared its latest Q4 results review across key sectors, highlighting a mixed outlook for companies including Siemens, Ashok Leyland, Alkem Labs, and Bharat Dynamics, ONGC with varying rating actions, target price revisions, and outlook commentary.
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Amber Enterprises, Deepak Nitrite To KEC International, Balaji Amines Q4 Review — Check Target Price, Stock Calls And More
HDFC Securities, in its latest Q4 results review, has shared a mixed outlook across a wide set of stocks including Amber Enterprises, Deepak Nitrite, KEC, Balaji Amines, Greenpanel, Neogen, Symphony with clear stock-specific calls spanning Buy, Add and Reduce ratings along with revised target prices.
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Dixon Tech To V-Guard Q4 Results Review — Check Target Prices, Potential Upside, Ratings, Stock Calls By HDFC Securities
Brokerage firm HDFC Securities has shared its Q4 review across key companies, highlighting a mixed earnings performance. While companies like Syrma and Berger Paints delivered strong growth, others including Dr. Reddy's and Dixon faced pressure on margins and demand outlook.
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Indian Hotels to Birla Corp Q4 Results Review — Check Target Prices, Upside Potential, Stock Calls by HDFC Securities
HDFC Securities, in its latest Q4 FY26 results review, has shared a mixed outlook on Indian Hotels, MCX, Oberoi Realty, Sonata Software, Birla Corpwith clear stock-specific calls spanning Buy, Add and Reduce ratings along with revised target prices.
