The report lists Sobha as a top pick, expecting Q2FY27 PAT growth of 342% YoY driven by margin recovery.
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421 notes from HDFC Securities · 01 Oct 2026, 00:00 to 01 Nov 2026, 00:00 IST
The report names Oberoi Realty a top pick, citing strong NCR/branded demand, 100% launch sellout, and projects Q2FY27 presales to surge 612% YoY.
Read this note →The report expects DLF's Q2FY27 revenue to decline 18% YoY and PAT to rise 24% YoY, with presales estimated to fall 71% YoY due to a high base.
Read this note →The report upgrades HOMEFIRST from REDUCE to ADD with a revised RI-based target price of INR 1,250, citing improving AUM growth visibility of ~25% CAGR over FY27-FY29E, steady profitability, and favorable risk-reward after valuation de-rating from 4.0x to 2.3x 1-yr forward P/BV.
Read this note →The note states a short-term 'Buy' on Sudarshan Chemical with a buying range of 1262-1275, add-on-dip at 1225, stop loss at 1199 and target of 1340 within up to 10 days, citing a bullish reversal from the 50 DEMA, a volume jump on intraday charts, a bullish RSI setup on the hourly chart and a higher-top higher-bottom hourly structure.
Read this note →The report maintains a BUY rating and raises the target price from Rs 1,470 to Rs 1,650, along with upward revisions to EPS estimates of 2.2% to 12.2% across FY27-29E.
Read this note →The report maintains a REDUCE rating but trims the target price slightly from Rs 3,280 to Rs 3,270, along with downward revisions to EPS estimates of about 4.5-4.9%.
Read this note →The report maintains a REDUCE rating with an unchanged DCF-based target price of Rs 12,660, noting mobile segment volume weakness amid handset market softness and elevated memory prices but healthy topline growth from improved realizations.
Read this note →The report maintains a REDUCE rating with an unchanged DCF-based target price of Rs 8,060 and unchanged EPS estimates, while noting expected Q2FY27 revenue growth of 31.3% YoY but a loss at the APAT level.
Read this note →The report maintains an ADD rating but trims the target price from Rs 1,375 to Rs 1,365 along with minor downward revisions to EPS estimates, using an SOTP valuation approach.
Read this note →The report upgrades the rating from ADD to BUY while keeping the target price unchanged at Rs 400 and EPS estimates unchanged.
Read this note →The report maintains a REDUCE rating with an unchanged target price of Rs 580 and unchanged EPS estimates.
Read this note →The report maintains a BUY rating but cuts the target price from Rs 925 to Rs 790, lowering the target P/E multiple from 28x to 25x and trimming EPS estimates to reflect near-term margin pressures and potential impact of price hikes on consumer affordability.
Read this note →The report maintains a BUY rating with an unchanged target price of Rs 225 and unchanged EPS estimates.
Read this note →The report maintains a REDUCE rating with an unchanged target price of Rs 1,530 and unchanged EPS estimates.
Read this note →The report maintains an ADD rating with an unchanged target price of Rs 1,245 and broadly unchanged EPS estimates, expecting strong Q2FY27 revenue growth of 27.6% YoY.
Read this note →The report maintains a BUY rating but cuts the target price from Rs 640 to Rs 570, lowering the target P/E multiple from 38x to 35x and trimming EPS estimates to reflect near-term margin pressures and potential impact of price hikes on consumer affordability.
Read this note →The report maintains a BUY rating with an unchanged target price of Rs 320 and no change in EPS estimates.
Read this note →The report maintains a REDUCE rating with an unchanged target price of Rs 320 and no change in EPS estimates.
Read this note →The note lists an open BUY call dated 6-Oct-26 with buy range 734-724.75, stop loss 685 and target 775 (5.8% upside), valid till 20-Oct-26.
Read this note →The note lists an open BUY call dated 5-Oct-26 with a buy range of 1787-1776, stop loss 1688 and target 1900 (8% upside), valid till 19-Oct-26.
Read this note →The note says Gabriel India and Faurecia signed a JV agreement to form Faurecia Anand Seating India, with FORVIA holding 50% plus one share.
Read this note →The note says quarterly revenue rose 79% YoY to Rs 74.3 crore and net profit rose 202.8% YoY to Rs 9.7 crore.
Read this note →The note says quarterly revenue rose 103.5% YoY to Rs 137 crore, EBITDA margin expanded 550bps to 28.3% and net profit rose 140% to Rs 27.3 crore, with an order book of Rs 2,026 crore.
Read this note →The note says Adani Power signed a shareholders agreement with Druk Green Power for a 770 MW Chamkharchhu hydropower project in Bhutan, in which it will hold 49%.
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