HDFC securities

Is the Indian paper industry set for a major turnaround? Our Prime Research team has highlighted West Coast Paper Mills Ltd as this week's top stock pick.

Why WCPM is "Riding the Packaging Wave"?

Market Leadership & Scale: WCPM is one of India’s largest integrated paper manufacturers. Alongside its subsidiary, Andhra Paper Limited (APL), it commands a massive consolidated writing & printing paper (WPP) capacity operating near peak utilization.

Telecom Fiber Cable Catalysts: Through its division West Coast Optilinks, the company has doubled its optical fiber cable production capacity in Hyderabad to capture massive global 5G rollouts. Telecom cables grew to contribute ~8% of consolidated revenue in FY26.

Operational Turnaround: Q4FY26 results showcased strong operational performance with a 19.6% YoY jump in total revenue, powered by strict cost controls and declining power, fuel, and water expenses.

Full Report:
shorturl.at/jhggL

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1 day ago | [YT] | 17

HDFC securities

Your portfolio says a lot about how you handle money.

Some investors want stability. Some are comfortable taking risks for higher growth. And some want a balance of both.

That’s why there’s no one “perfect” investing strategy.

Whether it’s:
• Large Cap Legends for blue-chip stability,
• HDFC Premium Basket for balanced long-term wealth creation, or
• One4You Basket for higher growth potential.

These MTF baskets are designed for different investing mindsets and market approaches.

Explore MTF Baskets on the Invest Right app, Download today and don’t just invest, Invest Right.

#Investing #StockMarket #WealthCreation #SmartInvesting #HDFCSecurities #InvestRight

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4 days ago | [YT] | 16

HDFC securities

Markets entered their calm era this week.

Crude oil cooled, global cues improved, and equities finally got some breathing room after weeks of volatility. The biggest relief came from oil, with Brent slipping below $100 as improving U.S.-Iran talks eased supply fears.

AI continued driving Wall Street, with the Magnificent Seven posting 63% earnings growth versus 17% for the rest of the S&P 500.

IT led the sectoral rally, while FMCG stayed under pressure. FIIs kept selling, but strong DII buying helped support the market.

Markets are now watching crude oil, global yields, earnings momentum, and institutional flows closely.

Tap the link to read the full report - www.hdfcsec.com/hsl.docs/HSL%20Prime%20Research%20…

For more information, Follow HDFC Securities.

#StockMarket #Nifty #Sensex #AIStocks #CrudeOil #GlobalMarkets #Investing #HDFCSecurities

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5 days ago | [YT] | 13

HDFC securities

Pick of the Week | CESC Ltd

India’s power transition story is accelerating - and CESC Ltd is positioning itself at the center of it. With a strong regulated utility base, expanding renewable energy portfolio, and improving distribution efficiencies, the company is entering a new growth cycle.

- Targeting renewable capacity expansion from 300 MW to 3.2 GW by FY29 and 10 GW by FY32

- Stable earnings visibility backed by regulated power distribution and generation businesses

- Kolkata & Noida operations continue to provide strong cash flow support

- Distribution franchisees and Chandigarh licensee expected to drive long-term growth opportunities

- Improving T&D efficiencies and captive renewable integration may support margin expansion

HSL Prime Research maintains a BUY view with a Base Case Target of ₹210 and Bull Case Target of ₹221.

Read the full report for detailed insights on growth drivers, valuation, financial outlook, risks, and renewable expansion roadmap - shorturl.at/v3ZLW

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1 week ago | [YT] | 26

HDFC securities

Inflation fears are back, and markets felt the heat globally.

US CPI rose to 3.8% while PPI jumped to 6%, killing the “rate cuts soon” narrative and triggering a sharp sell-off on Wall Street after record highs earlier in the week.

India also came under pressure:
- Brent crossed $100
- Rupee slipped past ₹96/$
- Nifty fell 2.3%
- Smallcaps cracked nearly 5%

While Realty and IT struggled, Metals and Healthcare stayed resilient. At the same time, companies like Tata Steel, Hindustan Copper, and Gland Pharma delivered strong earnings surprises.

Markets are now watching inflation, bond yields, crude oil, and FII activity very closely.

Tap the link to read the full report - www.hdfcsec.com/hsl.docs/HSL%20Prime%20Research%20…

For more information, Follow HDFC Securities.

#StockMarket #Nifty #Sensex #Inflation #BondYields #CrudeOil #Investing #HDFCSecurities

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1 week ago | [YT] | 21

HDFC securities

Why are US markets rallying while Indian markets are turning cautious?

While the US markets are hitting record highs on the back of strong economic data and cooling recession fears, Indian markets are showing signs of caution amid rising crude oil prices, sticky inflation concerns, and continued FII selling.

According to recent market trends, investors are closely tracking three key triggers:
* Rising crude oil prices and their impact on inflation
* Sustained FII outflows from Indian equities
* Global risk sentiment shifting toward US markets

At the same time, PM’s call to reduce unnecessary spending has added to the broader conversation around fiscal discipline and economic caution.

Despite the volatility, several sectors and companies continue to deliver strong earnings growth, keeping selective opportunities alive for investors watching the markets closely.

Here’s what markets are watching next:
- Inflation trajectory
- Crude oil movement
- FII activity
- Upcoming earnings and guidance
- Global macroeconomic data

Tap the link to read the full report - www.hdfcsec.com/hsl.docs/HSL%20Prime%20Research%20…

For more information, Follow HDFC Securities.

#StockMarket #Nifty #Sensex #Investing #USMarkets #Inflation #CrudeOil #FIIs #HDFCSecurities

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2 weeks ago | [YT] | 16

HDFC securities

Capitalize on the growth of India’s micro-entrepreneurial landscape.

Our research identifies Five-Star Business Finance Ltd. as a high-potential NBFC specializing in the informal sector.

With a focus on niche market leadership and precision execution, this stock is positioned for significant compounding over the next year.

Full Report: shorturl.at/E04Ae

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3 weeks ago | [YT] | 15

HDFC securities

𝐈𝐓𝐂 𝐋𝐭𝐝: 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐆𝐫𝐨𝐰𝐭𝐡

Despite near-term cigarette taxation headwinds, ITC's core strengths remain intact. With a ~75-80% market share in organized cigarettes and a rapidly scaling FMCG portfolio featuring brands like Aashirvaad and Sunfeast, the company is built for resilient growth.

𝐖𝐡𝐲 𝐈𝐓𝐂 𝐋𝐭𝐝?

- 𝐌𝐨𝐧𝐨𝐩𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐄𝐝𝐠𝐞: Near-total command over organized cigarettes with high pricing power.

- 𝐅𝐌𝐂𝐆 𝐈𝐧𝐟𝐥𝐞𝐱𝐢𝐨𝐧: Non-cigarette business is emerging as a powerful structural growth driver.

- 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐢𝐯𝐨𝐭: Transitioning to high-margin Value-Added Agri Products (VAAP).

- 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: Hotel business demerger unlocks better ROCE and resource allocation.

Get the full technical and fundamental breakdown - shorturl.at/6Ip7s

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4 weeks ago | [YT] | 22

HDFC securities

Looking to strengthen your portfolio?

Our latest research identifies Supriya Lifescience Ltd. as our "Pick of the Week" with a BUY verdict.

As a niche API player with a strong presence in over 40 APIs across diverse therapeutic areas, the company maintains a clean regulatory compliance track record.

Key Growth Catalysts:

✅ Growth Trajectory: Targeting 20% CAGR in revenue with robust operating margins of 33-35% in the medium term.
✅ Strategic Expansion: CMO/CDMO business and new products are expected to represent ~20% of sales by FY28E.
✅ Investment Levels: Buying range of ₹640-₹651 with a base case target of ₹709.

Get the full technical & fundamental breakdown here: shorturl.at/64M5O

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1 month ago | [YT] | 16

HDFC securities

Godrej Consumer Products Ltd (GCPL) is set for a strong FY27 with volume-led growth momentum and portfolio reinvention.

Download our latest Pick of the Week report for detailed target price, entry ranges, and investment thesis: shorturl.at/QyYen

1 month ago | [YT] | 16