HDFC securities

📈 𝐏𝐫𝐢𝐦𝐞 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐏𝐢𝐜𝐤 𝐨𝐟 𝐭𝐡𝐞 𝐖𝐞𝐞𝐤: 𝐒𝐚𝐠𝐢𝐥𝐢𝐭𝐲 𝐋𝐭𝐝 (𝐍𝐒𝐄: 𝐒𝐀𝐆𝐈𝐋𝐈𝐓𝐘) - 𝐁𝐔𝐘

Sagility Ltd - a pure-play healthcare BPO serving U.S. payers and providers - posted a strong Q4FY26: revenue up 29.1% YoY to ₹2,024 Cr, EBITDA up 29.9% YoY to ₹485 Cr.

Why we recommend? 14.2% revenue CAGR (FY26-28E) expected, sustained 24.5-25% margins, a healthy deal pipeline, and recent acquisitions (BroadPath, CareSeed) deepening its mid-market and analytics footprint.

Full report: shorturl.at/zVGpu

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2 days ago | [YT] | 26

HDFC securities

𝐒𝐭𝐨𝐜𝐤 𝐏𝐢𝐜𝐤 𝐨𝐟 𝐭𝐡𝐞 𝐖𝐞𝐞𝐤: 𝐒𝐡𝐫𝐢𝐫𝐚𝐦 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐋𝐭𝐝.

Our Prime Research has issued a BUY recommendation on Shriram Finance (SHFL), India's leading retail NBFC for commercial vehicle and pre-owned vehicle financing.

Key highlights from the report:

- Q4 FY26 NII grew 21.3% YoY to ₹6,751 crore, with PAT up 40.9% YoY to ₹3,014 crore
- AUM crossed the ₹3 lakh crore milestone, growing 14.8% YoY
- MUFG Bank's ~20% strategic stake (~$4.2-4.4 billion) marks one of the largest FDI deals in India's financial services sector

- Entry range: ₹945-975 | Add on dips: ₹840-860
- Base case target: ₹1,050 | Bull case target: ₹1,150 (over 4 quarters)
- RoA expected to expand from 3.3% (FY26) to ~4% (FY28)

With strong industry tailwinds (NBFC vehicle loan AUM projected to grow 16-17% annually through FY27 per CRISIL), credit rating upgrade to AAA, and expanding gold/MSME loan verticals, SHFL is positioned for continued re-rating.

Full Report: shorturl.at/VET9v

#ShriramFinance #StockMarket #India #StockPickOfTheWeek #Investment #Research #HDFCSecurities

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1 week ago (edited) | [YT] | 30

HDFC securities

India's renewable energy story is gathering pace, and wind power is expected to play a pivotal role in the country's clean energy transition.

𝐖𝐡𝐲 𝐢𝐬 𝐈𝐍𝐎𝐗 𝐖𝐢𝐧𝐝 𝐨𝐧 𝐨𝐮𝐫 𝐫𝐚𝐝𝐚𝐫?

✅ Fully integrated wind energy player with capabilities across manufacturing, EPC execution, and O&M services

✅ Strong order book of ~3 GW, providing healthy revenue visibility for the next 12-18 months

✅ Beneficiary of India's accelerating wind energy capacity additions, with industry installations expected to remain robust over the coming years

✅ Growing share of equipment-supply business aimed at improving margins, reducing execution risks, and strengthening cash flows

✅ Expanding O&M portfolio through INOX Green Energy, creating a recurring and annuity-like revenue stream

Our research expects Revenue, EBITDA and PAT CAGR of approximately 35.8%, 39.2% and 46.8% respectively over FY26-FY28E, supported by rising renewable energy adoption, operational efficiencies, and a favourable industry outlook.

As #India advances towards its #renewableenergy ambitions, companies with scale, integration, and execution capabilities could be well-positioned to benefit from the next phase of growth.

Full Report link: shorturl.at/UWUgy

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2 weeks ago (edited) | [YT] | 26

HDFC securities

India’s nutrition gap is creating a massive growth opportunity.

From micronutrient premixes and clinical nutrition to therapeutic formulations and ready-to-use foods, Hexagon Nutrition operates across key segments of the health and wellness ecosystem.

The Hexagon Nutrition IPO opens on 5th June and closes on 9th June, 2026.

Would you consider adding this nutrition-focused player to your watchlist?

To apply tap the link: investright.onelink.me/Xwlu/o4r8wvme

For more information, Follow HDFC Securities.

#IPOOpen #HexagonNutritionIPO #StockMarket #Investing #OneClickIPO

2 weeks ago (edited) | [YT] | 13

HDFC securities

New IPO alert 🚨

CMR Green Technologies IPO has officially opened for subscription today.

The company operates in the non-ferrous metal recycling space and is a leading manufacturer of secondary aluminium alloys used across industries.

With the issue open until June 5, now’s the time to take a closer look at the company’s business, financials, and growth prospects before making your investment decision.

To apply, tap the link: investright.onelink.me/Xwlu/CMR_Green_IPO

For more information, Follow HDFC Securities.

#CMRGreenTechnologiesIPO #IPOOpen #InvestSmart #StockMarketIndia

3 weeks ago (edited) | [YT] | 7

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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3 weeks ago | [YT] | 22

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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3 weeks ago | [YT] | 18

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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3 weeks ago | [YT] | 14

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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4 weeks ago | [YT] | 27

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 month ago | [YT] | 22