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HDFC Bank shares slide 10% in four days after Q1 results but brokerages see up to 40% upside. Here’s why

HDFC Bank shares have fallen nearly 10% in four sessions since its Q1 FY27 results despite reporting steady earnings growth. Brokerages remain bullish, citing improving margins, healthy loan growth, lower credit costs and attractive valuations, with target prices implying upside potential of up to 40% from current levels.

The Economic Times

Eternal shares jump 3% after Q1 results. Jefferies, CLSA and 4 other brokerages weigh in

Shares of Eternal climbed 3% after its Q1FY27 earnings, with brokerages reaffirming bullish views on the stock. JPMorgan, CLSA, Jefferies, Nomura, Motilal Oswal and Emkay retained positive ratings, citing accelerating growth in food delivery and Blinkit, improving quick commerce profitability, stronger margin guidance and management's confidence that competitive intensity has…

The Economic Times

Top OMCs post losses with government weighing relief measures

State-run oil companies HPCL and BPCL reported significant losses for the April-June quarter. This occurred as they sold petrol, diesel, and LPG below market rates. Elevated crude prices, driven by West Asia conflict, impacted their earnings. The oil ministry is now working on a compensation proposal for these companies. The…

The Economic Times

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Infosys Q1 preview: Guidance cut expected? Infosys may not have good news for investors in Q1 results

Infosys is expected to post double-digit growth in revenue and profit for Q1FY27, aided by seasonal factors and acquisitions. However, brokerages remain divided on whether the IT major will raise or trim its FY27 revenue growth guidance amid macro uncertainty, weak discretionary spending and AI-led pricing pressure.

The Economic Times

MedPlus Health shares tumble 16% after Q1 profit falls 21% YoY. Should you buy, sell or hold?

MedPlus Health Services shares tumbled after the company reported a weaker-than-expected Q1FY27. Despite healthy 21.9% revenue growth to ₹1,880 crore, investors were disappointed by the profitability miss. Brokerage Nomura maintained its 'Buy' rating, highlighting MedPlus' long-term growth potential driven by its store expansion strategy.

The Economic Times

Profit up 35%, shares down 15%: What went wrong at Bandhan Bank?

Bandhan Bank shares hit the 15% lower circuit despite a 35% jump in Q1 profit, as investors focused on the lender's sharp cut to its FY27 RoA guidance. Brokerages remained divided, with concerns over margin pressure and funding costs overshadowing stronger earnings and improved asset quality.

The Economic Times

HDFC Bank shares fall for 2nd day but Jefferies, others brokerages remain bullish. Should you buy the dip?

HDFC Bank shares extended losses for a second straight session after its Q1 FY27 earnings, but brokerages remain optimistic on the stock. Jefferies, Motilal Oswal, Nomura and JM Financial have retained their bullish ratings, with target prices implying upside of up to 35% from current levels.

The Economic Times

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Dixon Tech shares down 30% from 52-week high. Can these 3 triggers reignite the rally for 79 lakh shareholders

Dixon Technologies shares may see a rally after recent declines from their peak. Government approval for the Vivo joint venture is a significant development for smartphone manufacturing. New policy support for electronics manufacturing aims to boost domestic production and global competitiveness. Expanded customs duty exemptions are expected to lower input…

The Economic Times

HDFC Bank shares crash 5%, wipe off Rs 70,000 cr from investor wealth. Why Jefferies, Nomura, others see up to 28% upside?

HDFC Bank shares fell sharply on Monday after its Q1FY27 earnings failed to impress investors, wiping out nearly Rs 70,000 crore in market value. Despite margin pressure and a muted market reaction, brokerages including Jefferies, Nomura, Motilal Oswal and Anand Rathi retained bullish ratings, seeing up to 28% upside in…

The Economic Times

India Inc is returning to banks for money, but retail borrowers aren’t keeping pace

India’s largest private banks are witnessing a shift in credit demand, with corporate and SME lending driving loan growth while retail borrowing remains subdued. Stronger working capital demand, refinancing and business banking boosted advances, but slower consumer credit growth and weaker CASA ratios continue to weigh on banks’ funding mix…

The Economic Times

Reliance Industries share price target: What are brokerages saying after Q1 results?

Reliance Industries shares gained after the conglomerate reported better-than-expected June quarter earnings, driven by robust growth across its energy, digital and refining businesses. Brokerages remained bullish on the stock, with several reiterating Buy ratings and raising target prices, citing strong operational performance, improving refining margins and long-term growth prospects across…

The Economic Times

HDFC Bank Q1 Results: Net profit rises 5% YoY to Rs 19,060 crore, NII up 7%

HDFC Bank Q1 Results: HDFC Bank reported a 5% YoY rise in Q1 FY27 standalone net profit to Rs 19,060 crore, while net interest income increased 7%. Profit beat Nomura’s estimate but missed Kotak’s forecast. Asset quality remained stable, provisions declined sharply year-on-year, and the bank maintained a strong capital…

The Economic Times

CAFE III norms signal faster EV shift in India while balancing automakers concerns: Nomura

CAFE refers to government regulations that require automakers to meet a specific average level of fuel economy or CO₂ emissions across their entire fleet of vehicles sold in a year. Under the draft notification, compliance will be evaluated over FY28-30 and FY30-32, giving manufacturers additional time to phase in electric…

The Economic Times

HDFC Bank, Axis Bank, ICICI, Kotak shares rise up to 3% ahead of Q1 earnings; Nifty Bank gains 500 pts. What to expect?

Banking stocks rallied on Friday, lifting the Nifty Bank index over 500 points ahead of Q1FY27 earnings from HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank and Yes Bank. Brokerages expect steady loan growth and stable asset quality, though margin pressure may weigh on earnings during the quarter.

The Economic Times

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The Economic Times

2 reasons why Infosys, TCS and other IT stocks are rising today

Indian IT stocks saw gains on Friday, led by Tech Mahindra's better-than-expected first quarter results. Infosys and HCL Tech also advanced, with HCL Tech securing a significant seven-year deal. Wipro shares declined more than three percent after reporting weak first-quarter performance. Brokerages offered positive outlooks for Tech Mahindra, increasing target…

The Economic Times

Why did market rise today? Sensex surges 965 points; Nifty ends above 24,300. 4 reasons why D-Street defied global rout

Indian stock markets saw gains on Friday, with Sensex and Nifty trading higher. IT stocks led the gains, while broader markets experienced marginal losses. Escalating Iran-US conflict and rising oil prices added to investor caution. Foreign investors remained net sellers of Indian equities on Thursday. Analysts advise caution due to…

The Economic Times

Tech Mahindra shares jump 3% after Q1 earnings beat estimates. What Nomura, Nuvama, other brokerages now expect

Tech Mahindra shares surged after the IT major reported better-than-expected Q1 FY27 results, with net profit rising 28% YoY to Rs 1,465 crore and revenue climbing 18% to Rs 15,712 crore, supported by broad-based growth, strong deal wins, and margin expansion.

The Economic Times

Wipro shares fall over 3% after Q1 results. Why have Nomura, Motilal & others cut target prices?

Brokerages remained divided on Wipro after its Q1FY27 results, with Nomura and Nuvama retaining Buy ratings but lowering target prices due to weak growth and cautious guidance. Motilal Oswal maintained a Neutral rating, citing another challenging year ahead. While analysts flagged macro uncertainty and sluggish deal ramp-ups, they believe AI-led…

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The Economic Times

Investors are watching Jio but Mukesh Ambani-led RIL’s Q1 surprise may come from refining

Reliance Industries' upcoming first-quarter earnings may depend on refining gains. Jio's steady expansion is expected to provide a stable growth engine for the company. Refining margins surged dramatically, raising expectations for the oil-to-chemicals business. However, planned refinery shutdowns could impact the full benefit of margin upswings. Investors will focus on…

The Economic Times

Dixon Tech shares surge 7% on Rs 1.9 lakh crore phone manufacturing push. Buy, sell or hold the stock?

Dixon Technologies shares surged after the Union Cabinet approved the Rs 1.27 lakh crore second phase of the India Semiconductor Mission and a Rs 62,500 crore Mobile Phone Manufacturing Scheme. The government is expected to issue administrative notifications for both schemes within the next two weeks.

The Economic Times

HDB Financial shares jump 5% on Q1 profit cheer. What are Nomura, Motilal Oswal saying?

HDB Financial Services reported a strong June quarter with profit rising 38%. Net interest income increased 20%, and asset quality showed improvement. Assets under management grew 11%, reflecting steady lending business expansion. Experts maintained neutral ratings, citing steady earnings and margin expansion. The company's stock saw a notable jump following…

The Economic Times

Tech Mahindra Q1 Preview: Will the IT company surprise investors with its earnings?

Tech Mahindra is expected to post modest June-quarter revenue growth, led by continued strength in its telecom business, while margins are likely to improve on cost optimisation. Investors will closely track management commentary on AI strategy, telecom demand, large deal execution, BFSI recovery and progress towards its FY27 margin target.

The Economic Times

HDFC Bank, SBI, other stocks jump up to 2%; Nifty Bank gains 560 points. What lies ahead?

Banking stocks rallied up to 2% on Wednesday, lifting the Nifty Bank index as investors positioned themselves ahead of a crucial round of Q1 earnings from major private lenders this weekend. Brokerages remain constructive on the sector, citing improving fundamentals, resilient loan growth and stable asset quality, while cautioning that…

The Economic Times

Wipro Q1 Preview: Under pressure from AI, what can investors expect from earnings?

Wipro's Q1 earnings are expected to show a revenue rise, driven by acquisitions and currency. Core IT services revenue may decline sequentially, impacting overall profitability. Analysts anticipate margin pressure from wage increases and deal ramp-ups. Investors will focus on September quarter guidance and deal conversion rates. Management commentary on demand…

The Economic Times

Nuvoco Vistas shares soar 10% after strong Q1. Why Nomura, Choice see up to 47% upside?

Shares of Nuvoco Vistas surged after the cement maker reported a strong set of Q1 FY27 earnings, prompting multiple brokerages to reiterate bullish views. Analysts cited better-than-expected profitability, resilient pricing, cost discipline and capacity expansion plans as key drivers supporting further upside in the stock.

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