Archive · 10 Jun 2025
HDFC Securities Recommends Stocks to Buy Based on Earnings and Sector Analysis
Financial analysts at HDFC Securities are recommending certain stocks to buy.
They think the market's future gains will depend on how much the companies earn.
They like large private banks, IT companies, real estate, and cement.
They've chosen specific stocks, like IndiGo and IREDA, which they believe will perform well in the next few weeks.
The market has a support level to watch out for and should be trading above 25,000.
HDFC Securities advises a positive stance on large private-sector banks, IT, real estate, cement, and capital goods.
The brokerage recommends bottom-up stock picking due to limited sectoral re-rating scope.
The Nifty 50 is trading at approximately 21.0 times FY26 earnings.
Experts suggest investors focus on stocks with strong fundamentals and favourable technical indicators.
Specific stock recommendations include IndiGo, IREDA, and Vedanta for short-term gains.
- Who
- HDFC Securities provided stock market insights.
- What
- HDFC Securities suggests stocks to buy in the Indian stock market.
- When
- Recent financial quarter and the next 2-3 weeks.
- Where
- India
- Why
- Experts anticipate further valuation gains will mirror earnings growth.
Sectors with Declining Earnings
Sectors with Growing Earnings
Sector Performance
Sectors with Declining Earnings
Financial sectors, consumer staples, discretionary, and energy experienced earnings decline.
Sectors with Growing Earnings
Power, metals, pharmaceuticals, cement, real estate, and industrials saw double-digit YoY earnings growth in Q4 FY25.
- Brokerage Firm
- HDFC Securities
- Key Metric
- Earnings Growth
- Recommended Stocks
- IndiGo, IREDA, Vedanta, Ramco Cements, Amber Enterprises India, Mahanagar Gas (MGL)
- Index's Support Level
- 25,000
Sources
Why InCred believes private banks will outperform PSU Banks in the current rate cycle
Stock Market Strategy: Nifty 50 gains likely to mirror earnings growth; prefer large banks, IT, capital goods: HDFC Sec
