HDFC Bank receives an 'Outperform' rating from Bernstein, with a predicted price target at ₹1,150. The bank's stable margins, enhanced Current Account Savings Account (CASA), and robust deposit growth support its earnings per share, although loan growth is expected to be moderate.
Arun Joshi
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Adani Total Gas is set to announce their Q4FY26 results on April 27, 2026, with a potential decision regarding dividends to follow. The company's shares have experienced a 4% drop over the past five days and a 12% decline year-to-date, while the last dividend was at Rs 0.25 per share.
HDB Financial Services has made its scheduled interest payments on Non-Convertible Debentures (NCDs) worth ₹110 crores, complying with SEBI regulations, and without any delays in the process.
Indian Energy Exchange reported a 17% year-on-year increase in electricity volume for the fiscal year 2026, reaching 141 billion units. Notably, Q4 volumes surged by 24.3% compared to the same period last year. Additionally, renewable energy certificates (REC) trade increased by 5%, although prices experienced a decline.
ICICI Securities recommends investing in large private banks like HDFC and Kotak due to their robust financial health and promising risk-reward prospects. Smaller banks such as RBL, Bandhan, City Union, Karur Vysya, DCB, and South Indian Bank are rated as 'Buy', but potential risks from small businesses and geopolitical factors are being closely monitored.
HDFC Bank analysts predict a potential rise in share price, aiming towards ₹1,200, indicating a bullish outlook on the bank's future performance.
HDFC Bank's analysts maintain a bullish stance, keeping 'buy' ratings and setting a target price of ₹1,200, indicating a potential 60% increase. Meanwhile, the bank is set to enhance benefits for Regalia Gold and Diners Privilege cardholders, tying rewards to spending between May and July.
According to the SEBI Regulation 31(4) disclosure for FY26, promoters of Kanani Industries, specifically Premjibhai Kanani and Harshil Kanani, hold their shares free from any liens or pledges as of March 31, 2026.
Experts suggest investing in Gujarat Gas due to robust fundamentals, despite temporary margin concerns. However, they advise holding onto BPCL due to unpredictable crude oil prices. ICICI Prudential, UltraTech Cement, Tata Capital, and Paradeep Phosphates are recommended as 'Hold', with sector-specific warnings and stop-loss precautions in place.
CAMS will release its Q4 financial results and announce the final dividend at their board meeting scheduled on May 4, 2026. Investors await further updates from this capital market player.
Heritage Foods' promoters retained a significant 41.3% stake, holding approximately 3.83 crore shares as of March 31, 2026, with no pledged or encumbered shares reported for the fiscal year.
Major pharmaceutical stocks have experienced a downturn, with notable losses ranging between 3% and 5%. Leading this decline is Sun Pharma on the Nifty index.
Adani Ports has successfully handled half a million metric tons of cargo, reaching a significant milestone in its operations, demonstrating its growth and efficiency.
ER&D companies are expected to show modest growth in Q4FY26, as demand stabilizes but recovery is delayed. Among them, KPIT is favored for its projected 1.6% increase, while Tata Elxsi and Cyient anticipate smaller gains. Improved margins could come from currency depreciation and cost control measures. Analysts recommend buying shares of KPIT, Cyient, and LTTS, but advise reducing holdings in Tata Elxsi.
Indian Bank has made changes to its Treasury Bills Linked Lending Rates (TBLR) as of April 3, 2026, while the Base Rate, MCLR, BPLR, and RBLR remain unaltered. The bank provided specific adjustments for TBLR based on tenor.
Sanofi India has proposed a dividend of ₹48 per share for the fiscal year 2025 (subject to AGM approval). This dividend is taxable and will be subject to TDS; therefore, shareholders are advised to update their PAN and bank details by April 15, 2026.
RBL Bank reported a significant growth in FY26, with business exceeding ₹2.5L crore. Deposits increased by 25% to ₹1.39L crore, and advances saw a 22% rise to ₹1.15L crore. The Liquidity Coverage Ratio (LCR) stood at 130%, indicating strong liquidity, and JLG collections reached a high of 99.7%.
Adani Power, Cochin Shipyard, Hyundai Motor India, among others, will now be available for trading in the Futures & Options segment as of April 1. Conversely, HUDCO, Piramal Pharma, Tata Technologies, and Torrent Power have withdrawn from the F&O market, with differing stock lot sizes per company.
Bosch Home Comfort India is experiencing temporary gas supply disruptions due to Middle Eastern conflicts, but the company assures that there's currently no significant impact on operations. Suppliers have invoked 'force majeure', a clause for unforeseen circumstances beyond control.
Hindalco executed a large block trade on the NSE, selling around 407,765 shares at roughly Rs. 915.95 per share, resulting in a total value of approximately Rs. 37.35 crore.