Pick of the Week

Tata Consumer delivered a strong Q4FY26 led by robust India-branded volume growth and sustained momentum across core categories. Continued expansion of its foods portfolio, integration of recent acquisitions, and rising innovation intensity are strengthening its multi-category presence. Distribution transformation and improved execution are driving growth, while operating leverage and scale benefits support margin expansion and […]

Five Star Business Finance is a secured lending NBFC focused on micro‑entrepreneurs and informal sector borrowers, backed by self‑occupied residential properties. With two decades of operating history, the company has built strong underwriting and collection capabilities, enabling rapid AUM compounding across cycles. Its presence remains strongest in southern India, with gradual geographic diversification underway. Despite […]

FY26 for ITC reflects steady execution amid a challenging policy backdrop. The sharp stock correction following the February 2026 cigarette tax revamp overlooks ITC’s proven resilience across past tax cycles. Cigarettes remain a highly durable cash engine, contributing ~80% of EBIT, with ITC historically sustaining market share through calibrated price hikes despite near-term volume pressure. […]

Supriya Lifescience Ltd. is a niche-focused API manufacturer with a differentiated portfolio of 40 APIs across multiple therapeutic segments, characterized by limited competition. The company is India’s largest exporter of Chlorpheniramine Maleate and Ketamine Hydrochloride, and among the largest exporters of Salbutamol Sulphate. It serves 1,500+ customers across 120+ countries, with a strong presence in […]

HDFC Securities has selected Ipca Laboratories Ltd. (NSE: IPCALAB) — a leading player in the Indian pharmaceutical market — as its Pick of the Week. The brokerage recommends buying the stock in the ₹1500–1535 range and adding on dips in the ₹1350–1359 band. HDFC Securities has assigned a base case fair value of ₹1647 and a bull case fair value of ₹1780 over […]

HDFC Securities has selected Indus Towers Ltd. (NSE: INDUSTOWER) — India’s largest telecom passive infrastructure provider — as its Pick of the Week. The brokerage recommends buying the stock in the ₹430–440 range and adding on declines in the ₹393–401 band. HDFC Securities has assigned a base case fair value of ₹470 and a bull case fair value of ₹501 over a 2–3 quarter […]

HDFC Securities has selected Zensar Technologies Ltd. (NSE: ZENSARTECH) — a mid-sized IT services and digital engineering company — as its Pick of the Week. The brokerage recommends buying the stock in the ₹685–715 range and adding on declines in the ₹625–640 band. HDFC Securities has assigned a base case fair value of ₹770 and a bull case fair […]

HDFC Securities has selected LG Electronics India Ltd (NSE: LGEINDIA) – a leading consumer durables and home electronics company — as its Pick of the Week. The brokerage recommends buying the stock in the ₹1,509–1,555 range and adding on declines in the ₹1,400–1,441 band. HDFC Securities has assigned a base case fair value of ₹1,669 and a bull case fair value of […]

HDFC Securities has selected Indraprastha Gas Ltd. (NSE: IGLLTD) – a leading city gas distribution (CGD) company with dominant presence in the National Capital Region—as its Pick of the Week. The brokerage recommends buying the stock in the ₹190–199 range and adding on declines in the ₹170–178 band. HDFC Securities has assigned a base case fair value of ₹215 and a bull case […]

HDFC Securities has selected Aarti Pharmalabs Ltd. (NSE: AARTIPHARM)—a manufacturer of generic APIs, Xanthine derivatives, and CDMO/CMO services—as its Pick of the Week. The brokerage recommends buying the stock in the ₹733–751 range and adding on declines in the ₹645–653 band. HDFC Securities has assigned a base case fair value of ₹814 and a bull case fair value of ₹868 over a 2–3 quarter time horizon, supported by […]