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Union Budget seen as catalyst for industrial recovery amid weak infrastruc
Updated : 1 month, 4 weeks ago IST
The upcoming Union Budget 2026 is expected to be a key trigger for the industrial sector, with higher government allocation likely to support a recovery in domestic ordering, particularly for infrastructure and capital goods companies, according to a report by HDFC Securities Institutional R
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Indian IT industry poised for sharp recovery in 2026 driven by demand for
Updated : 3 months ago IST
IT firms have transitioned from traditional digital transformation projects toward AI-centric engagements, with AI deals now forming nearly 74% of all contracts signed in the last six quarters, the report said. Companies such as TCS, Infosys, HCLTech, Wipro, LTIMindtree and Tech Mahindra rep
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GST rate rationalization yet to play out meaningfully: HDFC Securities Rep
Updated : 5 months ago IST
The benefits of the Goods and Services Tax (GST) rate rationalization are yet to play out meaningfully, and its impact on domestic-focused automobile companies is expected to be visible only from the third quarter of FY25, according to a report by HDFC Securities.
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Indian Pharmaceutical Market clocks 8% growth in August: Report
Updated : 5 months, 1 week ago IST
The Indian Pharmaceutical Market (IPM) registered an 8.1 per cent year-on-year growth in August 2025. This comes after a 7.1 per cent growth in July and aligns closely with the overall 8 per cent growth seen in FY25. Citing data by IQVIA, HDFC Securities Pharmaceuticals report noted that uni
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Indian consumer discretionary sector to show mixed signals: HDFC Securitie
Updated : 8 months ago IST
According to the report, the discretionary universe is expected to face a tailwind from new age businesses, which are expected to grow at a 49 per cent YoY rate, while a slow growth rate from paint companies can offer headwinds to this universe.
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Auto OEMs to witness pressure in Q1 FY26E amid input cost surge and operat
Updated : 8 months ago IST
India's auto original equipment manufacturers (OEMs) are likely to witness margin pressures in Q1FY26E, impacted by higher raw material (RM) costs and operating deleverage, according to a report by HDFC Securities.
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India pharma, healthcare revenue to grow steadily in Q1FY26E; EBITDA margi
Updated : 8 months ago IST
Indian pharma and healthcare sector will witness steady revenue growth in the first quarter of the Financial Year 2026 (Q1FY26E), but concerns loom as EBITDA margins are expected to decline amid rising input costs and pricing pressures, according to a report by HDFC Securities.
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Indian IT sector to see mixed Q1FY26 performance; mid-tier firms to outpac
Updated : 8 months, 1 week ago IST
The Indian Information and Technology (IT) sector will deliver a mixed performance in the first quarter of Financial Year (FY) 2026, with tier-1 companies likely to post muted revenue growth, while mid-tier firms are set to outperform, according to a report by HDFC Securities.
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Rural India is transitioning swiftly from agri-centric economy to services
Updated : 8 months, 2 weeks ago IST
Rural India is showing strong signs of economic progress. A report from HDFC Securities suggests that in 112 rural districts, home to nearly 291 million people, the average income per person has now crossed USD 2,000.
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Govt banks are disadvantaged over private banks because of their dependenc
Updated : 8 months, 3 weeks ago IST
Public sector banks (PSBs) in the country rely more on deposits as compared to private banks whereas private sector banks, on the other hand, actively use borrowings to manage their funding needs, according to a report by HDFC Securities.
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India's private capex growth remained robust over FY21-FY25E, reported a 1
Updated : 10 months ago IST
The private capital expenditure growth in India remained robust in the last five years from FY21 to FY25E, reporting a CAGR of 19.8 per cent, according to a report by HDFC Securities.
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Generic pharma companies unlikely to be impacted by Trump's order to cut R
Updated : 10 months ago IST
Generic drug companies in India are not expected to be affected by US President Donald Trump's new order to bring the prices for prescription (Rx) drugs in line with other developed nations, says a report by HDFC Securities.
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