Pro Picks
The Nifty 50 index is trading at 23x FY25 and 20.5x FY26 consensus EPS, suggesting modest upside in the next 12 months, according to HDFC Securities. The brokerage favours sectors like large banks, top-tier IT, consumer durables, capital goods, real estate, cement, and building materials for 2025 and expects FY26 growth to be volume-driven, with margin expansion largely over, supported by a low FY25 earnings base. Here are the brokerage’s top 10 stock recommendations for 2025:
Hindustan Unilever (HUL)
HDFC Securities suggests HUL as a top pick in the consumer durables sector, owing to its robust market position. Hindustan Unilever, one of India’s largest FMCG companies, has a market cap of Rs 5.49 lakh crore.
Content retrieved from: https://economictimes.indiatimes.com/markets/stocks/news/reliance-industries-sbi-among-top-10-stock-ideas-for-2025-hdfc-securities/slideshow/116619949.cms?from=mdr.
