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HDFC Securities’ Top 10 Stocks for 2021

The pandemic has produced huge opportunities for several businesses like chemical, technology and pharma industries. Even though Indian market experienced a keen fall in March 2020, a cautious recovery took place. Recently, HDFC Securities announced that a huge part of the Nifty run-up is no more and henceforth, its emergence would be slow and calculated. In the meantime, markets may experience turns of adjustment, mostly if FPI flows disappear for several days or weeks. HDFC Securities has recommended 10 stocks for 2021.


Birla corporation owns a powerful existence in several states in India including Madhya Pradesh, Uttar Pradesh, Rajasthan, West Bengal and Maharashtra. It shares 4.2% of market with Indian cement industry. By 2025, the company plans to step up its capacity to 25 MTPA from a 15.6 MTPA of current capacity. This contributes a powerful future growth. However, even a bit fall in cement consumption demands would lead to lesser achievement and limits.


HPCL has a broad dispensation and trading structure network among PSU OMCs. This includes a network of cross country pipelines, depots, terminals and 16,707 retail outlets. It aims to invest more than ₹ 60,000 crore over the coming five years to develop infrastructure. This plan consists of capacity extension at its refineries, extension of its pipeline network and construction of new pipelines. Any growth in divestiture front for BPCL could steer towards a frictional effect on HPCL’s valuations.


It was announced that a huge deal wins with an entire contract amount of $ 3.15 billion, making it the highest ever documented in Q2FY21. In spite of the cost-cutting and money protection measures by the clients, the IT deal pipeline has been developing constantly. Guided by a solvent balance sheet and a healthy profit making past, Infosys‘s financial economy is also strong.


The current rise in crude oil prices and the assumptions of extra advance is not completely returned in the current ONGC valuations. Its standard Capex per annum has been around ₹30,000 to ₹32,000 crore. Furthermore, the firm’s purchase of a majority share in HPCL is a describing move, which remarkably alter its downstream portfolio. However, the stock has been undergoing a decrease in construction in its developed fields over the latter past.


Sun Pharma is the biggest Indian pharma firm that controls an 8.2% share in the Indian market. Additionally, it has developed ₹ 12,600 crore valued progressive R&D investments around the past 6 years. It is also believed that in the next 2-3 years, Sun pharma’s higher earning growth will be operated by regulative designs, weakening price decay and product launchings over special categories.


Considering its extensive, comminuted deposit root and Government’s majority holding, SBI is most certainly resistant to any liability risks. It is preferred to deal with asset quality concerns than many other huge banks due to its qualified loan book. it has an occupancy in insurance, credit cards, asset management and several other services including a hold in numerous regional rural banks. Each one of these are achieving extremely well and increasing the bank’s fundamental value.


This is one of the biggest asset management firms in India. There is sufficient room for NAM to continue to extend gainfully considering the huge under-penetration in India. There is growing adequacy of the Nippon brand by Indian investors. Fund management with huge managing leverage will aid productively. But, the pandemic situation has affected the retail investors and ceasing of SIPs may affect AUM growth.


Hindustan Unilever is the market leader in various FMCG categories and owns the broadest dispensation. After the recent purchases of GSK’s consumer business, the company is money-rich and debt-free. It is expected that the significant linkage benefits to progress in the next 2-3 years. Still, the inconsistency and price volatility in commodities such as palm oil, crude and tea can affect the company’s limits for the time being.


The firm is considering extension in petrochemicals and renewables to additional growth in its key business of natural gas transportation and marketing. Aside from this, it intends to invest around ₹ 45,000 crore over the next 5 years to extend its National Gas Pipeline Grid and city gas supply. Still, any fluctuations in the gas distribution and transmission could hurt GAIL.


Bandhan Bank is India’s biggest MFI company with more than 20% market share. It has regularly displayed a powerful track record in developing a its earnings. By FY20, its entire customer base made 20 million customers with a ₹ 76,000 crore loan book. After the union with Gruh Finance, contracts account for 26% of the loan book. By the next 5 years, it plans to modify itself into a one-step solution for all banking necessities of low and mid-income based customers.

These are HDFC Securities’ Top 10 Stocks for 2021.

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