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JK Cement Shares in Focus: HDFC Securities Maintains Buy, Sees Strong Growth Ahead — Check Upside, Target Price
HDFC Securities has maintained Buy rating on JK Cement.
Earnings likely to improve, but rising oil could hurt in short term: SBI Securities
Sunny Agarwal, Head of Fundamental Research, Retail Desk at SBI Securities, expects double-digit earnings recovery over FY27–28, despite near-term risks from crude-led margin pressure in Q1. He sees mid- and small-cap opportunities in hospitality, capital markets, and select banks, with improving return ratios. He also flags recovery in building materials and consumer staples, while infra push and regional growth could support sectors like cement and logistics.
ICICI Bank top pick, Jio Financial a long-term bet, Ultratech a good hold: Chola Securities
Dharmesh Kant, Head of Research, Chola Securities, said private banks show stable fundamentals, supported by improving cost metrics and growth visibility. He highlighted that emerging financial platforms need time to scale despite strong backing. Kant added that cement demand remains supported by macro trends, with leading players maintaining pricing control and capacity expansion, offering visibility for medium-term growth across the sector. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.