HDFC Securities includes ITC in broad post-Q1FY27 coverage review

HDFC Securities has issued post-Q1FY27 reviews across ITC and a range of Indian companies, including Sun Pharma, Maruti Suzuki, Bajaj Finserv and Kajaria Ceramics. The available report excerpt does not specify ITC’s rating, target price or investment rationale.

— Filed Mon, 3 Aug, 2026, 13:11 IST · Source NDTV Profit · Updated

HDFC Securities issued post-Q1FY27 reviews covering ITC and other Indian companies. The brokerage maintained constructive calls across several stocks and upgraded Kajaria Ceramics; the available excerpt does not detail ITC-specific ratings or targets.

Why this matters

The review follows ITC’s Q1 signals of a 5% cigarette-volume decline and a 15.6% profit fall, while FMCG-Others revenue grew 12% and cigarette volumes showed resilience after a tax hike.

Retail-company signals are accelerating, up 226517% quarter over quarter.