HDFC Sec says earnings estimtes lowered by 4-5% for FY27, still sees value in market

Markets remain volatile amid stalled Iran-US peace talks and rising geopolitical risks around the Strait of Hormuz, keeping crude oil elevated above $100 per barrel and investors on edge. In this backdrop, Dhiraj Relli, MD & CEO of HDFC Securities, notes that FY27 earnings estimates have been cut by 4–5%, yet pockets of value continue to emerge in the market. As Q4 earnings season progresses, stock-specific action is picking up, shifting focus toward selective investing rather than broad-based rallies. The key question for investors now is whether valuations remain comfortable, if it’s time to turn defensive, and how to position portfolios in a news-driven environment, while keeping an eye on triggers that could drive markets toward fresh all-time highs by Diwali.

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