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Neutral impactOrders & Deals

Mayuresh Joshi on HDFC Bank, Solar Industries: Wait for Q2 numbers, stay bullish on defence

CNBC-TV18 2 hrs ago·15 Sept 2026, 11:06 am

HDFC Bank's leadership transition has created some uncertainty for investors, but the situation is stabilizing. Mayuresh Joshi suggests that while the leadership vacuum is easing, it is prudent to wait for the bank's Q2 earnings report. This data will provide a clearer picture of the bank's financial health and future growth trajectory.

For HDFC Bank, the upcoming results will be a key indicator of how the new leadership is managing the organization. Investors should focus on the management commentary and the bank's performance metrics to gauge the stock's potential.

On the other hand, the defence sector is showing strong promise. Solar Industries is expanding its capabilities through a significant acquisition, which is expected to boost its revenue visibility. The company is well-positioned to benefit from the growing demand in the defence sector, making it a stock to watch closely.