{"id":302668,"date":"2026-10-12T15:24:19","date_gmt":"2026-10-12T09:54:19","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=302668"},"modified":"2026-10-12T15:24:19","modified_gmt":"2026-10-12T09:54:19","slug":"top-nbfc-stocks-to-buy-hdfc-securities-recommends-15-shares-ahead-of-q2-results-credit-growth-16-percent-in-august","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/top-nbfc-stocks-to-buy-hdfc-securities-recommends-15-shares-ahead-of-q2-results-credit-growth-16-percent-in-august\/","title":{"rendered":"Top NBFC Stocks to Buy: HDFC Securities Recommends 15 Shares Ahead of Q2 Results, Credit Growth Holds at 16% in August 2026, Q2 Business Updates, What to Check and Risks"},"content":{"rendered":"

NBFC stocks: HDFC Securities recommends 15 shares ahead of Q2 FY27 results. NBFC credit growth held at 16% YoY in Aug 2026, led by retail and services. Q2 updates: Bajaj Finance AUM +26.5%, CreditAccess Grameen AUM +19.5%, Aye Finance AUM +26%.<\/em><\/p>\n

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Quick Answer<\/strong><\/p>\n

HDFC Securities has recommended 15 NBFC stocks to add ahead of Q2 FY27 results, citing credit growth that held at 16% year on year in August 2026, led by the retail and services segments. Early Q2 business updates support the call, with Bajaj Finance reporting assets under management of Rs 5.85 lakh crore, up 26.5%, and CreditAccess Grameen and Aye Finance posting AUM growth of 19.5% and 26%. The open questions are margins after the RBI rate hike and higher bond yields, and asset quality as loan books grow, so the full results matter more than the business updates. I could not find the list of 15 names or the targets, so check HDFC Securities’ report for the rating and target of each stock.<\/p>\n<\/p><\/div>\n

NBFC stocks have been supported by steady credit demand, with companies guiding for growth of 15% to 25% in FY27 according to an SBI Securities view in August. The Q2 FY27 results season now tests whether that growth is arriving with stable spreads and clean loan books.<\/p>\n

This guide explains the HDFC Securities call, the August credit growth data, what Q2 business updates show, which numbers to check in the results, the stocks named by other brokerages, and the risks.<\/p>\n

A note on sources: the headline says HDFC Securities picked 15 shares but I could not open the report. Names, ratings and targets are therefore not listed, and I have not guessed them.<\/p>\n

Click Here – Get Free Investment Predictions<\/a><\/strong><\/p>\n

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