Neha Gupta
@neha.6276
Delhi
3+ Years of experience
SEBI Registration INH000016542
Trade Ideas
95
Opinions
209
Followers
291
Expertise
Quantitative
Growth
Technical
Index Strategies
Market Commentary
Futures & Options
Technical Analysis
Trade Facts
Total Trades
0
Missed Trades
0
Profit Trades
0
0%Accuracy
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Posts
shared an insight ⚡️ 18 hours ago
M&M Q2 FY27: Profit +25% to ₹4,588 Cr, Auto Revenue +39%
🚗 Mahindra & Mahindra Q2 FY27 results are out, and M&M shares moved up over 6% on 5 Nov 2026. Here is a quick look at what the numbers say.
What this analysis covers:
✅ Consolidated PAT at ₹4,588 Cr, up 25% YoY from ₹3,673 Cr; revenue from operations about ₹57,500 Cr, up ~25%
✅ Auto segment revenue at ₹37,756 Cr, up 39% YoY; total vehicle volumes 3,30,896 units, up 26%
✅ Farm side: tractor volumes 1,16,027 units, down 6% YoY, which management linked to the festive-season shift
✅ Margin watch: reported EBITDA margin about 17.7% vs 18.9% a year ago, as raw material costs rose faster than sales
✅ Market position: market share of 24.3% in SUVs, 52.3% in LCVs and 41.5% in tractors
Key learning: strong top-line growth does not always mean margin expansion. Track volume growth, segment mix and cost trends together before forming any view.
💬 Your view: can SUV demand keep offsetting a softer farm cycle in the coming quarters? Share in the comments.
📲 For daily market notes, search "Neha Gupta SEBI RA" on Telegram and join the FREE channel.
Neha Gupta | SEBI Registered Research Analyst | Reg. No. INH000016542
⚠️ Disclaimer: This content is for educational purposes only and is not investment advice or a buy/sell recommendation. Investments in the securities market are subject to market risks. Read all related documents carefully before investing.
shared an insight ⚡️ 5th Nov
Bharti Airtel Q2 FY27: Profit ₹8,888 Cr, ARPU at ₹271
📊 Telecom leader BHARTIARTL (Bharti Airtel) posted its Q2 FY27 (Jul-Sep 2026) results on 5 Nov - profit up ~31% YoY and mobile ARPU at ₹271. Here's what the numbers say 👇
✅ Revenue: ₹60,878 Cr, up 16.7% YoY and 4% QoQ
✅ Net profit: ₹8,888 Cr vs ₹6,791 Cr in Q2 FY26 (~31% YoY, ~9% QoQ)
✅ Mobile ARPU: ₹271 vs ₹256 a year ago
✅ India revenue: ₹42,308 Cr, up 9.4% YoY; Homes broadband revenue up 25.3% YoY
✅ Africa revenue: up 20.6% YoY in constant currency
✅ Capex: ₹12,467 Cr, including ₹2,826 Cr for a land parcel for data centre expansion
🔍 Key points to track:
• Can ARPU keep rising through premiumisation and postpaid growth, without a tariff hike?
• India revenue grew 2.7% QoQ vs 4% at consolidated level - Africa is adding momentum
• The data centre land investment shows Airtel is building a second growth engine beyond mobile
💬 Your view: Is ARPU growth or the data centre bet the bigger long-term story for Airtel? Share in the comments 👇
📲 For daily market notes, search "Neha Gupta SEBI RA" on Telegram and join the FREE channel.
Neha Gupta | SEBI Registered Research Analyst | Reg. No. INH000016542
⚠️ Disclaimer: This content is for educational purposes only and is not investment advice or a buy/sell recommendation. Investments in the securities market are subject to market risks. Read all related documents carefully before investing.
shared an insight ⚡️ 5th Nov
LG Electronics India Q2 FY27: PAT +26%, Revenue +19.5%
📺 Consumer durables are in focus today as LGEINDIA (LG Electronics India) reported its Q2 FY27 (Jul–Sep 2026) results today and the stock touched a fresh 52-week high intraday. Here is what the numbers show:
✅ Revenue: ₹7,380 Cr, up 19.5% YoY (vs ₹6,174 Cr)
✅ Net Profit: ₹489 Cr, up 25.7% YoY (vs ₹389 Cr)
✅ EBITDA: ₹701 Cr, up ~28% YoY; margin 9.5% vs 8.9% despite commodity and currency headwinds
✅ Home Appliances & Air Solutions: ₹4,772 Cr, +20.9% YoY – fastest quarterly growth since listing
✅ Home Entertainment: ₹2,608 Cr, +17.2% YoY – third straight quarter of double-digit growth, led by TVs
✅ New triggers flagged by management: entry into B2B vehicle solutions, exports and the upcoming Sri City compressor plant
🔍 What a research-minded investor can track next:
• Can EBITDA margin sustain above 9% if input costs rise?
• Festive and wedding season demand in Q3 and premiumisation (French door refrigerators, dishwashers, Mini LED TVs)
• Valuation: P/E is around 67x, so growth needs to keep pace with expectations
💬 Your view: Is India's premium consumer durables story just getting started? Share your thoughts in the comments 👇
📲 For daily market notes, search "Neha Gupta SEBI RA" on Telegram and join the FREE channel.
Neha Gupta | SEBI Registered Research Analyst | Reg. No. INH000016542
⚠️ Disclaimer: This content is for educational purposes only and is not investment advice or a buy/sell recommendation. Investments in the securities market are subject to market risks. Read all related documents carefully before investing.
FAQ's
What are the top stock recommendations by Neha Gupta?
Neha Gupta regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Ather Energy Ltd. (Bullish), Lumax Auto Technologies Ltd. (Bullish), M&M, BHARTIARTL and LGEINDIA. Explore Neha Gupta's complete list of posts and trade views on their StockGro profile.
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You can follow Neha Gupta's latest investment insights, stock recommendations, and market analysis on StockGro App. Additionally, you can check their detailed stock analysis reports in the StockGro blog section.
What is Neha Gupta's investment strategy?
Neha Gupta follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Neha Gupta been a SEBI-registered Research Analyst (RA)?
Neha Gupta has been a SEBI-registered Research Analyst and have 3+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
Where can I see Neha Gupta's past performance and stock picks?
You can check Neha Gupta's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.
How can I contact Neha Gupta for stock market advice?
For stock market guidance from Neha Gupta, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.
What is Neha Gupta's track record in predicting market movements?
Neha Gupta has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
What is the SEBI Registration number for Neha Gupta?
Neha Gupta is a SEBI-registered Research Analyst with the SEBI Registration INH000016542. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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