Analyst Opinions

Insights from SEBI-registered analysts · updated live

Palak Jain

1 min ago · SEBI Registration INH000017718

TCS Just Got Another AI Deal. But What Does It Mean? 🤖

TCS
is back in focus, and this time the story is around AI. The company has announced a new engagement with Best Buy, while it is also expanding its AI partnership with Dutch bank ABN AMRO. Now, whenever I see an IT company announcing a…

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DEEPAK PAL

8 mins ago · SEBI Registration INH000012856

US ADRs में जबरदस्त उछाल! Infosys +5.5%, Wipro +6.7% AND....

US ADRs में जबरदस्त उछाल! Infosys +5.5%,

WIPRO
+6.7%, HDFC Bank +2.7% — Accenture के Results ने Indian IT को दिया बड़ा Signal! Indian stocks के लिए आज का सबसे interesting overnight trigger US-listed Indian ADRs से आया है. Infosys, Wipro…

#StockInNews#USMarket#TrendingSectors#SectorBreakouts#TechnicalViews
Ashish Kumar

12 mins ago · SEBI Registration INH100008939

Auto Stocks Slide on Weak September Sales

Auto stocks came under sharp selling pressure on October 1 after several manufacturers reported September sales that missed expectations. The Nifty Auto index fell more than 3 percent.

BAJAJ-AUTO
uto plunged nearly 8 percent to around ₹9,9…

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1 like·2 comments
Pyrifera Investment Advisors

23 mins ago · SEBI Registration INH000020466

Shyam Metalics signs ₹50,000 crore Maharashtra steel MoU

Shyam Metalics signed a non-binding MoU for a 9 MTPA greenfield integrated steel complex in Maharashtra. The proposed project carries an estimated capital expenditure of ₹50,000 crore. The Chandrapur facility would add 9 MTPA to the compan…

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4 likes·4 comments
Umang Bhutada

25 mins ago · SEBI Registration INH000023001

Jio Financial invests ₹320 crore in its insurance JV

JIOFIN
Jio Financial Services Limited and Allianz Europe B.V. have each invested ₹320.05 crore in their 50:50 joint venture, Jio Allianz General Insurance Company. The investment was made through a rights issue to fund the joint venture'…

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5 likes·5 comments
Unite Technologies Financial

1 hour ago · SEBI Registration INH000020350

Dixon Technologies – Technical Analysis, Short term Analysis

The stock

DIXON
is showing a short-term corrective trend within a broader recovery structure. After recovering from the ₹9600–10000 zone and moving toward ₹14,800–15,000 the stock has started forming lower highs. The latest close is aroun…

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14 likes·14 comments
Saksham Sharma

1 hour ago · SEBI Registration INA000022613

Bajaj Finance plans a ₹17,500 crore capital raise

Bajaj Finance Limited

BAJFINANCE
has approved a plan to raise up to ₹17,500 crore through a QIP and preferential warrants. The proposed raise includes ₹11,700 crore from institutional investors and ₹5,800 crore from promoter Bajaj Finser…

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14 likes·15 comments
CA. Hardik Kachchava

1 hour ago · SEBI Registration INH000022136

Godrej Properties Challenges Environmental Clearance

GODREJPROP
Executive Summary Godrej Properties Limited has formally filed an appeal with the National Green Tribunal (NGT) challenging a recent directive from the Ministry of Environment, Forest and Climate Change (MoEFCC). The Ministry's…

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14 likes·14 comments
AASHISH RA

1 hour ago · SEBI Registration INH000013174

power, distribution, auto and inverter-duty transformers,

ATLANTAA
Strengths Strong positioning in the power-transformer and grid-infrastructure market. Capability to manufacture high-capacity transformers up to 500 MVA / 765 kV. Established customer base across state/national electricity grids…

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17 likes·16 comments
VIJAY KUMAR GUPTA

1 hour ago · SEBI Registration INH000020226

Wipro Q1 PAT flat YoY; margins crumble 120bp

WIPRO
WIPRO
***** BODY: Q1 FY27 (ended 30 Jun 2026): Revenue $2,614.5M (+1.0% YoY, -1.4% QoQ in rupee terms); PAT Rs 33.6Cr (up 0.6% YoY, -4.7% QoQ); EPS Rs 3.20 (up 0.6% YoY, -4.2% QoQ). IT Services operating margin 16.0%, down 1.2pp Y…

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22 likes·22 comments
Prameela Balakkala

1 hour ago · SEBI Registration INH000016074

Shyam Metalics Plans ₹50,000 Cr Maharashtra Steel Project

SHYAMMETL
Key Update: Shyam Metalics has signed a non-binding MoU with the Government of Maharashtra for a proposed 9 MTPA greenfield integrated steel complex. Estimated Investment: ₹50,000 crore Expected Employment: Around 30,000 jobs Th…

#SectorBreakouts#FundamentalViews#StockInNews#PersonalFinance
24 likes·24 comments
Priyam Mehta

1 hour ago · SEBI Registration INH000019239

Britannia Industries: Can Pricing Power Protect Margins?

BRITANNIA
# Britannia Industries: Can Pricing Power Protect Margins? Britannia Industries operates in India’s packaged-food market, with biscuits, cakes, rusks and other bakery products forming important parts of its portfolio. Its establ…

#FundamentalViews#WatchOutFor#Miscellaneous#MacroViews#HiddenGems
25 likes·24 comments
Saurabh Tyagi--Clovek,Advisory

1 hour ago · SEBI Registration INA100014879

Parag Milk Foods: Scaling Up Dairy and Nutrition

PARAGMILK
is targeting revenue of around ₹10,000 crore over the next 3–4 years, supported by capacity expansion across paneer, cheese and whey protein. The company is also increasing its focus on higher-value dairy and nutrition products,…

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24 likes·25 comments
CA Barkha Kamra

2 hours ago · SEBI Registration INH000021164

Bajaj Finance Capital Raise via QIP and Warrants

Bajaj Finance Ltd

BAJFINANCE
has approved a major capital-raising plan of up to ₹17,500 crore, comprising a Qualified Institutions Placement (QIP) of up to ₹11,700 crore and a preferential issue of convertible warrants of up to ₹5,800 cro…

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29 likes·29 comments
Sarathi Research

2 hours ago · SEBI Registration INH000012740

Avalon Technologies falls 5% on Rs 883 crore block deal

AVALON
Avalon Technologies Limited (NSE: AVALON) shares fell as much as 5.2% on September 30, 2026, after a Rs 883 crore block deal in the stock during the morning trading window. What happened: About 40.5 lakh shares, equal to 6.06% of t…

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28 likes·30 comments
Kundan Motwani

2 hours ago · SEBI Registration INH000019354

TARIL (Transformers & Rectifiers India) is interesting

TARIL
TARIL (Transformers & Rectifiers India) is interesting for Monday, but the setup is high-volatility. 1 Oct close: ₹280.80 Day high: ₹298.60 Volume: ~5.73 crore shares vs ~7.8 lakh average — an exceptionally large volume spike. T…

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31 likes·33 comments
Vimal K

2 hours ago · SEBI Registration INH200007724

Sterlite Tech Surges 10.2% makes New Life Time High

Sterlite Technologies Ltd. (STL) delivered a standout performance during the week, closing at ₹955.40 with a notable 10.2% gain. This upward movement represents a sharp departure from the prevailing weakness in the broader market indices, s…

#WatchOutFor#StockInNews#EquityResearch#PsychologyofMoney#TechnicalViews
31 likes·31 comments
Rahul Porwal

2 hours ago · SEBI Registration INH000019372

Xelpmoc Design and Tech Ltd shares surged over 17%

XELPMOC
Xelpmoc Design and Tech Ltd shares surged over 17% today, closing around ₹94.5, despite the company reporting a quarterly loss of ₹2.20 crore. The rally appears driven by price action rather than any specific corporate catalyst. �…

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36 likes·34 comments
Sunil Kotak

2 hours ago · SEBI Registration INH000015826

TCS buys Best Buy’s India GCCs for AI Capability Centres

TCS
TCS buys Best Buy’s India GCCs to transform into AI Capability Centres SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Tata Consultancy Services (TCS) is set to take over US consumer electronics retailer Best Buy’s Global Ca…

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34 likes·33 comments
Pradeep Carpenter

2 hours ago · SEBI Registration INH000019309

Nifty Metal Falls: Correction or Trend Reversal?

Nifty Metal came under sharp selling pressure in the last session, falling from the recent higher levels. The decline was not limited to one stock; several major metal counters also faced selling. One key factor was weakness in global indu…

#SectorBreakouts#TrendingSectors#TechnicalViews#EquityResearch#StockInNews
nifty metal day chart 02-10-2026.PNG
5 likes·6 comments