Analyst Opinions

Insights from SEBI-registered analysts · updated live

Sumit Kadam

1 min ago · SEBI Registration INH000024462

Strong Volume Growth and Improving Profitability

The September quarter brought an interesting development for India's FMCG sector. While many businesses focus on revenue growth, the real story is how companies convert higher sales into stronger operating profits. **Marico Ltd. (NSE: MARI…

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VIJAY KUMAR GUPTA

2 mins ago · SEBI Registration INH000020226

Infosys FY27 guide cut to 1 to 2%; shares at Rs 1,154

INFY
Infosys Limited reported Q2 FY27 profit of Rs 7,823 crore on 23 October and cut its FY27 revenue guide. My 25 October post treated that cut as a failed test for fresh money. The stock has since rebounded above my zone. Q2 FY27 numbe…

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Palak Jain

8 mins ago · SEBI Registration INH000017718

Aurobindo Pharma Profit Surges 33% On Strong US Business

AUROPHARMA
a has delivered a strong Q2 FY27 performance, and the growth in its business deserves attention. The pharmaceutical company reported a 32.7% year-on-year increase in consolidated net profit to ₹1,126 crore. Revenue jumped 23.9%…

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Shree Dhanraksha Securities

8 mins ago · SEBI Registration INH000017152

Understanding the Growth of Stock Exchanges

BSE Limited

BSE
reported an impressive performance in Q2 FY2026–27. Its consolidated net profit increased by approximately 44.9% year-on-year to ₹809.15 crore, compared with ₹558.43 crore in the corresponding quarter last year. Revenue in…

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CA Sumit Mangla

21 mins ago · SEBI Registration INH000028626

Indus Towers cuts diesel use 11%; eyes Africa entry

INDUSTOWER
Indus Towers Limited (INDUSTOWER) MD & CEO Prachur Sah said total diesel consumption in H1 declined 11% YoY driven by energy-saving initiatives. Solar investments are expected to boost service revenue. The orderbook remains he…

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3 likes·2 comments
Rahul Porwal

31 mins ago · SEBI Registration INH000019372

PI Industries shares dropped nearly 10% today

PIIND
PI Industries shares dropped nearly 10% today after reporting weak Q2 FY27 results, with net profit plunging over 70% year-on-year due to margin contraction and declining agrochemical exports. Domestic revenue grew, but global demand…

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6 likes·5 comments
Ketan Mittal (SEBI RA)

44 mins ago · SEBI Registration INH000018726

Lenskart's Q2 profit more than doubles as margins expand

Lenskart Solutions Limited (NSE: LENSKART) reported Q2 FY27 revenue of ₹2,845 crore, up 32.5% year on year. Profit after tax rose to ₹232 crore from ₹113 crore, while pre-Ind AS 116 EBITDA margin expanded to 13.8%. What happened India rev…

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12 likes·10 comments
Stock Reader

59 mins ago · SEBI Registration INH000022923

🏗️ MAHASTEEL — Steel Demand, Thin Margins

MAHASTEEL
Revenue is scaling—but the real test is whether growth can translate into stronger operating profits. Mahamaya Steel Industries manufactures steel products, including TMT bars, serving construction and infrastructure demand. T…

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16 likes·13 comments
Tejaswi

1 hour ago · SEBI Registration INA200015176

HDFC Bank: Loan Mix Shift Drives Margins

HDFCBANK
HDFC Bank (NSE : HDFCBANK) is India’s largest private sector bank by assets. It serves retail, SME, corporate and wholesale customers across lending, deposits, payments and wealth management. It merged with HDFC Ltd in 2023 and…

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16 likes·14 comments
Nikita (SEBI RA)

1 hour ago · SEBI Registration INH000016843

Adani Power signs 25-year 1,234 MW supply deal

Adani Power Limited (NSE: ADANIPOWER) signed a 25-year Power Supply Agreement with Uttarakhand Power Corporation Limited on 4 November 2026. The agreement covers 1,234 MW of net thermal power supply from 1,320 MW installed capacity. The ag…

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16 likes·15 comments
Pavan Rawat

1 hour ago · SEBI Registration INH000025966

ITC LTD. RISE 3% DESPITE WEAK CIGARETTE BUSINESS

ITC
Shares of ITC Ltd surged nearly 3%. The stock continued its upward momentum following the company's Q2 results, which highlighted strong growth in its non-cigarette FMCG business despite weakness in cigarette segment profitability. Th…

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16 likes·15 comments
Sarathi Research

1 hour ago · SEBI Registration INH000012740

Lenskart Shares Rise After Q2 Profit More Than Doubles

LENSKART
Lenskart Solutions reported a 124.7% year-on-year rise in consolidated net profit to Rs 232.45 crore for the September quarter (Q2 FY27) on Wednesday, 4 November, from Rs 103.45 crore a year earlier. Profit attributable to owners…

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15 likes·16 comments
Prameela Balakkala

1 hour ago · SEBI Registration INH000016074

MapmyIndia Poised for Stronger Momentum in H2 FY27

MAPMYINDIA
CE Info Systems is gearing up for a robust second half of FY27, backed by sustained growth and key contract activations. 📈 Key Highlights from Management: ✅ Confident that H2 FY27 will surpass H1 performance ✅ Strong growth…

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15 likes·16 comments
Ankush

1 hour ago · SEBI Registration INH000021234

KOTAK MAHINDRA BANK LTD. GETS CCI APPROVAL

KOTAKBANK
Kotak Mahindra Bank has received approval from the Competition Commission of India to acquire Deutsche Bank’s retail banking, private banking and wealth management businesses in India. The proposed deal marks a major transfer of…

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14 likes·14 comments
THREETREND RESEARCH

1 hour ago · SEBI Registration INH000022729

IFCI Ltd. is scheduled to announce its Q2 FY27 results

IFCI
IFCI Ltd. is scheduled to announce its Q2 FY27 results on November 12, 2026. In the latest available Q1 FY27 results, the company reported revenue of ₹327.06 crore, operating profit of ₹143.99 crore and net profit of ₹60.27 crore, r…

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15 likes·14 comments
Bala Prasad Pal

1 hour ago · SEBI Registration INH000029209

Nykaa profit rises 206.8% as revenue grows 28.1%

Nykaa reported Q2 profit growth of 206.8% and revenue growth of 28.1%. After the November 4 announcement, the stock is above Rs 350, with Rs 311 as key support. FSN E-Commerce Ventures Limited [

NYKAA
] announced Q2 FY27 consolidated resu…

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15 likes·15 comments
Kundan Motwani

1 hour ago · SEBI Registration INH000019354

Indian Stock Market Outlook – Today 05-11-2026

ADANIPOWER
Indian Stock Market Outlook – Today Indian markets are likely to witness a strong gap-up opening today, supported by positive global cues, a sharp correction in crude oil prices and continued FII buying. GIFT Nifty was trading a…

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18 likes·18 comments
Kavan Patel

1 hour ago · SEBI Registration INH000006174

Sensex, Bankex analysis for 5/11/2026 (MARKET ANALYSIS)

1. Sensex Analysis (Current Level: 76,917) Current Bias: Bullish/Neutral-to-Positive while trading above the crucial support threshold of 76,000. Actionable Strategy:Long Positions: Maintain or hold existing long positions as long as…

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22 likes·20 comments
Pankaj pawar

1 hour ago · SEBI Registration INH000020934

Alembic Pharma profit jumps 81%; USFDA approves eye drug

APLLTD
reported strong Q2 FY27 consolidated financial results, with net profit increasing 81.1% year-on-year to ₹335 crore compared with ₹185 crore in the corresponding quarter last year. Revenue grew 36.3% to ₹2,604 crore from ₹1,910 cro…

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22 likes·23 comments