Analyst Opinions

Insights from SEBI-registered analysts · updated live

Jeet B Bhayani (SEBI RA)

5 mins ago · SEBI Registration INH000018142

Maiden Palmyra Jaggery Export Consignment

The Agricultural and Processed Food Products Export Development Authority (APEDA), operating under the Ministry of Commerce and Industry, facilitated the maiden export shipment of 1.755 metric tonnes of organic Palmyra Jaggery Powder (Palmy…

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Hemraj Singh Sikarwar

9 mins ago · SEBI Registration INH000016719

JK CEMENT: VOLUME GROWTH VERSUS COST PRESSURE

JKCEMENT
is worth tracking as investors assess cement demand, realisations and operating profitability in the September quarter. Cement companies can benefit from infrastructure spending and housing demand, but profitability also depends…

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AKANSHA JAIN

12 mins ago · SEBI Registration INH000024408

NETWEB TECHNOLOGIES: AI INFRASTRUCTURE DEMAND IN FOCUS

NETWEB
Technologies is a stock to watch as demand for high-performance computing, artificial intelligence infrastructure and specialised computing systems continues to attract investor attention. The company operates in a technology segm…

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Mohammed Shoaib

16 mins ago · SEBI Registration INH000015525

CASTROL INDIA: DIVIDENDS, DEMAND AND MARGIN SUSTAINABILITY

CASTROLIND
is worth monitoring for investors interested in the automotive lubricants and industrial lubricants business. The company's performance is influenced by vehicle usage, industrial activity, product mix, distribution strength an…

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Jay Gupta

17 mins ago · SEBI Registration INH000029218

AU SMALL FINANCE BANK: GROWTH MUST BE SUPPORTED BY QUALITY

AUBANK
Finance Bank is on the watchlist as investors assess its September-quarter performance and progress in its banking business. The key issue is not simply how quickly the loan book grows, but whether deposits, margins and credit qual…

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DEEPAK PAL

19 mins ago · SEBI Registration INH000012856

KOTAK BANK vs AU SMALL FINANCE BANK: WHO WON?..READ NOW!

One brings scale and improving asset quality. The other brings faster growth and a sharp jump in profitability. Kotak Mahindra Bank and AU Small Finance Bank have delivered strong Q2 FY27 headline numbers. But a closer look reveals two dif…

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Pavan Rawat

20 mins ago · SEBI Registration INH000025966

Dr Reddy’s Laboratories Ltd. TO RESUME SEMAGLUTIDE

DRREDDY
Dr Reddy’s Laboratories is preparing to resume semaglutide supplies across key international markets from November after resolving manufacturing challenges that delayed the product’s rollout earlier this year. Canada is expected t…

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Ankush

21 mins ago · SEBI Registration INH000021234

Havells India Ltd. FALL 6% AS MARGIN PRESSURE

HAVELLS
Havells India shares declined 6% on Friday after the company reported margin pressure in the September quarter of FY27. Global brokerage Nomura also lowered its price target on the stock by more than 9%. The electrical equipment a…

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Vipin Dixena

22 mins ago · SEBI Registration INH000014076

Swiggy Loses ₹9,000 Crore in Market Value

Swiggy (

SWIGGY
) shares faced sharp selling on October 23, wiping out approximately ₹9,000 crore in market value in a single session. The trigger was growing investor concern over Instamart’s widening losses, despite sequential growth in…

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Sunil Kotak

29 mins ago · SEBI Registration INH000015826

Q2FY27 Quarterly Result Announced for Mastek Ltd.

Q2FY27 Quarterly Result Announced for Mastek Ltd.

MASTEK
SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 IT Consulting & Software company Mastek announced Q2FY27 results Consolidated Financial Highlights: Revenue from Operations…

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Capital Investo Research

40 mins ago · SEBI Registration INH000016755

Shriram Finance Q2 FY27 Results: Net Profit Surges 59%

SHRIRAMFIN
reported a 59.4% YoY jump in standalone net profit to ₹3,677 crore for Q2 FY27, compared with ₹2,307 crore a year ago. Strong net interest income and reduced interest expenses supported earnings growth. 🔥 KEY HIGHLIGHTS 🔹 N…

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1 like
Anish Rai

50 mins ago · SEBI Registration INH000026460

BPCL Q2 FY27 Results: Net Profit Declines 21% YoY

BPCL
. (BPCL) reported a 21% year-on-year decline in consolidated net profit to ₹4,863 crore in Q2 FY27, compared with ₹6,191 crore in the corresponding quarter last year. 🔹 Q1 FY27: Reported a loss of ₹1,873 crore, returning to profitab…

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10 likes·10 comments
Ishwar Kathed

1 hour ago · SEBI Registration INH000024374

BPCL approves subsidiary for ₹4,900 crore refinery project

Bharat Petroleum Corporation (BPCL) has approved the incorporation of a wholly owned subsidiary to develop the proposed Greenfield Refinery and Petrochemical Complex at Ramayapatnam, Andhra Pradesh. Key Details Authorised share capital: U…

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11 likes·10 comments
StockYard ( SEBI RA )

1 hour ago · SEBI Registration INH000019220

BEL SECURES ₹1,011 CRORE DEFENCE ORDERS!

📌 Company: Bharat Electronics Ltd. (BEL) 🔹 New orders worth approximately ₹1,011 crore 🔹 Orders span radar, communications, sonar, jammers and defence services 🔹 Adds to the company's order execution pipeline 🔹 Defence manufacturing r…

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11 likes·10 comments
Vivek kumar

1 hour ago · SEBI Registration INH000021915

Shriram Finance reports 59% profit growth!

Shriram Finance Limited reported standalone net profit of approximately ₹3,677 crore for Q2 FY27, up 59.4% year on year. The company also declared an interim dividend of ₹6.50 per equity share, while rising delinquencies in its gold-loan po…

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10 likes·11 comments
CA ABHAY VARN

1 hour ago · SEBI Registration INH300008465

OFSS Q2 Net Profit Rises 29% to ₹702 Crore

OFSS
(OFSS) reported a 7% year-on-year increase in consolidated revenue to ₹1,907 crore in Q2 FY27, compared with ₹1,789 crore in the corresponding quarter last year. Net profit rose 29% to ₹702 crore from ₹546 crore, while operating inco…

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12 likes·9 comments
Sohrab Shaikh (SEBI RA)

1 hour ago · SEBI Registration INH000015376

KEC International secures orders worth Rs 2,872 crore

KEC International has secured prestigious turnkey orders of Rs 2,872 crore in its Transmission & Distribution (T&D) business for Design, Supply and Installation of 765 kV Transmission Lines from Power Grid Corporation of India (PGCIL). Ou…

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11 likes·10 comments
CA Barkha Kamra

2 hours ago · SEBI Registration INH000021164

DOMS Industries Incorporates DOMS Seven for Premium Bags

DOMS Industries Limited

DOMS
has announced the incorporation of DOMS Seven Private Limited on October 22, 2026, marking a strategic step towards expanding its product portfolio and strengthening its presence in the premium bags, backpacks,…

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27 likes·25 comments
Priyam Mehta

2 hours ago · SEBI Registration INH000019239

Hero MotoCorp: Premiumisation and EV growth in focus

HEROMOTOCO
Premiumisation and EV growth in focus Hero MotoCorp Limited (NSE: HEROMOTOCO) is strengthening its position across motorcycles, scooters and electric mobility. Premium motorcycles, new product launches and expansion of its elect…

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25 likes·26 comments
MNC RESEARCH

2 hours ago · SEBI Registration INH000023472

JSW STEEL Q2 FY27 RESULTS: EXCELLENT PROFIT ; GROWTH & SALES

JSW Steel has delivered an impressive performance in Q2 FY27, with consolidated net profit surging approximately 225% year-on-year to Rs 5,279 crore, while revenue increased nearly 21% to Rs 54,486 crore. EBITDA rose to Rs 10,120 crore, sup…

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25 likes·23 comments