Analyst Opinions

Insights from SEBI-registered analysts · updated live

CA Barkha Kamra

1 min ago · SEBI Registration INH000021164

Motherson: Mercedes-Benz Headwinds Raise Margin Concerns

Negative Read-through for Samvardhana Motherson International Ltd

MOTHERSON
Mercedes-Benz, one of the largest customers of Samvardhana Motherson International, has reportedly indicated that business headwinds have intensified, with margi…

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AASHISH RA

5 mins ago · SEBI Registration INH000013174

Black Box provides digital infrastructure solutions

BBOX
Strengths - Strong order visibility: FY26 order bookings crossed US$1 billion, and the year-end order backlog reached approximately US$792 million (around ₹7,000 Cr). - Global customer relationships and delivery capabilities across…

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Ashish Kumar

6 mins ago · SEBI Registration INH100008939

Hexaware shares surge 10% on multiyear Anthropic partnership

HEXT
Hexaware Technologies climbed nearly 10% in early trade on Friday after the IT services firm announced a multi-year strategic partnership with Anthropic. The deal makes Hexaware a Preferred Partner in Anthropic’s Claude Partner Networ…

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Ankit Gupta

10 mins ago · SEBI Registration INH100007231

HUL Raises Prices Across Key Consumer Categories

HINDUNILVR
(HUL) has reportedly increased prices across its Beauty & Wellbeing, Home Care and Personal Care categories, according to distributor inputs. The move could help the company manage input-cost pressures and protect profitability…

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Ishwar Kathed

14 mins ago · SEBI Registration INH000024374

Carysil ropes in Bobby Deol as brand endorser

Carysil Limited has signed a Celebrity Endorsement Agreement with Bollywood actor Bobby Deol to promote its kitchen and lifestyle product portfolio. The actor will endorse Carysil’s kitchen sinks, faucets, BBQ grills, ovens and coffee mach…

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2 likes·2 comments
Saurabh Tyagi--Clovek,Advisory

17 mins ago · SEBI Registration INA100014879

NCC: Fresh Order Amid a Sharp Stock Correction

NCC
has secured a ₹1,286.03 crore road construction project from Hyderabad Growth Corridor Limited, adding to its infrastructure order pipeline. The project involves constructing Radial Road-2 from the Outer Ring Road near Budwel to NH-167…

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2 likes·2 comments
InvestAce Capital

19 mins ago · SEBI Registration INH000017736

Inox Wind acquires O&M business for ₹550 crore

Inox Wind Limited’s

INOXWIND
wholly owned subsidiary Vibhav Energy has paid ₹550 crore to acquire the operations and maintenance business of Wind World (India) Limited. The transaction was completed through a Business Transfer Agreement…

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2 likes·2 comments
Pyrifera Investment Advisors

28 mins ago · SEBI Registration INH000020466

Jubilant Pharmova expands Canadian radiopharma plant

Jubilant Pharmova is investing CAD 94.5 million to double the production capacity of its RUBY-FILL cardiac imaging agent in Canada. The project is backed by CAD 23.8 million in non-dilutive government funding, securing a high-margin growth…

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4 likes·5 comments
Neha

1 hour ago · SEBI Registration INH000016542

The stock market is down—but do you know the real reason?

📉 Why Is the Market Falling?The stock market is down—but do you know the real reason? 📉 Why Is the Market Falling?The stock market is down—but do you know the real reason?

ATHERENERG
📉 Why Is the Market Falling?The stock market is down…

#SectorBreakouts
The stock market is down—but do you know the real reason?
16 likes·15 comments
CA ATIN AGRRAWAL

1 hour ago · SEBI Registration INH000020785

buy on dips strategy to follow for investment

ADANIPOWER
Adani Power Limited is a major player in India's thermal power generation industry. Its business prospects are influenced by electricity demand, plant utilisation, power purchase agreements (PPAs), coal prices, operating effic…

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18 likes·18 comments
CA. Hardik Kachchava

1 hour ago · SEBI Registration INH000022136

P N Gadgil Jewellers: Q2 FY27 Earnings & Strategic Update

PNGJL
P N Gadgil Jewellers Ltd demonstrated strong operational resilience in Q2 FY27, delivering a 22.4% year-on-year (YoY) revenue expansion. This growth materialized despite the entire Navratri festive period shifting to the third quart…

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17 likes·17 comments
Inderjeet Singh

1 hour ago · SEBI Registration INH000016144

Vedanta dividend drops to ₹5 after demerger

VEDL
Limited has declared an interim dividend of ₹5 per share for FY27, compared with ₹34 per share paid in FY26. The change follows the group’s demerger into five separate listed businesses, which has divided its earnings and cash flows…

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21 likes·19 comments
Amit Malviya

1 hour ago · SEBI Registration INH000020615

Sensex Jumps 700 pts, IT Stocks Lead Rally

TCS
Indian stock markets rebounded strongly today (Friday, October 9, 2026), with the Sensex up over 700 points and the Nifty reclaiming the 22,450 mark, led by IT stocks such as TCS and Infosys after strong quarterly results. Global marke…

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21 likes·20 comments
Harika Enjamuri

1 hour ago · SEBI Registration INH000017417

Lupin gains US FDA approval for $52.3 million drug

Lupin Limited received US FDA approval for its vitamin K injection, a product with estimated annual US sales of $52.3 million. The approval expands its injectable drug portfolio in the US market. The company received approval for Phytonadi…

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21 likes·20 comments
Priyam Mehta

1 hour ago · SEBI Registration INH000019239

NTPC: Coal shortages test power generation reliability

NTPC
NTPC Limited (NTPC) is increasing coal procurement from private suppliers as fuel stocks decline amid rising electricity demand. Coal inventory fell from 18 million tonnes in April to around 5.5 million tonnes in early October 2026.…

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21 likes·20 comments
MBA Investmentwala

1 hour ago · SEBI Registration INH000011185

PC Jeweller Becomes Debt-Free as Q2 Revenue Grows 28%

PC Jeweller Ltd

PCJEWELLER
reported approximately 28% year-on-year growth in consolidated revenue during Q2 FY27, alongside a major improvement in its financial position after repaying all outstanding bank borrowings. Debt-Free Status Ac…

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21 likes·20 comments
AKANSHA JAIN

1 hour ago · SEBI Registration INH000024408

JSW Steel: production growth keeps the stock in focus

JSW Steel reported 5% YoY growth in consolidated crude steel production to 7.27 million tonnes in Q2 FY27. India production also grew 5% YoY to 7.07 million tonnes. The sequential improvement is more interesting. Overall production increa…

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6 likes·5 comments
Vipin Dixena

1 hour ago · SEBI Registration INH000014076

TCS Q2 Results: Net Profit Rises 15% YoY to ₹13,884 Crore

Tata Consultancy Services (

TCS
) reported Q2 FY27 consolidated net profit growth of 15% YoY to ₹13,884 crore. Revenue from operations increased 11.2% to ₹73,188 crore, and the board declared an interim dividend of ₹12 per share. What Is…

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23 likes·22 comments
VIJAY KUMAR GUPTA

1 hour ago · SEBI Registration INH000020226

LTM Q2 FY27 date not filed; last year’s interim was Rs 22

LTM
LTM Limited has filed no Q2 FY27 board date as of 9 October. The last two Q2 boards met on 17 October 2024 and 16 October 2025, each with an interim dividend. SEBI's 45-day results limit is 14 November. My 3 October post's 26 October…

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23 likes·22 comments
MNC RESEARCH

1 hour ago · SEBI Registration INH000023472

Silver Futures Outlook: Can Silver Bounce Toward ₹300,000 ??

Based on the chart provided, Silver Futures on MCX is trading around ₹224,400, with a crucial support zone near ₹214,000. The broader chart structure indicates that silver has corrected significantly from its earlier peak and is now consoli…

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24 likes·25 comments