Analyst Opinions

Insights from SEBI-registered analysts · updated live

Pradeep Carpenter

6 mins ago · SEBI Registration INH000019309

Infosys Ltd Flash Crash: What Happens Next?

Infosys witnessed an unusual intraday move on October 23, plunging nearly 10% to ₹1,038.05 at 10:38 AM before recovering to ₹1,149.60 by the close of the same one-minute candle. What Caused the Sudden Fall? The stock briefly touched its l…

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Ankit Gupta

24 mins ago · SEBI Registration INH100007231

Shriram Finance Lowers FY27 AUM Growth Guidance

SHRIRAMFIN
FINANCE: The company has revised its Assets Under Management (AUM) growth guidance for FY27 to 15–17%, compared with its earlier expectation of 18%. The revision indicates a moderation in the company's projected AUM growth for…

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TrueNorth Capital

41 mins ago · SEBI Registration INA000020040

SRF Q2 revenue rises 35%, chemicals remain weak

SRF Ltd (

SRF
) reported 35% YoY revenue growth to ₹4,904 crore in Q2FY27. The key concern remains specialty chemicals, where recovery is taking longer than expected despite management maintaining its growth guidance. SRF’s Q2 performanc…

#FundamentalViews
6 likes·5 comments
Mohammed Shoaib

45 mins ago · SEBI Registration INH000015525

IDFC FIRST BANK: DEPOSIT GROWTH AND ASSET QUALITY IN FOCUS

IDFCFIRSTB
irst Bank is worth tracking as investors assess its September-quarter performance and the quality of its growth. For a bank, headline business expansion is only one part of the story. Deposit mobilisation, funding costs, loan g…

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5 likes·5 comments
Jay Gupta

47 mins ago · SEBI Registration INH000029218

ADANI TOTAL GAS: REVENUE GROWTH VERSUS MARGIN PRESSURE

ATGL
Gas has reported a modest year-on-year increase in Q2 FY27 net profit, alongside stronger revenue growth. Reported net profit rose approximately 3% to ₹167 crore, while revenue increased around 34%. However, EBITDA margin declined to…

#EquityResearch
5 likes·5 comments
CA ABHAY VARN

51 mins ago · SEBI Registration INH300008465

Dr Reddy's sticks to 20%+ EBITDA margin for FY27.

Dr. Reddy's Laboratories Limited

DRREDDY
has reiterated its FY27 EBITDA margin guidance of 20 percent and above. Q2 margins stood at 20.6 percent. The company maintained its full-year EBITDA margin outlook at 20 percent plus. Second-quar…

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4 likes·5 comments
Vipin Dixena

57 mins ago · SEBI Registration INH000014076

Cyient Q2: Profit Growth Tells a Different Story

Cyient (

CYIENT
) reported a 25% year-on-year increase in consolidated revenue to ₹2,235 crore in Q2 FY27. The company also declared an interim dividend of ₹12 per share. However, consolidated net profit declined around 8% year-on-year to…

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5 likes·5 comments
Ravi Bhatt

1 hour ago · SEBI Registration INH000012591

HINDUSTAN AERONAUTICS FUNDAMENTAL RESEARCH REPORT

HAL
Hindustan Aeronautics (NSE: HAL, BSE: 541154), Bengaluru, is India’s state-owned military aircraft, helicopter and aero-engine maker (a Maharatna CPSE; Government of India holds 71.64%). It builds the Tejas LCA, Su-30MKI, ALH Dhruv,…

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Hindustan Aeronautics Ltd Research Report - CAP SAVAJ - 2026-10-19 (1).pdf
Apurva Harsh Vira

1 hour ago · SEBI Registration INH000024064

KEC International Wins ₹2,872 Cr Power Grid Order

KEC
an RPG Group infrastructure EPC company, has secured orders worth ₹2,872 crore from Power Grid Corporation of India (PGCIL), marking its largest order win in India's Transmission & Distribution (T&D) business. The project involves con…

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MBA Investmentwala

1 hour ago · SEBI Registration INH000011185

Sterlite Technologies Reports Record Q2 Revenue

STLTECH
Sterlite Technologies Limited reported its highest-ever quarterly revenue in Q2 FY27, supported by strong demand for AI-ready digital infrastructure, optical connectivity products and data centre networks. Q2 FY27 Financial Perfor…

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Akhilesh Jat

1 hour ago · SEBI Registration INH000016649

Dr Reddy’s holds below Rs 1,253 as Q2 results arrive

Dr Reddy’s ended at Rs 1,229.5 on October 23, 2026, below the Rs 1,253 resistance, with higher lows in place and Q2 results out after market hours. Dr. Reddy’s Laboratories Limited [

DRREDDY
] closed at Rs 1,229.5 on October 23, 2026, dow…

#StockInNews#WatchOutFor#TechnicalViews
dr-reddys-chart-daily-october-2026.png
22 likes·22 comments
Adarsh Nimborkar (SEBI IA)

1 hour ago · SEBI Registration INA000019789

Jindal Poly Films Ltd Company Fundamental Analysis

JINDALPOLY
Jindal Poly Films is a manufacturer of flexible-packaging films, primarily biaxially oriented polypropylene (BOPP) and polyethylene terephthalate (BOPET) films used in food packaging, consumer goods, labels and industrial appli…

#HiddenGems#Post-ClosingCommentary#FundamentalViews#WatchOutFor#EquityResearch
23 likes·22 comments
Neha

1 hour ago · SEBI Registration INH000016542

Stock Analysis | Full Fundamental Analysis | Multibagger ?

Krishana Phoschem Limited India ki leading fertilizer aur chemical sector companies mein se ek hai. Is video mein hum company ke business model, financial performance, future growth plans, capacity expansion, promoter holding, debt position…

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Stock Analysis | Full Fundamental Analysis | Multibagger ?
21 likes·22 comments
Priyam Mehta

1 hour ago · SEBI Registration INH000019239

Client assets and recurring revenue matter

ANANDRATHI
Anand Rathi Wealth: Client assets and recurring revenue matter Anand Rathi Wealth Limited (NSE: ANANDRATHI) focuses on wealth management for high-net-worth individuals and families. Its growth depends on attracting new clients…

#FundamentalViews#WatchOutFor#MacroViews#Miscellaneous#HiddenGems
24 likes·24 comments
Manish Salvi

1 hour ago · SEBI Registration INH000015598

Persistent Systems slips 0.24% for second weekly loss

Persistent Systems Limited shares fell 0.24% to Rs 5,727.50 in the week to 23 October, a second weekly loss, as its QIP opened. Support is at Rs 5,150. Persistent Systems Limited [

PERSISTENT
] shares ended the week to 23 October at Rs 5,…

#TechnicalViews#StockInNews
21 likes·22 comments
Tejaswi

1 hour ago · SEBI Registration INA200015176

Zydus Lifesciences: Cancer Pipeline Widens

ZYDUSLIFE
Zydus Lifesciences (NSE : ZYDUSLIFE) makes formulations, APIs, consumer wellness products and biologics. It has oncology biosimilars and a biologics manufacturing arm through Zylidac Bio LLC. It does not disclose oncology reven…

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23 likes·24 comments
Saurab Jain

1 hour ago · SEBI Registration INH000012838

Ambuja Cements bear flag breaks, support 341, resistance 405

Ambuja Cements trades near Rs 358.90 after a bear flag breakdown, with support at Rs 341 and resistance at Rs 405 ahead of Q2 results. Ambuja Cements Limited [

AMBUJACEM
] closed at Rs 358.90, down 1.13%, with its Q2 FY27 results due on 2…

#TechnicalViews
22 likes·22 comments
Rahul Porwal

2 hours ago · SEBI Registration INH000019372

Steel Strips Wheels Ltd (SSWL) surged to a record high

SSWL
Steel Strips Wheels Ltd (SSWL) surged to a record high yesterday after reporting blockbuster Q2 FY27 results, with net profit jumping over 200% year-on-year and revenue climbing 61%. The stock hit ₹467 on the BSE, marking its stronges…

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25 likes·22 comments
RAJIV GUPTA (SEBI RA)

2 hours ago · SEBI Registration INH300004858

Maruti Suzuki VICTORIS AURUM Edition Launched

MARUTI
aruti Suzuki India Limited celebrates the first anniversary of the VICTORIS ‘Got it All’ SUV with the launch of the new AURUM Edition. Designed and developed for young, ambitious, tech-savvy customers, the VICTORIS has won the hea…

#StockInNews
21 likes·23 comments
Kavan Patel

2 hours ago · SEBI Registration INH000006174

Sensex, Bankex analysis for 26/10/2026 (MARKET ANALYSIS)

1. Sensex Analysis Current Level: 73,123 Key Pivot / Pivot Support: 72,900 Outlook & Strategy Bullish Bias / Hold Long: As long as Sensex holds above 72,900, the overall structural bias remains positive or long-friendly. Beari…

#IndexStrategies#Pre-OpeningCommentary#TechnicalViews
23 likes·23 comments