Analyst Opinions

Insights from SEBI-registered analysts · updated live

DHARMESH BHATT             R A

46 mins ago · SEBI Registration INH000009685

KSB Limited : get Order Worth Approx ₹850 Million from ONGC

KSB
KSB Limited has officially announced receiving a significant contract from the Oil and Natural Gas Corporation Limited (ONGC). The milestone agreement entails the replacement of 7 main injection pumps for critical process applications…

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KSB.pdf
10 likes·11 comments
CA Barkha Kamra

55 mins ago · SEBI Registration INH000021164

LCC Projects Win ₹151.57 Crore Gujarat Water Supply Contract

LCC Projects Limited

LCCPROJECT
has received a tender acceptance from the Government of Gujarat for an Engineering, Procurement and Construction (EPC) water supply project valued at ₹151.57 crore. The development represents a significant…

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12 likes·12 comments
MNC RESEARCH

1 hour ago · SEBI Registration INH000023472

CYIENT DLM SHARP FALL 📉 | RESULTS TRIGGER PROFIT BOOKING

Cyient DLM witnessed a sharp correction of nearly 19% intraday on October 16 following its Q2 FY27 results, as investors reacted to margin pressure and execution challenges despite strong revenue growth. Revenue increased 26.5% YoY to ₹393.…

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18 likes·18 comments
Umang Bhutada

2 hours ago · SEBI Registration INH000023001

Axis Bank Q2 profit falls 26.4% provisions deserve attention

AXISBANK
Axis Bank Limited reported Q2 FY27 net profit of ₹5,089.6 crore, down 26.4% from ₹6,917.6 crore in the corresponding quarter last year. Net interest income increased a modest 1.9% to ₹13,744.6 crore, while provisions and conting…

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29 likes·31 comments
Sarathi Research

2 hours ago · SEBI Registration INH000012740

HDFC Bank Q2 Results Today, Margins in Focus

HDFCBANK
HDFC Bank reports September quarter results today, Saturday, after shares closed at Rs 728.85 on Friday, up 0.28%, with investors looking for margin recovery after a June quarter that disappointed the market. In the provisional…

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40 likes·39 comments
Naveen Kumar

3 hours ago · SEBI Registration INH000011088

Vascon Engineers wins rs 198 crore sbi contract

Vascon Engineers Limited secured a Letter of Acceptance worth INR 198.00 crore (excluding taxes) from the State Bank of India for constructing SBILD, residential flats, and commercial outfits in Hinjewadi, Pune. The project must be complete…

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46 likes·28 comments
TrueNorth Capital

3 hours ago · SEBI Registration INA000020040

Wipro reports $2.6 billion deal wins amid weak outlook

Wipro Limited (

WIPRO
) reported flat Q2FY27 IT services revenue growth in constant currency. The key number was $2.6 billion in total contract value (TCV) bookings, down 22.9% sequentially, with large-deal wins falling 58.6% to $674 mill…

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41 likes·42 comments
Hemraj Singh Sikarwar

3 hours ago · SEBI Registration INH000016719

L&T: Why Order Wins Must Translate Into Profits

LT
Larsen & Toubro is a major infrastructure and engineering company whose performance depends on project execution, order inflows and capital expenditure trends. The stock faced selling pressure during early trading on October 16, accor…

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48 likes·46 comments
AKANSHA JAIN

3 hours ago · SEBI Registration INH000024408

HINDUNILVR Under Pressure: What Should Investors Watch?

HINDUNILVR
Hindustan Unilever was among the stocks facing selling pressure on October 16, even as Indian benchmark indices finished higher. For a consumer staples business, short-term share-price weakness needs to be assessed alongside d…

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49 likes·49 comments
Jay Gupta

3 hours ago · SEBI Registration INH000029218

NTPC: Steady Performance, but What Drives Long-Term Returns?

NTPC
NTPC gained approximately 0.76% on October 16, closing at ₹316.50 and outperforming the Sensex's daily gain of around 0.56%. The more important question for investors is whether its business fundamentals can support sustainable earn…

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46 likes·48 comments
Mohammed Shoaib

3 hours ago · SEBI Registration INH000015525

Jio: Profit Falls 51%. Should Investors Be Concerned?

Jio Financial Services came under pressure on October 16 after reporting a 51% year-on-year decline in second-quarter net profit. The decline was largely attributed to the absence of a one-time dividend income benefit of ₹269 crore that ha…

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46 likes·46 comments
Shree Dhanraksha Securities

3 hours ago · SEBI Registration INH000017152

Healthcare Diagnostics Sector : Dr. Lal PathLabs

Acquisitions and Business Expansion

LALPATHLAB
is in focus after its subsidiary, PathLabs Unifiers, acquired the remaining 30% equity stake in Centrapath Labs. Acquisitions can help diagnostic companies expand their geographic presence, s…

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54 likes·52 comments
Pavan Rawat

4 hours ago · SEBI Registration INH000025966

Reliance Industries Ltd SAYS INDIAN LAWS APPLY EQUALLY

RELIANCE
Reliance Industries Ltd on Friday asserted that India’s regulatory framework applies equally to domestic and foreign companies, responding to Elon Musk’s criticism of the hurdles faced by Starlink in securing approvals to operate…

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59 likes·58 comments
Ankush

4 hours ago · SEBI Registration INH000021234

Tech Mahindra Ltd. SURGE 7% AFTER STRONG Q2

TECHM
Tech Mahindra shares rallied more than 7% on Friday, emerging as the top gainer on the Nifty 50, after the IT services major delivered better-than-expected results for the second quarter of the financial year. Strong deal wins, impr…

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60 likes·48 comments
AALGO BREATHS I SEBI RA

4 hours ago · SEBI Registration INH000019886

TEJAS NETWORKS LTD. – Technical Analysis

TEJASNET
Technical Observations: Tejas Networks is showing a short-term recovery after a prolonged downtrend. The price has bounced from the ₹445–₹460 support zone and is attempting to regain bullish momentum. However, the stock remains be…

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59 likes·58 comments
Covesting Technologies Pvt Ltd

4 hours ago · SEBI Registration INH000015835

Bharat Dynamics secures ₹4,106 crore defence contracts!

Bharat Dynamics secures ₹4,106 crore defence contracts Bharat Dynamics Limited came into focus after the Ministry of Defence signed two contracts worth a combined ₹4,106 crore. The agreements cover the indigenous Varunastra heavyweigh…

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60 likes·56 comments
Vivek kumar

4 hours ago · SEBI Registration INH000021915

Wipro gains after revenue beats estimates!

Wipro gains after revenue beats estimates despite weaker deal bookings Wipro reported September-quarter revenue of approximately ₹24,753 crore, up around 9% year-on-year. Consolidated net profit was approximately ₹3,200 crore, down about…

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61 likes·39 comments
Priyam Mehta

4 hours ago · SEBI Registration INH000019239

Strong earnings meet a key margin and asset-quality test

ICICIBANK
ICICI Bank: Strong earnings expectations meet a key margin and asset-quality test ICICIBANK — Q2 FY27 earnings preview ICICI Bank is heading into a key quarterly earnings announcement, with its Q2 FY27 results scheduled for Oct…

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63 likes·45 comments
Prameela Balakkala

4 hours ago · SEBI Registration INH000016074

GMR Airports: Traffic Up 0.9% YoY in September

GMRAIRPORT
GMR Airports posted a 0.9% year-on-year increase in passenger traffic for September, welcoming 9.2 million travellers. This momentum contributed to a record-breaking 58.2 million passengers in the first half of FY27 — the compan…

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66 likes·60 comments
AASHISH RA

4 hours ago · SEBI Registration INH000013174

Tech M provides IT consulting, digital transformation

TECHM
Strengths - Improving profitability: Q2 FY27 EBIT rose 40.5% year-on-year, faster than revenue, indicating improved operating leverage. - Global customer base: Operations across multiple countries and industries provide access…

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66 likes·43 comments