Analyst Opinions

Insights from SEBI-registered analysts · updated live

VIJAY KUMAR GUPTA

9 mins ago · SEBI Registration INH000020226

Jio Financial: Q2 profit down 51%, fails my fresh-money test

JIOFIN
Jio Financial Services reported Q2 FY27 consolidated profit of Rs 340 crore, down 51.1 percent from Rs 695 crore a year earlier, on total income of Rs 1,699 crore, up 131.7 percent. H1 profit is Rs 1,171 crore, up 14.8 percent. The…

#Today’sTradingSetup#WatchOutFor#StockInNews#EquityResearch#PsychologyofMoney
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2 likes·2 comments
Hruthik N

26 mins ago · SEBI Registration INH000029917

Nifty Falls 1.11% as Banking Stocks Drag Markets

The Indian stock market closed sharply lower on Monday, October 19, with the Nifty 50 falling 257.20 points (1.11%) to 22,888.95, while the Sensex declined 876.38 points (1.17%) to 73,852.90. Selling in private banking and IT stocks, elevat…

#Post-ClosingCommentary
4 likes·3 comments
CA ATIN AGRRAWAL

29 mins ago · SEBI Registration INH000020785

its better to acculumate at lower levels

BAJFINANCE
Bajaj Finance Limited is one of India's leading non-banking financial companies (NBFCs). Its business includes consumer finance, personal loans, business loans, commercial lending, deposits and other financial services. On 19…

#WatchOutFor#EquityResearch#HiddenGems#FundamentalViews#TechnicalViews
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6 likes·6 comments
Priyam Mehta

35 mins ago · SEBI Registration INH000019239

Production growth must translate sustainable profitability

BHARATCOAL
BCCL: Production growth must translate into sustainable profitability BCCL: Production growth must translate into sustainable profitability Bharat Coking Coal Limited (NSE: BHARATCOAL) is a key producer of coking coal in India…

#WatchOutFor#MacroViews#Miscellaneous#HiddenGems#FundamentalViews
7 likes·7 comments
Stock Reader

40 mins ago · SEBI Registration INH000022923

⚡ POLYCAB INDIA — INDIA’S ELECTRIFICATION MEGATREND! 🚀

POLYCAB
From power grids to smart homes and data centres, the next phase of India's growth needs one essential ingredient: wires and cables. Polycab India is a leading player in wires and cables, with an additional presence in fast-movi…

#WatchOutFor
10 likes·9 comments
CA. Hardik Kachchava

43 mins ago · SEBI Registration INH000022136

LTTS Q2 FY27 Earnings Analysis & Strategic Update

LTTS
Executive Summary L&T Technology Services (LTTS) delivered a robust Q2 FY27 performance, substantially outperforming consensus estimates across key profitability and revenue metrics. The quarter was characterized by sequential margin…

#StockInNews#IndexStrategies#WatchOutFor#EquityResearch#TimeToExit
9 likes·8 comments
Palak Jain

48 mins ago · SEBI Registration INH000017718

VBL is trading near ₹420. And the interesting part

VBL
, one of PepsiCo's largest franchise bottlers outside the US, has been expanding its manufacturing capacity and international presence, particularly in Africa. But investors are looking beyond expansion now. In its July 2026 quarterl…

#WatchOutFor#Today’sTradingSetup#StockInNews#IndexStrategies#MacroViews
Pankaj pawar

53 mins ago · SEBI Registration INH000020934

Vedanta plans $600 million zinc capacity expansion

VEDL
is investing US$600 million to double zinc production capacity in South Africa, strengthening its ambition to become a global leader in zinc. The company has outlined a broader target of reaching 3 million tonnes of annual zinc produc…

#FundamentalViews#StockInNews#HiddenGems#EquityResearch
12 likes·12 comments
CA Barkha Kamra

1 hour ago · SEBI Registration INH000021164

JSW Steel: Odisha HC Ruling on ₹2,169 Crore Mining Demands

JSW Steel Ltd

JSWSTEEL
has received significant legal relief from the Odisha High Court, which quashed a demand of ₹696 crore related to its Jajang iron ore mine and set aside another demand of ₹1,473 crore for fresh examination. The dispu…

#StockInNews#WatchOutFor
14 likes·14 comments
Umang Bhutada

1 hour ago · SEBI Registration INH000023001

Hindustan Zinc Q2 preview: Record production

HINDZINC
Hindustan Zinc Limited is scheduled to announce its Q2 FY27 results on 19 October 2026. Its operational update reported refined metal production of 264,000 tonnes in Q2 FY27, up 7% YoY. Refined zinc production increased 5% to 21…

#PersonalFinance#EquityResearch#MacroViews
17 likes·17 comments
Apurva Harsh Vira

1 hour ago · SEBI Registration INH000024064

Natco Pharma Launches Cancer Drug in US Market

NATCOPHARM
has announced the launch of Carboplatin Injection, a generic version of Paraplatin, in the US market through its subsidiary Natco Pharma USA LLC. The product is manufactured in collaboration with Chennai-based Teyro Labs Pvt Lt…

#TechnicalViews#StockInNews#WatchOutFor#EquityResearch
17 likes·16 comments
Ujvin Nevatia

1 hour ago · SEBI Registration INH100009628

Hindustan Zinc profit rises as margins expand

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 Hindustan Zinc Limited (

HINDZINC
) reported consolidated net profit of ₹6,412 crore in Q2 FY27, up 142% year-on-year and 17.2% sequenti…

#FundamentalViews#EquityResearch
18 likes·19 comments
DHARMESH BHATT             R A

1 hour ago · SEBI Registration INH000009685

Tatva Chintan Pharma Chem Limited: Financial Performance

TATVA
*****Key Financial Highlights (Consolidated)***** * Revenue from Operations:Q2 FY27: Reached INR 2,173.20 million, up from INR 1,235.16 million in Q2 FY26. * H1 FY27: Stood at INR 3,843.75 million, compared to INR 2,403.80…

#FundamentalViews#WatchOutFor#StockInNews
tatava chintan.pdf
20 likes·20 comments
Neha

1 hour ago · SEBI Registration INH000016542

Billionbrains (Groww): From Startup to Financial Institution

Billionbrains (Groww): From Startup to Financial Institution — A Landmark FY26 By Neha Gupta | SEBI Registered Research Analyst | INH000016542 From a decade-old startup to a diversified financial services platform Billionbrains, the pare…

#PersonalFinance
27 likes·27 comments
Ketan Mittal (SEBI RA)

1 hour ago · SEBI Registration INH000018726

Sugar stocks fall up to 6% as ethanol diversion stops

Indian sugar stocks came under pressure on 19 October after the government directed oil marketing companies to reduce sugar diversion for ethanol production to zero for the 2026-27 supply year. What happened? The latest ethanol tender exc…

#EquityResearch#MacroViews#PsychologyofMoney#PersonalFinance#Miscellaneous
28 likes·25 comments
Saurabh Tyagi--Clovek,Advisory

1 hour ago · SEBI Registration INA100014879

Union Bank Q2 FY27 Reports( Results Update)

UNIONBANK
Credit Growth Focus: Management intends to match system credit growth leveraging corporate pipeline over Rs.1 lakh crore. Sectoral Expansion: Growth targeted in infrastructure, data centers, AI, renewable energy, steel, and pharm…

#WatchOutFor#StockInNews#MacroViews#EquityResearch#FundamentalViews
26 likes·27 comments
StockYard ( SEBI RA )

2 hours ago · SEBI Registration INH000019220

🚨 B.L. KASHYAP WINS ₹200 CRORE ORDER! 🏗️📈

B. L. Kashyap and Sons Ltd. (NSE: BLKASHYAP) has secured a new work order worth ₹200.02 crore from Nourish Developers Private Limited for civil and structural construction work at a commercial building project in Gurugram, Haryana. 🏢 🔑 K…

#PsychologyofMoney#EquityResearch#PersonalFinance#InternationalMarket#MacroViews
31 likes·30 comments
Shrikant Pandey

2 hours ago · SEBI Registration INH000023986

INFOSYS: EXPANDS TRUIST GLOBAL CAPABILITY

INFOSYS: EXPANDS TRUIST GLOBAL CAPABILITY CENTER AT HYDERABAD

INFY
- Infosys will support Truist’s AI-first Global Capability Center (GCC) in Hyderabad, integrating AI, technology, data and operations. - Truist is consolidating capabiliti…

#StockInNews
31 likes·31 comments
Jeet B Bhayani (SEBI RA)

2 hours ago · SEBI Registration INH000018142

Draft National Steel Policy 2047 Overview

India has rolled out a draft National Steel Policy targeting a near-threefold expansion of crude steelmaking capacity to 604 million tonnes by 2047, up from approximately 220 million tonnes currently. Driven by sustained economic expansion…

#Miscellaneous#MacroViews#StockInNews#FundamentalViews#SectorBreakouts
31 likes·23 comments
AASHISH RA

2 hours ago · SEBI Registration INH000013174

Shyam Metalics & Energy Ltd. steel, ferro alloys.

SHYAMMETL
Business: Integrated producer of steel, ferro alloys, aluminium and pellets, with exposure to infrastructure and industrial demand. - Strengths: Diversified metal products, integrated operations and established manufacturing ca…

#Today’sTradingSetup#InternationalMarket
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33 likes·31 comments