Analyst Opinions

Insights from SEBI-registered analysts · updated live

Nikita (SEBI RA)

3 mins ago · SEBI Registration INH000016843

TCS adds a multi-year Best Buy partnership

Tata Consultancy Services Limited (TCS) has entered a multi-year partnership with Best Buy to transition its India Global Capability Center into an AI-native capability center. Financial terms were not disclosed. The existing Best Buy Indi…

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DHARMESH BHATT             R A

15 mins ago · SEBI Registration INH000009685

Raymond Limited : Preferential Issue of Share Warrants

RAYMOND
Shareholder approval has been officially granted for Raymond Limited’s proposal to issue share warrants on a preferential basis to Minerva Ventures Fund. The Special Resolution was overwhelmingly passed during the company’s Extrao…

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Raymond.pdf
1 like·2 comments
RAJIV GUPTA (SEBI RA)

15 mins ago · SEBI Registration INH300004858

Aurobindo Pharma Ltd receives USFDA Final Approval

AUROPHARMA
This approval is Perampanel Tablets, 2 mg, 4 mg, 6 mg, 8 mg, 10 mg, and 12 mg. The product will be manufactured at Unit-IV of APL Healthcare, a wholly-owned subsidiary of theCompany and will be launched in Q3FY27. The approve…

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1 like·1 comment
Hemraj Singh Sikarwar

22 mins ago · SEBI Registration INH000016719

HDFC Bank loans up 15.4% but NII up only 6.7%

HDFC Bank Limited

HDFCBANK
grew gross advances 15.4% in Q1 FY27, but net interest income rose only 6.7%. The stock closed at ₹721.20 on October 1, up 1.76%, ahead of Q2 results due in mid-October. Key numbers from Q1 FY27: - Gross advanc…

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4 likes
AKANSHA JAIN

24 mins ago · SEBI Registration INH000024408

Titan Q2 update nears with jewellery growth bar near 30%

Titan Company Limited

TITAN
is expected to publish its Q2 FY27 business update in the first week of October, and HSBC looks for about 30% year on year growth. In Q1 jewellery revenue rose 39% and the stock gained 3% on the day. Facts: Q1…

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4 likes·4 comments
Ravi Bhatt

25 mins ago · SEBI Registration INH000012591

ENGINEERS INDIA RESEARCH REPORT FOR LONG TERM INVESTORS

Engineers India (NSE: ENGINERSIN, BSE: 532178), a Miniratna Category-I PSU (Government of India 51.32%), is India’s leading refinery / petrochemical engineering consultancy and turnkey EPC house. It has engineered most Indian refineries and…

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Engineers India Ltd Research Report - CAP SAVAJ - 2026-10-03.pdf
3 likes·4 comments
Mohammed Shoaib

28 mins ago · SEBI Registration INH000015525

Hero MotoCorp September dispatches rise 12% to 766,348

Hero MotoCorp Limited

HEROMOTOCO
dispatched 766,348 two-wheelers in September 2026, up 12% from 687,220 a year ago. Domestic ICE retail registrations rose 29% in the same month, well ahead of dispatch growth. What happened: Domestic ICE d…

#PsychologyofMoney
7 likes·6 comments
Ashish Kumar

42 mins ago · SEBI Registration INH100008939

NMDC Declares Final Dividend of ₹1 Per Share

Navratna PSU

NMDC
NMDC Limited has announced a final dividend of ₹1 per equity share for the financial year 2025-26. The dividend, equal to 100% of the company’s ₹1 face value, comes after shareholders approved the proposal at the firm’s…

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9 likes·8 comments
THREETREND RESEARCH

54 mins ago · SEBI Registration INH000022729

A trendline breakout failure occurs when the price

BAJAJFINSV
A trendline breakout failure occurs when the price breaks above a trendline, giving a signal that the existing trend may be changing, but fails to sustain above that breakout level and falls back below the trendline. The conce…

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BAJAJFINSV_2026-10-04_10-12-42.png
12 likes·12 comments
Mayank Kumar

56 mins ago · SEBI Registration INH000015978

Asian Paints is approaching an important ₹2,250–₹2,300

ASIANPAINT
Asian Paints is approaching an important ₹2,250–₹2,300 demand zone. According to the Supply-Demand concept, demand zones are those price areas where buying interest was strong enough in the past to stop the decline and trigg…

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ASIANPAINT_2026-10-04_10-10-09.png
12 likes·11 comments
Adarsh Nimborkar (SEBI IA)

1 hour ago · SEBI Registration INA000019789

Molbio Diagnostics Ltd Company Fundamental Analysis

MOLBIO
Molbio Diagnostics is a molecular point-of-care diagnostics company built around its proprietary Truenat platform, a portable PCR-based system designed for decentralised testing. As of March 2026, the platform covered 30 diseases t…

#HiddenGems#Post-ClosingCommentary#FundamentalViews#StockInNews#EquityResearch
15 likes·14 comments
TrueNorth Capital

1 hour ago · SEBI Registration INA000020040

Petronet LNG expands Dahej terminal to 22.5 mtpa

Petronet LNG Limited (

PETRONET
) has expanded capacity at its Dahej terminal to 22.5 million tonnes per annum. However, utilization is projected to drop to 70% in FY27 from 91% in FY26 before recovering to 82% in FY28. The terminal expan…

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14 likes·14 comments
MBA Investmentwala

1 hour ago · SEBI Registration INH000011185

Sterlite Tech Secures $1.2 Billion Hyperscale Deal

Sterlite Technologies

STLTECH
has secured a Long-Term Supply Agreement (LTSA) with an international hyperscale partner, with the total potential value estimated at approximately $1.2 billion based on prevailing selling prices of the conne…

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23 likes·22 comments
Sunil Kotak

1 hour ago · SEBI Registration INH000015826

D-Mart Q2 revenue rises 18% to Rs 19,206 cr; store count 518

D-Mart Q2 revenue rises 18% to Rs 19,206 cr; store count at 518

DMART
SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Avenue Supermarts, which owns and operates the retail chain D-Mart, reported an 18.4 per cent rise in standalon…

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26 likes·26 comments
Prameela Balakkala

1 hour ago · SEBI Registration INH000016074

Viceroy Hotels: ₹38.45 Cr Loan to Wholly-Owned Subsidiary

VHLTD
Viceroy Hotels Ltd has entered into a loan agreement with its wholly owned subsidiary, SLN Terminus Hotels and Resorts Pvt Ltd, for ₹38.45 crore at an interest rate of 8.75%. The loan will be used by SLN Terminus to repay its existin…

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26 likes·27 comments
Kundan Motwani

2 hours ago · SEBI Registration INH000019354

Bajaj Auto (BAJAJ-AUTO) — for tomorrow, 5 Oct 2026

BAJAJ-AUTO
Bajaj Auto (BAJAJ-AUTO) — for tomorrow, 5 Oct 2026: I would not blindly buy the dip. The stock closed at ₹10,045, down 7.62%, after the September sales numbers triggered heavy selling. ***** India +1 Price-action plan ₹9,900…

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30 likes·29 comments
Sarathi Research

2 hours ago · SEBI Registration INH000012740

Aurobindo P Expands US Presence with $15.25 Mil Acquisition

AUROPHARMA
Aurobindo Pharma has completed the acquisition of A1 Biochem Labs LLC, a US-based contract research and chemistry services company, through its wholly owned subsidiary A1 USA Inc. The transaction was completed for a cash conside…

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31 likes·30 comments
saurabh mittal

3 hours ago · SEBI Registration INH000022835

BSE Ltd trading‑window closure ahead of Q2 results

BSE
BSE has closed its trading window from October 1, 2026 until 48 hours after the Q2 FY27 results are announced, in line with insider‑trading norms. The exact board‑meeting date for Q2 results had not been disclosed in the latest notice.…

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48 likes·3 comments
VIJAY KUMAR GUPTA

4 hours ago · SEBI Registration INH000020226

Coforge chairman quits; shares fall 8.7% intraday

COFORGE
Coforge Limited's chairman O P Bhatt resigned on 9 September and the stock fell as much as 8.7 percent to Rs 1,780.70 from Rs 1,950. A new chair is in place, but the 1 October NSE close is 6.4 percent below Rs 1,950. Board events…

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61 likes·52 comments