Analyst Opinions

Insights from SEBI-registered analysts · updated live

SASI KUMAR SEBI RA

1 min ago · SEBI Registration INH000019327

Jio Platforms IPO: What Investors Should Know

IPO Details: 21–23 Oct | ₹1,065–₹1,119/share Lot: 12 shares | Min. investment: ₹13,428 Issue size: ₹30,213 Cr. Allotment: 26 Oct listing: 28 Oct. The issue is entirely fresh shares, with no offer for sale. Business: Reliance Jio Infoco…

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Rakesh Kumar

1 min ago · SEBI Registration INH100003282

Hindustan Zinc Results Analysis-Q2FY2027

HINDZINC
Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 15,093 Crs., 76.55% growth YoY, Total Income is Rs. 15,467 Crs., 76.02% growth YoY, EBITDA is Rs. 9,285 Crs., 107.86% growth YoY…

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InvestAce Capital

7 mins ago · SEBI Registration INH000017736

Bharat Electronics secures ₹1,011 crore orders

Bharat Electronics Limited

BEL
has secured additional orders worth ₹1,011 crore since October 13, strengthening its defence electronics order pipeline and supporting future revenue visibility. The orders include advanced radar systems, c…

#PersonalFinance#EquityResearch
1 like·1 comment
CA Sumit Mangla

17 mins ago · SEBI Registration INH000028626

KEI Industries expects over 10% volume and 25% revenue

KEI
KEI Industries Limited (KEI) CMD Anil Gupta has guided for over 10% volume growth and 25% revenue growth in FY27. He also said the Sanand EHV facility is expected to commence by the end of March 2027. The company expects FY27 volume…

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6 likes·4 comments
CA ABHAY VARN

17 mins ago · SEBI Registration INH300008465

Waaree Renewable guides EBITDA margins above 15%.

WAAREERTL
(WAAREERTL) expects to maintain consolidated EBITDA margins above 15 percent. Its unexecuted order book stands at over ₹5,500 crore, including ₹3,300 crore from solar EPC and BESS. Consolidated EBITDA margins are guided to stay…

#TechnicalViews#FundamentalViews#StockInNews#WatchOutFor#Today’sTradingSetup
4 likes·4 comments
Ashish Kumar

20 mins ago · SEBI Registration INH100008939

Bharat Electronics Ltd (BEL) fell more than 2% on Thursday

BEL
Bharat Electronics Ltd (BEL) fell more than 2% on Thursday despite the Ministry of Defence awarding the Navratna PSU a Rs 770-crore contract for improved low-level lightweight radars (LLLR-I).The stock was trading at Rs 363.50, down Rs…

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3 likes·4 comments
Inderjeet Singh

24 mins ago · SEBI Registration INH000016144

PC Jeweller Shares Rise 9% After Strong Q2 Performance

PCJEWELLER
imited shares zoomed over 9% in early trade after the company reported a 58% year-on-year surge in consolidated net profit for Q2 FY27. Consolidated net profit reached Rs 178.2 crore for the quarter ended September 30, up from…

#FundamentalViews#StockInNews
5 likes·3 comments
Ketan Mittal (SEBI RA)

27 mins ago · SEBI Registration INH000018726

Adani Green’s growth faces a transmission test

Adani Green Energy Limited (NSE: ADANIGREEN) reported Q2 FY27 consolidated net profit of ₹747 crore, up 16% year-on-year. Revenue from power supply increased 45% to ₹4,019 crore. What happened? The company delivered strong operational growt…

#PsychologyofMoney#MacroViews#EquityResearch#PersonalFinance#Miscellaneous
4 likes·4 comments
Rohan Sunil Shinde SEBI RA

30 mins ago · SEBI Registration INH000032382

Eternal Ltd Q2FY27 Result Analysis Positive Growth

Eternal Ltd, parent of Zomato and Blinkit, reported a strong operational performance in Q2FY27, supported by robust growth in food delivery and quick commerce. Consolidated net profit surged 92% YoY to ₹125 crore from ₹65 crore in Q2FY26, u…

#EquityResearch#FundamentalViews#StockInNews#Today’sTradingSetup#MacroViews
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6 likes·6 comments
CA. Hardik Kachchava

39 mins ago · SEBI Registration INH000022136

M&M Financial Services: Q2 Performance and Institutional

M&MFIN
Executive Summary Despite reporting robust financial metrics for the second quarter, shares of M&M Financial Services experienced a sharp correction of up to 9% on October 22, 2026, extending year-to-date losses to 31%. However, un…

#SectorBreakouts#StockInNews#TrendingSectors#TimeToExit#WatchOutFor
10 likes·9 comments
Hruthik N

49 mins ago · SEBI Registration INH000029917

Market Opens Weak; Infosys, Tech Mahindra Hold Firm

Markets opened sharply lower today as rising oil prices revived inflation worries. The Sensex opened down 540 points (0.73%) at 73,169.20 against Wednesday’s close of 73,709.69, and fell as much as about 630 points. The Nifty opened down ab…

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11 likes·11 comments
Amit Malviya

49 mins ago · SEBI Registration INH000020615

IGIL Q2 Profit Jumps 43%, Stock Hits Upper Circuit

IGIL
International Gemological Institute Limited (IGIL) has reported a stellar Q2 FY27 performance with net profit up 43% YoY to ₹1,858 million, revenue rising 31% YoY to ₹3,980 million, and EBITDA margins expanding to 61.4%. The stock hit…

#StockInNews#WatchOutFor#TechnicalViews#FundamentalViews
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12 likes·12 comments
Mohammed Shoaib

52 mins ago · SEBI Registration INH000015525

Hero MotoCorp: Can Int Expansion Become a Growth Driver?

Hero MotoCorp has been expanding its international presence, including its recent entry into Spain through a partnership with Noria Motos. The company has also introduced Euro 5+ compliant motorcycle models for the Spanish market. What in…

#SectorBreakouts
11 likes·12 comments
Prameela Balakkala

54 mins ago · SEBI Registration INH000016074

Indian Hotels Company : Targets 50 Hotel Openings in FY27

INDHOTEL
The Indian Hotels Company Ltd (IHCL) remains on track to achieve its target of 50 hotel openings in FY27, with 30 openings expected in the second half of the financial year. Management also expressed confidence in sustaining manag…

#PersonalFinance#StockInNews#SectorBreakouts#FundamentalViews
12 likes·11 comments
Jay Gupta

56 mins ago · SEBI Registration INH000029218

BEL: Fresh Orders Worth ₹1,011 Crore — What Does It Mean?

BEL
has secured additional orders worth ₹1,011 crore since its previous disclosure on October 13, according to reports published on October 22. The reported orders include radar systems, communication equipment, sonar, jammers, upgrades…

#TrendingSectors
10 likes·12 comments
Priyam Mehta

58 mins ago · SEBI Registration INH000019239

BPCL: Refining margins and crude prices drive earnings

BPCL
BPCL: Refining margins and crude prices drive earnings Bharat Petroleum Corporation Limited (NSE: BPCL) operates across refining, fuel marketing and upstream investments. Its profitability depends on crude oil prices, refining margi…

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15 likes·14 comments
Neha

58 mins ago · SEBI Registration INH000016542

Good news for two Indian players. E2E NETWORKS

Good news for two Indian players. If Deep Seek can make $38 per GPU hour for inference and if these two players get the inference APIs integrated, earnings can surprise on the upside. Market will look at this news from a terminal value lens…

#TrendingSectors#SectorBreakouts#HiddenGems#Post-ClosingCommentary#PsychologyofMoney
14 likes·14 comments
Tejaswi

1 hour ago · SEBI Registration INA200015176

Vijaya Diagnostic: Net Profit Rises 37.6%

VIJAYA
Vijaya Diagnostic Centre (NSE : VIJAYA) is a Hyderabad-based integrated pathology and radiology company. It runs a hub-and-spoke network of owned diagnostic centres with a direct-to-consumer model, earning EBITDA margins well abov…

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14 likes·14 comments
Saksham Sharma

1 hour ago · SEBI Registration INA000022613

IHCL raises FY27 revenue guidance to 15–17%

INDHOTEL
The Indian Hotels Company Limited (INDHOTEL) reported Q2 FY27 consolidated revenue of ₹2,566 crore, up 21% year-on-year. It raised its FY27 revenue growth guidance from 12–14% to 15–17%. The guidance upgrade is the number I find…

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14 likes·13 comments
Sumit Kadam

1 hour ago · SEBI Registration INH000024462

Bajaj Finance: Balancing Rapid Growth With Risk Management

The Story Behind the Numbers Imagine a lender growing rapidly. More customers are borrowing, and its loan book is expanding. But as lending grows, so does the responsibility to manage risk. That is the challenge facing Bajaj Finance Ltd.…

#FundamentalViews#Today’sTradingSetup#StockInNews#TrendingSectors#HiddenGems
15 likes·13 comments