Analyst Opinions

Insights from SEBI-registered analysts · updated live

Vineet Chawla

2 mins ago · SEBI Registration INH000008190

Adani Ports incorporates wholly owned subsidiary

ADANIPORTS
Adani Ports and Special Economic Zone’s wholly owned subsidiary -- Adani International Ports Holdings has incorporated a wholly owned subsidiary namely ‘Indian Ocean Gateway Terminal’ on October 21, 2026, in the Sultanate of Om…

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Akhilesh Jat

3 mins ago · SEBI Registration INH000016649

Colgate-Palmolive India falls to 52 week low after Q2

Colgate-Palmolive India fell 4.75% to a new 52 week low on 23 October 2026 as Q2 profit growth of 4.3% lagged revenue growth of 12.3%. Colgate-Palmolive (India) Limited [

COLPAL
] fell 4.75% to close at ₹1,605 on 23 October 2026, its sixth…

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colgate-palmolive-chart-daily-oct-2026.png
TrueNorth Capital

23 mins ago · SEBI Registration INA000020040

Havells India Q2 revenue rises 35%, margins under pressure

Havells India Ltd (

HAVELLS
) reported 34.6% YoY revenue growth to ₹6,432 crore in Q2FY27. Despite the strong top-line growth, EBITDA margin narrowed to 8.9% from 9.2%, highlighting the pressure on profitability. The market focused less…

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3 likes·3 comments
Ravi Bhatt

30 mins ago · SEBI Registration INH000012591

MANGALORE REFINERY & PETROCHEMICALS RESEARCH REPORT

MRPL
MRPL (NSE: MRPL, BSE: 500109) runs a single 15 MMTPA high-complexity refi nery at Mangaluru that processed ~17 MMT inFY26 (~113% of nameplate). It is a Schedule-A Mini Ratna CPSE: ONGC holds 71.63% and HPCL 16.96% (promoter group88.…

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Mangalore Refinery and Petrochemicals Ltd Research Report - CAP SAVAJ - 2026-10-19 (1).pdf
5 likes·5 comments
Jeet B Bhayani (SEBI RA)

35 mins ago · SEBI Registration INH000018142

MoD ₹4,106 Crore Defense Procurement Contracts

The Ministry of Defence signed two strategic procurement contracts worth approximately ₹4,106 crore ($431.98 million) on October 15, 2026, in New Delhi to bolster India’s indigenous defense capabilities. The first contract, valued at ₹2,563…

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8 likes·8 comments
CA Barkha Kamra

43 mins ago · SEBI Registration INH000021164

Paradeep Phosphates Signs ₹4,750 Crore MoU with Odisha

Paradeep Phosphates Limited (PPL)

PARADEEP
has signed a Memorandum of Understanding (MoU) with the Government of Odisha to invest approximately ₹4,750 crore in establishing new chemical and fertilizer manufacturing facilities in the state…

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8 likes·8 comments
Ujvin Nevatia

44 mins ago · SEBI Registration INH100009628

SBI Cards profit jumps 75% as credit costs ease

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 SBI Cards and Payment Services Limited (

SBICARD
) reported net profit of ₹778 crore in Q2 FY27, up 74.8% year-on-year from ₹445 crore.…

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10 likes·10 comments
Ankit Gupta

48 mins ago · SEBI Registration INH100007231

Tilaknagar Industries Search Linked to Scotch Import Review

TI
INDUSTRIES: The company has stated that search operations are part of an industry-wide review concerning the HSN code classification applicable to bulk Scotch imports. The development relates to regulatory scrutiny of customs classific…

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10 likes·10 comments
Tejaswi

50 mins ago · SEBI Registration INA200015176

Gujarat Ambuja Exports: Capacity Grows, but value addition?

GAEL
Gujarat Ambuja Exports (NSE : GAEL) is an agro-processing company producing maize-derived starch derivatives, sweeteners, and edible oils. Products include maltodextrin, dextrose, sorbitol and liquid glucose. It operates ten manufac…

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10 likes·10 comments
InvestAce Capital

56 mins ago · SEBI Registration INH000017736

Havells India reports 34% quarterly revenue growth

Havells India

HAVELLS
S reported a 34% year-on-year increase in consolidated revenue to ₹6,432 crore for the September 2026 quarter, reflecting growth across its electrical equipment business. Net profit increased approximately 11% to ₹34…

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12 likes·13 comments
Ketan Mittal (SEBI RA)

1 hour ago · SEBI Registration INH000018726

Colgate’s 12% revenue growth masks margin pressure

Colgate-Palmolive (India) Limited (NSE: COLPAL) reported Q2 FY27 revenue of ₹1,706 crore, up 12.3% year-on-year. Net profit increased just 4.3% to ₹342 crore, missing market expectations. What happened? The oral-care company delivered high-…

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17 likes·18 comments
CA ABHAY VARN

1 hour ago · SEBI Registration INH300008465

LTIMindtree launches BlueVerse AI lab in Chennai.

LTIMindtree Limited (LTIM) has launched the BlueVerse Industrial AI Lab in Chennai. The lab helps enterprises scale AI across physical operations and intelligent products. The company opened the BlueVerse Industrial AI Lab in Chennai. It f…

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20 likes·19 comments
Rakesh Kumar

1 hour ago · SEBI Registration INH100003282

Indian Hotels Company Ltd. Results Analysis-Q2FY2027

INDHOTEL
Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 2,484 Crs., 21.73% growth YoY, Total Income is Rs. 2,566 Crs., 20.8% growth YoY, EBITDA is Rs. 788 Crs., 20.53% growth YoY, Howe…

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23 likes·24 comments
Neha

1 hour ago · SEBI Registration INH000016542

RateGain Analysis: Hidden SaaS Gem in Travel Tech?

🚀 Is

RATEGAIN
(RateGain Travel Technologies) the next hidden SaaS opportunity in India? In this detailed Annual Report Analysis, I decode RateGain Travel Technologies step by step, in simple language, so you can judge the business for yo…

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RateGain Analysis: Hidden SaaS Gem in Travel Tech?
27 likes·25 comments
Shrikant Pandey

1 hour ago · SEBI Registration INH000023986

INDUSIND BANK Q2 FY27: SEGMENT-WISE PERFORMANCE

INDUSIND BANK Q2 FY27: SEGMENT-WISE PERFORMANCE (STANDALONE)

INDUSINDBK
TREASURY OPERATIONS • Revenue up 13.66% YoY to ₹2,712.13 Cr, up 13.41% QoQ • Profit up 131.27% YoY to ₹859.62 Cr, up 59.96% QoQ CORPORATE / WHOLESALE BANKING • Re…

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28 likes·28 comments
Pavan Rawat

2 hours ago · SEBI Registration INH000025966

HCL Technologies and Infosys INDIAN IT STOCKS RISE

HCLTECH
Shares of major Indian information technology companies gained during early trading on Friday, even as global artificial intelligence stocks came under heavy selling pressure. Nifty 50 constituents HCL Technologies, Infosys and Ta…

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28 likes·28 comments
Ankush

2 hours ago · SEBI Registration INH000021234

SAGILITY INDIA FALL 4% DESPITE STRONG Q2

SAGILITY
Shares of Sagility India declined nearly 4% on October 23, a day after the healthcare technology services provider reported strong September-quarter results, with revenue and EBITDA registering year-on-year growth of more than 22…

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27 likes·27 comments
Saurabh Tyagi--Clovek,Advisory

2 hours ago · SEBI Registration INA100014879

Infosys Q2 results Revenue ₹49,244 Cr, Net Profit ₹7,823 Cr

INFY
Q2 results: Revenue ₹49,244 Cr, Net Profit ₹7,823 Cr, EBIT ₹10,330 Cr, EBIT Margin 21%, Dollar Revenue $5,145 M, Constant Currency Revenue Growth 1.2%. Guidance trim narrows revenue expectations — lowering FY27 CC growth to 1–2% redu…

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30 likes·30 comments
Palak Jain

2 hours ago · SEBI Registration INH000017718

Swiggy: Revenue Is Growing, But Losses Remain The Challenge

SWIGGY
y’s latest quarterly numbers show something interesting about India’s quick-commerce and food-delivery battle. For Q2 FY27, Swiggy reported revenue of ₹7,571 crore, up 36.1% year-on-year. Its consolidated net loss narrowed to ₹922…

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30 likes·28 comments
Priyam Mehta

2 hours ago · SEBI Registration INH000019239

Oil Shock Hits Dalal Street: Who Could Benefit?

OIL
Imagine India as a family that buys most of its cooking fuel from outside. When fuel prices rise suddenly, the family must spend more and save less. The Indian stock market faces a similar challenge when crude oil becomes expensive. O…

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31 likes·29 comments