Analyst Opinions

Insights from SEBI-registered analysts · updated live

Ujvin Nevatia

7 mins ago · SEBI Registration INH100009628

BHEL profit rises 120% as revenue grows 24%

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 Bharat Heavy Electricals Limited (

BHEL
) reported a 120.1% year-on-year increase in net profit to ₹810 crore in Q2 FY27. Revenue from o…

#EquityResearch#FundamentalViews
Sumit Kadam

14 mins ago · SEBI Registration INH000024462

Wholesale Inflation 11.39% Which Indian Stock Benefits?

Imagine a factory owner whose raw material, energy and transportation costs are rising. Higher input costs can squeeze profit margins unless the company can pass them on to customers. India’s wholesale price inflation (WPI) increased to **…

#StockInNews#WatchOutFor#TrendingSectors#FundamentalViews#EquityResearch
2 likes·2 comments
CA ABHAY VARN

15 mins ago · SEBI Registration INH300008465

Welspun corp sets up jordan unit with jod 50,000.

WELCORP
(WELCORP) has incorporated a new wholly owned subsidiary named Welspun Global Jordan in Jordan. The initial paid-up capital is Jordanian Dinar 50,000 for manufacturing iron and steel tubular products. The unit was set up through…

#FundamentalViews#TechnicalViews#WatchOutFor#StockInNews#EquityResearch
2 likes·2 comments
Ketan Mittal (SEBI RA)

17 mins ago · SEBI Registration INH000018726

Transformers & Rectifiers profit jumps 118%

Transformers and Rectifiers (India) Limited (NSE: TARIL) reported Q2 FY27 consolidated net profit of ₹81.38 crore, up 118% year-on-year. Revenue increased 61% to ₹739.44 crore, while the unexecuted order book reached ₹7,237 crore, up 32% ye…

#Miscellaneous#PersonalFinance#PsychologyofMoney#EquityResearch#MacroViews
2 likes·2 comments
Manjushri Sharma SEBI RA

17 mins ago · SEBI Registration INH000019497

Tata Elxsi in Focus as IT Stocks Continue Their Recovery

TATAELXSI
in Focus as IT Stocks Continue Their Recovery Tata Elxsi shares attracted strong buying interest on Wednesday rising approximately 7.8% in early market activity as technology stocks extended their recovery. The broader IT sector…

#FundamentalViews#TechnicalViews#EquityResearch#StockInNews#MacroViews
2 likes·2 comments
MBA Investmentwala

18 mins ago · SEBI Registration INH000011185

Paytm Gaming Unit Gets ₹5,008 Crore GST Relief

Paytm's parent company, One 97 Communications Ltd

PAYTM
, has announced major relief for its gaming subsidiary, First Games Technology Private Limited, after its proposed GST demand was reduced from ₹5,712 crore to ₹703.66 crore. The red…

#WatchOutFor#StockInNews
2 likes·2 comments
Priyam Mehta

18 mins ago · SEBI Registration INH000019239

MTAR Technologies: Order execution is the key trigger

MTARTECH
### MTAR Technologies: Order execution is the key trigger MTAR Technologies Limited (NSE: MTARTECH) supplies precision-engineered components for clean energy, nuclear, aerospace and defence applications. **Why it matters:** The…

#WatchOutFor#Miscellaneous#MacroViews#HiddenGems#FundamentalViews
2 likes·2 comments
CA Sumit Mangla

20 mins ago · SEBI Registration INH000028626

Gmr airports incorporates unit gmr aero realty.

GMRAIRPORT
(GMRAIRPORT) has incorporated a wholly owned subsidiary named GMR Aero Realty. The new unit will engage in real estate and land development activities with an initial capital of ₹1 crore. The subsidiary was set up on 13 Octobe…

#WatchOutFor#Today’sTradingSetup#StockInNews#TechnicalViews#FundamentalViews
2 likes·2 comments
Tejaswi

29 mins ago · SEBI Registration INA200015176

P N Gadgil Jewellers: 25.5% SSS growth leads the pack

PNGJL
P N Gadgil Jewellers (NSE: PNG) is a Maharashtra-focused jewellery retailer with 80 showrooms as of Q2 FY27, up from 63 a year earlier. It sells gold, diamond, and silver jewellery, concentrated in Maharashtra. What happened: P N…

#WatchOutFor#EquityResearch#HiddenGems#TrendingSectors#FundamentalViews
5 likes·4 comments
Pankaj pawar

34 mins ago · SEBI Registration INH000020934

Tata Power partners with Imperial College London

TATAPOWER
has signed a Memorandum of Understanding with Imperial College London to advance next-generation energy systems and support India-UK net-zero ambitions. The collaboration will focus on research, technology development and knowle…

#HiddenGems#StockInNews#EquityResearch#FundamentalViews
7 likes·7 comments
Sohrab Shaikh (SEBI RA)

37 mins ago · SEBI Registration INH000015376

Aegis Logistics to buy 89.8% stake in Tristar

Aegis Logistics, through its step-down 100% subsidiary -- Aegis Logistics International, has entered into a definitive agreement under which the company proposes to acquire 89.8% of Tristar Holdings (Tristar) from Agility Tristar, Gulf Inve…

#WatchOutFor
7 likes·6 comments
Harika Enjamuri

38 mins ago · SEBI Registration INH000017417

Hyundai Motor Group plans $15.5 billion India investment

Hyundai Motor Group plans to invest $15.5 billion in India between 2026 and 2032, covering manufacturing, R&D and future mobility. The seven-year investment includes around $700 million for Indian R&D infrastructure, including a vehicle te…

#WatchOutFor#StockInNews#EquityResearch#FundamentalViews#MacroViews
7 likes·6 comments
Amit Malviya

39 mins ago · SEBI Registration INH000020615

TARIL “Profit Doubles, Order Book Soars!

TARIL
Transformer and Rectifiers (India) Ltd (TARIL) shares surged nearly 19% to ₹360.95 on October 14, 2026, after reporting stellar Q2 FY27 results — net profit up 135%, EBITDA margin expanding to 16.1%, and a record ₹7,237 crore order b…

#FundamentalViews#WatchOutFor#StockInNews#TechnicalViews#EquityResearch
TARIL (2).png
7 likes·7 comments
Pavan Rawat

55 mins ago · SEBI Registration INH000025966

Adani Enterprises Ltd, JABIL SIGN AGREEMENT

ADANIENT
Adani Enterprises and US-based manufacturing company Jabil have signed a non-binding agreement to establish a 50:50 joint venture to manufacture artificial intelligence and data centre equipment in India, as demand for computing…

#WatchOutFor
12 likes·12 comments
Ankush

56 mins ago · SEBI Registration INH000021234

Hyundai Motor India Ltd. SHARE JUMP OVER 2%

HYUNDAI
Hyundai Motor India shares rose over 2 percent in early trading on Wednesday, ranking among the top gainers on the Nifty 100 after its South Korean parent, Hyundai Motor Group, announced a $15.5 billion investment plan for India t…

#StockInNews
12 likes·11 comments
Akshay Patel

59 mins ago · SEBI Registration INH000017231

Canara Bank Q2 net profit rises 7.7% to ₹5,170 crore

Canara Bank Limited

CANBK
reported Q2 standalone net profit of ₹5,170 crore, up 7.7% from ₹4,800 crore a year ago. Gross NPA fell to 1.33% from 1.57% in the previous quarter. What happened: Net NPA fell to 0.30% from 0.36%. Provisions for…

#WatchOutFor#Miscellaneous
11 likes·11 comments
Neha

1 hour ago · SEBI Registration INH000016542

📊 Q2FY27 Quarterly Results & Business Updates

📊 Q2FY27 Quarterly Results & Business Updates 1. Transformers & Rectifiers (India) Strong quarter with sharp YoY and QoQ growth across operating parameters. • Revenue: ₹739 Cr vs ₹460 Cr (↑61% YoY) • QoQ Revenue Growth: ↑29% • EBITDA:…

#FundamentalViews
WhatsApp Image 2026-10-14 at 12.40.58 PM.jpeg
14 likes·14 comments
THREETREND RESEARCH

1 hour ago · SEBI Registration INH000022729

Transformers and Rectifiers (India) Ltd. is showing a strong

TARIL
Transformers and Rectifiers (India) Ltd. is showing a strong bullish move, with the stock rising around 13.44% to ₹344.85 in the latest session. After consolidating for several months, the price has rebounded from the ₹270–₹280 sup…

#TechnicalViews
TARIL_2026-10-14_09-44-10.png
14 likes·14 comments
CA Barkha Kamra

1 hour ago · SEBI Registration INH000021164

Aegis Logistics to Buy 89.8% of Tristar for $809M

Aegis Logistics Limited

AEGISLOG
has announced a major international expansion through the proposed acquisition of an 89.8% stake in Tristar for approximately $809 million (around ₹7,100 crore). The transaction represents a significant str…

#StockInNews#WatchOutFor
17 likes·16 comments
Sanjay Ahuja

1 hour ago · SEBI Registration INH000020439

HUDCO DECLARES HIGHEST-EVER DIVIDEND FOR FY2025-26

HUDCO
has declared its highest-ever dividend of Rs 908.36 crore for the financial year 2025-26. This record dividend underscores the company's strong financial performance and its continued role in supporting India’s urban transformation.…

#WatchOutFor#StockInNews#Miscellaneous#TrendingSectors#FundamentalViews
15 likes·17 comments