Analyst Opinions

Insights from SEBI-registered analysts · updated live

Hemraj Singh Sikarwar

1 min ago · SEBI Registration INH000016719

Infosys: Is the IT Sector Finally Finding Its Footing?

Indian IT stocks are showing relative strength while the broader market remains cautious. On October 14, buying interest in Infosys, TCS and !HCLTECH helped limit the downside in benchmark indices. But does a sector rebound automatically…

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Saurabh Tyagi--Clovek,Advisory

2 mins ago · SEBI Registration INA100014879

Q2FY27 Quarterly Result Announced for Tata Elxsi Ltd.

TATAELXSI
Revenue from Operations: Recorded at Rs 1,05,565.73 lakh in Q2FY27, reflecting an increase of 3.38% QoQ compared to Rs 1,02,110.75 lakh in Q1FY27, and a growth of 14.98% YoY compared to Rs 91,810.23 lakh in Q2FY26. Other Income (…

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Mohammed Shoaib

3 mins ago · SEBI Registration INH000015525

Reliance Industries: Why the Jio IPO Story Is Not Enough

The proposed Jio Platforms IPO has attracted investor attention, but Reliance Industries Limited

RCOM
shares are still facing pressure. Recent reports indicate that RIL has fallen around 7% over the past month and approximately 26% year-…

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Rahul Porwal

12 mins ago · SEBI Registration INH000019372

DCM Shriram’s stock surged today, hitting the upper circuit

DCMSHRIRAM
DCM Shriram’s stock surged today, hitting the upper circuit limit of 11.7% at ₹1,153.90 despite weak Q4 FY26 results showing a sharp drop in operating profit and revenue. The rally appears driven by speculative buying momentum r…

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2 likes·2 comments
Prameela Balakkala

19 mins ago · SEBI Registration INH000016074

BHEL: Q2 Net Profit Jumps 120% YoY; Approves ₹500 Cr Capex

BHEL
(Bharat Heavy Electricals Ltd) showcased a robust Q2 performance, driven by strong revenue growth and margin expansion, signaling renewed operational strength. 📊 Key Financial Highlights ✅ Q2 Revenue: ₹9,300 Cr, up ~24% YoY from ₹7…

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2 likes·2 comments
Ujvin Nevatia

27 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
4 likes·4 comments
Sumit Kadam

35 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 **…

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7 likes·7 comments
CA ABHAY VARN

35 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…

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6 likes·7 comments
Ketan Mittal (SEBI RA)

38 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…

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7 likes·7 comments
Manjushri Sharma SEBI RA

38 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…

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7 likes·6 comments
MBA Investmentwala

38 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…

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7 likes·7 comments
Priyam Mehta

39 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…

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7 likes·7 comments
CA Sumit Mangla

40 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…

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7 likes·6 comments
Tejaswi

49 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…

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9 likes·9 comments
Pankaj pawar

55 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…

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12 likes·11 comments
Sohrab Shaikh (SEBI RA)

57 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…

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12 likes·11 comments
Harika Enjamuri

58 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…

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12 likes·11 comments
Amit Malviya

59 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…

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12 likes·11 comments
Pavan Rawat

1 hour 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
17 likes·16 comments
Ankush

1 hour 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…

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17 likes·16 comments