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Analyst Opinions

Insights from SEBI-registered analysts · updated live

Palak Jain
Palak Jain

29th Sep · SEBI Registration INH000017718

SEBI Registration INH000017718 · 29th Sep

ITC Just Bought 100% Of Yoga Bar. But Why?

ITCHOTELS
Just Bought 100% Of Yoga Bar. But Why? 🥣 ITC has completed the acquisition of the remaining 52.5% stake in Sproutlife Foods, the company behind Yoga Bar, for around ₹645 crore. So ITC now owns 100% of the business. Now, ₹645…

#TechnicalViews#Pre-OpeningCommentary#FundamentalViews#StockInNews#IndexStrategies
650 likes·54 comments
saurabh mittal
saurabh mittal

1st Sep · SEBI Registration INH000022835

SEBI Registration INH000022835 · 1st Sep

ITC Ltd Infotech Happiest Minds deal will acquire a 22.1%

ITC
IT services unit ITC Infotech announced on Monday it will acquire a 22.1% promoter stake in Happiest Minds Technologies in two stages, to be followed by a full merger of Happiest Minds into ITC Infotech. After the merger, the combined…

#WatchOutFor#StockInNews#FundamentalViews
430 likes·75 comments
AASHISH RA
AASHISH RA

19th Aug · SEBI Registration INH000013174

SEBI Registration INH000013174 · 19th Aug

SWOT Analysis – Oriental Hotels Limited

ORIENTHOT
Strengths Strong Taj brand association: The company operates several hotels under the prestigious Taj, Vivanta and Gateway brands, benefiting from strong brand recognition. Established market presence: With more than five decad…

#PersonalFinance#PsychologyofMoney#EquityResearch#TimeToExit#Post-ClosingCommentary
ORIENTHOT-EQ_2026-08-19_22-28-17.png
950 likes·81 comments
Umang Bhutada
Umang Bhutada

3rd Aug · SEBI Registration INH000023001

SEBI Registration INH000023001 · 3rd Aug

ITCHOTELS

ITC Hotels – Earnings Momentum Watch Important Levels: Support: ₹282 – ₹276 Resistance: ₹295 – ₹305 Structure: Strong bullish momentum after earnings Business: Diversified FMCG conglomerate with leadership in cigarettes, hotels, package…

#Miscellaneous
1,069 likes·70 comments
Pavan Rawat
Pavan Rawat

3rd Aug · SEBI Registration INH000025966

SEBI Registration INH000025966 · 3rd Aug

ITC

ITC Ltd shares surged nearly 3% in early trade on Monday, emerging among the top gainers on the Nifty 50, as investors looked beyond the company's weak June-quarter earnings and focused on expectations of a gradual recovery in its core ciga…

#StockInNews
460 likes·23 comments
Palak Jain
Palak Jain

3rd Aug · SEBI Registration INH000017718

SEBI Registration INH000017718 · 3rd Aug

ITCHOTELS
share price: Cigarette stock rallies over 4% after Q1 results; brokerages see up to 22% upside - Check target prices

ITC Share Price: Shares of the Nifty 50 company gained around 4 per cent on Monday (August 3) after the FMCG major reported its Q1 FY27 results in the previous session. As of 11:35 am, the stock was trading up 2.9 per cent, or Rs 8.1, at Rs…

#StockInNews#MacroViews#EquityResearch#TrendingSectors#SectorBreakouts
464 likes·49 comments
Anish Rai
Anish Rai

2nd Aug · SEBI Registration INH000026460

SEBI Registration INH000026460 · 2nd Aug

ITC
Limited Q1 FY27 Results: Net Profit Declines 27% to ₹3,579 Crore; Revenue Jumps 28%

Summary:

ITC
reported a 27% year-on-year decline in consolidated net profit to ₹3,579 crore for the quarter ended June 30, 2026, impacted by margin pressure and a challenging operating environment. Despite the profit decline, the company…

#Miscellaneous#MacroViews#StockInNews
455 likes·59 comments
Palak Jain
Palak Jain

1st Aug · SEBI Registration INH000017718

SEBI Registration INH000017718 · 1st Aug

ITCHOTELS
Q1 FY27 results: Standalone profit down 27% YoY to Rs 3,579 crore, revenue down 14.4%

ITC Q1 FY27 results: ITC Limited on Friday reported a weaker set of earnings for the first quarter of FY27, with revenue, profit and operating performance declining sharply year-on-year amid pressure on margins. The diversified conglomerate…

#FundamentalViews#Pre-OpeningCommentary#WatchOutFor#StockInNews#EquityResearch
954 likes·70 comments
Rakesh Kumar
Rakesh Kumar

19th Jul · SEBI Registration INH100003282

SEBI Registration INH100003282 · 19th Jul

ITC Hotels Results Analysis-Q1FY27

ITCHOTELS
Financial performance and key operating metrics (consolidated) Operating Revenue for Q1FY27 is Rs. 936 Crs., 14.77% growth YoY, Total Income is Rs. 995 Crs., 15.68% growth YoY, EBITDA is Rs. 292 Crs., 19.48% growth YoY, EBITDA M…

#FundamentalViews#WatchOutFor#EquityResearch#MacroViews#HiddenGems
1,136 likes·26 comments
Sohrab Shaikh (SEBI RA)
Sohrab Shaikh (SEBI RA)

17th Jul · SEBI Registration INH000015376

SEBI Registration INH000015376 · 17th Jul

ITC Hotels has reported its results for the first quarter ended June 30, 2026 (Q1FY27).

The company has reported a 18.22% rise in its standalone net profit at Rs 177.01 crore for the quarter ended June 30, 2026, as compared to Rs 149.73 crore for the same quarter in the previous year. Total income of the company increased by 9…

#MacroViews#Miscellaneous#PsychologyofMoney
639 likes·54 comments
Ashish Kumar
Ashish Kumar

16th Jul · SEBI Registration INH100008939

SEBI Registration INH100008939 · 16th Jul

ITC Hotels Shares Dip 5% on Q1 Profit Drop; Announces Rs 155 Cr Ahmedabad Acquisition

ITCHOTELS
tels witnessed a 5% drop in its share price following the release of its first-quarter financial results, which revealed a sharp 43% sequential decline in net profit compared to the previous quarter. The quarter-on-quarter dip re…

#WatchOutFor#StockInNews
1,068 likes·28 comments
Covesting Technologies Pvt Ltd
Covesting Technologies Pvt Ltd

16th Jul · SEBI Registration INH000015835

SEBI Registration INH000015835 · 16th Jul

Over 40 companies to announce Q1 results today!

Investors are closely watching a busy earnings day, with Wipro, Tech Mahindra, Jio Financial Services, BHEL, Polycab India, ITC Hotels, CEAT, and South Indian Bank among the major companies scheduled to report June-quarter results. These ea…

#FundamentalViews
1,098 likes·53 comments
Capital Investo Research
Capital Investo Research

16th Jul · SEBI Registration INH000016755

SEBI Registration INH000016755 · 16th Jul

ITC
Hotels shares slide 5% after Q1 profit drops 43% QoQ; acquires GHK Hospitality for ₹155 crore

ITC
Hotels shares came under selling pressure on Thursday, falling more than 5% after the company posted a sharp quarter-on-quarter decline in its consolidated earnings and revenue for the June quarter. Alongside its results, the hospital…

#Miscellaneous#MacroViews#StockInNews
486 likes·22 comments
Anish Rai
Anish Rai

16th Jul · SEBI Registration INH000026460

SEBI Registration INH000026460 · 16th Jul

ITC
Hotels shares tumble 5% as Q1 profit drops 43% sequentially; announces ₹155 crore Ahmedabad acquisition

ITC
Hotels shares fell over 5% on Thursday after the hospitality company reported a sharp quarter-on-quarter decline in its consolidated profit and revenue for the June quarter, even as it unveiled an acquisition to expand its presence in…

#MacroViews#Miscellaneous#StockInNews
1,049 likes·84 comments
Sparsh Jindal
Sparsh Jindal

16th Jul · SEBI Registration INH000015367

SEBI Registration INH000015367 · 16th Jul

ITC Hotels Slides 5% on Weak Sequential Q1 Performance

ITC Hotels shares fell over 5% after the company reported a 43% quarter-on-quarter decline in consolidated net profit to ₹180.25 crore, along with lower revenue in Q1 FY27. Despite healthy year-on-year growth, investors reacted negatively t…

#WatchOutFor#Today’sTradingSetup#FundamentalViews#MacroViews#EquityResearch
602 likes·84 comments
Pradeep Carpenter
Pradeep Carpenter

16th Jul · SEBI Registration INH000019309

SEBI Registration INH000019309 · 16th Jul

Market Outlook – 16 July

Indian markets are likely to witness a range-bound session with a mild negative bias as traders remain cautious ahead of several key Q1 earnings. While lower volatility is supporting market stability, stock-specific action is expected to do…

#Pre-OpeningCommentary#IndexStrategies#StockInNews#Today’sTradingSetup#EquityResearch
714 likes·76 comments
TrueNorth Capital
TrueNorth Capital

14th Jul · SEBI Registration INA000020040

SEBI Registration INA000020040 · 14th Jul

The Rate vs. Occupancy Shift in Indian Luxury Hospitality

India’s premium and five-star hospitality chains are shifting their strategy toward protecting and growing average daily rates (ADRs) rather than discounting to chase higher occupancy. Top executives emphasize that prioritizing pricing powe…

#TrendingSectors
1,081 likes·72 comments
Saksham Sharma
Saksham Sharma

10th Jul · SEBI Registration INA000022613

SEBI Registration INA000022613 · 10th Jul

Why

ITC
Keeps Showing Up in "Long-Term Compounder" Conversations

ITC
rarely grabs headlines for dramatic price moves, and that's kind of the point. It's built on two engines working together: a highly profitable cigarette business that consistently generates strong cash flow, and a fast-growing FMCG por…

#FundamentalViews#WatchOutFor#EquityResearch#MacroViews#HiddenGems
ITC_Trade_Idea_OnePager.pdf
751 likes·52 comments
Ashish Kumar
Ashish Kumar

6th Jul · SEBI Registration INH100008939

SEBI Registration INH100008939 · 6th Jul

Hospitality Stocks Surge as Nomura Bullish Ahead of Q1 Results

Shares of major hospitality companies climbed on Monday, July 6, after Nomura expressed optimism for the sector’s June quarter performance. !Leela Palaces Hotels & Resorts led the gains, jumping over 4% to ₹495.55 on the NSE. Indian Hotels…

#StockInNews#WatchOutFor
917 likes·35 comments
AASHISH RA
AASHISH RA

6th Jul · SEBI Registration INH000013174

SEBI Registration INH000013174 · 6th Jul

Asian Hotels (North) Ltd. – SWOT Analysis

ASIANHOTNR
Strengths (S) Owns the iconic Hyatt Regency Delhi, one of the established luxury hotels in the National Capital Region. Operates under the globally recognized Hyatt brand, benefiting from international standards, brand recognit…

#StockInNews#WatchOutFor#EquityResearch#PsychologyofMoney#PersonalFinance
ASIANHOTNR-EQ_2026-07-06_11-20-22.png
598 likes·62 comments