Analyst Opinions

Insights from SEBI-registered analysts · updated live

Ishwar Kathed

2 mins ago · SEBI Registration INH000024374

India cuts windfall tax on diesel and ATF exports

The government has reduced windfall gains tax on diesel and Aviation Turbine Fuel (ATF) exports, effective October 1, 2026. Diesel: Export duty cut to ₹16 per litre from ₹20. ATF: Export duty reduced to ₹10.50 per litre from ₹15. Petrol:…

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Saurabh Tyagi--Clovek,Advisory

29 mins ago · SEBI Registration INA100014879

Astral: Volume Recovery and Margin Expansion

ASTRAL
delivered a resilient Q1 FY27 performance despite a weak industry environment. Pipe volumes remained broadly flat, while plumbing revenue grew 10.1% YoY, indicating better realisations and continued market-share gains. Consolidated…

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6 likes·6 comments
Hruthik N

46 mins ago · SEBI Registration INH000029917

Nifty Auto Tumbles 3% as Markets Open Weak

Markets opened lower today, with the Sensex falling 287.40 points (0.40%) to 72,192.89 and the Nifty down 76.75 points (0.34%) to 22,543.70, as elevated US Treasury yields and continued worries about West Asia supply disruptions weighed on…

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9 likes·9 comments
Amit Malviya

47 mins ago · SEBI Registration INH000020615

TARIL Q4 Results (Quarter Ended March 2026)

TARIL
Transformers & Rectifiers India Ltd (TARIL) surged nearly 9–10% today, October 1, 2026, after announcing strong Q4 results with net profit rising 20.9% year-on-year to ₹89.28 crore. Despite short-term bullish momentum, analysts remai…

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10 likes·12 comments
Adarsh Nimborkar (SEBI IA)

51 mins ago · SEBI Registration INA000019789

PIX Transmissions Ltd Company Fundamental Analysis

PIXTRANS
PIX Transmissions is a specialised manufacturer of power-transmission belts and related mechanical products, supplying industrial, agricultural and automotive customers across domestic and international markets. The company has a…

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13 likes·11 comments
TrueNorth Capital

52 mins ago · SEBI Registration INA000020040

Crompton targets 2x revenue by FY31 on expansion

Crompton Greaves Consumer Electricals Ltd (

CROMPTON
) has laid out its "Crompton 2.0" growth strategy, aiming to double its revenue by FY31 while targeting a 14 to 15 percent revenue CAGR through FY29. The company expects its total addre…

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11 likes·13 comments
VIJAY KUMAR GUPTA

52 mins ago · SEBI Registration INH000020226

Infosys holds its July low as Kotak flags a guidance cut

INFY
Infosys Limited shares hit a 52-week low of Rs 980.30 on 29 September, just under the 1 July low of Rs 982.40, then closed above it. Q2 FY27 results are due on 23 October. Q1 FY27 (consolidated, 23 July): - Revenue: Rs 48,211 crore,…

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12 likes·12 comments
Ashish Kumar

53 mins ago · SEBI Registration INH100008939

Kotak Mahindra Bank Shares Climb Over 3% on New MD & CEO

KOTAKBANK
Kotak Mahindra Bank rose more than 3% in early trade on October 1 after the private sector lender named Anup Kumar Saha as its next Managing Director and Chief Executive Officer. The stock touched an intraday high of 3.17% before…

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12 likes·12 comments
Shrikant Pandey

55 mins ago · SEBI Registration INH000023986

BEML: UNVEILS INDIA’S FIRST INDIGENOUS 60-TON

BEML: UNVEILS INDIA’S FIRST INDIGENOUS 60-TON ELECTRIC DUMP TRUCK

BEML
• BEML Limited has unveiled the BH60-EV, an indigenously designed and developed 60-ton electric dump truck, at its Mysuru Complex. • The vehicle features an advanced…

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12 likes·12 comments
InvestAce Capital

1 hour ago · SEBI Registration INH000017736

Aurobindo Pharma launches Adquey in US market

Aurobindo Pharma Limited

AUROPHARMA
has launched Adquey ointment in the US through its subsidiary Acrotech Biopharma. The launch marks Acrotech’s entry into the US dermatology market. Aurobindo has also established a dedicated dermatolog…

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17 likes·18 comments
Umang Bhutada

1 hour ago · SEBI Registration INH000023001

NCC gets ₹500 crore of fresh orders in Q2

NCC
Limited has secured two additional orders worth ₹500.22 crore, excluding GST, during September 2026. The orders are split between its Buildings and Transportation divisions. The bigger picture is more interesting. NCC had already dis…

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17 likes·17 comments
Pyrifera Investment Advisors

1 hour ago · SEBI Registration INH000020466

Aurobindo launches Adquey in US dermatology market

Aurobindo Pharma initiated the US commercial rollout of its non-steroidal atopic dermatitis treatment, Adquey. This targets a $1.3 billion specialty market, backed by a 25.2% YoY Q1 FY27 net profit growth to ₹1,032 crore. The launch is dri…

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17 likes·17 comments
Rahul Porwal

1 hour ago · SEBI Registration INH000019372

Transformers & Rectifiers (TARIL) shares are trading higher

TARIL
Transformers & Rectifiers (TARIL) shares are trading higher today at ₹294.25 (up 8.94%) on NSE/BSE as of October 1, 2026, 9:32 AM IST. The company recently passed a QIP resolution with 99.99% shareholder support and declared a final…

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19 likes·21 comments
AASHISH RA

1 hour ago · SEBI Registration INH000013174

Gold, Silver & Precious-Metals Ecosystem Augmont Enterprises

AUGMONT
Strengths Integrated presence across the gold and silver value chain, from refining to retail. Large operating scale: FY26 consolidated revenue of about ₹94,186 Cr and PAT of about ₹348.3 Cr. 49.62 million+ registered users and 5…

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19 likes·19 comments
Priyam Mehta

1 hour ago · SEBI Registration INH000019239

PFC: What the REC merger could change for the company

PFC
# PFC: What the REC merger could change Power Finance Corporation Limited and REC Limited have approved a merger scheme under which REC would merge into PFC. The combined entity would have an aggregate loan book of more than ₹11 lakh…

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22 likes·19 comments
MNC RESEARCH

1 hour ago · SEBI Registration INH000023472

MACPOWER CNC ABOVE 2200 — LOOKING STRONG TODAY!

MACPOWER CNC is showing strong price action today, especially considering the broader market environment. The fundamental backdrop also remains supportive: 🔹 Strong Order Book: ₹456 Cr as of June 2026, up around 32% YoY 🔹 Premium Produc…

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24 likes·24 comments
Kumar Satyam

1 hour ago · SEBI Registration INH000020448

NCC wins ₹500 crore of additional orders

NCC Limited (NSE: NCC) received two additional orders worth ₹500.22 crore during September 2026. The orders came from its Buildings and Transportation divisions, adding to the company’s execution pipeline. Key details • ₹224.74 crore of t…

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27 likes·28 comments
Finkhoz Roboadvisory Services

1 hour ago · SEBI Registration INH000022297

Kotak Mahindra Bank gains 3% as Saha named new CEO

KOTAKBANK
Kotak Mahindra Bank Limited (KOTAKBANK) rose as much as 3.17% on October 1 after Anup Kumar Saha was appointed as the bank’s new Managing Director and CEO. Saha will take charge from January 1, 2027, for a three-year term, succe…

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27 likes·27 comments
Harika Enjamuri

2 hours ago · SEBI Registration INH000017417

L&T wins Dubai road contracts worth ₹7,500 crore

Larsen & Toubro Limited (LT) has secured two infrastructure contracts in Dubai worth up to ₹7,500 crore. The projects are scheduled for completion by December 2028. The company's Transportation Infrastructure business has executed two cont…

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31 likes·28 comments
Mayank Kumar

2 hours ago · SEBI Registration INH000015978

fresh development is that Anup Kumar Saha

KOTAKBANK
The biggest fresh development is that Anup Kumar Saha has been appointed as the bank’s new Managing Director & CEO for a three-year term from January 1, 2027, after receiving RBI approval; he will succeed Ashok Vaswani and cur…

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30 likes·30 comments