Analyst Opinions

Insights from SEBI-registered analysts · updated live

Sohrab Shaikh (SEBI RA)

3 mins ago · SEBI Registration INH000015376

ICICI Bank posts a 22% surge in Q2 consolidated net profit.

ICICI Bank has reported its results for the second quarter ended September 30, 2026 (Q2FY27). The bank has reported a 20.10% rise in its net profit at Rs 14,843.03 crore for the quarter ended September 30, 2026, as compared to Rs 12,358.89…

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Saksham Sharma

11 mins ago · SEBI Registration INA000022613

HDFC Bank grows profit 4.7% as treasury gains fall

HDFCBANK
HDFC Bank Limited (HDFCBANK) reported standalone net profit of ₹19,510 crore for Q2 FY27, up 4.7% year on year. Net interest income increased 9.7% to ₹34,619 crore. The gap between loan growth and profit growth is worth examining…

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Ketan Mittal (SEBI RA)

14 mins ago · SEBI Registration INH000018726

Federal Bank delivers record quarterly profit of ₹1,386 cr

The Federal Bank Limited (NSE: FEDERALBNK) reported a record standalone Q2 FY27 net profit of ₹1,386 crore, up 45.1% year-on-year. Net interest income increased 26%, while gross NPAs declined to 1.32%, their lowest level in a decade. What m…

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2 likes·2 comments
Harika Enjamuri

21 mins ago · SEBI Registration INH000017417

RailTel bags ₹186.51 crore in new orders

RailTel Corporation of India Limited received two work orders worth a combined ₹186.51 crore on October 16, including a ₹167.52 crore contract from the Railway Recruitment Board, Secunderabad. The orders cover recruitment examination servi…

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1 like
DEEPAK PAL

22 mins ago · SEBI Registration INH000012856

BANKING RESULTS SNAPSHOT | Q2 FY27 & BANKNIFTY REACTION !

Three banking giants. Three different earnings stories. What could the results mean for Bank Nifty on Monday? ICICI Bank,

HDFCBANK
and Axis Bank have announced their September-quarter results, giving investors fresh insights into credit…

#EquityResearch#TrendingSectors#SectorBreakouts#FundamentalViews#StockInNews
4 likes·5 comments
Ujvin Nevatia

28 mins ago · SEBI Registration INH100009628

HDFC Bank profit rises 5% as asset quality improves

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 HDFC Bank Limited (

HDFCBANK
) reported a 4.7% year-on-year increase in standalone net profit to ₹19,510 crore in Q2 FY27. Net interest…

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5 likes·5 comments
Dhwani Patel

34 mins ago · SEBI Registration INH200008608

IDFC First Bank breaks below the Ichimoku cloud

IDFC First Bank has slipped to around ₹83.96 after failing to hold the September recovery zone. The decline has pushed price below the nearby Ichimoku levels and under the cloud, leaving a bearish short-term structure. The cloud and base-li…

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idfc-first-bank-daily-ichimoku-oct-2026.png.png
6 likes·7 comments
Lovelesh Sharma

35 mins ago · SEBI Registration INH000027937

JK Cement needs ₹4,982 to extend its rebound

JKCEMENT
closed near ₹4,923 after a modest rebound, but the daily chart is still below its main moving-average barriers. The 20-day average sits around ₹4,981.55 and the 55-day average near ₹5,127.21, so the ₹4,980–5,130 zone remains the…

#TechnicalViews#SectorBreakouts#StockInNews
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7 likes·7 comments
RAJIV GUPTA (SEBI RA)

38 mins ago · SEBI Registration INH300004858

Axis Bank Q.E and Half Year Ended 30th September 2026

AXISBANK
Axis Bank Ltd Q2FY27 Performance at a Glance a) Healthy core operating performance supported by strong NII b) Core operating revenue at ₹21,817 crores, up 10% YOY c) Net Interest Margin (NIM) at 3.36%; and excl. of FCNR (B) impa…

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7 likes·7 comments
DHARMESH BHATT             R A

44 mins ago · SEBI Registration INH000009685

Bajaj Healthcare Limited: Financial Performance

BAJAJHCARE
Key Takeaways from the Income Statement: Steady Revenue Growth: Revenue from operations grew by 18.9% YoY for the quarter (reaching Rs. 17,590.16 Lakhs compared to Rs. 14,791.49 Lakhs in Q2 FY26). For the half-year period, re…

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Bajaj health.pdf
10 likes·10 comments
Hemraj Singh Sikarwar

54 mins ago · SEBI Registration INH000016719

Adani Ports: Cargo Volumes Tell Only Part of the Story

ADANIPORTS
Adani Ports and Special Economic Zone provides exposure to India's logistics and port infrastructure. Its performance depends on cargo volumes, operating efficiency and investment discipline. Here is what I would monitor: 1.…

#TechnicalViews
12 likes·13 comments
AKANSHA JAIN

55 mins ago · SEBI Registration INH000024408

Asian Paints: Can Volume Growth Drive Recovery?

ASIANPAINT
Asian Paints is worth watching for signs of improvement in decorative-paint demand, housing activity and consumer spending. However, the investment case is not just about sales growth. Competition and input costs can material…

#SectorBreakouts
12 likes·11 comments
Naveen Kumar

57 mins ago · SEBI Registration INH000011088

Gre Renew Enertech secures rs 18.67 cr solar epc orders

GRE Renew Enertech Limited secured three domestic solar EPC orders aggregating to INR 18,67,94,612 (inclusive of GST) between October 1 and October 15, 2026. This includes a major 5,503.68 kWp ground-mounted captive plant and two rooftop in…

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12 likes·12 comments
Neha

1 hour ago · SEBI Registration INH000016542

Bank Results Guide: Profit ki headline se aage dekho! 📈

HDFC Bank & ICICI Bank Q2 Results aaj! 📊 Sirf profit mat dekho, ye 3 numbers batayenge bank ki asli health: 1️⃣ NIM (Net Interest Margin) – bank ka asli margin

HDFCBANK
2️⃣ Loan Growth – ICICI Q1 FY27: +19.6% YoY 3️⃣ Net NPA – ICICI Q1…

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Bank Results Guide: Profit ki headline se aage dekho! 📈
15 likes·14 comments
Akshay Patel

1 hour ago · SEBI Registration INH000017231

Tejas Networks Q2 FY27 revenue up 55% to ₹406 crore

Tejas Networks Limited (NSE: TEJASNET)

TEJASNET
reported Q2 FY27 revenue of ₹406 crore, up about 55% from ₹262 crore in Q2 FY26. Net loss narrowed to ₹207 crore from ₹307 crore a year ago. What happened: Revenue from operations grew on pr…

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15 likes·14 comments
Rakesh Kumar

1 hour ago · SEBI Registration INH100003282

Polycab India Qtrly. Resulta Analysis Q2FY027

POLYCAB
Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 9,899 Crs., 52.83% growth YoY, Total Income is Rs. 9,987 Crs., 53.12% growth YoY, Gross Profit is Rs. 2,337 Crs., 33.04% growth Y…

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20 likes·19 comments
Vibhu Jain

1 hour ago · SEBI Registration INH000015233

Mazagon Dock Shipbuilders analysis on different parameters

MAZDOCK
Quality :- Mazagon Dock Shipbuilders Ltd continues to demonstrate strong fundamentals in terms of quality metrics. The company’s return on equity (ROE) stands at a notable 28.3%, indicating efficient utilisation of shareholder capi…

#TechnicalViews
19 likes·20 comments
AASHISH RA

1 hour ago · SEBI Registration INH000013174

Dhoot Transmission manufactures automotive wiring harnesses

DHOOTTRANS
Strengths - Strong revenue growth: Q1 FY27 consolidated revenue rose 49.68% year-on-year, demonstrating significant business expansion. - EV wiring harness expertise: The company has a strong position in two-wheeler and th…

#EquityResearch#InternationalMarket#MacroViews#HiddenGems
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22 likes·23 comments
Chahat Aggrawal

1 hour ago · SEBI Registration INH000018577

AXISCADES Establishes New Space Technology Subsidiary

AXISCADES
Limited has incorporated Xponential Space Private Limited as a wholly owned subsidiary to focus on satellite design and space-related solutions. The new entity has been established with an initial capital of ₹1 lakh, marking a st…

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24 likes·25 comments
Vipin Dixena

2 hours ago · SEBI Registration INH000014076

Tech Mahindra Q2: Profit Rises 33%, 1:1 Bonus Issue Proposed

Tech Mahindra Q2: Profit Jumps 33%, 1:1 Bonus Issue Approved Tech Mahindra (

TECHM
)reported a strong Q2 FY27 performance, with consolidated net profit rising 32.7% year-on-year to ₹1,585.6 crore. Revenue from operations increased 15.6%…

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28 likes·30 comments