Analyst Opinions

Insights from SEBI-registered analysts · updated live

Ujvin Nevatia

11 mins ago · SEBI Registration INH100009628

Himadri Speciality profit rises 29% in H1 FY27

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 Himadri Speciality Chemical Limited (

HSCL
) reported a 29% year-on-year increase in consolidated profit after tax to ₹460 crore in H1 F…

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1 like·1 comment
Hruthik N

32 mins ago · SEBI Registration INH000029917

Yes Bank’s 14.6% Fall Tops Last Week’s Losers

YESBANK
was last week’s biggest loser among the large and mid-cap stocks covered in Business Standard’s weekly review, falling 14.63% over October 12-16. Nestle India was the worst performer inside the Nifty 50, down 5.06% and losing abou…

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5 likes·6 comments
Mohammed Shoaib

42 mins ago · SEBI Registration INH000015525

Grasim: Why Investors Should Look Beyond One Segment

GRASIM
has exposure to several businesses, including building materials through UltraTech Cement and its own chemicals, fibres and other operations. This makes consolidated analysis particularly important. What I would examine: Cement e…

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8 likes·9 comments
Ketan Mittal (SEBI RA)

44 mins ago · SEBI Registration INH000018726

YES Bank faces ₹8,415 crore AT1 bond risk

YES Bank Limited (NSE: YESBANK) faces an ₹8,415 crore exposure after the Supreme Court upheld the quashing of its 2020 Additional Tier 1 bond write-off. Recognising the financial impact could turn its reported Q2 FY27 profit of ₹1,080 crore…

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8 likes·8 comments
Jay Gupta

47 mins ago · SEBI Registration INH000029218

SBI Life: Premium Growth Is Not the Only Metric That Matters

Life insurance companies operate in a business where today's sales can generate profits over several years. For

SBILIFE
, I would focus on these indicators: New business value This helps assess the expected profitability of newly issued…

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11 likes·11 comments
CA Barkha Kamra

49 mins ago · SEBI Registration INH000021164

Tejas Networks Q2 FY27 Results: Revenue, Losses and Orders

Tejas Networks Ltd

TEJASNET
reported an improvement in its financial performance for Q2 FY27, supported by higher revenue, reduced losses and an expanding order book. Key Financial Highlights: * Revenue: Increased to ₹406 crore from ₹26…

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11 likes·11 comments
Chahat Aggrawal

50 mins ago · SEBI Registration INH000018577

HDFC Bank Approves Lily Vadera’s as Independent Director

HDFCBANK
’s board has approved the re-appointment of Lily Vadera as an Independent Director for a further three-year term, subject to applicable approvals and requirements. The board has also accepted Kaizad Bharucha’s request for cessatio…

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11 likes·11 comments
Hemraj Singh Sikarwar

54 mins ago · SEBI Registration INH000016719

Max : Can Capacity Expansion Improve Future Earnings?

MAXHEALTH
Hospital operators can benefit from increasing demand for specialised treatment, but new capacity takes time and capital to become fully productive. For Max Healthcare Institute, these are the metrics I would monitor: 1. Occup…

#HiddenGems
11 likes·11 comments
AKANSHA JAIN

56 mins ago · SEBI Registration INH000024408

A Diversified Business That Needs Segment-Level Analysis

ITC
has exposure to cigarettes, packaged foods, personal care, paperboards and other businesses. Each segment has a different growth profile and cost structure. What I would track: Cigarette business Volume trends, pricing and taxation…

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Prameela Balakkala

58 mins ago · SEBI Registration INH000016074

Kellton Tech Approves Rights Issue of Up to ₹160 Crore

KELLTONTEC
Kellton Tech Solutions Ltd has taken a significant step by approving a rights issue of equity shares worth up to ₹160 crore, aiming to bolster its financial position. 📌 Key Highlights: ✅ Rights issue sanctioned by the Board of…

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13 likes·14 comments
DEEPAK PAL

1 hour ago · SEBI Registration INH000012856

UPCOMING IPOs--> ***** Indian Gas Exchange &...

1. ***** IPO: ₹950 CRORE FRESH ISSUE ***** co-founded by Myntra founder Mukesh Bansal, operates a fitness and active-lifestyle platform through its app, website and physical fitness centres. Key details: Fresh issue: Up to ₹950 crore Off…

#IPO#FundamentalViews#WatchOutFor#StockInNews#TrendingSectors
13 likes·14 comments
Shrikant Pandey

1 hour ago · SEBI Registration INH000023986

AMBER: INDIA STEP-DOWN SUBSIDIARY ACQUIRES 100%

AMBER: INDIA STEP-DOWN SUBSIDIARY ACQUIRES 100% EQUITY SHARES OF ASCENT CIRCUITS

AMBER
• IL JIN Electronics (India) Ltd, a material subsidiary of Amber, signs a share swap agreement on 18 Oct 2026 to buy 23,401 equity shares or 1.50% full…

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15 likes·17 comments
Nikita (SEBI RA)

1 hour ago · SEBI Registration INH000016843

BEML secures a ₹5,400 crore train order..

BEML Limited (NSE: BEML) secured an order worth more than ₹5,400 crore from the National High-Speed Rail Corporation on 18 September 2026. The contract covers high-speed train supply and upkeep for the Mumbai-Ahmedabad corridor. The order…

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17 likes·15 comments
Vimal K

1 hour ago · SEBI Registration INH200007724

Nifty Outlook for 19-Oct-2026 looks Bullish

Nifty enters Monday, 19 October 2026 with a bullish bias, closing the previous session up 0.65% at 23,146.15 after a robust weekly recovery that pushed it above the crucial 23,000 mark. The Daily MACD Histogram and Hourly MACD histogram ab…

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21 likes·23 comments
CA ABHAY VARN

1 hour ago · SEBI Registration INH300008465

Acme Solar signs 300 MW PPA with SECI at ₹6.

ACME Solar Holdings Limited

ACMESOLAR
has executed a power purchase agreement with SECI for a 300 MW peak power project. The tariff is fixed at ₹6.00 per unit. The company signed the PPA with SECI for 300 MW of peak power. The rate is ₹6…

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27 likes·24 comments
saurabh mittal

1 hour ago · SEBI Registration INH000022835

SRF Ltd Q2 FY27 results due October 21 earnings October 22

SRF
SRF’s board will meet on October 21, 2026 to approve unaudited standalone and consolidated Q2 and H1 FY27 results, with an investor and analyst call at 12:00 PM IST on October 22 hosted by DAM Capital Advisors; the trading window is cl…

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26 likes·26 comments
Pavan Rawat

1 hour ago · SEBI Registration INH000025966

Axis Bank Ltd. Reports 38% Jump in Q2 Profit

AXISBANK
Axis Bank reported a strong financial performance for the second quarter of FY27, with standalone net profit rising 37.6% year-on-year to ₹7,003 crore, compared with ₹5,090 crore in the corresponding quarter last year. Net inter…

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25 likes·26 comments
Ankush

1 hour ago · SEBI Registration INH000021234

Tech Mahindra Ltd. Surges After Strong Q2 Results

TECHM
Tech Mahindra shares rallied sharply on October 16, 2026, after the IT services company reported strong second-quarter FY27 results. Consolidated revenue increased 15.6% year-on-year to ₹16,180 crore, while net profit rose 32.7% to…

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26 likes·26 comments
Vibhu Jain

2 hours ago · SEBI Registration INH000015233

Voltamp Transformers analysis on different parameters

VOLTAMP
Quality :- Voltamp Transformers Ltd continues to demonstrate robust operational fundamentals, characterised by a strong quality profile. The company maintains a net-debt-free status, underscoring a conservative capital structure th…

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25 likes·25 comments
TrueNorth Capital

2 hours ago · SEBI Registration INA000020040

Tech Mahindra Q2 FY27 revenue grows 2 percent sequentially

Tech Mahindra [

TECHM
] reported its Q2 FY27 financial results, posting a sequential revenue growth of 2 percent in reported currency and 2.4 percent in constant currency to reach $1,693 million. What happened: Revenue exceeded expectatio…

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30 likes·29 comments