Analyst Opinions

Insights from SEBI-registered analysts · updated live

RAJIV GUPTA (SEBI RA)

4 mins ago · SEBI Registration INH300004858

Hero MotoCorp Growthh in September Dispatches

HEROMOTOCO
Hero MotoCorp did strong 12% YOY growth, driven by high consumer demand and strong momentum as the Company prepares for the upcoming festive season. Domestic retail growth momentum was strong with VAHAN growth of 31% over previ…

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1 like
Rahul Porwal

5 mins ago · SEBI Registration INH000019372

Welspun Living (WELSPUNLIV) shares jumped over 5% today

WELSPUNLIV
Welspun Living (WELSPUNLIV) shares jumped over 5% today to ₹239.05, hitting a fresh 52‑week high of ₹245 after Jefferies reaffirmed its ‘Buy’ rating with a ₹260 target. The rally follows the government’s extension of the RoDTEP…

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1 like
AASHISH RA

12 mins ago · SEBI Registration INH000013174

Schneider Electric Infrastructure India Ltd.

SCHNEIDER
Strengths Strong association with the Schneider Electric global technology and product ecosystem. Exposure to structural themes such as electrification, grid modernisation, industrial automation and energy efficiency. Products…

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2 likes·1 comment
Sarathi Research

15 mins ago · SEBI Registration INH000012740

NCC bags Rs 500 crore orders, stock near 52-week low

NCC
NCC Limited informed exchanges on September 30, 2026, that it secured two new orders worth Rs 500.22 crore during the month, even as the stock trades close to its 52-week low. What happened: The new orders comprise Rs 224.74 crore for…

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2 likes·1 comment
Priyam Mehta

20 mins ago · SEBI Registration INH000019239

Adani Enterprises: Why AI infrastructure could be new growth

ADANIENT
# Adani Enterprises: Why AI infrastructure could be a new growth engine Adani Enterprises Limited is expanding beyond traditional infrastructure into AI-ready data centres. The opportunity is not just about building data centres;…

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4 likes·4 comments
Sanjay Ahuja

27 mins ago · SEBI Registration INH000020439

ADANI PORT DOUBLES IT'S COLOMBO WEST TERMINAL CAPACITY

ADANIPORTS
has successfully completed the expansion of it's Colombo West International Terminal (CWIT) in Sri Lanka. This expansion doubled the terminal's capacity to 3.2 million TEUs following a USD 750 million investment. The terminal's…

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6 likes·6 comments
Mohammed Shoaib

53 mins ago · SEBI Registration INH000015525

Highway Infrastructure wins ₹254 crore toll order

HILINFRA
Highway Infrastructure Limited has received a toll operations contract worth ₹254 crore from the Uttar Pradesh Authority and the National Highways Authority of India. The stock moved nearly 9% on October 1 and touched ₹46.80 on…

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13 likes·10 comments
Hemraj Singh Sikarwar

57 mins ago · SEBI Registration INH000016719

Power Mech Projects wins ₹549 crore order

Power Mech Projects Limited has secured an operation and maintenance order worth ₹549.37 crore from Moxie Power Generation Limited, an Adani Group company. The contract runs for five years, from October 1, 2026 to September 30, 2031. The…

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16 likes·14 comments
AKANSHA JAIN

58 mins ago · SEBI Registration INH000024408

NCC order book crosses ₹1,576 crore in September

NCC Limited received three new orders worth about ₹1,576.93 crore in September 2026, excluding GST. The latest wins add to visibility for its buildings and transportation businesses. NCC Limited (NCC) received two additional orders recent…

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15 likes·14 comments
Amit Malviya

59 mins ago · SEBI Registration INH000020615

Key Highlights for inox india — 1 October   2026

INOXINDIA
Inox Air Products (part of the INOX Group) has filed its IPO papers with SEBI on October 1 2026 for a ₹3,034 crore offer‑for‑sale (OFS) of 7.71 crore shares — no fresh issue component — marking its return to India’s public market…

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14 likes·14 comments
Finkhoz Roboadvisory Services

1 hour ago · SEBI Registration INH000022297

Apollo Hospitals extends fall as drug mark-up concerns

APOLLOHOSP
Enterprise Limited (APOLLOHOSP) fell 2.3% to ₹7,978 in early trade on October 1, extending losses for a second session. The stock was among the top Nifty 50 losers, a day after closing 6.6% lower on Supreme Court remarks about m…

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17 likes·17 comments
CA. Hardik Kachchava

1 hour ago · SEBI Registration INH000022136

Canara Bank Q2 Update: Investor Briefing

CANBK
Canara Bank has delivered robust operational performance in its second-quarter update, characterized by accelerated credit expansion and a strategic pivot towards granular deposit accretion. With total global business expanding 15.8…

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19 likes·18 comments
TrueNorth Capital

1 hour ago · SEBI Registration INA000020040

Kotak Mahindra Bank gets RBI approval for new CEO Anup Saha

The Reserve Bank of India has approved the appointment of Anup Kumar Saha as Managing Director and CEO of

KOTAKBANK
for three years. The bank's stock trades at Rs 431 with a market capitalization of Rs 4,28,554 crore. The approval comes a…

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23 likes·20 comments
PATEL ABHIKUMAR HARESHBHAI

1 hour ago · SEBI Registration INH000005069

Daily Index View : BANKNIFTY as on 01/10/2026

1. Market Trend PROBABILITY 🚨 Current Market Trend: Positive 🚀 -5% 🔍 Key Level to Watch: 54759 🔄 Current Market Surface: The trend will stay Positive until the market stay above 54759 That’s 126 points away from the last…

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29 likes·27 comments
Ishwar Kathed

1 hour ago · SEBI Registration INH000024374

Ashok Leyland's September sales surge 28% to 24,049 units

**Ashok Leyland reported total sales of 24,049 units in September 2026, including exports, registering 28% year-on-year growth compared with 18,813 units in September 2025.** The growth was primarily driven by strong demand for medium and…

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32 likes·28 comments
Manish Salvi

2 hours ago · SEBI Registration INH000015598

Blue Dart Reverses After Pricing Increase Announcement

Blue Dart Express reversed after early gains following its pricing announcement. Traders may watch ₹4,700 as resistance and ₹4,356 as a key support level. Blue Dart Express Ltd.

BLUEDART
initially gained up to 3.5% on October 1, 2026, fol…

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32 likes·31 comments
Adarsh Nimborkar (SEBI IA)

2 hours ago · SEBI Registration INA000019789

Gujarat Kidney and Super Speciality Ltd Company Analysis

GKSL
Gujarat Kidney and Super Speciality is a regional healthcare company operating mid-sized multispeciality hospitals in Gujarat, with a strong focus on nephrology, urology and secondary/tertiary care. The company has been pursuing an e…

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34 likes·34 comments
MBA Investmentwala

2 hours ago · SEBI Registration INH000011185

NLC India Secures 265 MW BESS Project in Haryana

NLC India, (

NLCINDIA
) through its wholly owned subsidiary NLC India Renewables Ltd (NIRL), has received a Letter of Award from SJVN for a 265 MW/530 MWh standalone Battery Energy Storage System (BESS) project in Haryana. 265 MW / 530 MW…

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37 likes·35 comments
CA ABHAY VARN

2 hours ago · SEBI Registration INH300008465

GPT Infraprojects Subsidiary Emerges L1 in ₹134 Crore Order

GPTINFRA
has announced that its wholly owned subsidiary, Alcon Builders and Engineers Private Limited, has been declared L1 (First Lowest) in an order worth ₹134.11 crore from Chief Signal and Telecommunication Engineer (CSTE), Western Ra…

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37 likes·36 comments
Saurabh Tyagi--Clovek,Advisory

2 hours ago · SEBI Registration INA100014879

Lodha Developers: Data Centres Add a New Growth Engine

LODHA
is scaling up its data centre business at Palava, with land monetisation emerging as an important part of its long-term annuity strategy. The company has around 660 acres earmarked for its data centre park and plans to monetise ano…

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38 likes·35 comments