Analyst Opinions

Insights from SEBI-registered analysts · updated live

CA Barkha Kamra

1 hour ago · SEBI Registration INH000021164

IdeaForge Gets ₹545.86 Mn CGST Tax Demand

IdeaForge Technology Limited

IDEAFORGE
has received an order from the tax authorities raising a demand of approximately ₹545.86 million (₹54.59 crore) under the Central Goods and Services Tax (CGST) Act. The order represents a significant…

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16 likes·16 comments
Pyrifera Investment Advisors

1 hour ago · SEBI Registration INH000020466

Interarch secures ₹89 crore data center PEB order

Interarch secured an ₹89 crore domestic order to supply pre-engineered steel structures for a data center. The 10-month project includes a 15% advance, bolstering its ₹1,864 crore order book. The contract leverages Interarch's new 24,000 M…

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27 likes·27 comments
Umang Bhutada

2 hours ago · SEBI Registration INH000023001

Shyam Metalics announces ₹50,000 crore steel expansion

SHYAMMETL
Shyam Metalics and Energy Limited has signed a non-binding MoU with the Maharashtra government for a proposed integrated steel complex in Chandrapur, with planned capacity of 9 million tonnes per annum. What happened? The comp…

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35 likes·32 comments
Kumar Satyam

2 hours ago · SEBI Registration INH000020448

Aurobindo Pharma enters US dermatology market

Aurobindo Pharma Limited (NSE: AUROPHARMA), through its subsidiary Acrotech Biopharma, has launched ADQUEY in the US for mild-to-moderate atopic dermatitis. The launch also marks Acrotech’s entry into the US dermatology segment through a d…

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43 likes·41 comments
Palak Jain

2 hours ago · SEBI Registration INH000017718

Sterlite Just Won A ₹10,000+ Crore Order. But Who Is Buying?

STLTECH
s has reportedly secured a multi-year contract worth around $1.2 billion, or more than ₹10,000 crore, from an international hyperscale customer. And this is where the story gets interesting. The customer is linked to the hypersca…

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37 likes·33 comments
Shree Dhanraksha Securities

2 hours ago · SEBI Registration INH000017152

Understanding Infrastructure Project Execution

NCC Ltd.

NCC
is an Indian construction and infrastructure company with operations across buildings, transportation, water, electrical and other infrastructure projects. NCC was highlighted in the stocks-in-news coverage on 1 October 2026.…

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36 likes·36 comments
Hemraj Singh Sikarwar

2 hours ago · SEBI Registration INH000016719

M&M tractor sales fall 21% in September, SUVs up 14%

Mahindra & Mahindra Limited

M&M
sold 114,874 vehicles in September 2026, up 15%, but tractor sales fell 21% to 52,100. The stock dropped 3.05% to ₹2,860 on October 1, close to its 52-week low of ₹2,812. What happened: SUV sales rose 14%…

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Unite Technologies Financial

2 hours ago · SEBI Registration INH000020350

Bandhan Bank – Technical Analysis, Support and Resistance

The stock

BANDHANBNK
is showing a range-bound to weak short-term structure on the daily chart. After a strong recovery from around ₹140 to ₹220 the stock faced resistance near ₹215–220 and has corrected back toward ₹176. The latest close…

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44 likes·42 comments
AKANSHA JAIN

2 hours ago · SEBI Registration INH000024408

Shriram Finance buys back $460 million of dollar notes

Shriram Finance Limited

SHRIRAMFIN
settled a tender offer on September 30, 2026, repurchasing $459.98 million of senior secured dollar notes due 2027 and 2028. The stock fell 3.84% to ₹945 on October 1, 18% below its 52-week high of ₹1,15…

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40 likes·41 comments
Mohammed Shoaib

3 hours ago · SEBI Registration INH000015525

PNB global advances grow 14.8% in Q2 FY27 update

Punjab National Bank

PNB
reported provisional global advances of ₹13.43 lakh crore at September 30, 2026, up 14.8% year on year. Global business rose 11.95% to ₹31.20 lakh crore, and the stock closed at ₹109.57 on October 1. What happene…

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44 likes·45 comments
Naveen Kumar

3 hours ago · SEBI Registration INH000011088

PTL Enterprises value unlocking of company

PTL Enterprises currently trades with a market capitalization of approximately ₹501 crore, while holding Apollo Tyres shares worth ₹450 crore The company operates a tire manufacturing plant leased to Apollo Tyres, with both entities sharing…

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50 likes·46 comments
AALGO BREATHS I SEBI RA

3 hours ago · SEBI Registration INH000019886

United Breweries Limited-Technical Analysis Report

UBL
United Breweries is currently showing a weak and cautious technical structure on the daily chart. The stock has been witnessing sustained selling pressure and is trading below several important resistance zones. The recent price action…

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WhatsApp Image 2026-10-02 at 10.58.47 AM (1).jpeg
56 likes·54 comments
Mayank Kumar

3 hours ago · SEBI Registration INH000015978

Adani Power (ADANIPOWER), the latest fundamental picture

ADANIPOWER
Adani Power (ADANIPOWER), the latest fundamental picture is driven by strong earnings, aggressive capacity expansion, acquisitions and rising Indian power demand. Major fundamental developments Q1 FY27 was very strong: report…

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58 likes·58 comments
THREETREND RESEARCH

3 hours ago · SEBI Registration INH000022729

Adani Green Energy Ltd. (ADANIGREEN) Recent developments

ADANIGREEN
Adani Green — major fundamental news Battery storage expansion is the biggest recent development: On 1 October 2026, AGEL said it had expanded operational BESS capacity to 6.63 GWh, more than 50% of India's operational BESS…

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58 likes·57 comments
AASHISH RA

4 hours ago · SEBI Registration INH000013174

Axis Bank's cards Banking / Credit Cards / Digital Payments

AXISCADES
Strengths Large established credit-card franchise with 16.19 million cards outstanding as of June 2026. Citi India's consumer-business acquisition strengthened Axis Bank's premium retail and credit-card ecosystem. Multiple co-b…

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AXISCADES-EQ_2026-10-02_22-31-19.png
62 likes·61 comments
Saksham Sharma

4 hours ago · SEBI Registration INA000022613

Sterlite Technologies signs a potential $1.2 Billion Deal

STLTECH
Sterlite Technologies Limited (STLTECH) has signed a long-term supply agreement with an international hyperscale partner for optical connectivity products. The agreement has a potential value of about $1.2 billion and runs throug…

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69 likes·65 comments
Prameela Balakkala

4 hours ago · SEBI Registration INH000016074

MAHINDRA FINANCE: Q2 DISBURSEMENTS UP 22%

M&MFIN
Key Update Q2 FY27 disbursements are estimated at ₹16,490 crore, up approximately 22% YoY. H1 FY27 disbursements are estimated at ₹32,050 crore, also up around 22% YoY, excluding finance lease. Business Assets: ₹1,46,300 crore, up…

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67 likes·49 comments
DHARMESH BHATT             R A

4 hours ago · SEBI Registration INH000009685

Emcure Pharmaceuticals : Penalty Orders ₹57.74 Crore

EMCURE
Emcure Pharmaceuticals Limited has informed stock exchanges (NSE: EMCURE / BSE: 544210) regarding regulatory orders received from the Income Tax Department. The disclosures, submitted pursuant to Regulation 30 of the SEBI (Listing…

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Emcure.pdf
69 likes·47 comments
Pradeep Carpenter

4 hours ago · SEBI Registration INH000019309

Hindustan Unilever: What the Weekly Chart Indicates

Hindustan Unilever Limited is showing a clear deterioration in its long-term technical structure, with the weekly chart now pointing towards a possible trend change. The stock closed around ₹1,836, falling 5.5% in the latest weekly session…

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hidustan unilever weekly chart 02-10-2026.PNG
59 likes·52 comments
Pyrifera Investment Advisors

4 hours ago · SEBI Registration INH000020466

Aurobindo buys US CRDMO lab A1 Biochem for $15.2M

Aurobindo Pharma's subsidiary Apitoria acquired US-based A1 Biochem Labs for USD 15.24 million in an all-cash deal. This secures onshore R&D facilities in North Carolina to drive its high-margin CRDMO expansion. The acquisition integrates…

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72 likes·69 comments