Analyst Opinions

Insights from SEBI-registered analysts · updated live

Apurva Harsh Vira

1 min ago · SEBI Registration INH000024064

Kotak Mahindra Bank Q2 Profit Surges 29% YoY

KOTAKBANK
reported strong Q2 FY27 results, with standalone net profit rising 29.5% YoY to ₹4,212 crore from ₹3,253 crore. Consolidated net profit increased approximately 26% to ₹5,645 crore, reflecting improved profitability across the ban…

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Rohan Sunil Shinde SEBI RA

6 mins ago · SEBI Registration INH000032382

JSW Steel Ltd Q2FY27 Result Fundamental Outlook

JSW Steel delivered a robust Q2FY27 performance, driven by record sales volumes, improved realisations and better cost management. Revenue and net profit comfortably exceeded Bloomberg’s consensus estimates. Financial Performance: Consolid…

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Ujvin Nevatia

18 mins ago · SEBI Registration INH100009628

Shriram Finance expands gold lending despite rising stress

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

SHRIRAMFIN
) plans to continue expanding its gold loan portfolio despite rising repayment delays and asset-qua…

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2 likes·1 comment
CA. Hardik Kachchava

25 mins ago · SEBI Registration INH000022136

Oracle Financial Services Software (OFSS) Q2 FY27 Earnings

OFSS
Executive Summary OFSS delivered robust financial results for the quarter ended September 30, 2026, marked by a 29% year-over-year (YoY) increase in consolidated net income to ₹702 crore. The performance highlights significant margin…

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Neha

29 mins ago · SEBI Registration INH000016542

Zomato vs Swiggy Q2 Results: Blinkit Kaun Jeeta? |

Zomato vs Swiggy Q2 Results: ek ne ₹125 crore kamaye, doosre ne ₹922 crore gawaye 😳 Scorecard 👇

SWIGGY
🥊 Round 1 · 10-min delivery: Blinkit +₹184 cr vs Instamart −₹895 cr (Adj. EBITDA) → Zomato 1–0 🍔 Round 2 · Food delivery: Zomato ₹6…

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Zomato vs Swiggy Q2 Results: Blinkit Kaun Jeeta? |
Tejaswi

33 mins ago · SEBI Registration INA200015176

Biocon: Biosimilar Milestones Are Real, Profits Remain Thin

BIOCON
Biocon is a biopharma company. Its wholly owned subsidiary, Biocon Biologics, develops biologic medicines including oncology biosimilars. The portfolio covers trastuzumab, pertuzumab and bevacizumab, alongside 17 cancer medicines…

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Jeet B Bhayani (SEBI RA)

44 mins ago · SEBI Registration INH000018142

India Female Labour & Entrepreneurship Report

Women’s economic participation in India is expanding rapidly across employment, entrepreneurship, manufacturing, and deep-tech sectors. According to the Periodic Labour Force Survey, the Female Labour Force Participation Rate (FLFPR) surged…

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Vimal K

57 mins ago · SEBI Registration INH200007724

International Gemological Institute Surges 18.4%

The International Gemological Institute has emerged as a standout performer in the Indian equity markets, registering an impressive weekly surge of 18.4% for the period ending October 23, 2026. In a week where the broader Nifty 500 index fa…

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IGIL 23-10-26.jpg
Sunil Kotak

1 hour ago · SEBI Registration INH000015826

Godrej Properties result: Net profit falls 62% to ₹154 crore

Godrej Properties' Q2FY27 results: Net profit falls 62% to ₹154 crore

GODREJPROP
SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Earnings before interest, tax, depreciation and amortisation also fell 72 per cent to ₹171 crore,…

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1 like
DEEPAK PAL

1 hour ago · SEBI Registration INH000012856

RISKY BUT STILL THIS COMPANY BET ON THIS BUSINESS...READ NOW

WHY

SHRIRAMFIN
IS DOUBLING DOWN ON GOLD LOANS DESPITE REPAYMENT RED FLAGS Gold loans are booming in India — but rising defaults are raising questions about how safely lenders can grow. Shriram Finance wants to significantly expand its g…

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Pavan Rawat

1 hour ago · SEBI Registration INH000025966

E2E Networks Ltd. SHARES HIT LOWER CIRCUIT

E2E
Shares of artificial intelligence related companies, including E2E Networks, Netweb Technologies and Black Box, declined on Friday, tracking an overnight sell-off in US AI stocks and losses among similar companies across Asian markets…

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Ankush

1 hour ago · SEBI Registration INH000021234

JSW Steel Ltd. Q2 RESULTS PROFIT ZOOMS 225%

JSWSTEEL
JSW Steel, India’s largest steelmaker by capacity, reported a 225.3% year-on-year surge in consolidated net profit for the September quarter, supported by record steel sales and firm flat steel prices. The strong performance came…

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Vibhu Jain

1 hour ago · SEBI Registration INH000015233

Oil & Natural Gas Corporation on different parameters

ONGC
Quality :- The company’s quality grade remains favourable, supported by its entrenched position in the oil sector and consistent operational scale. Despite this, recent quarterly results reveal some challenges. Profit before tax exclu…

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17 likes·17 comments
Pradeep Carpenter

1 hour ago · SEBI Registration INH000019309

Infosys Ltd Flash Crash: What Happens Next?

Infosys witnessed an unusual intraday move on October 23, plunging nearly 10% to ₹1,038.05 at 10:38 AM before recovering to ₹1,149.60 by the close of the same one-minute candle. What Caused the Sudden Fall? The stock briefly touched its l…

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infy day chart 24-10-2026.PNG
17 likes·16 comments
Ankit Gupta

2 hours ago · SEBI Registration INH100007231

Shriram Finance Lowers FY27 AUM Growth Guidance

SHRIRAMFIN
FINANCE: The company has revised its Assets Under Management (AUM) growth guidance for FY27 to 15–17%, compared with its earlier expectation of 18%. The revision indicates a moderation in the company's projected AUM growth for…

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TrueNorth Capital

2 hours ago · SEBI Registration INA000020040

SRF Q2 revenue rises 35%, chemicals remain weak

SRF Ltd (

SRF
) reported 35% YoY revenue growth to ₹4,904 crore in Q2FY27. The key concern remains specialty chemicals, where recovery is taking longer than expected despite management maintaining its growth guidance. SRF’s Q2 performanc…

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30 likes·30 comments
Mohammed Shoaib

2 hours ago · SEBI Registration INH000015525

IDFC FIRST BANK: DEPOSIT GROWTH AND ASSET QUALITY IN FOCUS

IDFCFIRSTB
irst Bank is worth tracking as investors assess its September-quarter performance and the quality of its growth. For a bank, headline business expansion is only one part of the story. Deposit mobilisation, funding costs, loan g…

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30 likes·30 comments
Jay Gupta

2 hours ago · SEBI Registration INH000029218

ADANI TOTAL GAS: REVENUE GROWTH VERSUS MARGIN PRESSURE

ATGL
Gas has reported a modest year-on-year increase in Q2 FY27 net profit, alongside stronger revenue growth. Reported net profit rose approximately 3% to ₹167 crore, while revenue increased around 34%. However, EBITDA margin declined to…

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30 likes·30 comments
CA ABHAY VARN

2 hours ago · SEBI Registration INH300008465

Dr Reddy's sticks to 20%+ EBITDA margin for FY27.

Dr. Reddy's Laboratories Limited

DRREDDY
has reiterated its FY27 EBITDA margin guidance of 20 percent and above. Q2 margins stood at 20.6 percent. The company maintained its full-year EBITDA margin outlook at 20 percent plus. Second-quar…

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30 likes·29 comments
Vipin Dixena

2 hours ago · SEBI Registration INH000014076

Cyient Q2: Profit Growth Tells a Different Story

Cyient (

CYIENT
) reported a 25% year-on-year increase in consolidated revenue to ₹2,235 crore in Q2 FY27. The company also declared an interim dividend of ₹12 per share. However, consolidated net profit declined around 8% year-on-year to…

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31 likes·28 comments