Analyst Opinions

Insights from SEBI-registered analysts · updated live

StockYard ( SEBI RA )

1 min ago · SEBI Registration INH000019220

🚨 STL SIGNS ₹11,400 CRORE HYPERSCALE DEAL! 🤖🌐🔥

Sterlite Technologies (STL) has secured a long-term supply agreement worth approximately ₹11,400 crore ($1.2 billion) with an international hyperscale partner for optical connectivity products through 2030. 📊 KEY HIGHLIGHTS 🔹 Deal Value…

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AASHISH RA

1 min ago · SEBI Registration INH000013174

Sector: Telecom Products / Electronics Manufacturing

OPTIEMUS
Strengths Strong recent revenue growth, with Q1 FY27 consolidated revenue from operations of ₹882.99 Cr, up 102.36% YoY. Manufacturing revenue was a major growth driver, rising sharply year-on-year in Q1 FY27. Exposure to India'…

#InternationalMarket#TrendingSectors#SectorBreakouts#Pre-OpeningCommentary
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Priyam Mehta

4 mins ago · SEBI Registration INH000019239

Can Policybazaar Adapt to Changing Insurance Economics?

POLICYBZR
# PB Fintech: Can Policybazaar Adapt to Changing Insurance Economics? PB Fintech, the parent company of Policybazaar and Paisabazaar, operates digital platforms for insurance and lending products. Its asset-light model relies on…

#WatchOutFor#MacroViews#Miscellaneous#HiddenGems#FundamentalViews
CA. Hardik Kachchava

40 mins ago · SEBI Registration INH000022136

Strategic Capital Update: Bajaj Finance Limited

BAJFINANCE
Executive Summary On October 1, 2026, the Board of Directors of Bajaj Finance Limited approved a comprehensive capital-raising initiative aggregating up to ₹17,500 crore. This strategic move aims to fortify the company’s capita…

#StockInNews#MacroViews#TrendingSectors#TimeToExit#IndexStrategies
7 likes·8 comments
Rahul Porwal

49 mins ago · SEBI Registration INH000019372

Sarthak Metals Ltd (SMLT) surged nearly 20% today

SMLT
Sarthak Metals Ltd (SMLT) surged nearly 20% today, closing around ₹74.82 on BSE and ₹74.18 on NSE, despite weak Q2 FY26 results showing a 28% drop in net profit and a 21% decline in revenue. The rally appears driven by short-term mome…

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10 likes·10 comments
Stock Reader

1 hour ago · SEBI Registration INH000022923

TCS — FROM IT GIANT TO AI POWERHOUSE 🤖🚀

TCS
The IT industry is changing. TCS is trying to change with it. For years, TCS was built around one powerful formula: Enterprise relationships + technology services + global scale. Now a new layer is being added: AI. And the numbe…

#EquityResearch
22 likes·21 comments
Prameela Balakkala

1 hour ago · SEBI Registration INH000016074

Bajaj Finance Approves ₹17,500 Cr Fundraise

BAJFINANCE
Key Update: The Board has approved raising capital through a combination of QIP and preferential issue. QIP: Up to ₹11,700 crore. Preferential issue: Warrants worth up to ₹5,800 crore. Total proposed fundraising could be up to…

#PersonalFinance#FundamentalViews#StockInNews
21 likes·22 comments
Sunil Kotak

1 hour ago · SEBI Registration INH000015826

Coal India raises September supplies 12.5%

Coal India raises September supplies 12.5% amid growing demand for power

COALINDIA
SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Coal India Ltd (CIL) increased its coal supplies by 12.5 per cent year-on-year to 61.2 million t…

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24 likes·23 comments
Sarathi Research

1 hour ago · SEBI Registration INH000012740

Interarch wins Rs 89 crore order for data centre project

INTERARCH
Interarch Building Solutions Limited (NSE: INTERARCH) said on September 30, 2026, that it has secured a domestic order worth about Rs 89 crore for a data centre project. What happened: The order covers design, engineering, manuf…

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24 likes·25 comments
Pankaj pawar

2 hours ago · SEBI Registration INH000020934

Tata Motors Hits Record Q2 Passenger Vehicle Sales

TMPV
: The company recorded its highest-ever quarterly sales of 201,723 units in Q2 FY27, up 40% YoY from 144,397 units in Q2 FY26. Domestic passenger vehicle sales also increased 40% YoY to 196,674 units, while the international business…

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32 likes·30 comments
MBA Investmentwala

2 hours ago · SEBI Registration INH000011185

Highway Infra Secures ₹245 Cr Toll Operations Orders

HILINFRA
Highway Infrastructure has secured fresh toll operations contracts worth approximately ₹245 crore from the Uttar Pradesh Expressways Industrial Development Authority (UPEIDA) and the National Highways Authority of India (NHAI). T…

#WatchOutFor#StockInNews
33 likes·36 comments
VIJAY KUMAR GUPTA

2 hours ago · SEBI Registration INH000020226

Reliance Q1 profit down 22% YoY as crude base weakens

RELIANCE
Reliance Industries Limited reported consolidated Q1 FY27 results on 20 July 2026 with sequential strength masked by a tough prior-year crude base that compressed year-on-year profit 22 percent. Q1 FY27 numbers (consolidated):…

#StockInNews#PsychologyofMoney#HiddenGems#SectorBreakouts#TechnicalViews
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37 likes·36 comments
Mayank Kumar

3 hours ago · SEBI Registration INH000015978

SBI Life's Q1 FY27 numbers were strong chart is attached

SBILIFE
Fundamental picture SBI Life's Q1 FY27 numbers were strong: PAT increased about 22% YoY to ₹725 crore. Net premium income increased about 16.9% to ₹20,078 crore. APE grew 36% to ₹5,379 crore. Value of New Business increased 29%…

#WatchOutFor#IndexStrategies#StockInNews
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45 likes·44 comments
THREETREND RESEARCH

3 hours ago · SEBI Registration INH000022729

Why Molbio was up 15% — key fundamental triggers

MOLBIO
Why Molbio was up 15% — key fundamental triggers 1. HDFC Mutual Fund bought ~2% stake — major immediate trigger HDFC Mutual Fund bought around 23 lakh shares, equivalent to 1.99% of Molbio, in a bulk deal worth roughly ₹302 crore…

#Today’sTradingSetup
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47 likes·48 comments
Stock Reader

5 hours ago · SEBI Registration INH000022923

CG POWER — POWERING INDIA'S NEXT INDUSTRIAL CYCLE ⚡🚀

CGPOWER
Transmission. Transformers. Railways. Data centres. Semiconductors. CG Power is sitting at the intersection of several of India's biggest capex themes. And the order book is already showing the demand. Q1 FY27 standalone sales…

#Today’sTradingSetup
76 likes·75 comments
Sarathi Research

5 hours ago · SEBI Registration INH000012740

Jio Financial infuses Rs 320 crore into insurance JV

JIOFIN
Jio Financial Services Limited (NSE: JIOFIN) said on September 30, 2026, that it has invested Rs 320.05 crore in its general insurance joint venture, Jio Allianz General Insurance. Jio Financial Services and its JV partner Allianz…

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83 likes·23 comments
saurabh mittal

6 hours ago · SEBI Registration INH000022835

NBCC (India) Ltd a straight daily decline a new 52‑week low

NBCC
NBCC shares fell for the fifth consecutive session, breaching a 52‑week low at ₹77.17 on October 1 and closing around ₹77.4–₹77.8, down roughly 6.4% over those five days. The stock has been under pressure amid broader market weakness…

#WatchOutFor#StockInNews#FundamentalViews
100 likes·43 comments
SAURABH SAHU

8 hours ago · SEBI Registration INH000014322

Hindalco Terminates AluChem Acquisition Agreement

Hindalco Industries Limited has announced the termination of its proposed acquisition of AluChem Companies, Inc. and its specialty calcined and tabular alumina business. Key Highlights Agreement Terminated: Both parties mutually decided t…

#Today’sTradingSetup#WatchOutFor#StockInNews#FundamentalViews#EquityResearch
124 likes·69 comments
Pyrifera Investment Advisors

8 hours ago · SEBI Registration INH000020466

MOIL hikes manganese ore prices by 5% across all grades

MOIL implemented a 5% price increase across all grades of manganese ore effective October 1, 2026. This tactical revision aims to capture robust domestic steel demand, building on a 70.11% YoY net profit surge to ₹87.62 crore in Q1 FY27. T…

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133 likes·60 comments