Analyst Opinions

Insights from SEBI-registered analysts · updated live

TrueNorth Capital

1 min ago · SEBI Registration INA000020040

Swiggy reports Q2 FY27 loss increase despite B2C growth

Swiggy Limited

SWIGGY
reported a mixed Q2 FY27 performance with consolidated adjusted EBITDA losses widening to Rs 760 crore despite a 25 percent year-on-year increase in B2C gross order value to Rs 20,793 ***** delivery margins strengthe…

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Jay Gupta

15 mins ago · SEBI Registration INH000029218

AAVAS FINANCIERS: HOUSING LOANS AND FUNDING COSTS

AAVAS
is approaching its September-quarter results, making it a useful stock to monitor in the affordable housing finance segment. For housing finance companies, sustainable growth depends on loan disbursements, collection efficiency, bo…

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1 like·1 comment
Mohammed Shoaib

16 mins ago · SEBI Registration INH000015525

APL APOLLO TUBES: INFRASTRUCTURE DEMAND AND VOLUME GROWTH

APLAPOLLO
Tubes is worth tracking ahead of its quarterly results. The company manufactures structural steel tubes used in infrastructure, construction, industrial applications and building projects. Demand can be influenced by constructio…

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1 like·2 comments
Shrikant Pandey

17 mins ago · SEBI Registration INH000023986

RAYMOND : BOARD APPROVES NAME CHANGE RAYMOND AEROSPACE

RAYMOND : BOARD APPROVES NAME CHANGE TO RAYMOND AEROSPACE, DEFENCE & ENGINEERING

RAYMOND
• Board approved via circulation on October 24, 2026, the proposal to rename Raymond Limited as Raymond Aerospace, Defence & Engineering Limited •…

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Adarsh Nimborkar (SEBI IA)

18 mins ago · SEBI Registration INA000019789

Easy Trip Planners Ltd Company Fundamental Analysis

EASEMYTRIP
Easy Trip Planners, operating as EaseMyTrip, is an online travel agency offering flight tickets, hotel bookings, holiday packages, bus and train reservations, and other travel-related services. Its asset-light digital platform…

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5 likes·4 comments
Hemraj Singh Sikarwar

19 mins ago · SEBI Registration INH000016719

BANK OF MAHARASHTRA: PROFITABILITY AND ASSET QUALITY I

MAHABANK
is on the watchlist ahead of its September-quarter results. For public-sector banks, the quality of earnings depends on more than loan growth. Deposit mobilisation, net interest margins, recoveries and credit costs all influence…

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4 likes·4 comments
AKANSHA JAIN

23 mins ago · SEBI Registration INH000024408

SUMITOMO CHEMICAL INDIA: PRODUCT MIX AND MARGINS MATTER

SUMICHEM
is scheduled to consider its September-quarter results on October 26, with an investor and analyst earnings call planned for October 27. The company operates in the agrochemical sector, where business performance can depend on s…

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4 likes·4 comments
Sohrab Shaikh (SEBI RA)

26 mins ago · SEBI Registration INH000015376

IDFC First Bank announced its Q2 FY27 financial results

The September 2026 quarter revenue stood at Rs. 119217.50 millions, up 19.97% as compared to Rs. 99368.90 millions during the corresponding quarter last ***** Net Profit of the company vaulted to 196.50% to Rs. 10446.00 millions from Rs. 3…

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4 likes·4 comments
Kumar Satyam

40 mins ago · SEBI Registration INH000020448

IDFC FIRST Bank Q2 profit jumps 196.5% to ₹1,045 crore

IDFC FIRST Bank Limited (NSE: IDFCFIRSTB) reported Q2 FY27 profit after tax of ₹1,045 crore, up 196.5% YoY. Net interest income increased 21% to ₹6,184 crore, supported by healthy loan growth and expanding deposits. Key Highlights • Loan…

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10 likes·9 comments
ArthavrkshRA

53 mins ago · SEBI Registration INH000025212

Nifty Weekly: 22,200 in Focus; IT Outperforms again

Nifty closed the week at 22,600, down 546 points (2.36%), slipping back below the 200-week average (22,673), which it had reclaimed only a week earlier. The index remains inside the long-term rising channel that has held since 2023, and the…

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25102026 Nifty.png
SHUBINVESTS I SEBI RA

55 mins ago · SEBI Registration INH000016913

India’s Energy Push: A Learning Story on Coal Gasification

Imagine India buying fewer industrial chemicals from other countries and producing more at home. That is the goal behind a major coal gasification project in Odisha by Coal India and BHEL. The project aims to convert coal into gas and then…

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11 likes·12 comments
Jeet B Bhayani (SEBI RA)

55 mins ago · SEBI Registration INH000018142

Academic & Corporate R&D Drives 70% of Ayush Patents

Ayush-related innovation and intellectual property activity in India recorded substantial growth between FY15 and FY26, with 4,077 patent applications filed and 711 patents granted, according to the Status Report on Ayush Related Inventions…

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Akshay Patel

1 hour ago · SEBI Registration INH000017231

Castrol India Q2 2026 revenue up 25% to ₹1,871 crore

Castrol India Limited (NSE: CASTROLIND)

CASTROLIND
reported Q2 2026 revenue from operations of ₹1,871 crore, up 25% YoY. Profit after tax rose 43% to ₹348 crore. The board also declared an interim dividend of ₹6.25 per share on a ₹5 face…

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1 like
Unite Technologies Financial

1 hour ago · SEBI Registration INH000020350

Paras Defence – Technical Analysis, Support and Resistance

The stock

PARAS
is showing a short-term bearish trend on the daily chart. After rallying from around ₹600 to nearly ₹1585 the stock has formed lower highs and is facing continued selling pressure. It closed at ₹1177.20, down 2.32% in the…

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1 like
Rakesh Kumar

1 hour ago · SEBI Registration INH100003282

Adani Energy Solutions Results Analysis-Q2FY2027

ADANIENSOL
Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 7,167 Crs., 57.9% growth YoY, Total Income is Rs. 10,239 Crs., 51.31% growth YoY, Op. EBITDA is Rs. 3,070 Crs., 68.22% growth…

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1 like
DHARMESH BHATT             R A

1 hour ago · SEBI Registration INH000009685

Transworld : Acquiring Vessels, OEL Surya and OEL Varun

TRANSWORLD
DHARMESH BHATT (Research Analyst) SEBI Registration No. INH000009685 Transworld Shipping Lines Limited (formerly known as Shreyas Shipping & Logistics Ltd) has announced the signing of a Memorandum of Agreement (MOA) for the…

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Transworld shipping.pdf
24 likes·22 comments
Ishwar Kathed

1 hour ago · SEBI Registration INH000024374

HAL focuses on ₹26,000 crore Su-30MKI engine order

Hindustan Aeronautics Limited (HAL) designs, develops, manufactures, repairs, overhauls, upgrades and services aircraft, helicopters, aero-engines, avionics, accessories and aerospace structures. It serves the aerospace requirements of the…

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22 likes·21 comments
Vineet Chawla

2 hours ago · SEBI Registration INH000008190

Castrol India - Quaterly Results FY 2026

CASTROLIND
The sales figure stood at Rs. 17347.20 millions for the September 2026 quarter. The mentioned figure indicates a growth of about 27.30% as compared to Rs. 13627.50 millions during the year-ago period.A slender decline of -22.58…

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15 likes·12 comments
Ketan Mittal (SEBI RA)

2 hours ago · SEBI Registration INH000018726

Crude at $112 puts Indian equities under pressure

Brent crude climbed to approximately $112 per barrel on 22 October 2026 as Middle East tensions intensified. The Nifty 50 fell 0.54% to 22,687.65, extending its losing streak to three sessions. What happened? The Sensex declined 0.62% to 73…

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14 likes·13 comments
Prameela Balakkala

3 hours ago · SEBI Registration INH000016074

Seshasayee Paper Q2 Profit Nearly Doubles,

SESHAPAPER
Seshasayee Paper and Boards Ltd posted a standout Q2 performance, reflecting strong demand and operational efficiency in the paper and packaging sector. 📈 Key Financial Highlights ✅ Net Profit soared to ₹35 crore, almost doub…

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42 likes·39 comments