Analyst Opinions

Insights from SEBI-registered analysts · updated live

MBA Investmentwala

1 min 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…

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VIJAY KUMAR GUPTA

17 mins 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):…

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1 like·2 comments
Mayank Kumar

48 mins 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%…

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9 likes·9 comments
THREETREND RESEARCH

52 mins 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…

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11 likes·12 comments
Stock Reader

2 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…

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41 likes·40 comments
Sarathi Research

3 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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49 likes·23 comments
saurabh mittal

4 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…

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65 likes·43 comments
SAURABH SAHU

6 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…

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89 likes·69 comments
Pyrifera Investment Advisors

6 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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97 likes·60 comments
Kumar Satyam

8 hours ago · SEBI Registration INH000020448

Sterlite Technologies wins $1.2 billion hyperscale order

Sterlite Technologies Limited (NSE: STLTECH) has secured a $1.2 billion order from a hyperscale customer for optical connectivity products. The supply arrangement runs through December 2030, with product allocations starting from calendar…

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130 likes·61 comments
Mohammed Shoaib

8 hours ago · SEBI Registration INH000015525

Infosys After Columbia University Collaboration

Infosys Limited

INFY
closed at ₹994.10 on September 30, 2026, down 2.1% and close to its 52-week low of about ₹980. The company will announce Q2 FY27 results on October 23, with the board also considering an interim dividend. What happen…

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133 likes·79 comments
Vimal K

9 hours ago · SEBI Registration INH200007724

Sun TV Network Ltd break and new 52 week highs

Sun TV Network Ltd. has staged an extraordinary weekly breakout, closing at ₹599.90 with a massive 22.4% surge. This powerful move comes at a time when the broader indices are facing intense selling pressure, highlighting institutional inte…

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133 likes·45 comments
Shree Dhanraksha Securities

9 hours ago · SEBI Registration INH000017152

Government Regulations and Commodity Stocks

Sugar Sector Balrampur Chini Mills (

BALRAMCHIN
) was among the sugar-sector stocks facing selling pressure on 1 October 2026 following changes to government stockholding norms ahead of the festive season. Sugar companies are influenced by…

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138 likes·42 comments
Hemraj Singh Sikarwar

9 hours ago · SEBI Registration INH000016719

Sterlite Technologies wins $1.2 billion order

Sterlite Technologies Limited has received a $1.2 billion order from a hyperscale customer for optical connectivity products, with the arrangement running through December 2030. The supplies are planned across calendar years starting from…

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140 likes·60 comments
AKANSHA JAIN

9 hours ago · SEBI Registration INH000024408

GPT Infraprojects wins ₹385 crore rail order

GPT Infraprojects Limited has secured a railway contract worth about ₹385 crore plus VAT through its South African subsidiary. The five-year contract covers manufacturing and supply of railway concrete sleepers to Transnet Freight Rail in…

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140 likes·74 comments
Hruthik N

9 hours ago · SEBI Registration INH000029917

Infosys Jumps 4% as Nifty Falls Below 22,500

The market closed sharply lower today, with the Nifty50 dropping 198.50 points (0.88%) to 22,421.95, after touching an intraday low of 22,217.30, a volatile session driven by elevated crude oil prices, rising US bond yields, and continued F…

#Post-ClosingCommentary
148 likes·67 comments
CA ABHAY VARN

10 hours ago · SEBI Registration INH300008465

Atul Auto Invests ₹18.34 Crore in Khushbu Auto Finance

ATULAUTO
has invested ₹18.34 crore in its wholly owned subsidiary, Khushbu Auto Finance Limited (KAFL), through a rights issue. The subsidiary allotted 91.40 lakh equity shares at an issue price of ₹20.07 per share on September 30, 2026. F…

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150 likes·54 comments
Ujvin Nevatia

10 hours ago · SEBI Registration INH100009628

Anup Bagchi to lead HDFC Bank from October 27

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

HDFCBANK
) has received RBI approval for Anup Bagchi's appointment as Managing Director and CEO for a three-year ter…

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151 likes·61 comments
Ankit Gupta

10 hours ago · SEBI Registration INH100007231

Surya Roshni Reports Record Q2 And H1 Sales

SURYAROSNI
ROSHNI: Surya Roshni Ltd. has reported a strong business update for Q2 and H1 FY27, with the company achieving record sales volumes across key operations. In the Steel Pipes & Strips segment, sales volume increased 23% year-on-…

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158 likes·62 comments
Tejaswi

10 hours ago · SEBI Registration INA200015176

Ambuja Cements: the buyer, not the bought

AMBUJACEM
Ambuja Cements Limited (NSE: AMBUJACEM) is absorbing ACC and Orient Cement into itself, becoming India's second largest cement company. The stock is near ₹384, down 36% from its ₹601 high. What happened Q1 FY27 revenue was ₹9,…

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158 likes·73 comments